What's in this Article
- Roles: Any
- Permissions: Any
- Licenses: CRM
Client List 2.0 is a brand new design of the Contact List section in Canopy, including improvements to new bulk actions, a client search field, and custom-filtered client list exports.
Opt-in to Client List 2.0 Experience
1. Navigate to the Contact List from the left-hand nav bar.
2. Select the gift icon at the bottom right of the Contact List.
3. Select Try it out.