Copper wants to help you be more efficient. Where we can, we'll send important updates to you so you don't have to go looking for them. We can send these notifications via email, via the web app, and via our mobile apps. You get to choose which notifications you receive on which devices.
There are two sections on this page:
Understand notifications
The notifications section allows each user to specify their personal notification preferences. It's pretty simple to navigate.
Across the top of each white box, we list the devices you can receive those notifications on:
Email Notification - You will receive an email when an event occurs.
In-App Notification - You will receive notifications in the web app, stored under the bell icon in the upper left
Mobile Notification - A push notification will be sent to your iPhone or Android mobile phone.
Down the lefthand side of each white box, we list actions that could trigger a notification:
If the checkbox is absent below a particular device, the device cannot send that particular notification.
Let's get to know each of these notifications in more detail:
Records I follow are updated - When you follow a Copper record, you're asking the system to keep you informed of updates to the record. You can uncheck these boxes if you don't want notifications on a particular device.
New Contact suggestions - If you sync with Gmail, anyone you email who is not already a lead or person in Copper will be sent to your Copper Dashboard page as a 'Suggested Contact.' You can click the add button next to their name to add them as a person record. Any time a new contact is suggested from Gmail, you can receive a notification.
Someone mentions me - You can @mention fellow Copper users in the activity log of a record. These notifications can help you keep an eye on @mentions you receive from other users.
Task is owned by me - Your name has been added to the 'Owner' field of a task.
Lead is owned by me - Your name has been added to the 'Owner' field of a lead record.
Opportunity is owned by me - Your name has been added to the 'Owner' field of an opportunity record.
Project is owned by me - Your name has been added to the 'Owner' field of a project.
Person is owned by me - Your name has been added to the 'Owner' field of a person record.
Company is owned by me - Your name has been added to the 'Owner' field of a company record.
Task is due - You can set a due date and time on a task. This notification will send when that due date and time occurs.
Task reminders - You can set reminders on tasks manually or automatically. These let you know a task due date is approaching. These notifications will send when that reminder date and time occurs.
My import is complete - An import of data you've sent to Copper was completed.
My import has been reverted - If you decide to revert your import, this will let you know when that action is complete.
My bulk update is complete - This notifies you that any bulk edits you've made are complete.
My export is complete - An export of data that you've requested is now complete.
My bulk emails are complete - This notifies you when a bulk email send you've initiated has fully sent to all contacts.
Understand automatically following records
A record is a lead, person, company, opportunity, project or task. When you follow a record, you'll receive notifications around updates on that record. It's easy to manually follow a record, but as your business grows, you may want to automate this. If you check any of the boxes in this setting, you can automatically follow a record when an action takes place on the record.
Overview of Following Records
Copper’s Following Records feature helps users stay informed about key updates on their most important records, like sales opportunities, high-priority clients, or critical projects. By following a record, users receive real-time notifications and can easily track changes, ensuring they stay on top of critical tasks and client relationships without manual effort.
Uses and Benefits
Copper’s Following Records feature offers a range of benefits to help users stay organized and focused:
Receive Timely Notifications: Users are automatically alerted to important updates, such as status changes, new activities, or notes added to a record. Notifications can be delivered in-app, via email, or through mobile push notifications.
Filter the Feed for Focused Tracking: Users can customize their Feed to show only activities related to followed records, making it easier to manage priorities and review updates at a glance.
Automate Following with Auto-Follow Logic: Users can set auto-follow rules to ensure they never miss updates on relevant records. For example, users can automatically follow records they create, update, or are assigned to.
Collaborate Seamlessly: Following shared records allows teams to stay aligned on projects, clients, or deals managed by others, enhancing collaboration and reducing the need for constant check-ins.
Strengthen Client Relationships: Client-facing teams can respond faster to updates on followed records, helping them build trust and deliver a more personalized experience.
Boost Productivity: Copper handles updates and only notifies users about significant changes, allowing them to focus on high-value tasks.
Examples of Important Records to Follow
Important records vary by user and workflow. Here are some examples of records users may choose to follow:
Active Sales Opportunities: Ensure timely updates on deals in progress.
High-Priority Clients: Stay informed about strategic accounts or key revenue contributors.
Hot Leads: Monitor new or engaged leads that require prompt action.
Critical Projects: Track implementation or delivery milestones for significant clients.
Time-Sensitive Tasks: Get reminders for upcoming deadlines or follow-up actions.
Opportunities at Risk: Stay alert to declining engagement or satisfaction that requires intervention.
Contact Activity: Follow contacts to receive updates on logged activities like emails, calls, and meetings.
By combining real-time notifications, Feed filtering, and auto-follow automation, Copper’s Following Records feature ensures users stay connected to their most important work and relationships with minimal manual effort.