How-To's
Tutorials and best practices around Copper features
Leads, People, Companies, Opportunities and your Pipeline
- See all articles: Leads, People, Companies, Opportunities and your Pipeline
- Working with Leads
- Working with People
- Working with Companies
- Working with Opportunities
- Working with your Pipeline
Account Settings
- Working with Related Settings
- See all articles: Account Settings
- Working with the 'Company Preferences' and 'My Preferences' Settings
- Working with the 'Google Sync Settings'
- Working with Multi-Currency
- Working with the 'Notifications' setting
Security
Our Google Suite Integrations
- See all articles: The Google Suite Integrations
- Working with the Gmail Integration
- Working with our Chrome Extension for Gmail
- Working with the Copper Add-on for Gmail
- Working with Email Tracking
- How to Turn Off Email Tracking
Workflow Automation
Projects, Tasks and Automated Actions
- See all articles: Projects, Tasks and Automated Actions
- Working with Projects
- Working with Tasks
- Create a Single Task
- Create a Recurring Task
- Syncing Tasks to Google Calendar
Importing Data
- See all articles: Importing Data
- Export your Data from a Third-Party CRM or Service
- How to Import Tasks
- How to see what records were skipped during import
- Update on Import
- What countries can I import into Copper?
Mobile and Tablet Apps
- See all articles: The iOS and Android Mobile Apps
- Working with the Android Mobile and Tablet App
- Working with the iOS Mobile App
- How do I troubleshoot issues with the Copper mobile phone app?
- FAQ's: The Copper Mobile Apps
- Managing Push Notifications in our Mobile App
Support Tips
- See all Support Tips
- How to send an email with an alias using the Extension
- How do I correct information that was added to a record automatically?
- How do I merge or delete duplicates in bulk?
- Custom reporting tips
- Why is my zap not working for create/update lead in Zapier?
Product Videos
- See all Product Videos
- Welcome to Copper [VIDEO]
- What are Automated Actions? [Video]
- Copper Billing and Invoices [Video]
- What are Leads? [Video]
- Installing and Using the Chrome Extension [Video]