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Neon CRM Orientation for Guided Data Conversion Clients

Neon CRM Orientation for Guided Data Conversion Clients

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Welcome to Neon CRM
Welcome to Neon CRM
Begin Here! In this course participants will create their implementation plan by evaluating their organization’s needs as they relate to the new CRM. This course will take approximately 50 minutes to complete.
Beginner Set Up CRM CRM Client Orientation Email Template Organization Information Branding Setup Individual Survey

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Neon CRM Quick Start
Neon CRM Quick Start
In this course, you’ll learn how to navigate through the Neon CRM and update your organization’s information.

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Neon CRM Fundamentals
Neon CRM Fundamentals
CRM Orientation Course 3
Orientation Account Management Themes Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms

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Preparing for Your Neon CRM Guided Data Conversion
Preparing for Your Neon CRM Guided Data Conversion
CRM Orientation Course 4 - Guided Data Conversion Track
Beginner Set Up CRM

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Importing Your Account Data
Importing Your Account Data
This course provides learners an overview of importing account data into Neon CRM using the Import Manager.
Data Beginner Set Up Import Manager CRM CRM Client Orientation Custom Fields Households Relationships Duplicate Scan Company Contacts Neon One Engagement

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Importing Your Donation Data
Importing Your Donation Data
This course provides learners an overview of importing donation data into Neon CRM via the Import Manager.
Data Beginner Set Up Import Manager Donations CRM CRM Client Orientation Neon One Engagement

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Importing Your Event Registration Data
Importing Your Event Registration Data
This course provides learners an overview of importing event registration data into Neon CRM via the Import Manager.
Data Beginner Set Up Event Registrations Import Manager CRM CRM Client Orientation Neon One Engagement

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Importing Your Membership Data
Importing Your Membership Data
This course provides learners an overview of importing membership data into Neon CRM via the Import Manager.
Data Beginner Set Up Memberships Import Manager CRM CRM Client Orientation Field Values Neon One Engagement

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