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  3. Getting Started for Admins

Getting Started for Admins

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  • Getting Around Canopy
  • Updating Your Profile
  • Syncing Email & Calendar
  • Adding Firm Details
  • Customizing Firm Branding
  • Setting Roles & Permissions
  • Adding New Team Members
  • Creating Teams
  • Collaborating with Comments
  • Creating Custom Fields
  • Importing Contacts
  • Creating Folder Templates
  • Creating Task Templates
  • Creating Client Request Templates
  • Creating Client Portal Invitation Templates
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