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Canopy First Steps
Find articles and guides to get set up and start using Canopy.
Managing Contacts
- Add a Contact
- Import Contacts to Canopy
- Using Contact Import Templates
- Create a Power of Attorney Form
- Invite Clients to the Client Portal
- Export contacts from Canopy
- Mark connections as inactive contacts
- Restore Archived Contacts
- Export Contacts from your Current Software
- Add a Connection to a Contact
- Search for Contacts
- Filter and Group the Contacts List
- Archive and Delete Contacts