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Sending Engagements
Sending Engagements
Sending Engagements

About the Course

Description:  This course walks you through how to use the Canopy Engagement builder. We will guide you through creating a letter ready to send to clients via a secure link. We also dive into how to take advantage of templates and bulk sending to take your engagement game to the next level. 

Prerequisites:  None  |           Estimated Time:  45 minutes

Learning Objectives:

  • Build a New Engagement Letter
  • Create Engagement Item Templates
  • Create Engagement Templates 
  • Bulk Send Engagements 

Course Categories

Advanced
Certification
Client Management
Course Progress
Not started
Enroll
Course Outline
  1. Course Overview
    1. Time for an engagement party!
  2. Intro to Engagements
    1. Intro to Engagements in Canopy
    2. Best Practice for Starting an Engagement
  3. Building an Engagement
    1. Build an Engagement Video
    2. The Engagement Builder
    3. Add Engagement Items
    4. Billing and Payments in an Engagement
    5. Defining Engagement Terms
    6. Adding a Task Template to an Engagement
  4. Make Engagement Templates
    1. Create Templates for Engagements
    2. Engagement Item Template Video
    3. Design Engagement Item Templates
    4. Engagement Templates
    5. Apply Engagement Templates
    6. Bulk Apply Engagement Templates
  5. Managing Engagements
    1. The Client Acceptance Experience
    2. The Engagement List Video
    3. Navigate the Engagement List
  6. Course Challenge
    1. Challenge Overview
    2. Step One: Create an Engagement Template
    3. Step Two: Apply Engagement Template
  7. Course Quiz
    1. Sending Engagement Quiz
    2. Course Feedback
course
Sending Engagements
Sending Engagements
Course Progress
Not started
Enroll

About the Course

Description:  This course walks you through how to use the Canopy Engagement builder. We will guide you through creating a letter ready to send to clients via a secure link. We also dive into how to take advantage of templates and bulk sending to take your engagement game to the next level. 

Prerequisites:  None  |           Estimated Time:  45 minutes

Learning Objectives:

  • Build a New Engagement Letter
  • Create Engagement Item Templates
  • Create Engagement Templates 
  • Bulk Send Engagements 
Course Outline
  1. Course Overview
    1. Time for an engagement party!
  2. Intro to Engagements
    1. Intro to Engagements in Canopy
    2. Best Practice for Starting an Engagement
  3. Building an Engagement
    1. Build an Engagement Video
    2. The Engagement Builder
    3. Add Engagement Items
    4. Billing and Payments in an Engagement
    5. Defining Engagement Terms
    6. Adding a Task Template to an Engagement
  4. Make Engagement Templates
    1. Create Templates for Engagements
    2. Engagement Item Template Video
    3. Design Engagement Item Templates
    4. Engagement Templates
    5. Apply Engagement Templates
    6. Bulk Apply Engagement Templates
  5. Managing Engagements
    1. The Client Acceptance Experience
    2. The Engagement List Video
    3. Navigate the Engagement List
  6. Course Challenge
    1. Challenge Overview
    2. Step One: Create an Engagement Template
    3. Step Two: Apply Engagement Template
  7. Course Quiz
    1. Sending Engagement Quiz
    2. Course Feedback

Course Categories

Advanced
Certification
Client Management