Canopy University

Learning Path
Expert Certification (L2)
 Expert Certification (L2)

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

Advanced Client Management
Advanced Client Management
Collaborate with Your Team
Collaborate with Your Team
Advanced Invoicing and Billing Setup
Advanced Invoicing and Billing Setup
Workflow Automation & Custom Templates
Workflow Automation & Custom Templates
Sending Engagements
Sending Engagements

Canopy Expert Certification

Learning Path
Expert Certification (L2)
 Expert Certification (L2)

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

Advanced Client Management
Advanced Client Management
Collaborate with Your Team
Collaborate with Your Team
Advanced Invoicing and Billing Setup
Advanced Invoicing and Billing Setup
Workflow Automation & Custom Templates
Workflow Automation & Custom Templates
Sending Engagements
Sending Engagements

Canopy Expert Certification