{"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\/ko\/how-to-use-copper-crm","title":{"rendered":"Copper CRM \uc0ac\uc6a9\ubc95: 2026\ub144 \ucd5c\uace0\uc758 CRM \ub3c4\uad6c\ub294 \ubb34\uc5c7\uc77c\uae4c\uc694?"},"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. Sales teams use it to manage contacts, automate follow-ups, and forecast revenue without manual data entry.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"What is the old name of Copper CRM?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Copper was originally called ProsperWorks. The company rebranded to Copper in 2018 while keeping its focus on being the sales CRM recommended by Google.\"\n          }\n        },\n        {\n          \"@type\": \"Question\",\n          \"name\": \"Does Copper CRM have an app?\",\n          \"acceptedAnswer\": {\n            \"@type\": \"Answer\",\n            \"text\": \"Yes. Copper offers a mobile app for iOS and Android, plus a Chrome extension for Gmail. 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, [&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\/ko\/wp-json\/wp\/v2\/posts\/33460","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fahimai.com\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fahimai.com\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/ko\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/ko\/wp-json\/wp\/v2\/comments?post=33460"}],"version-history":[{"count":2,"href":"https:\/\/www.fahimai.com\/ko\/wp-json\/wp\/v2\/posts\/33460\/revisions"}],"predecessor-version":[{"id":221836,"href":"https:\/\/www.fahimai.com\/ko\/wp-json\/wp\/v2\/posts\/33460\/revisions\/221836"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fahimai.com\/ko\/wp-json\/wp\/v2\/media\/33433"}],"wp:attachment":[{"href":"https:\/\/www.fahimai.com\/ko\/wp-json\/wp\/v2\/media?parent=33460"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fahimai.com\/ko\/wp-json\/wp\/v2\/categories?post=33460"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fahimai.com\/ko\/wp-json\/wp\/v2\/tags?post=33460"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}