General questions

Share your questions so we can make your life a little easier.

  • 580 Topics
  • 1,195 Replies

580 Topics

MaryanneL
MaryanneLEngaged User
asked in General questions

How do I set up a reminder for 3 months after a deal/opportunity is closed?

We would use this to check in on the client’s satisfaction/progress after 3 months and probably again at 6 months. How do we set this reminder for our rep to follow up? Thanks!

1
Evan from Copper
Copper Employee
3 years ago
darrenph
darrenphNew Participant
asked in General questions

What is field key?

I see field key when I create a new field. What is this and how am I supposed to use it?

1
Evan from Copper
Copper Employee
3 years ago
darrenph
darrenphNew Participant
asked in General questions

What is the Leads section?

Can somebody explain this to me? I want to understand if this is something we should be using. Thanks

1
Ken from Copper
Copper Employee
3 years ago
MaryanneL
MaryanneLEngaged User
asked in General questions

Why are my opportunity cards pink?

Hey, a bunch of my opportunities are turning pink. What does this mean and how can I turn it off?

1
Michelle from Copper
Copper Employee
3 years ago
MaryanneL
MaryanneLEngaged User
asked in General questions

What are the red dots on my opportunities?

Some of my opportunity cards have a red dot. Some of them are grey. Can someone explain what they mean?

1
Michelle from Copper
Copper Employee
3 years ago

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