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Course 3
Neon One embraces Connected Fundraising, a guiding framework for nonprofits to help understand the ways that technology can accelerate creating meaningful relationships between fundraisers and donors. This section will outline what Connected Fundraising is and how it can help in your onboarding into the Neon One ecosystem.
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Quick Start Introduction - Staff
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Course Introduction
- Navigating in NeonCRM
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Lesson 1 - Watch It: CRM Overview (3:28)
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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 (2:55)
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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 (1:22)
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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 (1:21)
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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 Processing in Neon CRM
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How do I accept payments into my CRM
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Lesson 1 - Intro to Neon Pay
- Neon CRM Quick Start - Staff Evaluation
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Neon CRM Quick Start - Staff Evaluation
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Neon CRM Quick Start (STAFF)
CRM Orientation Course 2
By the end of this course you will be able to:
- Log into Neon CRM
- Navigate the Mission Control Dashboard
- Customize the Organization Profile
- Add a Logo, Favicon, and Header
- Add System Users
- Benefits and set up of Neon Pay