- Course Welcome
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Welcome (2:32)
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Course Introduction (0:55)
- Account Management
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Account Management Overview (0:55)
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Lesson 1 - Watch It: Creating a New Account (1:53)
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Lesson 2 - Practice It: Creating a New Account
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Lesson 3 - Create It: Creating a New Account
- Custom Web Themes
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Lesson 1 - What is a Custom Web Theme?
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Lesson 2 - Watch It: Creating a Custom Web Theme (9:10)
- Forms
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Lesson 1 - Introduction to Forms
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Lesson 2 - Watch It: Creating a Donation Form (10:19)
- Transactions - Donations
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Lesson 1 - Neon CRM Transactions
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Lesson 2 - Watch It: Adding a Donation as a System Admin (2:45)
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Lesson 3 - Create It: Adding a Donation as a System Admin
- Transactions - Memberships
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Lesson 1 - Editing Membership Settings
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Lesson 2 - Watch It: Setting Membership Levels & Terms (5:27)
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Lesson 3 - Watch It: Adding a Membership (2:47)
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Lesson 4 - Create It: Adding a Membership
- Automated Emails
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Lesson 1 - System Emails
- Course Conclusion
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Resources
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Goodbye!
Neon CRM Fundamentals
CRM Orientation Course 3
In this course, you will learn how to set up and use basic features in Neon CRM. You will also learn how to set up and process two types of transactions, namely, donations and memberships.
By the end of this course you will be able to:
- Create a new account
- Create your own custom web theme
- Create a donation form
- Add a donation
- Set up and add a membership