{"id":33460,"date":"2024-12-14T06:52:06","date_gmt":"2024-12-14T06:52:06","guid":{"rendered":"https:\/\/fahimai.com\/?p=33460"},"modified":"2026-08-17T10:28:12","modified_gmt":"2026-08-17T07:28:12","slug":"how-to-use-copper-crm","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/ja\/how-to-use-copper-crm","title":{"rendered":"Copper CRM\u306e\u4f7f\u3044\u65b9\uff1a2026\u5e74\u6700\u9ad8\u306eCRM\u30c4\u30fc\u30eb\u3068\u306f\uff1f"},"content":{"rendered":"\n<h2 id='quick-start'  id=\"boomdevs_1\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image131688_58db30-15.kb-image-is-ratio-size, .kb-image131688_58db30-15 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image131688_58db30-15.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image131688_58db30-15 .kb-image-is-ratio-size{align-self:unset;}.kb-image131688_58db30-15 figure{max-width:350px;}.kb-image131688_58db30-15 .image-is-svg, .kb-image131688_58db30-15 .image-is-svg img{width:100%;}.kb-image131688_58db30-15 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image131688_58db30-15\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-CTA.png\" alt=\"Copper CTA\" class=\"kb-img wp-image-25322\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-CTA.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-CTA-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>This guide covers every Copper CRM feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-copper-crm\">Getting Started<\/a> \u2014 Create your account and connect Google Workspace<\/li>\n\n\n\n<li><a href=\"#how-to-use-copper-crm-automated-tasks\">How to Use Automated Tasks<\/a> \u2014 Set task reminders for follow-ups and contract renewals so nothing slips<\/li>\n\n\n\n<li><a href=\"#how-to-use-copper-crm-email-templates\">How to Use Email Templates<\/a> \u2014 Reuse your best messages with merge fields for fast personal outreach<\/li>\n\n\n\n<li><a href=\"#how-to-use-copper-crm-create-workflows\">How to Use Create Workflows<\/a> \u2014 Build workflow automation that moves records forward without manual clicks<\/li>\n\n\n\n<li><a href=\"#how-to-use-copper-crm-import-data\">How to Use Import Data<\/a> \u2014 Move contacts and companies from spreadsheets into your first CRM cleanly<\/li>\n\n\n\n<li><a href=\"#how-to-use-copper-crm-pipelines\">How to Use Pipelines<\/a> \u2014 Drag opportunities through pipeline stages that mirror your real sales process<\/li>\n\n\n\n<li><a href=\"#how-to-use-copper-crm-track-leads\">How to Use Track Leads<\/a> \u2014 Score, segment, and track leads until they are ready to buy<\/li>\n\n\n\n<li><a href=\"#how-to-use-copper-crm-sales-reporting\">How to Use Sales Reporting<\/a> \u2014 Turn raw activity data into insight your sales team can act on<\/li>\n\n\n\n<li><a href=\"#how-to-use-copper-crm-google-workspace-crm\">How to Use Google Workspace CRM<\/a> \u2014 Work from your Gmail inbox with Google Calendar, Docs, and Drive<\/li>\n\n\n\n<li><a href=\"#how-to-use-copper-crm-manage-projects\">How to Use Manage Projects<\/a> \u2014 Run delivery work inside the same records that hold your customers<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Also in this guide:<\/strong> <a href=\"#copper-crm-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#copper-crm-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#copper-crm-troubleshooting\">Troubleshooting<\/a> | <a href=\"#copper-crm-pricing\">Pricing<\/a> | <a href=\"#copper-crm-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I have used Copper <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-insurance-agents\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150867\" target=\"_blank\" rel=\"noopener\">CRM<\/a> for two years across two small sales teams.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I tested every feature in this tutorial myself, including the messy parts.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/12\/Fahim-AI-2-1-27.png\" alt=\"Copper CRM\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Copper CRM is built for businesses that already run on Google Workspace.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most users stop at contacts and never touch the <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-automation-tools\" title=\"automation\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150877\" target=\"_blank\" rel=\"noopener\">automation<\/a> underneath.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide shows you how to use Copper CRM feature by feature.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step by step, with real screenshots and the shortcuts I actually use.<\/p>\n\n\n\n<h2 id='copper-crm-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Copper CRM Tutorial<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This How to Use Copper CRM tutorial walks through the whole process, from your first login to sales reporting.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-c446116b wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image131688_58db30-15.kb-image-is-ratio-size, .kb-image131688_58db30-15 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image131688_58db30-15.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image131688_58db30-15 .kb-image-is-ratio-size{align-self:unset;}.kb-image131688_58db30-15 figure{max-width:350px;}.kb-image131688_58db30-15 .image-is-svg, .kb-image131688_58db30-15 .image-is-svg img{width:100%;}.kb-image131688_58db30-15 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image131688_58db30-15\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-CTA.png\" alt=\"Copper CTA\" class=\"kb-img wp-image-25322\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-CTA.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-CTA-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title wp-block-paragraph\">Copper CRM<\/p>\n\n\n\n<p class=\"cta-box-description wp-block-paragraph\">The only sales CRM recommended by Google. Copper lives inside your Gmail inbox, logs email automatically, and kills manual data entry. Start free \u2014 no credit card required.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\">TRY COPPER CRM NOW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/copper-crm\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/copper-crm-alternatives\">COPPER CRM ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-copper-crm'  id=\"boomdevs_3\" id=\"getting-started-with-copper-crm\" class=\"wp-block-heading\">Getting Started with Copper CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Finish this setup once and every feature below will work.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes about three minutes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what to expect on your first login:<\/p>\n\n\n<style>.kb-image996a12_17991e .