Questions and Answers
New postAsk and answer questions around Copper features and best practices.
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Copper Reporting Templates Pinned Featured4 votes 6 comments
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Making fields auto update0 votes 0 comments
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How to update the email templates in gmail Copper Inbox Add-on0 votes 1 comment
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Workflow Automation - Note as a trigger0 votes 1 comment
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I Accidentally Created some Companies instead of placing them in Leads0 votes 0 comments
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Which email addresses (work or personal) are exported to MailChimp?0 votes 0 comments
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Creating Bespoke Financial Year0 votes 0 comments
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Customise columns0 votes 0 comments
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Copper Issues0 votes 0 comments
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Why can I link to Drive in the main web app, but not in the Gmail extension?0 votes 0 comments
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delete pipeline0 votes 1 comment
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Copper Issues0 votes 0 comments
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source/ referrals0 votes 0 comments
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Status versus Stage in Opportunities1 vote 1 comment
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Sharing Project0 votes 1 comment
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What the F is wrong with Copper?0 votes 0 comments
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Does the mobile app allow email tracking and analytics0 votes 0 comments
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Exporting Activities2 votes 2 comments
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Report - close date within 30 days0 votes 0 comments
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Report - track changes in sales pipeline of the last period0 votes 0 comments
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Filter on People or Companies that are missing a field value?0 votes 0 comments
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Tracking Annual Licenses1 vote 0 comments
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New user with alias email - which one is best?0 votes 0 comments
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Reports by User0 votes 0 comments
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Don't Receive Email With Exported Data1 vote 0 comments
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Adding Mixpanel (or other) Tracking IDs to Emails0 votes 0 comments
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Adding Website to Email Templates0 votes 0 comments
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Adding an Custom Opportunty Status0 votes 1 comment
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Is it wise to use Opportunities to represent multiple locations0 votes 0 comments
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Removing Relating To Tab in Gmail after Project is no longer in use0 votes 0 comments