- Course Welcome
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Module 1 Introduction
- Account Management
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Lesson 1 - Watch It: Creating a New Account
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Lesson 2 - Create It: Creating a New Account
- CRM Transactions
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Lesson 1 - Your Transactions
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Lesson 2 - Watch It: Adding a Donation
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Lesson 3 - Create It: Adding a Donation
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Lesson 4 - Watch It: Editing Membership Settings
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Lesson 5 - Watch It: Setting Membership Levels
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Lesson 6 - Watch It: Setting Membership Terms
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Lesson 7 - Watch It: Adding a Membership
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Lesson 8 - Create It: Adding a Membership
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Lesson 9 - Store Purchases
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Lesson 10 - Constituent Transactions
- Automated Emails in Neon CRM
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Lesson 1 - System Emails
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Lesson 2 - Measures to Help Improve Email Deliverability
- Creating Themes
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Lesson 1 - Introduction to Themes
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Lesson 2 - Watch It: Creating a Custom Theme
- Using Forms
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Lesson 1 - Introduction to Forms
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Lesson 2 - Forms Overview
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Lesson 3 - Watch It: Creating a Donation Form
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Lesson 4 - Forms Builder Tour: Creating a Donation Form
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Lesson 5 - Create It: Creating a Donation Form
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Lesson 6 - Forms Builder Tour: Creating a Membership Form
- Course Complete
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Goodbye!
Neon CRM Fundamentals - Sales
This course will help you understand the fundamentals of Neon CRM.
This course will help you understand the fundamentals of Neon CRM.
By the end of this course you will be able to:
- Explain basic functionality of Accounts
- Name transaction types
- Identify the use of system emails
- Explain the use of themes
- Identify the basic features of forms
- Name features of the reporting tool