Neon CRM Fundamentals

Curriculum

• Course Welcome
• Welcome
• Course Introduction
• Account Management
• Lesson 1 - Watch It: Creating a New Account
• Lesson 2 - Practice It: Creating a New Account
• Lesson 3 - Create It: Creating a New Account
• CRM Transactions
• Lesson 1 - Your Transactions
• Lesson 2 - Watch It: Adding a Donation
• Lesson 3 - Create It: Adding a Donation
• Lesson 4 - Watch It: Editing Membership Settings
• Lesson 5 - Create It: Editing Membership Settings
• Lesson 6 - Watch It: Setting Membership Levels
• Lesson 7 - Create It: Setting Membership Levels
• Lesson 8 - Watch It: Setting Membership Terms
• Lesson 9 - Create It: Setting Membership Terms
• Lesson 10 - Watch It: Adding a Membership
• Lesson 11 - Create It: Adding a Membership
• Lesson 12 - Store Purchases
• Lesson 13 - Constituent Transactions
• Automated Emails in Neon CRM
• Lesson 1 - System Emails
• Lesson 2 - Measures to Help Improve Email Deliverability
• Creating Themes
• Lesson 1 - Introduction to Themes
• Lesson 2 - Watch It: Creating a Custom Theme
• Lesson 3 - Practice It: Creating a Custom Theme
• Lesson 4 - Create It: Creating a Custom Theme
• Using Forms
• Lesson 1 - Introduction to Forms
• Lesson 2 - Forms Overview
• Lesson 3 - Watch It: Creating a Donation Form
• Lesson 4 - Forms Builder Tour: Creating a Donation Form
• Lesson 5 - Practice It: Creating a Donation Form
• Lesson 6 - Create It: Creating a Donation Form
• Lesson 7 - Forms Builder Tour: Creating a Membership Form
• CRM Reports
• Lesson 1 - Using the Reports Dashboard
• Goodbye!