# Copper Help Center

> We're here to help.

## Copper 101

- [Using the Copper Feed](https://support.copper.com/en/articles/10683406-using-the-copper-feed.md): Learn how to use Copper's Feed to track customer interactions, manage tasks, filter updates, and stay organized—all in one central hub.
- [Contact a live support agent](https://support.copper.com/en/articles/9859200-contact-a-live-support-agent.md): How to get in touch with Copper support
- [Manage Tasks and Subtasks in Copper projects: A quick guide](https://support.copper.com/en/articles/11427698-manage-tasks-and-subtasks-in-copper-projects-a-quick-guide.md): Copper’s Pipelines and task management tools help you keep projects organized, assign work, and track progress all in one place.
- [Customize and format notes on records](https://support.copper.com/en/articles/8823271-customize-and-format-notes-on-records.md): Rich text formatting in records.
- [🎥 How to use the Chrome Extension in Gmail](https://support.copper.com/en/articles/8823284-how-to-use-the-chrome-extension-in-gmail.md): Chrome Extension: using Copper from your Gmail inbox
- [Creating and syncing events to Google Calendar](https://support.copper.com/en/articles/8823250-creating-and-syncing-events-to-google-calendar.md): Creating and syncing events to Google Calendar
- [Syncing Tasks to Google Calendar](https://support.copper.com/en/articles/8823267-syncing-tasks-to-google-calendar.md): Syncing Tasks to Google Calendar
- [Add a Lead or Person using the Chrome Extension](https://support.copper.com/en/articles/8823256-add-a-lead-or-person-using-the-chrome-extension.md): Add a Lead or Person using the Chrome Extension
- [Using the Chrome Extension in Google Calendar](https://support.copper.com/en/articles/8823280-using-the-chrome-extension-in-google-calendar.md): Using the Chrome Extension in Google Calendar
- [How to use dynamic emails for Gmail Collaboration](https://support.copper.com/en/articles/8823281-how-to-use-dynamic-emails-for-gmail-collaboration.md): How to use dynamic emails for Gmail Collaboration
- [Google Calendar Integration](https://support.copper.com/en/articles/8823422-google-calendar-integration.md): Google Calendar Integration
- [Google Drive Integration](https://support.copper.com/en/articles/8823423-google-drive-integration.md): Google Drive Integration
- [FAQ's: The Chrome Extension for Gmail and Google Calendar](https://support.copper.com/en/articles/8823291-faq-s-the-chrome-extension-for-gmail-and-google-calendar.md): FAQ's: The Chrome Extension for Gmail and Google Calendar
- [Relating Emails to Records via the Chrome Extension](https://support.copper.com/en/articles/8823292-relating-emails-to-records-via-the-chrome-extension.md): Relating Emails to Records via the Chrome Extension
- [Hide the Chrome Extension in select Gmail inboxes](https://support.copper.com/en/articles/8823294-hide-the-chrome-extension-in-select-gmail-inboxes.md): Hide the Chrome Extension in select Gmail inboxes
- [Working with the Gmail Integration](https://support.copper.com/en/articles/8823283-working-with-the-gmail-integration.md): Working with the Gmail Integration
- [Google Contacts Integration](https://support.copper.com/en/articles/8823421-google-contacts-integration.md): Google Contacts Integration
- [Downloading & pinning the Chrome Extension](https://support.copper.com/en/articles/12415701-downloading-pinning-the-chrome-extension.md): Keep Copper just one click away by pinning the Chrome Extension to your browser toolbar.
- [FAQ's: The Copper Mobile Apps](https://support.copper.com/en/articles/8823309-faq-s-the-copper-mobile-apps.md): FAQ's: The Copper Mobile Apps
- ['Send and Reply' to emails via mobile app](https://support.copper.com/en/articles/8823305-send-and-reply-to-emails-via-mobile-app.md): 'Send and Reply' to emails via mobile app
- [How to auto-log calls with the Android app](https://support.copper.com/en/articles/8823306-how-to-auto-log-calls-with-the-android-app.md): How to auto-log calls with the Android app
- [Using the business card scanner](https://support.copper.com/en/articles/9333584-using-the-business-card-scanner.md): Import a Lead or a Person with the Copper mobile app by scanning a business card with your smartphone's camera
- [Using the Copper mobile app \(Android & iOS\)](https://support.copper.com/en/articles/9888152-using-the-copper-mobile-app-android-ios.md): Using the Copper mobile app \(Android & iOS\)
- [Using Google Voice with the Copper Android App](https://support.copper.com/en/articles/10536024-using-google-voice-with-the-copper-android-app.md): Learn how to enable Google Voice for outbound calls in the Copper Android app—no setup needed, just a few taps to get started!
- [Understanding Google permissions](https://support.copper.com/en/articles/9750068-understanding-google-permissions.md)

