- Navigating in Neon
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Navigating in Neon
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Tip
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Organize your Account View and Data Entry Screens
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Navigating Neon Transcript
- Managing Accounts
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Managing Accounts
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Creating Accounts in Neon CRM
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Custom Account Information
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Duplicates
- Account Management Short Answer
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Short Answer
- Reporting Basics
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Reporting Basics
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Reporting Basics 2 Key Parts
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Reports Short Answer
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Navigating, Accounts & Reports Quiz
- Additional Reports
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Additional Reports
Navigating Accounts & Reports (Staff)
Now you will move into setting up & exploring a trial of Neon. If you do not have your own trial yet, send me a message requesting one.
Have your trial CRM up & ready? Good. Here you'll cover the foundation: navigating, managing accounts, relationships, and reporting.