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image996a12_17991e size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Personal-Experience-980x655.png\" alt=\"Copper CRM Personal Experience\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now let us walk through each step.<\/p>\n\n\n\n<h4 id='step-1-create-your-account'  id=\"boomdevs_4\" class=\"wp-block-heading\">Step 1: Create Your Account<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to the Copper website and click Start Free Trial.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sign up with the Google account your team already uses for email.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Check your inbox for the confirmation email.<\/p>\n\n\n\n<h4 id='step-2-install-the-chrome-extension'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Install the Chrome Extension<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Copper is a browser tool, so there is nothing to download.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Add the Chrome extension and grant access to Gmail and Google Calendar.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Copper also offers a mobile app for <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-mac\" title=\"iOS\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150868\" target=\"_blank\" rel=\"noopener\">iOS<\/a> and Android.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what the dashboard looks like:<\/p>\n\n\n<style>.kb-imagefc5388_283f83 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagefc5388_283f83 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Top-Benefits.png\" alt=\"Copper CRM Top Benefits\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The Copper sidebar appears on the right of Gmail.<\/p>\n\n\n\n<h4 id='step-3-complete-initial-setup'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Complete Initial Setup<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Name your pipeline stages and set your contact types.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Copper&#8217;s free Crash Course covers this setup with technical instructions and a workbook.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The course also includes a module on training your team.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Done:<\/strong> You are ready to use any feature below.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-copper-crm-automated-tasks'  id=\"boomdevs_7\" id=\"how-to-use-copper-crm-automated-tasks\" class=\"wp-block-heading\">How to Use Copper CRM Automated Tasks<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Automated Tasks<\/strong> lets you set task reminders for follow-ups and contract renewals so nothing slips.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Automated Tasks handle the small follow-ups that sales reps forget under pressure.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-a-record'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Open a Record<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open any person, lead, company, or opportunity in Copper.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click the Tasks panel on the right side.<\/p>\n\n\n\n<h4 id='step-2-create-the-task'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Create the Task<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Write a short action, pick an owner, and set a due date.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Link the task to the deal so context travels with it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image98627b_e56b74 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image98627b_e56b74 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Automated-Tasks.png\" alt=\"Copper CRM Automated Tasks\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The task appears in the record and in your task list.<\/p>\n\n\n\n<h4 id='step-3-add-a-trigger'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Add a Trigger<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Attach the task to a pipeline stage change or a contract renewal date.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Copper then creates it for you every time that event fires.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Follow-ups now create themselves, so client communication stays on time.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Set renewal tasks 60 days out, not 30, so you have room to negotiate.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-copper-crm-email-templates'  id=\"boomdevs_11\" id=\"how-to-use-copper-crm-email-templates\" class=\"wp-block-heading\">How to Use Copper CRM Email Templates<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Email Templates<\/strong> lets you reuse your best messages with merge fields for fast personal outreach.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Email Templates let you send the same proven message to many prospects at once.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-template-library'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Open the Template Library<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Go to Settings, then Email Templates inside Copper.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click Create Template to start a new one.<\/p>\n\n\n\n<h4 id='step-2-insert-merge-fields'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Insert Merge Fields<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Drop merge fields like first name and company into the body.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Copper fills each field from your contacts when the email sends.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image809d93_d864ae .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image809d93_d864ae size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Email-Templates.png\" alt=\"Copper CRM Email Templates\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your merge fields preview with real contact names, not placeholders.<\/p>\n\n\n\n<h4 id='step-3-send-in-bulk'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Send in Bulk<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Filter your People list, select the segment, and choose your template.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Track opens and email responses from the activity feed.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You can run personal mass outreach in minutes instead of hours.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Keep one template per pipeline stage and name them by stage number.