Manage Contacts
- Add a Contact
- Import Contacts to Canopy
- Use Contact Import Templates
- Export Contacts from Your Current Software
- Export Contacts From Canopy
- Search for Contacts
- Filter and Group the Contacts List
- Create a Power of Attorney (POA) Form
- Invite Clients to the Client Portal
- Link a Connection to a Contact
- Mark Connections as Inactive Contacts
- Archive and Delete Contacts
- Restore Archived Contacts