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Advanced Client Management
Advanced Client Management
Advanced Client Management

About the Course

Description:  This course is designed to help take your client management skills to the next level in Canopy. From using templates to bulk actions this course will save you time everyday. 

Prerequisites: Structuring your Client Directory    |           Estimated Time:  40 minutes

Learning Objectives:

  • Create tags and custom fields 
  • Use bulk actions 
  • Filter the client list 
  • Use templates to help with client onboarding.

Course Categories

Advanced
Certification
Client Management
Course Progress
Not started
Enroll
Course Outline
  1. Reviewing Clients and Contacts
    1. Course Overview
    2. Review of Client and Contact Structure
  2. Working with your Client List
    1. Managing Your Client List
    2. Filtering Your Client List
    3. Saving a Filtered View
    4. Video: Applying Bulk Actions
    5. Using Client List Bulk Actions
  3. Using Tags and Custom Fields
    1. Custom Fields vs. Tags: The Key to Smarter Client Organization
    2. Using Custom Fields
    3. Create and Use Tags Video
    4. Creating Client Tags
    5. Tagging with Bulk Actions
    6. Filtering with Tags
  4. Templates to Save Time
    1. Email and Letter Templates
    2. Boilerplate v. Dynamic Fields
    3. Client Portal Message Templates
    4. Bulk Send Client Portal Invitations
  5. Course Challenge
    1. Challenge Overview
    2. Step 1: Create new tags and custom fields
    3. Step 2: Apply to Clients
    4. Step 3: Filter Client List and Save Filter
  6. Course Quiz
    1. Advanced Client Management Quiz
    2. Course Feedback
course
Advanced Client Management
Advanced Client Management
Course Progress
Not started
Enroll

About the Course

Description:  This course is designed to help take your client management skills to the next level in Canopy. From using templates to bulk actions this course will save you time everyday. 

Prerequisites: Structuring your Client Directory    |           Estimated Time:  40 minutes

Learning Objectives:

  • Create tags and custom fields 
  • Use bulk actions 
  • Filter the client list 
  • Use templates to help with client onboarding.
Course Outline
  1. Reviewing Clients and Contacts
    1. Course Overview
    2. Review of Client and Contact Structure
  2. Working with your Client List
    1. Managing Your Client List
    2. Filtering Your Client List
    3. Saving a Filtered View
    4. Video: Applying Bulk Actions
    5. Using Client List Bulk Actions
  3. Using Tags and Custom Fields
    1. Custom Fields vs. Tags: The Key to Smarter Client Organization
    2. Using Custom Fields
    3. Create and Use Tags Video
    4. Creating Client Tags
    5. Tagging with Bulk Actions
    6. Filtering with Tags
  4. Templates to Save Time
    1. Email and Letter Templates
    2. Boilerplate v. Dynamic Fields
    3. Client Portal Message Templates
    4. Bulk Send Client Portal Invitations
  5. Course Challenge
    1. Challenge Overview
    2. Step 1: Create new tags and custom fields
    3. Step 2: Apply to Clients
    4. Step 3: Filter Client List and Save Filter
  6. Course Quiz
    1. Advanced Client Management Quiz
    2. Course Feedback

Course Categories

Advanced
Certification
Client Management