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Neon CRM Fundamentals (STLP)

CRM Orientation Course 3

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About this course

By the end of this course you will be able to:

  • Explain basic functionality of Accounts
  • Name transaction types
  • Identify the use of system emails
  • Explain the use of themes
  • Identify the basic features of forms
  • Name features of the reporting tool

Curriculum

  • Course Welcome
  • Welcome
  • Course Introduction
  • Account Management
  • Lesson 1 - Watch It: Creating a New Account (1:33)
  • Lesson 2 - Practice It: Creating a New Account
  • Lesson 3 - Create It: Creating a New Account
  • CRM Transactions
  • Lesson 1 - Your Transactions
  • Lesson 2 - Watch It: Adding a Donation (1:43)
  • Lesson 3 - Create It: Adding a Donation
  • Lesson 4 - Watch It: Editing Membership Settings (5:36)
  • Lesson 5 - Create It: Editing Membership Settings
  • Lesson 6 - Watch It: Setting Membership Levels (3:16)
  • Lesson 7 - Create It: Setting Membership Levels
  • Lesson 8 - Watch It: Setting Membership Terms (3:27)
  • Lesson 9 - Create It: Setting Membership Terms
  • Lesson 10 - Watch It: Adding a Membership (3:44)
  • Lesson 11 - Create It: Adding a Membership
  • Lesson 12 - Store Purchases
  • Lesson 13 - Constituent Transactions
  • Automated Emails in Neon CRM
  • Lesson 1 - System Emails
  • Creating Themes
  • Lesson 1 - Introduction to Themes
  • Lesson 2 - Watch It: Creating a Custom Theme (3:01)
  • Lesson 3 - Practice It: Creating a Custom Theme
  • Lesson 4 - Create It: Creating a Custom Theme
  • Using Forms
  • Lesson 1 - Introduction to Forms
  • Lesson 2 - Forms Overview (1:10)
  • Lesson 3 - Watch It: Creating a Donation Form (9:21)
  • Lesson 4 - Forms Builder Tour: Creating a Donation Form
  • Lesson 5 - Practice It: Creating a Donation Form
  • Lesson 6 - Create It: Creating a Donation Form
  • Lesson 7 - Forms Builder Tour: Creating a Membership Form
  • CRM Reports
  • Lesson 1 - Using the Reports Dashboard
  • Goodbye!

About this course

By the end of this course you will be able to:

  • Explain basic functionality of Accounts
  • Name transaction types
  • Identify the use of system emails
  • Explain the use of themes
  • Identify the basic features of forms
  • Name features of the reporting tool

Curriculum

  • Course Welcome
  • Welcome
  • Course Introduction
  • Account Management
  • Lesson 1 - Watch It: Creating a New Account (1:33)
  • Lesson 2 - Practice It: Creating a New Account
  • Lesson 3 - Create It: Creating a New Account
  • CRM Transactions
  • Lesson 1 - Your Transactions
  • Lesson 2 - Watch It: Adding a Donation (1:43)
  • Lesson 3 - Create It: Adding a Donation
  • Lesson 4 - Watch It: Editing Membership Settings (5:36)
  • Lesson 5 - Create It: Editing Membership Settings
  • Lesson 6 - Watch It: Setting Membership Levels (3:16)
  • Lesson 7 - Create It: Setting Membership Levels
  • Lesson 8 - Watch It: Setting Membership Terms (3:27)
  • Lesson 9 - Create It: Setting Membership Terms
  • Lesson 10 - Watch It: Adding a Membership (3:44)
  • Lesson 11 - Create It: Adding a Membership
  • Lesson 12 - Store Purchases
  • Lesson 13 - Constituent Transactions
  • Automated Emails in Neon CRM
  • Lesson 1 - System Emails
  • Creating Themes
  • Lesson 1 - Introduction to Themes
  • Lesson 2 - Watch It: Creating a Custom Theme (3:01)
  • Lesson 3 - Practice It: Creating a Custom Theme
  • Lesson 4 - Create It: Creating a Custom Theme
  • Using Forms
  • Lesson 1 - Introduction to Forms
  • Lesson 2 - Forms Overview (1:10)
  • Lesson 3 - Watch It: Creating a Donation Form (9:21)
  • Lesson 4 - Forms Builder Tour: Creating a Donation Form
  • Lesson 5 - Practice It: Creating a Donation Form
  • Lesson 6 - Create It: Creating a Donation Form
  • Lesson 7 - Forms Builder Tour: Creating a Membership Form
  • CRM Reports
  • Lesson 1 - Using the Reports Dashboard
  • Goodbye!