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-create-copper-crm-workflows'  id=\"boomdevs_15\" id=\"how-to-use-copper-crm-create-workflows\" class=\"wp-block-heading\">How to Create Copper CRM Workflows<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Create Workflows<\/strong> lets you build workflow automation that moves records forward without manual clicks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Workflow automation replaces the repetitive admin that eats your day to day work.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-workflow-automation'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Open Workflow Automation<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Head to Settings and choose Workflow Automation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Pick the pipeline or object you want to automate.<\/p>\n\n\n\n<h4 id='step-2-set-the-trigger'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Set the Trigger<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Choose an event such as a stage change or a new lead.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keep one trigger per workflow so the logic stays readable.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image3dd8d9_3df747 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image3dd8d9_3df747 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Create-Workflow.png\" alt=\"Copper CRM Create Workflow\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The workflow shows an active status with a recent run count.<\/p>\n\n\n\n<h4 id='step-3-choose-the-action'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Choose the Action<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add actions like task creation, field updates, or an email alert.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Turn the workflow on and watch one live record run through it.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Routine admin runs itself and your records stay current.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Build one workflow, watch it for a week, then build the next.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-import-copper-crm-data'  id=\"boomdevs_19\" id=\"how-to-use-copper-crm-import-data\" class=\"wp-block-heading\">How to Import Copper CRM Data<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Import Data<\/strong> lets you move contacts and companies from spreadsheets into your first CRM cleanly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Importing data is the first real step when Copper becomes your first CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-clean-the-spreadsheet'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Clean the Spreadsheet<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Export your list to Google Sheets or CSV first.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Give every column a plain header like Email or Company.<\/p>\n\n\n\n<h4 id='step-2-match-the-fields'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Match the Fields<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open Settings, choose Import, and upload the file.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Map each column to the matching Copper field on screen.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imagef6b3ff_7bf683 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagef6b3ff_7bf683 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Import-Data.png\" alt=\"Copper CRM Import Data\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your record count matches the spreadsheet row count.<\/p>\n\n\n\n<h4 id='step-3-review-and-confirm'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Review and Confirm<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Run the import, then spot-check twenty records for accuracy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Copper automatically matches People to Companies using the email domain.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your whole customer database now lives in one searchable place.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Import companies before people, so Copper links them correctly on the first pass.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-copper-crm-pipelines'  id=\"boomdevs_23\" id=\"how-to-use-copper-crm-pipelines\" class=\"wp-block-heading\">How to Use Copper CRM Pipelines<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pipelines<\/strong> lets you drag opportunities through pipeline stages that mirror your real sales process.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Pipelines give your sales process a visual, drag-and-drop shape everyone understands.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-name-your-stages'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Name Your Stages<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open Settings and edit the default pipeline stages.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Use the stage names your sales team already says out loud.<\/p>\n\n\n\n<h4 id='step-2-add-an-opportunity'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Add an Opportunity<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Create an opportunity from a qualified lead or an existing person.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Set the value, close date, and owner.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imagee63249_c03a1e .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagee63249_c03a1e size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Pipelines.png\" alt=\"Copper CRM Pipelines\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Your stage names appear across the top of the pipeline board.<\/p>\n\n\n\n<h4 id='step-3-move-the-deal'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Move the Deal<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Drag the card forward as the customer commits.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each move can fire automation, so the whole process keeps running.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Every deal has a visible stage and a clear next action.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Cap your pipeline at six stages, or team adoption drops fast.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-copper-crm-track-leads'  id=\"boomdevs_27\" id=\"how-to-use-copper-crm-track-leads\" class=\"wp-block-heading\">How to Use Copper CRM Track Leads<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Track Leads<\/strong> lets you score, segment, and track leads until they are ready to buy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Lead management decides which prospects deserve your attention this week.