- Course Welcome
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Welcome (2:32)
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Course Introduction (0:55)
- Account Management
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Account Management Overview (0:55)
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Lesson 1 - Watch It: Creating a New Account (1:53)
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Activity - Create new accounts!
- Custom Web Themes
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Lesson 1 - What is a Custom Web Theme?
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Lesson 2 - Watch It: Creating a Custom Theme (9:10)
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Activity - Create a Custom Web Theme!
- Forms
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Lesson 1 - Introduction to Forms
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Lesson 2 - Watch It: Creating a Donation Form (10:19)
- Transactions
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Neon CRM Transactions
- Transactions - Donations
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Lesson 1 - Watch It: Adding a Donation as a System User
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Lesson 2 - Create It: Adding a Donation as a System User
- Membership Levels & Terms
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Lesson 1 - Editing Membership Settings
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Lesson 2 - Watch It: Setting Membership Levels & Terms (5:27)
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Lesson 3 - Create It: Setting Membership Levels and Terms
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Activity - Add a No Group Membership Level
- Transactions - Memberships
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Lesson 1 - Adding a Membership as a System User
- Automated Emails
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System Emails
- Test Your Knowledge
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Neon CRM Fundamentals - Staff Evaluation
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Neon CRM Fundamentals (STAFF)
CRM Orientation Course 3
By the end of this course you will be able to:
- Explain basic functionality of Accounts
- Name transaction types
- Identify the use of system emails
- Explain the use of themes
- Identify the basic features of forms
- Name features of the reporting tool