WEBINARS
CLIENT PORTAL HELP
LOG IN

Canopy
Client Engagement & Client Portal
Global Inbox

Global Inbox

Follow New articles New articles and comments

Use the AI Assistant to Draft an Email
Use the Global Inbox
Create a Client From the Global Inbox
Create a Task From the Global Inbox
Use Labels With Gmail
Assign Outlook Emails to Folders

Status
Release Notes
Product Feedback
Terms & Conditions
Privacy
Google Data Use Disclosure