Settings & Customization
Email Sequences
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
Importing and Exporting
- 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
- Update Records on Import
Customizing Copper
- Manage Field Settings
- Certified Professional Service Partners
- Organize your Fields with Collapsible Sections
- Customize your Dashboard
- Create and edit Activity Types
- Account Customization Guide