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Welcome Video
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Course Introduction
- Navigating in Neon CRM
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Lesson 1 - Watch It: CRM Overview
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Lesson 2 - Create It: Navigate Neon CRM
- Customizing your Organization Profile
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Lesson 1 - Watch It: Customizing your Organization Profile
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Lesson 2 - Create It: Customizing Your Organization Profile
- Adding a Logo and Header Image
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Lesson 1 - Watch It: Adding a Logo, Favicon, and Header Image
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Lesson 2 - Practice It: Adding a Logo, Favicon, and Header Image
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Lesson 3 - Create It: Adding your Logo, Favicon, and Header Image
- Adding your System Users
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Lesson 1 - Watch It: Adding a User to Neon CRM
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Lesson 2 - Practice It: Adding a User to Neon CRM
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Lesson 3 - Create It: Adding a User to Neon CRM
- Introduction to Neon Pay
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Lesson 1 - Introduction to Neon Pay
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Lesson 2 - Create It: Set Up Neon Pay
- Conclusion
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Review
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Resources
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Goodbye!
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Neon CRM Quick Start w/ Neon Pay
In this course, you’ll learn how to navigate through the Neon CRM and update your organization’s information.
In this course, you’ll learn how to navigate through the Neon CRM and update your organization’s information.
Learning Objectives:
- How to navigate through Neon CRM.
- How to update your organization’s profile and brand images.
- How to add users to Neon CRM.
- Setting up Neon Pay.