- Course Welcome
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Welcome
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Course Introduction
- Preparing for Data Export
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Lesson 1 - Data Inventory Worksheet
- Exporting Data
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Lesson 1 - Common Data Pain Points
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Lesson 2 - Prepare and Export Data from Legacy Database
- Submitting Your Data for Conversion
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Lesson 1 - Watch It: Submitting Your Data
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Lesson 2 - Create It: Submit Your Data
- Next Steps
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What Happens Next?
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Let’s Review
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Goodbye!
Preparing for Your Neon CRM Guided Data Conversion
CRM Orientation Course 4 - Guided Data Conversion Track
By the end of this course you will be able to:
- Take Inventory of current data
- Examine common data points to ensure a successful data conversion
- Prepare, export, and send existing data to Implementation Consultant
- Outline the next steps in the data conversion process