Basics
General
- Getting Started Checklist - Start Here
- Searching in Copper
- Filtering Records
- Filtering vs. searching
- Exporting a filtered list
- How to print a filtered list
Managing Leads, People, Companies
- Working with Leads
- Working with People
- Working with Companies
- Default Fields for all Records
- Convert a Person to a Lead
- Add a Lead or Person using the Chrome Extension
Managing Opportunities and Pipelines
Managing Projects in Copper
Tasks and Activity Log
- Working with Tasks
- Create a single Task
- Create a Recurring Task
- Syncing Tasks to Google Calendar
- Making Tasks private
- How emails and logged activities sync between records
Getting Started for Admin
- Getting Started for Admins Guide
- Navigate your Copper Account
- Access Copper in Gmail or On The Go
- Define your Leads
- Define your People and Companies
- Establish your Pipeline and create opportunities
Email Integration
- Chrome Extension: using Copper from your Gmail inbox
- Using the Chrome Extension in Google Calendar
- How to use dynamic emails for Gmail Collaboration
- Working with the Gmail Integration
- Create, edit and apply Email Templates
- FAQs: Email Templates
Getting Started for Users
- Begin the Getting Started for Users Guide
- Step 1. Navigate your Copper Account
- Step 2. Access Copper in Gmail or On The Go
- Step 3. Create a Contact Record
- Step 4: Move an Opportunity Through your Pipeline
- Step 5: Create an Action Record
Product Videos
- New Admin Quick Start Guide (Videos)
- New User Quick Start Guide (Videos)
- Welcome to Copper! [Video]
- Getting Started with Copper [Videos]
- User Training [Video]
- Importing [Video]
Mobile Apps
FAQs + Tips
- How does Copper automatically input data?
- How do I merge or delete duplicates in bulk?
- How to reformat dates in a Google sheet
- How many emails can I send through Gmail or Copper each day?
- How to put multiple pipelines in one spreadsheet
- [Video] Why are my calendar events not syncing?
Troubleshooting
- Capturing a video and the .har log file
- Check Copper System Status
- Blank screen after logging in
- Issues with logging in to Chrome Extension
- Bulk Email Troubleshooting
- Sent emails are not appearing in Copper