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Structuring Your Client Directory
Structuring Your Client Directory
Structuring Your Client Directory

About the Course

Description:  This course is designed to help you add clients, contacts, contact groups and set up your client directory. 

Prerequisites: None.        |           Estimated Time:  30 minutes

Learning Objectives:

  • Navigate the client lists and a client record 
  • Add and edit client records
  • Work with your client list 
  • Utilize client notes 

Course Categories

Certification
Beginner
Client Management
Course Progress
Not started
Enroll
Course Outline
  1. Getting Started
    1. Course Overview
    2. Video: Getting Around Canopy
    3. Using the Global Navigation Bar
    4. Use the Global Plus (+) Button
  2. Navigate the Client & Contact Lists and Records
    1. Understanding Clients, Contacts, and Client Groups in Canopy
    2. How to Video: The Client Lists
    3. Client List: Your Hub for Managing Clients
    4. Viewing a Client Record
    5. How to Video: Understanding Contact Lists
    6. Contact List: Managing the People You Work With
    7. Organizing Client Groups
  3. Add & Edit Client Records
    1. How to Video: Add a Client
    2. Adding a Client Manually
    3. Edit Client Records
    4. Create and Assign Contacts to a Client
  4. Client Notes
    1. What is a Client Note?
    2. Accessing Client Notes
    3. Making a Client Note
  5. Course Challenge
    1. Challenge Overview
    2. Step One: Add a New Client
    3. Step Two: Add a New Contact
    4. Step Three: Create a Client Group
  6. Course Quiz
    1. Client Directory Quiz
    2. Course Survey
course
Structuring Your Client Directory
Structuring Your Client Directory
Course Progress
Not started
Enroll

About the Course

Description:  This course is designed to help you add clients, contacts, contact groups and set up your client directory. 

Prerequisites: None.        |           Estimated Time:  30 minutes

Learning Objectives:

  • Navigate the client lists and a client record 
  • Add and edit client records
  • Work with your client list 
  • Utilize client notes 

Course Outline
  1. Getting Started
    1. Course Overview
    2. Video: Getting Around Canopy
    3. Using the Global Navigation Bar
    4. Use the Global Plus (+) Button
  2. Navigate the Client & Contact Lists and Records
    1. Understanding Clients, Contacts, and Client Groups in Canopy
    2. How to Video: The Client Lists
    3. Client List: Your Hub for Managing Clients
    4. Viewing a Client Record
    5. How to Video: Understanding Contact Lists
    6. Contact List: Managing the People You Work With
    7. Organizing Client Groups
  3. Add & Edit Client Records
    1. How to Video: Add a Client
    2. Adding a Client Manually
    3. Edit Client Records
    4. Create and Assign Contacts to a Client
  4. Client Notes
    1. What is a Client Note?
    2. Accessing Client Notes
    3. Making a Client Note
  5. Course Challenge
    1. Challenge Overview
    2. Step One: Add a New Client
    3. Step Two: Add a New Contact
    4. Step Three: Create a Client Group
  6. Course Quiz
    1. Client Directory Quiz
    2. Course Survey

Course Categories

Certification
Beginner
Client Management