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Welcome
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Course Introduction
- Introduction to the Import Manager Tool
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Lesson 1 - What is the Import Manager?
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Lesson 2 - Watch It: Relationship Connections in Neon CRM
- Preparing for Import: Working with Account Data
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Lesson 1 - Preparing Your Account Data for Import
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Lesson 2 - Create It: Preparing Your Account Data for Import
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Lesson 3 - Watch It: Creating a Custom Field
- Importing Data with Import Manager
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Lesson 1 - Watch It: Importing Your Account Data
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Lesson 2 - Practice It: Importing Your Account Data
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Lesson 3 - Create It: Importing Your Account Data
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Lesson 4 - Watch It: Running a Duplicate Scan
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Lesson 5 - Create It: Running a Duplicate Scan
- Conclusion
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Review
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Resources
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Goodbye!
Importing Your Account Data
This course provides learners an overview of importing account data into Neon CRM using the Import Manager.
This course provides learners an overview of importing account data into Neon CRM using the Import Manager.
By the end of this course you will be able to:
- Examine how Import Manager works
- Identify the required fields necessary for importing account data
- Examine common data formatting errors, Import Manager account data limitations, and custom data fields