- 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: Submitting Your Data
- Conclusion
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Review
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Resources
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Good Bye!
Preparing for Your Neon CRM Standard Data Import
CRM Orientation Course 4 - Standard Data Import Track
This course provides learners an overview of importing standard data into Neon CRM using the Import Manager.
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