About This Learning Path
Congratulations on reaching the next stage of your Canopy journey! The Canopy Expert Certification – Level 2 is designed for professionals who want to take their skills to the next level by leveraging advanced features and optimizing their workflows.
Prerequisites: Certified Associate (L1) Recommended | Estimated Time: 5 hours
Learning Objectives:
✅ Collaborate seamlessly with your team using custom permissions
✅ Manage clients more effectively with tags and custom fields
✅ Streamline operations with workflow automation
✅ Master advanced invoicing techniques for improved billing efficiency
✅ Send and manage engagements to ensure clear communication with clients
Certificate
Canopy Expert Certification
About This Learning Path
Congratulations on reaching the next stage of your Canopy journey! The Canopy Expert Certification – Level 2 is designed for professionals who want to take their skills to the next level by leveraging advanced features and optimizing their workflows.
Prerequisites: Certified Associate (L1) Recommended | Estimated Time: 5 hours
Learning Objectives:
✅ Collaborate seamlessly with your team using custom permissions
✅ Manage clients more effectively with tags and custom fields
✅ Streamline operations with workflow automation
✅ Master advanced invoicing techniques for improved billing efficiency
✅ Send and manage engagements to ensure clear communication with clients