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Course Introduction
- Individual Communications
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Lesson 1 - Messages for Individuals and Small Groups
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Lesson 2 - Watch It: Using Your BCC Email Address and External Email Forwarding Address
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Lesson 3 - Watch It: Viewing Sent Emails in Neon CRM
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Lesson 4 - Watch It: Sending an Email from an Account Page
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Lesson 5 - Watch It: Using External Letter Merge
- Conclusion
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Review
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Resources
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Goodbye!
Individual Communications (STAFF)
When cultivating a relationship, personalized communication is a must. In this course, you will learn about communications features in the CRM used to send emails. Using the CRM with external software will also be discussed.
Learning Objectives:
- Describe how to send individual emails and letters in the CRM
- Identify how to send external emails and letters
- Describe how Neon CRM tracks external emails
- Explain how activities are used