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Settings & Customization

  1. Copper Help Center
  2. Settings & Customization

Customizing Copper

  • Manage Field Settings
  • Certified Professional Service Partners
  • Organize your Fields with Collapsible Sections
  • Homepage Dashboards: Customize
  • Create and edit Activity Types
  • Account Customization Guide
See all 14 articles

System Settings

  • See all articles: System Settings
  • System Requirements
  • Google Sync settings
  • Company Preferences and My Preferences settings
  • Email settings and Email Templates
  • Send and Reply from Copper setting
See all 15 articles

Importing and Exporting

  • Importing Tags onto Existing Records
  • Importing Projects
  • Import data into Copper
  • How to prepare a file for import
  • How to import data from Excel or CSV
  • Importing from Google Contacts
See all 18 articles

Marketing Tools

  • Marketing Tools: Creating and Sending Sequences
  • App Connector: Facebook Custom Audiences
  • Marketing Tools: Lead Scoring
  • Marketing Tools: Website Visitor Tracking
  • Marketing Tools: Creating Segments
  • Marketing Tools & Sequences: Frequently Asked Questions (FAQs)

Workflow Automation

  • Automating your Account with Workflow Automation
  • Workflow Automation Recipes
  • Workflow Recipe - Automatically create Tasks from different triggers within Copper
  • Workflow Recipe - Clone a Won Opportunity
  • Workflow Recipe - Calculate Commission

Security

  • Authorization Error when signing in
  • Data Privacy and Security at Copper
  • Using Okta SAML Single Sign-On (SSO) with Copper (BETA)
  • EU General Data Protection Regulation (GDPR) Compliance
  • Copper Sub-Processors
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