Jemicah Marasigan
Content Marketing Manager
If you’re running your business out of a CRM, you should also be bringing the tools that support your work into that CRM. Most teams bounce between docs, dashboards, spreadsheets, and external workflows all day — and every switch costs time, focus, and momentum.
That’s why linking key pages directly in your CRM isn’t just convenient: it’s a smarter, more integrated way to work, giving you one workspace for your entire customer journey.
(And if your CRM doesn’t make that easy… it might be time to try Copper.)
Linked Pages let you place your most-used websites, tools, resources, and dashboards directly in your navigation. Think of it like tidying up your digital desk: you keep the essentials, lose the clutter, and create a workspace that actually supports the way you work.
Why we built Linked Pages — and how they make your life easier
The real problem most teams face isn’t that they use too many tools, it’s that those tools all live in different places.
Your Docs are in Drive. Spreadsheets have in their own tabs. Dashboards are buried behind bookmarks. Proposal tools are floating somewhere in the browser abyss. Every time you switch context, you don’t just lose a second… you lose momentum.
And when your work is spread across scattered links, your processes end up scattered too. New hires can’t find what they need. Client data gets checked inconsistently. Tasks fall through the cracks not because the team isn’t capable, but because the workflow lives everywhere and nowhere at once.
Embedding your most important resources directly inside your CRM solves that problem.
Doing this gets rid of the constant bouncing between tools, keeps your work anchored to the customer record you’re already viewing, and gives your team a single place to think, act, and stay aligned.
When teams embed their essential docs, dashboards, and workflows into their CRM, a few things change immediately:
Information stops living in a maze of tabs.
Everyone follows the same process because it’s right in front of them.
Reporting becomes part of the daily flow, not an extra chore.
Onboarding gets easier — because the “how we work” lives in one place.
The CRM becomes a true home base instead of just another tool.
That’s exactly why we built Linked Pages. They bring the tools that power your business into the place where your business actually operates — in Copper — so you can work faster, cleaner, and with way fewer browser acrobatics.
How to add and manage a Linked Page
As an Admin or Account Owner, you play an important role in shaping how your team uses Copper day-to-day — and Linked Pages are one of the easiest ways to make everyone’s workspace more useful.
Only Admins and Account Owners can add or remove Linked Pages, which means you get to curate the tools, docs, and dashboards that deserve a permanent home in the navigation. Once you add a page, every user will see it in their sidebar, though what they can view or edit still depends on the permissions within the third-party app you’ve linked.
To add a Linked Page:
Find the Linked Pages section in Copper’s left-side navigation.
Click + Link.
- In the modal: Name your link
Paste the full URL
Choose an icon
Save your changes.
You can learn more about how to do it in our Help Centre.
The top five things to embed with Copper’s Linked Pages
With so many tools, documents, dashboards, and workflows involved in managing customers, it’s not always obvious which ones deserve a permanent spot in your CRM. That’s where Linked Pages shine. By giving your most-used resources a home directly in Copper’s navigation, you create a smoother workflow, faster access to information, and a workspace your whole team can rely on.
Here’s how our customers are already using them!
1. A spreadsheet for unqualified or “not ready yet” leads
Even though prospects belong in Copper, many teams still maintain a simple spreadsheet as a holding area for leads who aren’t quite ready for the CRM yet. Maybe they need research, maybe they’re missing key info, or maybe they came from an event or a list that hasn’t been fully vetted. The issue with that is these leads get left behind in scattered places — spreadsheets, random docs, you name it — and reps lose sight of them.
Instead of crowding your pipelines with low-quality or incomplete records, a lightweight spreadsheet gives your team a clean place to triage before deciding what becomes a true Lead in Copper. Putting that list inside Copper keeps early-stage leads adjacent to active work, without cluttering pipelines.
A spreadsheet like this can be surprisingly powerful. It creates a buffer between “everyone we’ve ever heard of” and “people who should actually enter our sales process,” helping your team stay focused while keeping all potential opportunities accounted for.
You can link things like:
A “Needs Research” or “Not Ready Yet” list
A cold outreach or long-term nurture list
Event attendee or conference lists waiting to be qualified
A research sheet for interns or junior SDRs to enrich or categorize contacts
A staging area with leads you plan to import into Copper later
A lead scoring or prioritization sheet with formulas
A list of do-not-contact or disqualified entries for reference
Embedding this spreadsheet in Copper means your team can flip between active pipelines and this triage list without losing their place. Reps always know where to find early-stage contacts, admins can decide when a lead is CRM-ready, and your actual pipelines stay clean, focused, and easy to manage.
