How To Use Leads, People, Companies, Opportunities, & Projects In Copper CRM
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- Опубликовано: 11 июл 2024
- Full Post: efficient.app/post/copper-bes...
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The secret sauce to setting up your Leads, People, Companies and Opportunities in your Copper CRM.
Whether I'm talking to new Copper users or long-term customers, I always find myself going back to the basics of how to use the Leads, People, Companies, and Opportunities section of Copper.
So 8 months after moving in with my girlfriend and her overhearing me on numerous calls saying the same thing over and over, she has finally convinced me to write out a blog post explaining these basics. So if this helps you out, she says you can thank her! 💐
Alright, so here's my version of how I explain the Leads, People, Companies and Opportunities shindig in an 11 minute video. Make sure to also check out the article below for more detailed examples of best practices: efficient.app/post/copper-bes...
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Timestamps:
0:00 - Introduction
0:20 - What Are Leads?
2:53 - When to Convert Leads Into People
3:25 - Understanding Companies
3:46 - Your Opportunity Pipeline
5:30 - How To Name Pipeline Stages
8:46 - Projects Section
10:00 - Final Thoughts
#CopperCRM #HowToUseCopperCRM #CopperCRMBestPractices
How to Use Opportunity Pipelines in Copper CRM:
• How To Use Opportunity...
Hope this helps give an overview of how to get the most out of Copper. Thanks for watching! 🤜🤛
This is the information I’ve been looking for. Great job on explaining what it is and how to use it. Very easy to understand and follow. Thanks.
This is amazing to hear, having made this video so long ago and it still being relevant (it's the same advice we give today), is great 🙌 appreciate you leaving such an encouraging comment, and glad to hear it's what you've been looking for!
Hi Alex, thanks for the useful content. Looks like Copper has changed Projects folder to a pipeline since this video was made. Would you now recommend using projects to manage a job process given this update?
Hey hey! So funny enough, we still recommend the exact same thing as in the video. Copper still has projects (don't use), but you can use opportunities (now Pipelines) to create processes, that's totally fine! (Maybe they've disabled the old projects now for new accounts), either way, new pipelines area, yes, definitely go ahead using it to manage a job process 👌
Appreciate the nice comment-Here to help if anything else comes up!
Hey, this was extremely useful. Thank you!
I'm wondering if I can use projects as entities being triggered for a specific stage in an opportunity pipeline - something that can be repeated (for each opportunity) as and when a new opportunity moves to a new stage.
Or would creating a new pipeline in opportunity for the same be a better model?
Glad to hear! Thanks for the kind words ☺️
And to your question, sounds to be something of a "sub-pipeline" of sorts?
I used to do that a lot, for a sub-process, but lately, I've been more and more careful about doing that as it separates the processed quite substantially and it's easy for things to fall through unless you're on top of multiple pipelines. e.g. can it just be more stages in the existing pipeline?
Using the Project section could work, though I'd ask, are you trying to trigger a sub-process? Or a list of tasks that need to be completed? Projects work great for a list of tasks, but aren't the best for visualizing going through a process, so there's a bit of a trade-off.
Super difficult to suggest what we would recommend without better understanding the background and way more context.
Pro 👌🏼
🤜🤛
One thing that drives me crazy is that copper puts contacts from your phone or email directly into People rather than letting you put them into Leads. Then you automatically qualify them. Should be the other way around, add them to leads then you can auto-qualify them.
Yeah, we're with you here! They should totally be entered as Leads. We actually don't use (or recommend to almost anyone) the phone to Copper syncing feature, especially if you have a team.We find for most teams this creates more of a mess since you don't have control over which leads are synced and often it can lead to unnecessary contacts in your CRM. Copper actually didn't design this feature for teams, it's intended for individuals using the CRM that typically have less of a process.
For email, we'd also typically recommend disabling the feature that auto-creates a person when you cc someone (under Copper Settings → Email Settings → Copper Mailbox) so that you aren't getting people created in your CRM without you wanting them there.
In general, using the Copper Chrome Extension and intentionally adding leads is what we'd recommend (or depending on the volume of leads, having a form that is integrated with Copper so that when the form is filled out it creates a Lead and then you can take them through your process). The latter solution is what we most often implement for teams.
Hope this helps!