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 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

See all 17 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