2. A client dashboard or reporting hub
For agencies, consultants, and service teams, data isn’t just something you check once a month — it’s the pulse of your client work.
But sometimes, reporting lives in a separate tool, which means every check-in needs you to jump between tabs and pull data manually. Embedding your dashboards in Copper keeps that pulse front and center, so insights, trends, and performance metrics sit right beside the clients they belong to. Instead of digging through tabs or bookmarking yet another analytics link, you make reporting part of your daily workflow.
Now, you can link:
A Google Data Studio report for easy access
Databox scorecards
Google Sheets dashboards for financials or operations
Airtable bases tracking campaign milestones
FigJam or Miro boards for planning
Monday.com or Asana read-only status boards
Stripe or subscription analytics pages
Embedding these dashboards pays off quickly. You can prep client updates faster, spot performance shifts earlier, and move through project reviews without the constant tool-switching that derails momentum. Account managers get instant, at-a-glance visibility into the metrics that matter, and your team finally has a workspace where client data and client action live side by side.
3. Onboarding resources that support your client pipeline
Client onboarding can take a hit when related materials live in a maze of Drive folders, making consistency hard and slowing down new teammates.
Copper’s onboarding pipeline already gives you a structured way to move a new client from “won” to fully up and running. But even the best pipeline relies on supporting materials — the documents, forms, guides, and checklists that help your team deliver a smooth, consistent onboarding experience.
Linked Pages are perfect for housing those supporting resources. Instead of digging through folders every time a new client comes onboard, your team can access everything they need directly from Copper, right next to the onboarding pipeline they’re already using.
You might link to:
A Google Doc outlining your onboarding overview or welcome guide
A Google Sheet tracking client inputs, access details, or key project info
A Google Drive folder where clients upload brand files or required assets
A Google Slides deck for your kickoff meeting presentation
These resources don’t replace your onboarding pipeline — they enhance it. When everything your team needs is sitting right beside the steps they’re following, onboarding becomes smoother and more repeatable.
Account managers can run kickoff calls straight from Copper, clients get a more polished and predictable experience, and your internal team stays aligned without hunting for links or documents across multiple tools.
4. Your CPQ, quoting, or proposal-generation tool
When someone says, “Can you send us a quote?” you don’t want that to turn into a 12-tab scavenger hunt.
Embedding your CPQ or proposal tool inside Copper keeps your sales process tight and eliminates unnecessary switching.
Pages you can link could include:
PandaDoc
Qwilr
Proposify
Loopio (for RFPs)
Custom Google Sheet pricing calculators
Notion-based proposal templates
This helps because you’re no longer juggling apps just to get a quote out the door. You can pull up your proposal tool with the opportunity details sitting right beside it, making it ridiculously easy to draft something on the spot.
Reps stay in the zone, managers can jump in to tweak or approve proposals without hunting anything down, and pipeline reviews get way more dynamic.
5. A centralized “CRM usage guide” your team can access on demand
Every growing team eventually hits that moment where someone leans over (or Slacks you) and asks, “Hey… what exactly goes in this field again?”
Multiply that by every new hire, every process tweak, every new pipeline, and suddenly half your operational energy is spent explaining the same things over and over.
A centralized usage guide solves that problem — and embedding it directly into your Linked Pages means it’s always one click away. Whether you build it in Google Docs, Notion, or another internal wiki, this guide becomes the living, breathing reference point for how your team uses Copper.
A strong guide might include things like:
Definitions for every key field (default + custom)
When to create a Lead vs. Person vs. Opportunity
Pipeline stage definitions
Steps for routine processes
Best practices for tagging, activity logging, or updating records
Onboarding videos, links, or Loom walkthroughs
Quality guidelines for keeping data clean
Now, everyone works from the same playbook. New hires get up to speed faster, workflows stay consistent, and managers spend less time answering repetitive questions.
Make Copper your home base
Linked Pages let you build a workspace that feels tailored to the way your business actually operates, one where your dashboards, docs, playbooks, and everyday tools live right alongside your pipelines and projects.
If your current CRM doesn’t make this possible (or makes it painfully complicated), it might be time to try Copper for 14 days free!
Start building a cleaner, more connected workspace and see how much easier your day feels when everything you need lives in one place.
