Copper in real estate

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4 comments

  • Avatar
    Brett Ponton

    Hi Cal,

     

    Thank you for the post!  I'm happy to help you.

    Below, I've answered your questions:

    1. Copper requires that you put a name in Company Records.  My suggestion is that, as part of your workflow, you consider Name to be the Property Name.  You won't be able to change the Name field or make it not required, as it is locked inside of the Customize section.  The reason that Leads don't make Name mandatory is because Leads represent potential business deals.  You'll need to go through the qualification process to decide if it should be a Qualified Contact, which will require a Name.
    2. The fields inside of Company that can not be deleted are Name, Owner, Phones, Contact Type, Email Domain, and Visibility.  For these fields, you can drag them down to the bottom of your list by clicking & holding the two lines on the left of the Field.  All other fields can be deactivated if you want to clean them up.  From there, you can create your own fields and make it focused on the Property Information!

    Let me know if that helps!

     

    Best,

    Brett Ponton

    Customer Education at Copper

  • Avatar
    Cameron Saemann

    I would make the Name field the Property Name. In my case, I always set this to the Owner's name and have the property information within that Lead (Owner) record.

    I don't use Companies at all and wish I could hide that one module. 

  • Avatar
    Cal de Beer

    Thanks Brett and Cameron

    So. In LEADS (or PEOPLE, COMPANIES, OPPORTUNITIES, ETC)....if I delete all the fields that I don't want (if I can) and add new ones which I create myself, will copper automatically generate a spreadsheet based on that new set of fields?? I have loads of data which I would like to import via spreadsheet, which seems the simplest method but, I'm really struggling with getting these fields right so the spreadsheet uploads reflecting what is on the LEADS record/profile. 

    Thanks  

  • Avatar
    Brett Ponton

    Hi Cal,

    Great question!  If you add in the new fields and export the data, Copper will add new columns into the spreadsheet with the values.

    Vice versa, if you are importing the spreadsheet into Copper using the new field names and matching the Field Values to the spreadsheet when you import, it will put those values into the correct field.  You might need to adjust the Field to match the column name, like the screenshot below.

     

    Just double check that the values you have in your spreadsheet match the values inside of Copper!  If you have further questions, I encourage that you sign up for our Importing course that is happening next week at our Training page HERE.

    My suggestion is to add in the new fields that you want, Export your Data to see how Copper organized it into the Spreadsheet, then use that as a skeleton to place your new data in!

    Let me know if you need anything else.

    Best,

    Brett Ponton

    Customer Education at Copper

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