Canopy Canopy First Steps

Managing Contacts

Guides

Add a Contact

Add a Contact

Last updated: a month ago

Import Contacts to Canopy

Import Contacts to Canopy

Last updated: a month ago

Using Contact Import Templates

Using Contact Import Templates

Last updated: a month ago

Create a Power of Attorney Form

Create a Power of Attorney Form

Last updated: a month ago

Invite Clients to the Client Portal

Invite Clients to the Client Portal

Last updated: a month ago

Exporting contacts from Canopy

Exporting contacts from Canopy

Last updated: 5 months ago

Mark connections as inactive contacts

Mark connections as inactive contacts

Last updated: a month ago