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-collect-the-leads'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Collect the Leads<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Capture leads from your website form, Gmail inbox, or the Chrome extension.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Every lead lands in one queue instead of scattered apps.<\/p>\n\n\n\n<h4 id='step-2-score-and-segment'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Score and Segment<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Apply lead scoring rules to determine which leads look ready to buy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Segmentation groups them for drip campaigns that feel personal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imagedfd2d6_668c65 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagedfd2d6_668c65 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Track-Leads-980x438.png\" alt=\"Copper CRM Track Lead\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> Each lead shows a score and a segment tag.<\/p>\n\n\n\n<h4 id='step-3-convert-when-qualified'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Convert When Qualified<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Convert the lead into a person and an opportunity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Copper keeps the full history, including calls and email responses.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Your sales reps spend their time on the leads most likely to close.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Review your lead scoring model quarterly against deals you actually closed.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-copper-crm-sales-report'  id=\"boomdevs_31\" id=\"how-to-use-copper-crm-sales-reporting\" class=\"wp-block-heading\">How to Use Copper CRM Sales Report<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sales Reporting<\/strong> lets you turn raw activity data into insight your sales team can act on.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Reports show what your sales team actually did, not what it remembers doing.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-pick-a-report-type'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Pick a Report Type<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the Reports tab and choose pipeline, activity, or forecast.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Start with pipeline health if you are new to CRM software.<\/p>\n\n\n\n<h4 id='step-2-filter-the-data'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Filter the Data<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Narrow by owner, date range, pipeline, or contact type.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Save the filtered view so you can reopen it each Monday.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imagee4a64b_a57cbc .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagee4a64b_a57cbc size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Sales-Reporting-980x390.png\" alt=\"Copper CRM Sales Reporting\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The chart loads with your filters applied.<\/p>\n\n\n\n<h4 id='step-3-share-the-insight'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Share the Insight<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Export to Google Sheets or schedule an email to your team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Regular reviews of sales performance metrics reveal trends <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/early-app\" title=\"early\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150870\">early<\/a>.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> You can answer forecast questions with data instead of guesses.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Pin one activity report to your Monday meeting and never change it mid-quarter.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-copper-crm-google-workspace-crm'  id=\"boomdevs_35\" id=\"how-to-use-copper-crm-google-workspace-crm\" class=\"wp-block-heading\">How to Use Copper CRM Google Workspace CRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Google Workspace CRM<\/strong> lets you work from your Gmail inbox with Google Calendar, Docs, and Drive.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Copper CRM is the only sales CRM recommended by Google for a reason.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-install-the-extension'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Install the Extension<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add the Copper Chrome extension and grant Google access.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Copper sidebar now opens beside every message.<\/p>\n\n\n\n<h4 id='step-2-add-people-from-gmail'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: Add People from Gmail<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open an email and click Add to Copper in the sidebar.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Copper pulls the name, company, and signature details automatically.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-imagecbf3b9_3c35a2 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagecbf3b9_3c35a2 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Google-Workspace-CRM-980x418.png\" alt=\"Copper CRM Google Workspace\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The Copper sidebar loads inside Gmail without a second login.<\/p>\n\n\n\n<h4 id='step-3-integrate-the-rest'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Integrate the Rest<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Integrate Google Calendar, Google Drive, and Google Docs with your records.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Meetings, files, and notes attach themselves to the right person.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Copper logs email automatically, ending most manual data entry.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Turn on automatic email logging before you invite the rest of your team.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-manage-copper-crm-projects'  id=\"boomdevs_39\" id=\"how-to-use-copper-crm-manage-projects\" class=\"wp-block-heading\">How to Manage Copper CRM Projects<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Manage Projects<\/strong> lets you run delivery work inside the same records that hold your customers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Won deals still need delivery, and Copper keeps that work beside the customer record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-a-project'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Create a Project<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Open the Projects tab and create one from a won opportunity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Name it after the deliverable, not the client.