## Working with Lists

- [Understand contact records in Copper 🎥](https://support.copper.com/en/articles/15826192-understand-contact-records-in-copper.md): Understand the sections and data of a person or load record in Copper
- [Use filters to manage people, companies, and leads 🎥](https://support.copper.com/en/articles/15851580-use-filters-to-manage-people-companies-and-leads.md): Saved filters help you turn large lists of people, companies, or leads into focused work lists.
- [Customize contact records and key fields in Copper 🎥](https://support.copper.com/en/articles/15851553-customize-contact-records-and-key-fields-in-copper.md): Admins can customize People and Companies so your team captures the right relationship details.
- [Manage Relationship with the Chrome Extension 🎥](https://support.copper.com/en/articles/15851590-manage-relationship-with-the-chrome-extension.md): The Copper Chrome extension brings Copper into Gmail, Google Calendar, and LinkedIn.
- [Using Ask Gemini with Contacts 🎥](https://support.copper.com/en/articles/15861795-using-ask-gemini-with-contacts.md): Ask Gemini in Google Chrome can use the Copper record you are viewing to help summarize a relationship, identify useful next steps, and draft personalized outreach.
- [Use Copper Forms to capture contacts 🎥](https://support.copper.com/en/articles/15861813-use-copper-forms-to-capture-contacts.md): Copper Forms let you collect contact information and save responses directly in Copper.
- [Filtering Records](https://support.copper.com/en/articles/8823242-filtering-records.md): Filtering Records
- [🎥 Bulk edit Records](https://support.copper.com/en/articles/8823245-bulk-edit-records.md): Bulk edit Records
- [Adding and editing Tags](https://support.copper.com/en/articles/8823249-adding-and-editing-tags.md): Adding and editing Tags
- [Cleaning Up Your Data in Copper](https://support.copper.com/en/articles/11201103-cleaning-up-your-data-in-copper.md): Clearing old data and cleaning your CRM
- [Managing duplicates](https://support.copper.com/en/articles/8823258-managing-duplicates.md): Managing duplicates
- [Searchable & Filterable Field Key](https://support.copper.com/en/articles/8823243-searchable-filterable-field-key.md): A breakdown of which fields are searchable and/or filterable
- [How emails and logged activities sync between records](https://support.copper.com/en/articles/8823268-how-emails-and-logged-activities-sync-between-records.md): How emails and logged activities sync between records

## Working with Pipelines

- [1. Create strong pipeline stages 🎥](https://support.copper.com/en/articles/14855983-1-create-strong-pipeline-stages.md): Creating strong pipeline stages in Copper
- [2. Customize pipeline fields 🎥](https://support.copper.com/en/articles/14856042-2-customize-pipeline-fields.md): Customizing your pipeline fields and organizing the layout
- [3. Optimize your pipeline view 🎥](https://support.copper.com/en/articles/14856176-3-optimize-your-pipeline-view.md): Optimize and setup custom Pipeline views to enhance your workflow
- [4. The top filters for your pipeline 🎥](https://support.copper.com/en/articles/14982540-4-the-top-filters-for-your-pipeline.md): Most popular and useful pipeline filters to start using
- [5. Stay on top of your pipeline 🎥](https://support.copper.com/en/articles/15016348-5-stay-on-top-of-your-pipeline.md): Best practices to stay on top of your pipeline
- [6. Pipeline reviews and forecasting 🎥](https://support.copper.com/en/articles/15016872-6-pipeline-reviews-and-forecasting.md): Use Copper during one-on-ones and sales team meetings to review open opportunities, confirm forecasts, and keep deal communication in one place.
- [Working with New Pipelines](https://support.copper.com/en/articles/9533612-working-with-new-pipelines.md): How to setup and use Pipelines
- [🎥 How to use Pipeline Board View](https://support.copper.com/en/articles/9916467-how-to-use-pipeline-board-view.md): How to use Pipeline Board View
- [🎥 Managing Tasks in Board View](https://support.copper.com/en/articles/9916608-managing-tasks-in-board-view.md): Managing Tasks in Board View
- [🎥 Sort & Filter in Board View](https://support.copper.com/en/articles/9916314-sort-filter-in-board-view.md): Sort & Filter in Board View
- [🎥 Customize Pipeline Card Fields](https://support.copper.com/en/articles/9916442-customize-pipeline-card-fields.md): Customize Pipeline Card Fields

