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
- 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
- Working with the 'API Key' Settings
Security
Our Google Suite Integrations
- See all articles: The Google Suite Integrations
- Working with the Gmail Integration
- Working with our Chrome Extension for Gmail and Inbox
- Working with the Copper Add-on for Gmail
- Working with Email Tracking
- How to Turn Off Email Tracking
Projects, Tasks and Automated Actions
- See all articles: Projects, Tasks and Automated Actions
- Working with Projects
- Working with Tasks
- Create a Single Task
- Syncing Tasks to Google Calendar
- Working with the 'Activity Type' Field on Tasks
Importing Data
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- 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 my mobile application?
- FAQ's: The Copper Mobile Apps
- Managing Push Notifications in our Mobile App
Support Tips
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- 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?
- How to use Outlook with Copper
- Custom reporting tips
Product Videos
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- 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]