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Canopy Onboarding
Canopy Suite Fundamentals Training
2. Setting Up Your Client Directory
2. Setting Up Your Client Directory
2.1 Navigating Client, Contact Lists & Records
2.2 Adding & Editing Client Records
2.3 Working with Your Client List
2.4 Customizing Client Information
2.5 Create Folders & Folder Templates
2.6 Ways to Upload Files
Section 2 Quiz