Canopy

How-to Video: Adding a Client (Legacy CRM)

How-to Video: Creating Custom Fields

How-to Video: Navigating the Client List

How-to Video: Create an Engagement

Engagement templates are another great way to save time in Canopy!

How-to Video: Create Engagement Templates

How-to Video: Navigate the Engagements List

How-to Video: Performing Bulk Actions

Assigning Tags

Collaborating with Comments

How-to Video: Preparing Client Portals

How-to Video: Sending a Client Request

How-to Video: Creating Client Portal Invitation Templates

How-to Video: Sending Bulk Client Requests

Learn how to add clients, send engagements, send client portal invitations and more

Client Engagement

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