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Welcome!
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Course Introduction
- Communication with Other System Users
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Lesson 1 - Gala Registration Scenario
- Communicating with Activities
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Lesson 1 - Watch It: Creating an Activity to Track User Communication
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Lesson 2 - Practice It: Creating an Activity to Track User Communication
- Communicating with File Manager
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Lesson 1 - File Manager: Supported File Types
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Lesson 2 - Watch It: Communicating About CRM Files
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Lesson 3 - Practice It: Communicating About CRM Files
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Lesson 4 - Create It: Communicating About CRM Files
- Communicating with Workflows
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Lesson 1 - Using Workflows
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Lesson 2 - Watch It: Using Workflows to Communicate with System Users
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Lesson 3 - Practice It: Using Workflows to Communicate with System Users
- Conclusion
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Review
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Resources
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Goodbye!
Communicating with System Users (STAFF)
A benefit of centralizing constituent information is that the people who manage those constituents are all working in the same system. In this course you will learn how to use various tools and features to coordinate tasks and communication between system users, within Neon CRM.
Learning Objective:
- Name system features used for communication between users
Program Membership Learning Path