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Copper Pack Demo: Invoicing Workflow
  • Pages
    • Introduction
    • 1. Request Invoices
    • 2. Create Invoices
    • 3. Approve Invoices
    • 4. Send Invoices
    • 5. Chase Payment
    • Past Jobs
    • Sync Tables
      • People
      • Companies
      • icon picker
        Opportunities

Opportunities

It’s a good idea to keep a copy of the full Opportunities table on its own page (you can even hide it if you’re not using it) - and then create other Views of this table as needed. We’ve chosen to display all of our columns here, including the ones we created after syncing. We won’t be using this view day-to-day, but it can be helpful to have everything in one place when troubleshooting & building.
Opportunities
Opportunity
Company
Status
i
Monetary Value
i
Copper Url
i
View on Copper
PM
Invoice Status
Invc #
Invoice Due
Days Aging
Invoicing Notes from PM
Tax Exempt
Copper icon
Common Ground (1321)
Open
View
Copper icon
Zontrax
Abandoned
$58,938.15
View
Copper icon
Viva
Won
$65,892.23
View
12809
2/8/2022
1435
Copper icon
Bitchip
Won
$61,981.39
View
1281
1/4/2022
1470
Copper icon
Rank
Open
$1,528.73
View
Copper icon
Trippledex
Abandoned
$62,651.30
View
Copper icon
It
Won
$107,555.04
View
Add $10k in overages for the additional request
Copper icon
Stronghold
Lost
$79,217.90
View
Copper icon
Wrapsafe
Open
$117,574.77
View
Copper icon
Alphazap
Won
$104,483.92
View
12387
2/17/2022
1426
Copper icon
Bamity
Abandoned
$32,220.87
View
Copper icon
Tampflex
Abandoned
$63,682.19
View
Copper icon
Lotlux
Open
View
Copper icon
Voyatouch
Lost
View
Copper icon
Bigtax
Lost
$53,774.05
View
Copper icon
Mat Lam Tam
Abandoned
View
Copper icon
Pannier
Open
$64,008.68
View
Copper icon
Veribet
Open
View
There are no rows in this table

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