We would love to be able to set company and individual budgets for things like total revenue per month, lead conversion, opportunity conversion etc so the reporting can show actuals to target.
Hello, Our repeating customers’ profiles are starting to look a bit messy. With dozens of opportunities in some profiles, I am wondering if there is a way to filter ‘Won’ opportunities, whether that means archiving them or just being able to filter from newest to oldest. This would save our team so much time.I appreciate any insight you have.Thank you!Kendra
Hi There,Is it possible to automate a Task to be added to an opportunity every time a Google Calendar event is synced from Google to the respective Copper account? I would like to auto create a Task “Process meeting notes” to an opportunity every time a meeting is scheduled with a Contact.ThanksAndy
Hi, we usually use the option to copy the stages from an old pipeline to new pipelines, but we can’t find that option anymore?And when we try to make a new pipeline, it suggests some templates for stages, but we can’t make our own template, and i think that would be a very nice option to have :)
I am following the Copper Playbook for Zapier and Google Docs. I followed step by step, except the one that is missing in Zapier. It does not come up so I am unable to continue according to the instructions. Could you please shed any light on this? Is the documentation obsolete? Thanks in advance
Hello! Can I create templates in Word or GoogleDocs with merge fields from Copper without having to export to excel first? I’m looking to set up contract and proposal templates - hoping I don’t have to add another third party download to do this. Thank you!
Hi guys! Is somebody aware of any CPQ Solutions within Copper? CPQ stands for “Configure, price, quote” and it helps sellers quote complex and configurable products. Please advise. Thanks!
I have the google chrome extension and can relate an email to an opportunity. I want to turn off my google sync as the volume of emails not relevant is too great.If I turn off the google sync pull can I still use gmail to push relate an email through the chrome extension. That feature I like as it allows me to associate relevant messages only.
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