CRM Quick Reference

Reset

Create It: Adding a User to Neon CRM

Orientation Create It Beginner Set Up CRM CRM Client Orientation Adding Users

Create It: Creating a New Account

Orientation Account Management Create It Beginner Set Up CRM CRM Client Orientation Creating a new Account

Create It: Customizing Your Organization Profile

Orientation Customize Organization Profile Watch It Beginner Set Up CRM CRM Client Orientation

Create It: Importing Your Account Data

Create It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Create It: Importing Your Donation Data

Data Conversion Create It Data Beginner Set Up Data Integrations Donations CRM CRM Client Orientation

Create It: Importing Your Event Registration Data

Create It Beginner Set Up Event Registrations CRM CRM Client Orientation

Create It: Importing Your Membership Data

Create It Data Membership Beginner Set Up CRM CRM Client Orientation

Create It: Integrating Eventbrite

Create It Beginner Set Up Eventbrite Integration CRM CRM Client Orientation

Create It: Navigate Neon CRM

Orientation Navigating CRM Create It Beginner CRM CRM Client Orientation

Create It: Pre-Configuring Field Values in Neon CRM

Create It Beginner Set Up CRM CRM Client Orientation

Create It: Preparing Your Account Data for Import

Data Conversion Create It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Create It: Preparing your Event Registration Data for Import

Create It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Create It: Preparing Your Donation Data for Import

Data Conversion Create It Data Beginner Set Up Data Integrations Donations CRM CRM Client Orientation

Create It: Preparing Your Membership Data for Import

Create It Data Membership Beginner Set Up CRM CRM Client Orientation

Create It: Set up Neon Pay

Neon Pay Orientation Create It Beginner Set Up

Create It: Setting Membership Terms

Create It Membership Beginner Membership Settings CRM CRM Client Orientation Membership Terms

Create It: Update Your Membership Form With a New Membership Custom Field

Practice It: Adding a Logo, Favicon, and Header Image

Orientation Adding a logo Practice It Beginner Set Up CRM CRM Client Orientation

Practice It: Adding a User to Neon CRM

Orientation Practice It Beginner Set Up CRM CRM Client Orientation Adding Users

Practice It: Importing Your Account Data

Practice It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Practice It: Importing Your Donation Data

Data Conversion Practice It Data Beginner Set Up Data Integrations Donations CRM CRM Client Orientation

Practice It: Importing Your Event Registration Data

Practice It Beginner Set Up Event Registrations CRM CRM Client Orientation

Practice It: Importing Your Membership Data

Practice It Data Membership Beginner Set Up CRM CRM Client Orientation

Read It: Adding a Donation

Orientation Read It Beginner Set Up Donations CRM CRM Client Orientation

Read It: Adding a Logo, Favicon, and Header Image

Orientation Adding a logo Read It Beginner Set Up CRM CRM Client Orientation

Read It: Adding a User to Neon CRM

Orientation Read It Beginner Set Up CRM CRM Client Orientation Adding Users

Read It: Creating a New Account

Account Management Read It Beginner Set Up CRM CRM Client Orientation Creating a new Account

Read It: CRM Overview

Orientation Navigating CRM Read It Beginner Set Up CRM CRM Client Orientation

Read It: Customizing your Organization Profile

Orientation Customize Organization Profile Read It Beginner Set Up CRM CRM Client Orientation

Read It: Editing Membership Settings

Watch It: Adding a Donation

Orientation Watch It Beginner Set Up Donations CRM CRM Client Orientation

Watch It: Adding a Logo, Favicon, and Header Image

Orientation Adding a logo Watch It Beginner Set Up CRM CRM Client Orientation

Watch It: Adding a User to Neon CRM

Orientation Watch It Beginner Set Up CRM CRM Client Orientation Adding Users

Watch It: Building a Membership Custom Field

Watch It Membership Beginner Set Up CRM

Watch It: Creating a Conditional Email - In-Kind Gifts

Orientation System Emails Watch It Communication Beginner Emails Conditional Actions CRM CRM Client Orientation

Watch It: Creating a Conditional Email - Legacy Event Reminder

Watch It Beginner Set Up CRM CRM Client Orientation Conditional Emails Event Reminder System Communication