<\/p>\n\n\n\n<h4 id='step-2-break-down-the-work'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Break Down the Work<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Add internal tasks with owners and dates for each milestone.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Copper&#8217;s project tools track deliverables inside the customer record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what this looks like:<\/p>\n\n\n<style>.kb-image752cef_faf765 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image752cef_faf765 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Manage-Projects-980x462.png\" alt=\"Copper CRM Manage Project\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u2713 <strong>Checkpoint:<\/strong> The project appears linked to the company record.<\/p>\n\n\n\n<h4 id='step-3-track-to-delivery'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Track to Delivery<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Move tasks along and log every client communication as you go.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The account manager sees the same history the sales rep saw.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Result:<\/strong> Every customer&#8217;s delivery work sits beside their sales history.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Copy a project template for repeat services so kickoff takes five minutes.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='copper-crm-pro-tips-and-shortcuts'  id=\"boomdevs_43\" id=\"copper-crm-pro-tips-and-shortcuts\" class=\"wp-block-heading\">Copper CRM Pro Tips and Shortcuts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After two years of daily use, these are the habits that saved me the most time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>Global search<\/td><td>\/<\/td><\/tr><tr><td>Create new record<\/td><td>C<\/td><\/tr><tr><td>Add a task<\/td><td>T<\/td><\/tr><tr><td>Save and close<\/td><td>Ctrl + Enter<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Weekly User <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/best-webinar-software\" title=\"Webinar\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150871\">Webinar<\/a>:<\/strong> Copper runs a live webinar open to everyone, and you can attend it as many times as you want.<\/li>\n\n\n\n<li><strong>Community Forum:<\/strong> Real users answer setup questions faster than support tickets, especially on workflow automation.<\/li>\n\n\n\n<li><strong>Bulk email from filters:<\/strong> Filter your People list, then send one template to the entire segment in a single action.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='copper-crm-common-mistakes-to-avoid'  id=\"boomdevs_44\" id=\"copper-crm-common-mistakes-to-avoid\" class=\"wp-block-heading\">Copper CRM Common Mistakes to Avoid<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Importing dirty data<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Dumping an old spreadsheet straight into Copper with duplicate rows and blank company fields.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Clean the file in Google Sheets first, then import companies before people so Copper links them.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Building fifteen pipeline stages<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Mapping every internal step, which makes the board unreadable and kills team adoption.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Use four to six stages that match how your sales reps actually describe a deal.<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Skipping lead scoring<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u274c Wrong:<\/strong> Treating every lead the same and calling them in the order they arrived.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u2705 Right:<\/strong> Score leads on fit and behaviour, then focus your week on the top tier.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, 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#3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='copper-crm-troubleshooting'  id=\"boomdevs_45\" id=\"copper-crm-troubleshooting\" class=\"wp-block-heading\">Copper CRM Troubleshooting<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Emails are not logging automatically<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> The Chrome extension lost its Google permissions after a password change.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Remove the extension, reinstall it, and re-authorise Gmail access. Then send one test email and confirm it appears in the activity feed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Duplicate contacts after an import<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Your file used a different email column than the existing records.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Open the Merge Duplicates tool under Settings. Match on email address, review the pairs, and merge. Re-import only the missing rows afterwards.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: A workflow stopped firing<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cause:<\/strong> Someone renamed a pipeline stage the workflow was watching.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Fix:<\/strong> Open Workflow Automation, check the trigger, and re-select the current stage name. Save, then move one test deal to confirm it runs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact Copper CRM support or post in the Community Forum.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='what-is-copper-crm'  id=\"boomdevs_46\" class=\"wp-block-heading\">What is Copper CRM?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Copper CRM<\/strong> is customer relationship management software built for Google Workspace users.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of it as a sales layer that sits on top of Gmail.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A CRM is an essential part of modern selling.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The end goal is fewer manual processes and more time with customers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It is the only sales CRM recommended by Google, and that integration is the whole point.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Copper automatically populates records with data from your Google apps, so manual entry mostly disappears.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this quick overview:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Copper CRM Tutorial | How To Use Copper CRM For Beginners (2026)\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/AQftOqFdBlg?