Welcome to Neon CRM for Premium Data Import Clients
Begin Here! In this course, you will create your implementation plan by evaluating your organization’s needs as they relate to the new CRM.
Beginner
Set Up
CRM
CRM Client Orientation
Email Template
Organization Information
Branding Setup
Individual Survey
Neon CRM Quick Start w/ Neon Pay
In this course, you’ll learn how to navigate through the Neon CRM and update your organization’s information.
Neon Pay
Orientation
Adding System Users
Navigating CRM
Adding a logo
Customize Organization Profile
Beginner
Set Up
CRM
CRM Client Orientation
Adding Users
Neon One Engagement