What's in this Article
Applicable Roles/Permissions/Licenses
- 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.
Opt Out of 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 Return to default.
