Neon CRM Donation Forms (STAFF)

Curriculum

• Course Introduction
• Donation Forms in Neon CRM
• Overview of Donation Forms in Neon CRM
• Before You Can Create Your Donation Form...
• Lesson 1 - Steps to Take Before Creating a Donation Form
• Lesson 2 - Watch It: Enabling Account Match in Neon CRM
• Lesson 3 - Create It: Enabling Account Match in Neon CRM
• Lesson 4 - Watch It: Creating Custom Donation Form Fields
• Lesson 5 - Create It: Creating Custom Donation Form Fields
• Lesson 6 - Watch It: Pre-Configuring Donation Form Payment Options
• Lesson 7 - Create It: Pre-Configuring Donation Form Payment Options
• Creating a Donation Form in the Form Builder
• Lesson 1 - Watch It: Creating a Donation Form in the Form Builder
• Lesson 2 - Create It: Creating a Donation Form in the Form Builder
• Creating a Legacy Donation Form
• Lesson 1 - Watch It: Creating a Legacy Donation Form
• Lesson 2 - Create It: Creating a Legacy Donation Form
• Conclusion
• Review
• Resources
• Untitled Section
• Activity - Donation Forms
• Staff Evaluation
• Goodbye!