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Automated Tasks:<\/strong> Task reminders for follow-ups, renewals, and every promise you make on calls<\/li>\n\n\n\n<li><strong>Email Templates:<\/strong> Reusable messages with merge fields for efficient mass outreach<\/li>\n\n\n\n<li><strong>Create Workflows:<\/strong> Rules that update records and assign work without a person clicking<\/li>\n\n\n\n<li><strong>Import Data:<\/strong> A guided path for importing data from spreadsheets into Copper<\/li>\n\n\n\n<li><strong>Pipelines:<\/strong> Customizable, drag-and-drop pipeline stages that match your sales process<\/li>\n\n\n\n<li><strong>Track Leads:<\/strong> Lead management with scoring, segments, and clean conversion<\/li>\n\n\n\n<li><strong>Sales Reporting:<\/strong> Custom reports that track team activity for real accountability<\/li>\n\n\n\n<li><strong>Google Workspace CRM:<\/strong> Deep integration with Gmail, Google Calendar, Google Drive, and Google Docs<\/li>\n\n\n\n<li><strong>Manage Projects:<\/strong> Project tracking for deliverables inside the customer record<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For a full review, see our <a href=\"https:\/\/www.fahimai.com\/copper-crm\">Copper CRM review<\/a>.<\/p>\n\n\n<style>.kb-image356738_a7501c .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image356738_a7501c size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Homepage.png\" alt=\"Copper CRM Homepage\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='copper-crm-pricing'  id=\"boomdevs_47\" id=\"copper-crm-pricing\" class=\"wp-block-heading\">Copper CRM Pricing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here is what Copper CRM costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Starter<\/td><td>$9\/seat\/month<\/td><td>One person testing Copper as their first CRM<\/td><\/tr><tr><td>Basic<\/td><td>$23\/seat\/month<\/td><td>Small teams that need pipelines and Gmail integration<\/td><\/tr><tr><td>Professional<\/td><td>$59\/seat\/month<\/td><td>Growing sales teams needing workflow automation and reporting<\/td><\/tr><tr><td>Business<\/td><td>$99\/seat\/month<\/td><td>Larger teams needing unlimited records and full customization<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Free trial:<\/strong> Yes, 14 days with no credit card required.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Money-back guarantee:<\/strong> No formal refund window, so test properly during the trial.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Pricing is per person, so costs climb quickly for a growing sales team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Annual billing lowers the per-seat rate, which matters when you are investing for a full year.<\/p>\n\n\n<style>.kb-imagebaadbf_b1cf54 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagebaadbf_b1cf54 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-CRM-Pricing-980x384.png\" alt=\"Copper CRM Pricing\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcb0 <strong>Best Value:<\/strong> Professional \u2014 workflow automation and custom reporting make a huge <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/impact\" title=\"impact\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150885\">impact<\/a> on daily sales work.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, 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#3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='copper-crm-vs-alternatives'  id=\"boomdevs_48\" id=\"copper-crm-vs-alternatives\" class=\"wp-block-heading\">Copper CRM vs Alternatives<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">How does Copper compare? Here is the competitive line-up:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this comparison:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Best CRM Software 2026? Notion vs Airtable vs folk vs Copper vs Pipedrive vs HubSpot vs Salesforce\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/A6fthJXJX-w?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>Copper CRM<\/strong><\/td><td>Google Workspace users<\/td><td>$9-$99\/seat\/mo<\/td><td>\u2b50 3.5<\/td><\/tr><tr><td>HubSpot<\/td><td>Marketing plus sales<\/td><td>$0-$90\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>Salesforce<\/td><td>Enterprise reporting<\/td><td>$25-$330\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td>Monday CRM<\/td><td>Visual pipeline boards<\/td><td>$12-$28\/mo<\/td><td>\u2b50 4.6<\/td><\/tr><tr><td>Freshsales CRM<\/td><td>Built-in calling<\/td><td>$9-$59\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><tr><td>Insightly<\/td><td>CRM plus projects<\/td><td>$29-$99\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><tr><td>Capsule CRM<\/td><td>Budget simplicity<\/td><td>$18-$54\/mo<\/td><td>\u2b50 4.4<\/td><\/tr><tr><td>ActiveCampaign<\/td><td>Drip campaigns<\/td><td>$15-$145\/mo<\/td><td>\u2b50 4.5<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> HubSpot \u2014 more features and a free tier for most businesses<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> Capsule CRM \u2014 real pipelines at a low price per person<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> Copper CRM \u2014 it looks and behaves like Gmail<\/li>\n\n\n\n<li><strong>Best for business development:<\/strong> Salesforce \u2014 deepest reporting and forecasting at scale<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Copper CRM Alternatives<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Looking for Copper CRM alternatives? Here are the top options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong>GoHighLevel:<\/strong> All-in-one agency platform with funnels, drip campaigns, and white-label access.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Keap:<\/strong> <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/bookkeeping-software-for-small-businesses\" title=\"Small business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150872\" target=\"_blank\" rel=\"noopener\">Small business<\/a> automation with built-in payments and strong email marketing.<\/li>\n\n\n\n<li>\ud83c\udfa8 <strong>ActiveCampaign:<\/strong> Best-in-class email automation and drip campaigns with a light CRM attached.<\/li>\n\n\n\n<li>\ud83c\udf1f <strong>HubSpot:<\/strong> Generous free tier and the deepest marketing toolset for growing companies.<\/li>\n\n\n\n<li>\u26a1 <strong>ClickFunnels:<\/strong> Landing pages and checkout flows for businesses selling one product or service.<\/li>\n\n\n\n<li>\ud83d\udc76 <strong>Folk:<\/strong> Lightweight contact management for founders who want a friendly first CRM.