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Neon CRM Membership Forms

Neon CRM Membership Forms

In this course you will learn the steps for setting up and creating membership forms in Neon CRM.

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About this course

Learning Objectives:

  • Identify custom fields needed for the CRM Membership form
  • Create a CRM Membership form
  • Set email conditions for the CRM Membership form

Curriculum

  • Welcome Video
  • Course Introduction
  • Creating Custom Fields for CRM Membership Forms
  • Lesson 1 - Watch It: Creating Custom Fields for a CRM Membership Form
  • Lesson 2 - Practice It: Creating Custom Fields for a CRM Membership Form
  • Creating a CRM Membership Form
  • Lesson 3 - Watch It: Creating a CRM Membership Form
  • Lesson 4 - Practice It: Creating a CRM Membership Form
  • Lesson 5 - Create It: Creating a CRM Membership Form
  • Lesson 6 - Watch It: Creating an Email Condition for the CRM Membership Form
  • Lesson 7 - Practice It: Creating an Email Condition for the CRM Membership Form
  • Conclusion
  • Review
  • Resources
  • Goodbye!

About this course

Learning Objectives:

  • Identify custom fields needed for the CRM Membership form
  • Create a CRM Membership form
  • Set email conditions for the CRM Membership form

Curriculum

  • Welcome Video
  • Course Introduction
  • Creating Custom Fields for CRM Membership Forms
  • Lesson 1 - Watch It: Creating Custom Fields for a CRM Membership Form
  • Lesson 2 - Practice It: Creating Custom Fields for a CRM Membership Form
  • Creating a CRM Membership Form
  • Lesson 3 - Watch It: Creating a CRM Membership Form
  • Lesson 4 - Practice It: Creating a CRM Membership Form
  • Lesson 5 - Create It: Creating a CRM Membership Form
  • Lesson 6 - Watch It: Creating an Email Condition for the CRM Membership Form
  • Lesson 7 - Practice It: Creating an Email Condition for the CRM Membership Form
  • Conclusion
  • Review
  • Resources
  • Goodbye!