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Welcome Video
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Course Introduction
- Creating Custom Fields for CRM Account Forms
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Lesson 1 - Watch It: Creating Custom Fields for CRM Account Forms
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Lesson 2 - Practice It: Creating Custom Fields for CRM Account Forms
- Creating a CRM Account Form
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Lesson 1 - Watch It: Creating a CRM Account Form
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Lesson 2 - Practice It: Creating a CRM Account Form
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Lesson 3 - Create It: Creating a CRM Account Form
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Lesson 4 - Watch It: Creating an Email Condition for the CRM Account Form
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Lesson 5 - Practice It: Creating an Email Condition for the CRM Account Form
- Conclusion
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Review
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Resources
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Good Bye!
CRM Account Forms
In this course, you’ll learn the steps for setting up and creating account forms in Neon CRM.
In this course, you’ll learn the steps for setting up and creating account forms in Neon CRM.
Learning Objectives:
- Identify custom fields needed for the CRM Account form
- Create a CRM Account form
- Set email conditions for the CRM Account form