<\/li>\n\n\n\n<li>\ud83d\udd25 <strong>Instantly:<\/strong> Cold outreach at scale with inbox <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/email-warmup-tool\" title=\"warmup\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150869\" target=\"_blank\" rel=\"noopener\">warmup<\/a> and reply tracking.<\/li>\n\n\n\n<li>\ud83d\udd27 <strong>ClickUp:<\/strong> Project work and sales tracking inside one flexible tool.<\/li>\n\n\n\n<li>\ud83d\udcca <strong>Monday CRM:<\/strong> Colorful boards that non-technical sales teams pick up quickly.<\/li>\n\n\n\n<li>\u2b50 <strong>Capsule CRM:<\/strong> Simple, affordable contact and pipeline tracking for very small teams.<\/li>\n\n\n\n<li>\ud83d\udcbc <strong>Insightly:<\/strong> CRM plus project delivery, with deeper reporting than Copper.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>Freshsales CRM:<\/strong> Built-in phone, chat, and AI lead scoring at a friendly price.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong>Salesforce:<\/strong> Endless customization for large enterprise sales teams.<\/li>\n\n\n\n<li>\ud83d\udd12 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/zendesk\" title=\"Zendesk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150875\">Zendesk<\/a>:<\/strong> Support-first platform for teams focused on customer service.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For the full list, see our <a href=\"https:\/\/www.fahimai.com\/copper-crm-alternatives\">Copper CRM alternatives<\/a> guide.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Copper CRM Compared<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how Copper stacks up against each competitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Copper CRM vs GoHighLevel:<\/strong> GoHighLevel wins on marketing breadth. Copper wins for teams living inside Gmail.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-vs-copper-crm\" title=\"Copper CRM vs Keap\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150886\" target=\"_blank\" rel=\"noopener\">Copper CRM vs Keap<\/a>:<\/strong> Keap adds payments and invoicing. Copper stays simpler and easier to learn.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/activecampaign-vs-copper-crm\" title=\"Copper CRM vs ActiveCampaign\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150883\" target=\"_blank\" rel=\"noopener\">Copper CRM vs ActiveCampaign<\/a>:<\/strong> ActiveCampaign wins on drip campaigns. Copper wins on Google integration and daily usability.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubspot-vs-copper-crm\" title=\"Copper CRM vs HubSpot\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150887\" target=\"_blank\" rel=\"noopener\">Copper CRM vs HubSpot<\/a>:<\/strong> HubSpot has a free plan and more features. Copper feels lighter to adopt.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/clickfunnels-vs-copper-crm\" title=\"Copper CRM vs ClickFunnels\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150881\" target=\"_blank\" rel=\"noopener\">Copper CRM vs ClickFunnels<\/a>:<\/strong> Different jobs. ClickFunnels sells; Copper manages the relationship afterwards.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/folk-vs-copper-crm\" title=\"Copper CRM vs Folk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150878\" target=\"_blank\" rel=\"noopener\">Copper CRM vs Folk<\/a>:<\/strong> Folk is cheaper and simpler. Copper offers real pipelines and workflow automation.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/copper-crm-vs-instantly\" title=\"Copper CRM vs Instantly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150873\" target=\"_blank\" rel=\"noopener\">Copper CRM vs Instantly<\/a>:<\/strong> Instantly is built for cold email volume. Copper handles the full relationship.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/copper-crm-vs-clickup\" title=\"Copper CRM vs ClickUp\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150884\" target=\"_blank\" rel=\"noopener\">Copper CRM vs ClickUp<\/a>:<\/strong> ClickUp wins on project depth. Copper wins on pipelines and Gmail context.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/copper-crm-vs-monday-crm\" title=\"Copper CRM vs Monday CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150880\" target=\"_blank\" rel=\"noopener\">Copper CRM vs Monday CRM<\/a>:<\/strong> Monday is more visual. Copper is more focused on Google-native selling.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/copper-crm-vs-capsule-crm\" title=\"Copper CRM vs Capsule CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150876\" target=\"_blank\" rel=\"noopener\">Copper CRM vs Capsule CRM<\/a>:<\/strong> Capsule costs less per person. Copper offers stronger automation and Google integration.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/copper-crm-vs-insightly\" title=\"Copper CRM vs Insightly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150889\" target=\"_blank\" rel=\"noopener\">Copper CRM vs Insightly<\/a>:<\/strong> Closest match on paper. Insightly reports better; Copper is easier daily.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/freshsales-vs-copper-crm\" title=\"Copper CRM vs Freshsales CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150888\" target=\"_blank\" rel=\"noopener\">Copper CRM vs Freshsales CRM<\/a>:<\/strong> Freshsales bundles calling and AI scoring. Copper keeps a cleaner Gmail-first workflow.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/salesforce-vs-copper-crm\" title=\"Copper CRM vs Salesforce\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150882\" target=\"_blank\" rel=\"noopener\">Copper CRM vs Salesforce<\/a>:<\/strong> Salesforce scales further. Copper needs no admin and works from day one.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/zendesk-vs-copper-crm\" title=\"Copper CRM vs Zendesk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150879\" target=\"_blank\" rel=\"noopener\">Copper CRM vs Zendesk<\/a>:<\/strong> Zendesk is a support tool. Copper is a sales CRM with projects.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, 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#3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='start-using-copper-crm-now'  id=\"boomdevs_49\" class=\"wp-block-heading\">Start Using Copper CRM Now<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You learned how to use every major Copper CRM feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 Automated Tasks<\/li>\n\n\n\n<li>\u2705 Email Templates<\/li>\n\n\n\n<li>\u2705 Create Workflows<\/li>\n\n\n\n<li>\u2705 Import Data<\/li>\n\n\n\n<li>\u2705 Pipelines<\/li>\n\n\n\n<li>\u2705 Track Leads<\/li>\n\n\n\n<li>\u2705 Sales Reporting<\/li>\n\n\n\n<li>\u2705 Google Workspace CRM<\/li>\n\n\n\n<li>\u2705 Manage Projects<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Next step:<\/strong> Pick one feature and try it today.