Default Fields for all Records

The tables below provide a definition of each default field for a Copper record. To learn how to build custom fields, click here

Lead Default Fields

People Default Fields

Company Default Fields

Opportunity Default Fields

Project Default Fields

Task Default Fields

Lead Default Fields

Field Description Filterable? Searchable?
Lead Name   The first and last name of the lead No Yes
Company   The company the lead works for. This is different from a 'Company' record.  Yes  Yes
Owner   The user who should work to qualify this lead Yes Yes
Title   The job title of the lead  No  Yes
Value   The potential revenue this lead could generate for your business  Yes  No
Email   The email address this lead uses professionally  No Yes 
Phone   The phone number this lead uses professionally  No Yes
LinkedIn   The URL to the lead's LinkedIn profile  No No 
Work Website   The URL to the lead's professional website   No  Yes 
Status   What stage of your lead qualification process is this record in?

New, Open, Unqualified, Junk

You define what the above statuses mean in your workflow. You can also add custom statuses under 'Settings' > 'Lead Management'.
Yes  No 
Source   How did you learn about this lead?
No Source, Advertising, Cold Call, Email
 Yes No 
Address   The mailing or business address associated with this lead. Yes ('City,' 'State' and 'Zip' fields can be filtered for the absence of a value). No 
Description   Any additional notes you'd like to store about this lead. No  No 
Visibility   Who can see this lead?

Everyone, Teams, Individuals, Only Me, Record Owner Only

To learn more about visibility permissions on records, click here.
 No No 
Tags   You can add a tag to this record and later pull all records with the same tag into a report. Yes  Yes 

 

People Default Fields

Field Description
Person Name   The name of the person you're doing business with. This expands to allow you to enter first, last, etc. separately. This splitting of the name gives you greater functionality with integrations and our API.
Company   The 'Company' record this person record is associated with. 
Title   The job title of the person
Contact Type   What is the relationship between this person and your business?

Potential Customer, Current Customer, Other

You can customize your contact types under 'Settings' > 'Contact Types.'
Owner   The user who is working directly with this person to close the business deal associated with the person
Work Email   The email address this person uses professionally
Work Phone   The phone number this person uses professionally
Work Website   The URL to the person's professional website
LinkedIn   The URL to the person's LinkedIn profile
Address   The mailing or business address associated with this person
Visibility   Who can see this person?
Everyone, Teams, Individuals, Only Me, Record Owner Only
To learn more about visibility permissions on people, click here.
Description   Any additional notes you'd like to store about this lead.
Tags   You can add a tag to this record and later pull all records with this tag into a report.

 

Company Default Fields

Field Description
Company Name   The name of the company
Work Phone   The company's phone number
Owner   The user who is working directly with this company to close the business deal associated with the company
Work Website   The company's website
Contact Type   What is the relationship between this company and your business?
Potential Customer, Current Customer, Other
You can customize your contact types under 'Settings' > 'Contact Types'.
Email Domain   Everything that comes after the '@' symbol in the company's email addresses. i.e. @dundermifflin.com
LinkedIn   The company's LinkedIn page
Address   The mailing or business address associated with this company
Description   Any additional notes you'd like to store about this company
Visibility   Who can see this company record?Everyone, Teams, Individuals, Only Me, Record Owner Only
To learn more about visibility permissions on records, click here
Tags   You can add a tag to this record and later pull all records with that tag into a report.

 

Opportunity Default Fields

Field Description
Opportunity Name   This is typically used as an action  statement. What sale or deal do you  hope to close? i.e. "Sell 100 pencils."
Pipeline   If you just have one pipeline, leave  the field as is. If you have more  than one pipeline, you'll select the  pipeline you intend to move this  opportunity through. You can switch  this later if the opportunity should  switch pipelines as part of your  business cycle.
Primary Contact   Search for the person record you'd  like to relate this opportunity to. For  tips on updating Primary Contact, click here
Close Date   An estimate of when the deal might  close. You can adjust this to the  current date when the opportunity is won.
Company   Search for the company record you'd like this opportunity to relate to.

Status  

What is currently happening with  this opportunity?
Won, Abandoned, Lost, Open

Owner  

The user who should be working on  this opportunity and moving it  through the pipeline

Stage  

Which pipeline stage is this record  currently in?
Qualified, Follow-up, Presentation, Contract Sent, Negotiation

Source  

How did you find this opportunity?
No Source, Advertising, Cold Call, Email
Value   The potential revenue this  opportunity could generate for your  business
Priority   What is the urgency or importance  of this opportunity to your business?
None, Low, Normal, High
Win Percentage   What is the percentage chance of  winning (or closing) this deal at this  stage of the pipeline? When you  create an opportunity, the 'Win %'  field will auto-populate the  percentage associated with the  pipeline stage you've chosen. It's a  best practice to rely on the 'Win %'  associated with the pipeline stage,  as this will always override manual  'Win %' when you change pipelines.  If you have a unique scenario where  the 'Win %' of a pipeline stage is not  accurate for the opportunity, you  can override for that stage by  adjusting 'Win %' on the opportunity  record.
Visibility   Who can see this opportunity?
Everyone, Teams, Individuals, Only Me, Record Owner Only
To learn more about visibility  permissions on records, click here
Description   Any additional notes you'd like to  store about this lead
Tags   You can add a tag to this record and  later pull all records with this tag into a report.

 

Project Default Fields

Field Description
Project Name The name of the project
Related To The record(s) associated to this project
Owner The user who manages this project
Status Where does the project currently stand? Options are: Open, Completed
Visibility Who can see this project record
Everyone, Teams, Individuals, Only Me. Record Owner Only
To learn more about visibility permissions on records, click here
Description Any additional notes you'd like to store about this project
Tags You can add a tag to this record and later pull all records with that tag into a report.

 

Task Default Fields

Field Description
Task Name The name of the task
Activity Type What is the nature of this task? Default options include: To Do, Phone Call, Meeting
You can customize your Activity Types and use them for meaningful insight.
Related To The other records associated with this task
Due Date When should the task be completed?
Owner The user who will carry out this task
Reminder The time and date of a reminder notification sent before the task due date

Priority

The importance of this task compared to the rest of the workflow.
Options include: None, High
You can define what these mean in your workflow.
Description Any additional notes you'd like to store about this task
Visibility

Who can see this task? Everyone, Teams, Individuals, Only Me, Record Owner Only. To learn more about visibility permissions on records, click here.

Tags You can add a tag to this record and later pull all records with that tag into a report.

 

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