-
Welcome!
-
Course Introduction
- Individual Communications
-
Lesson 1 - Messages for Individuals and Small Groups
-
Lesson 2 - Watch It: Using Your BCC Email Address and External Email Forwarding Address
-
Lesson 3 - Watch It: Sending an Email From an Account Page
-
Lesson 4 - Create It: Sending an Email From an Account Page
-
Lesson 5 - Watch It: Viewing Sent Emails in the CRM
-
Lesson 6 - Using Campaign Emails
-
Lesson 7 - Watch It: Creating an Email Audience
-
Lesson 8 - Practice It: Creating an Email Audience
-
Lesson 9 - Using Activities
-
Lesson 10 - Practice It: Creating a Campaign Email
-
Lesson 11 - Watch It: Using External Letter Merge
- Conclusion
-
Review
-
Resources
-
Goodbye!
Individual Communications
In this course you will learn how to send individual and external emails and letters
When cultivating a relationship, personalized communication is a must. In this course, you will learn about communications features in the CRM used to send emails. Using the CRM with external software will also be discussed.
Learning Objectives:
- Describe how to send individual emails and letters in the CRM
- Identify how to send external emails and letters
- Describe how Neon CRM tracks external emails
- Explain how activities are used