Watch It: Creating a Custom Web Theme

Themes Watch It Beginner Page Editor Theme Editor CRM CRM Client Orientation Custom Theme

Watch It: Creating a CRM Donation Form

Watch It Beginner Donations Donation Form CRM CRM Client Orientation

Watch It: Creating a New Account

Orientation Account Management Watch It Beginner Set Up CRM CRM Client Orientation Creating a new Account

Watch It: CRM Overview

Orientation Navigating CRM Watch It Beginner CRM CRM Client Orientation CRM Overview

Watch It: Customizing your Organization Profile

Orientation Customize Organization Profile Watch It Beginner Set Up CRM CRM Client Orientation

Watch It: Importing Your Account Data (With and Without Account IDs)

Watch It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Watch It: Importing Your Donation Data (With and Without Account IDs)

Data Conversion Watch It Data Beginner Set Up Data Integrations Donations CRM CRM Client Orientation

Watch It: Importing Your Event Registration Data (With and Without Account IDs)

Watch It Beginner Set Up Event Registrations CRM CRM Client Orientation

Watch It: Importing Your Membership Data (With and Without Account IDs)

Watch It Data Membership Beginner CRM CRM Client Orientation

Watch It: Integrating Eventbrite into Neon CRM

Watch It Beginner Set Up Eventbrite Integration CRM CRM Client Orientation

Watch It: Pre-Configuring Field Values in Neon CRM

Watch It Beginner Set Up CRM CRM Client Orientation

Watch It: Setting Membership Levels & Terms

Watch It Membership Beginner Membership Levels Membership Settings CRM CRM Client Orientation

Watch It: Setting Membership Terms

Watch It Membership Beginner Membership Settings CRM CRM Client Orientation Membership Terms

Watch It: Updating Membership Forms to Include Custom Fields

Watch It: Adding New CLP Portal Sidebar Menu Options

Watch It: Add Member-Only Content Pages

Read It: Add Member-Only Content Pages

Watch It: Create Custom Fields

Watch It: Registration Discounts

Watch It: Topics and Categories

Read It: Configure Display Settings

Legacy Event Sessions

In this course you will learn how to use Legacy Event Sessions.

Watch It: Adding Merchandise

Watch It: Editing the Status of Multiple Activities

Watch It: Editing the Custom Status of Multiple Prospects

Watch It: Unlocking and Editing a Transaction Record

Practice It: Unlocking and Editing a Transaction Record

Read It: Mapping CRM Transactions to QuickBooks

Watch It: Enabling the Account Match Feature

Watch It: Enabling the Email Link Authentication Feature

Watch It: Enabling the Login Prompt Feature

Read It: Accessing Live CRM Training

Create It: Adding a Discount Code

Watch It: Adding Venue Objects

Watch It: Adding Seat Map Tiers

Watch It: Completing the Event Check-In Process - Manual Check-In

Read It: Editing Criteria and Columns in Reports

Create It: Adding a New Ticket Type to an Existing Assigned Seating Event

Watch It: Creating a Venue Event with General Admission Seating

Watch It: Creating an Online Event

Create It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent

Watch It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent

Watch It: Completing the Event Check-In Process - QR Code Scan Check-In

Watch It Intermediate Events Optional CRM Event Check-In QR Code

Watch It: Creating a Campaign Donation Form

Watch It: Creating a Campaign Landing Page

Watch It: Using the Campaign Goal Meter

Watch It: Creating a Campaign

Watch It: Using the Campaigns List Page

Watch It: Renewing a Membership without Sub-Members

Watch It: Renewing a Membership with Sub-Members

Read It: Using the Campaign Goal Meter

Read It: Using the Campaigns List Page

Watch It: Enabling the Priority Listing Waitlist (2:06)

Watch It: How Do Constituents Add Themselves to a Waitlist? (2:10)

Watch It: Managing a Priority Listing Waitlist (2:36)

Watch It: Manually Adding a Sub-Membership

Read It: Renewing a Membership without Sub-Members

Read It: Renewing a Membership with Sub-Members

The Catalyst Initiative

Catalyst for Sustainable Impact