## Email Features & Tools

- [🎥 Create, edit and apply Email Templates](https://support.copper.com/en/articles/8823286-create-edit-and-apply-email-templates.md): Create, edit and apply Email Templates
- [AI email template creation](https://support.copper.com/en/articles/10057873-ai-email-template-creation.md)
- [AI email rewriter](https://support.copper.com/en/articles/11123056-ai-email-rewriter.md): Get an extra set of 👀 and 👐 on that tricky email
- [Personalizing emails with merge fields](https://support.copper.com/en/articles/9926422-personalizing-emails-with-merge-fields.md)
- [Best practices for images in emails](https://support.copper.com/en/articles/9524332-best-practices-for-images-in-emails.md)
- [Send and Reply from Copper setting](https://support.copper.com/en/articles/8823340-send-and-reply-from-copper-setting.md): Send and Reply from Copper setting
- [How to personalize an email template](https://support.copper.com/en/articles/12580244-how-to-personalize-an-email-template.md): Best practices for personalizing an email template for bulk email or automation
- [Sending bulk emails](https://support.copper.com/en/articles/8823288-sending-bulk-emails.md): Send bulk emails
- [Email Open Tracking](https://support.copper.com/en/articles/8823289-email-open-tracking.md): Understand engagement with your email content
- [Email Click Tracking](https://support.copper.com/en/articles/9794129-email-click-tracking.md): Gauge interest and intent in your email content

## Automate Tasks & Workflows

- [How to use Formulas in Workflow Automation](https://support.copper.com/en/articles/16239621-how-to-use-formulas-in-workflow-automation.md): Use formulas to copy data, calculate values, work with dates, and populate dynamic fields in Workflow Automation.

## Integrations

- [Draft personalized emails in Copper with Google Gemini ✨](https://support.copper.com/en/articles/15075330-draft-personalized-emails-in-copper-with-google-gemini.md): Gemini can use the Copper record you are viewing, your activity history, and optional outside context to help draft personalized emails faster.
- [Summarize relationships and opportunities with Google Gemini ✨](https://support.copper.com/en/articles/15075498-summarize-relationships-and-opportunities-with-google-gemini.md): Quickly understand a relationship, summarize recent activity, identify next steps, and surface insights that can help move an opportunity forward with Gemini.

## Settings and permissions

- [Company Preferences and My Preferences settings](https://support.copper.com/en/articles/8823338-company-preferences-and-my-preferences-settings.md): Company Preferences and My Preferences settings
- [Edit your Notifications](https://support.copper.com/en/articles/8823341-edit-your-notifications.md): Edit your Notifications
- [Google Sync settings](https://support.copper.com/en/articles/8823337-google-sync-settings.md): Google Sync settings

## Data and privacy

- [Overview: Compliance Archive](https://support.copper.com/en/articles/16149708-overview-compliance-archive.md): Capture, retain, and supervise every client communication –– powered by AI to surface risk, reduce noise, and keep companies audit-ready at scale.
- [Connect Google Workspace to the Compliance Archive](https://support.copper.com/en/articles/16150472-connect-google-workspace-to-the-compliance-archive.md)
- [Connect Microsoft 365 \(Outlook\) to the Compliance Archive](https://support.copper.com/en/articles/16150930-connect-microsoft-365-outlook-to-the-compliance-archive.md)

## Troubleshooting

- [Capturing a video and the .har log file](https://support.copper.com/en/articles/8823315-capturing-a-video-and-the-har-log-file.md): Capturing a video and the .har log file
- [Check Copper System Status](https://support.copper.com/en/articles/8823316-check-copper-system-status.md): Check Copper System Status
- [Issues with logging in to Chrome Extension](https://support.copper.com/en/articles/8823317-issues-with-logging-in-to-chrome-extension.md): Issues with logging in to Chrome Extension
- [Bulk Email Troubleshooting](https://support.copper.com/en/articles/8823318-bulk-email-troubleshooting.md): Bulk Email Troubleshooting
- [Troubleshooting issues with the mobile app](https://support.copper.com/en/articles/8823322-troubleshooting-issues-with-the-mobile-app.md): Troubleshooting issues with the mobile app
- [Email tracking or the extension is not working](https://support.copper.com/en/articles/8823319-email-tracking-or-the-extension-is-not-working.md): Email tracking or the extension is not working
- [Troubleshoot Copper Website Access](https://support.copper.com/en/articles/11321756-troubleshoot-copper-website-access.md): How to Allowlist app.copper.com & www.copper.com to Resolve Timeout Errors
- [System Requirements](https://support.copper.com/en/articles/8823336-system-requirements.md): Supported browsers and mobile operating systems