Source
Contact & data model — found from sitemap — Copper
Checked for Copper on 1 Oct 2026
- Page
- https://support.copper.com/en/articles/15826192-understand-contact-records-in-copper
- Checked
- 1 Oct 2026, 09:09 UTC
- How we may use it
- Public page, crawling permitted
Technical details
- type
- page
- http status
- 200
- content hash
- sha256:02434479d93db8b030fbf5434d85b6d242e937678c7b01d005fa79eed7da9b17
- permission
- robots_ok
- screenshot
- Screenshot on file (internal exhibit, not published)
Cited by
Facts read from this source
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Record layout Report an error
“Person, company, opportunity, and lead records are organized around details, activity, and related records.”
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Person record fields Report an error
“The left panel includes details like name, title, owner, company, contact type, contact information, visibility, and any custom fields.”
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Activity feed Report an error
“The center panel shows the activity feed, including emails, logged activities, notes, and sent messages.”
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Note mentions Report an error
“You can @mention a teammate in a note to notify them by email and keep the conversation tied to the record.”
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Company rollup Report an error
“The company activity feed rolls up updates from the people and opportunities associated with that organization.”
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Company related records Report an error
“Use the right panel to review related opportunities, people, tasks, calendar events, and files. You can also identify the primary contact for the company.”
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Leads plan dependent Report an error
“If your plan includes Leads, enable Lead Management from Settings > Customization > Lead Management.”
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Lead conversion Report an error
“When a lead is qualified, convert it into Copper as a person and company, and optionally create an opportunity.”
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Custom fields Report an error
“Add custom fields for details that matter to your business.”
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