November 2018 Release Notes

What's New

Mobile Mobile.png

Visual pipeline on mobile (Android) - You can now visualize the health of your entire pipeline and move opportunities forward in a visual view. Navigating between pipeline stages? Just swipe right (or left)!

Recurring tasks on mobile - Take the pesky task of resetting and recreating to-dos that happen on a regular basis and make it automatic. You’re able to set tasks to reoccur on a daily, weekly, monthly, annual, or any custom basis. This feature is available to Professional & Business users.

Relative reminders on mobile - Set reminders relative to when a task is due. Need to talk to a prospect next Tuesday but want to be reminded a day before? Boom. Reminder scheduled.

Product Improvements

 Activity feed improvements Activity.png

Attachments - You’re now able to see attachments on emails in the activity feed on leads, people, companies and opportunities without having to click into the email.

Activity feed shortcuts - Great news! You no longer have to click into an activity feed item to take action. Now when you hover over an activity you can view the HTML version, delete, or change the privacy of the email (where applicable).

Relating files Files.png

Users will be able to relate files from the activity feed emails to their respective lead, person, company or opportunity. You’re also able to download the attachment from an email in the activity feed without opening the activity.

Gmail Chrome extension hyperlink support link-symbol_1f517.png

We’ve updated the Chrome Extension to support emails with hyperlinks that previously crashed the Gmail Chrome Extension.

Mobile Mobile.png

RingCentral integration (iOS) - The phone numbers you have saved in Copper are now all accessible through the RingCentral mobile app, so there's no need to copy and paste data from one app to another.


Was this article helpful? 2 out of 2 found this helpful