Setup & Customize
Customize Copper to match your brand
🎥 Record types: People, Companies, Opportunities and Leads
🎥 Pipelines and Opportunities: customization and best practices
🎥 Activity Types: customization & best practices
🎥 Sources: customization and best practices
🎥 Loss Reasons: customization and best practices
How to auto-log Google Meet transcripts in Copper
Filter on recurring date fields
Create and edit Contact Types
Create and edit the Sources Field
Understand and customize Loss Reasons Field
Turn a field into a Required Field
Manage Field Settings
Customize your Records
Creating Multi-Select Custom Fields
Create, edit and manage Custom Fields
Create and edit Activity Types
Create and edit Read-Only Fields
Organize your Fields with Collapsible Sections
Setting up Connect Fields (Lookup Fields)
Understanding and Using the Activity Log
All Copper Notifications