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most people start with Automated Tasks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It takes less than five minutes and pays for itself the first week.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 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#ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit kt-btn-has-text-true kt-btn-has-svg-true wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_50\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How does Copper CRM work?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Copper CRM sits inside your Gmail inbox and Google Workspace apps. It logs emails, calls, and meetings automatically, then organizes them into leads, people, companies, and opportunities you can track.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to use CRM step by step?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Import your contacts, set your pipeline stages, then log every deal as an opportunity. Add tasks for follow-ups, build one workflow, and review your reports weekly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is Copper CRM used for?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Copper CRM is used for lead management, pipeline tracking, and project delivery. Sales teams use it to manage contacts, automate follow-ups, and forecast revenue without manual data entry.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is the old name of Copper CRM?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Copper was originally called ProsperWorks. The company rebranded to Copper in 2018 while keeping its focus on being the sales CRM recommended by Google.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Does Copper CRM have an app?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. Copper offers a mobile app for iOS and <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-assistants-for-android\" title=\"Android\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"150874\">Android<\/a>, plus a Chrome extension for Gmail. The mobile app covers contacts, tasks, pipelines, and activity logging.<\/p>\n\n\n\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@graph\": [\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-copper-crm\/#howto-getting-started\",\n      \"name\": \"How to Get Started with Copper CRM\",\n      \"description\": \"Set up your Copper CRM account and connect Google Workspace\",\n      \"totalTime\": \"PT3M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Create Your Account\",\n          \"text\": \"Go to the Copper website, click Start Free Trial, and sign up with your Google account\",\n          \"position\": 1\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Install the Chrome Extension\",\n          \"text\": \"Add the Copper Chrome extension and grant access to Gmail and Google Calendar\",\n          \"position\": 2\n        },\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Complete Initial Setup\",\n          \"text\": \"Name your pipeline stages, set contact types, and take the Copper Crash Course\",\n          \"position\": 3\n        }\n      ]\n    },\n    {\n      \"@type\": \"HowTo\",\n      \"@id\": \"https:\/\/www.fahimai.com\/how-to-use-copper-crm\/#howto-automated-tasks\",\n      \"name\": \"How to Use Copper CRM Automated Tasks\",\n      \"description\": \"Set task reminders for follow-ups and contract renewals so nothing slips\",\n      \"totalTime\": \"PT5M\",\n      \"step\": [\n        {\n          \"@type\": \"HowToStep\",\n          \"name\": \"Open a Record\",\n          \"text\": \"Open any person, lead, company, or opportunity in Copper. 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It logs emails, calls, and meetings automatically, then organizes them into leads, people, companies, and opportunities you can track.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"How to use CRM step by step?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Import your contacts, set your pipeline stages, then log every deal as an opportunity. Add tasks for follow-ups, build one workflow, and review your reports weekly.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is Copper CRM used for?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Copper CRM is used for lead management, pipeline tracking, and project delivery. 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The mobile app covers contacts, tasks, pipelines, and activity logging.\"\n          }\n        }\n      ]\n    },\n    {\n      \"@type\": \"BreadcrumbList\",\n      \"itemListElement\": [\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 1,\n          \"name\": \"Home\",\n          \"item\": \"https:\/\/fahimai.com\"\n        },\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 2,\n          \"name\": \"CRM\",\n          \"item\": \"https:\/\/www.fahimai.com\/category\/software\/crm\/copper\"\n        },\n        {\n          \"@type\": \"ListItem\",\n          \"position\": 3,\n          \"name\": \"How to Use Copper CRM\"\n        }\n      ]\n    }\n  ]\n}\n<\/script>\n","protected":false},"excerpt":{"rendered":"<p>Quick Start This guide covers every Copper CRM feature: Time needed: 5 minutes per feature Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives Why Trust This Guide I have used Copper CRM for two years across two small sales teams. I tested every feature in this tutorial myself, including the messy parts. Copper CRM is built for businesses that already run on Google Workspace. Most users stop at contacts and never touch the automation underneath. This guide shows you how to use Copper CRM feature by feature. Step by step, with real screenshots and the shortcuts I actually use. Copper CRM Tutorial This [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":33433,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[462],"tags":[932,1182],"class_list":["post-33460","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-copper","tag-autolink","tag-how-to"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/posts\/33460","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/comments?post=33460"}],"version-history":[{"count":0,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/posts\/33460\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/media\/33433"}],"wp:attachment":[{"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/media?parent=33460"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/categories?post=33460"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fahimai.com\/ja\/wp-json\/wp\/v2\/tags?post=33460"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}