![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/27dgf4jkhn6s3/promo-image.1657632283.png)
Create It: Creating a Letter Campaign – Year-End Tax Letter
Create It
Beginner
Set Up
CRM
CRM Client Orientation
Letter Campaign
System Communication
Year-End Tax Letter
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/14r3449qpb1ds/promo-image.1656524142.png)
Create It: Adding your Logo, Favicon, and Header Image
Orientation
Adding a logo
Create It
Beginner
Set Up
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1m7v4jlol0vdg/promo-image.1657631624.png)
Create It: Creating an Email Campaign - Year-End Appeal
Create It
Beginner
Set Up
Email Campaigns
CRM
CRM Client Orientation
System Communication
Year-End Appeal
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1c36psymsnrja/promo-image.1656523989.png)
Create It: Adding a Donation
Orientation
Create It
Beginner
Set Up
Donations
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/147qqc85zpimg/promo-image.1656524076.png)
Create It: Adding a User to Neon CRM
Orientation
Create It
Beginner
Set Up
CRM
CRM Client Orientation
Adding Users
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2b8vyvkehott5/promo-image.1657649694.png)
Create It: Building a Membership Custom Field
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2fw319fkr28nq/promo-image.1657635554.png)
Create It: Create a New Membership Level
Create It
Beginner
Set Up
Membership Levels
Memberships
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/200ugd6rf5iiz/promo-image.1656520739.png)
Create It: Creating a Conditional Email for In-Kind Gifts
Orientation
System Emails
Create It
Communication
Beginner
Emails
Conditional Actions
CRM
CRM Client Orientation
Conditional Emails
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/10gu54hdhvzon/promo-image.1656520796.png)
Create It: Creating a Custom Theme
Themes
Create It
Beginner
Page Editor
Theme Editor
CRM
CRM Client Orientation
Custom Theme
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2ls8boyi0orcq/promo-image.1656521548.png)
Create It: Creating a Donation Form
Create It
Beginner
Donations
Donation Form
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/vhdv4c8qlscr/promo-image.1656524038.png)
Create It: Creating a New Account
Orientation
Account Management
Create It
Beginner
Set Up
CRM
CRM Client Orientation
Creating a new Account
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1xty1ik6wlzrf/promo-image.1657629148.png)
Create It: Creating a System Email Version – Event Reminder
System Emails
Create It
Beginner
CRM
CRM Client Orientation
Event Reminder
System Communication
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/34nl79daktpww/promo-image.1656520762.png)
Create It: Creating an Email Version
Orientation
System Emails
Create It
Communication
Beginner
Emails
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/9ddpane160c6/promo-image.1656520721.png)
Create it: Creating Sequential Emails
System Emails
Create It
Communication
Beginner
Set Up
Emails
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1a0o91qblwepg/promo-image.1656524174.png)
Create It: Customizing Your Organization Profile
Orientation
Customize Organization Profile
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/22zn0a09y33v2/promo-image.1656523956.png)
Create It: Editing Membership Settings
Create It
Membership
Beginner
Membership Settings
CRM
CRM Client Orientation
Editing Membership Settings
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1zudl8m4wl7ox/promo-image.1656520536.png)
Create It: Importing Your Account Data
Create It
Data
Beginner
Set Up
Import Manager
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2u7wviyvwyf1w/promo-image.1656520498.png)
Create It: Importing Your Donation Data
Data Conversion
Create It
Data
Beginner
Set Up
Data Integrations
Donations
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/jf0kix86tldq/promo-image.1657542713.png)
Create It: Importing Your Event Registration Data
Create It
Beginner
Set Up
Event Registrations
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/c5l32pz3v71k/promo-image.1657545188.png)
Create It: Importing Your Membership Data
Create It
Data
Membership
Beginner
Set Up
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/397fhhc2jnh8a/promo-image.1656520482.png)
Create It: Integrating Eventbrite
Create It
Beginner
Set Up
Eventbrite Integration
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/d842ygobqnaf/promo-image.1656524197.png)
Create It: Navigate Neon CRM
Orientation
Navigating CRM
Create It
Beginner
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/uf1eattj0p3z/promo-image.1657544415.png)
Create It: Pre-Configuring Field Values in Neon CRM
Create It
Beginner
Set Up
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3q0b6nof0yl52/promo-image.1656520553.png)
Create It: Preparing Your Account Data for Import
Data Conversion
Create It
Data
Beginner
Set Up
Import Manager
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/290317wzzjmpk/promo-image.1657541784.png)
Create It: Preparing your Event Registration Data for Import
Create It
Data
Beginner
Set Up
Import Manager
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2zx4o6ctc8a46/promo-image.1656520519.png)
Create It: Preparing Your Donation Data for Import
Data Conversion
Create It
Data
Beginner
Set Up
Data Integrations
Donations
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/a0i76ejemvsx/promo-image.1657544653.png)
Create It: Preparing Your Membership Data for Import
Create It
Data
Membership
Beginner
Set Up
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/eol34sgbmy90/promo-image.1656524056.png)
Create It: Set up Neon Pay
Neon Pay
Orientation
Create It
Beginner
Set Up
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/tvpjy0unsloc/promo-image.1656522033.png)
Create It: Setting Membership Levels
Create It
Membership
Beginner
Membership Levels
Membership Settings
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/w2fsek3qabh3/promo-image.1656521694.png)
Create It: Setting Membership Terms
Create It
Membership
Beginner
Membership Settings
CRM
CRM Client Orientation
Membership Terms
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3ebcwl7qod75u/promo-image.1657650675.png)
Create It: Update Your Membership Form With a New Membership Custom Field
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/160zulipircnm/promo-image.1663764553.png)
Practice It: Creating an Email Audience - Year-End Appeal
Practice It
Beginner
Set Up
Email Audiences
CRM
CRM Client Orientation
System Communication
Year-End Appeal
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3ty2mpwax7ark/promo-image.1663764713.png)
Practice It: Adding a Logo, Favicon, and Header Image
Orientation
Adding a logo
Practice It
Beginner
Set Up
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2z2ti76sedn2e/promo-image.1663764751.png)
Practice It: Adding a User to Neon CRM
Orientation
Practice It
Beginner
Set Up
CRM
CRM Client Orientation
Adding Users
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2y5df84cpv0s3/promo-image.1663764410.png)
Practice It: Building a Membership Custom Field
Custom Fields
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3s2v25h7mo20c/promo-image.1663764504.png)
Practice It: Create a Membership Level, Terms and Pricing
Practice It
Beginner
Set Up
Membership Levels
Memberships
CRM
CRM Client Orientation
Membership Terms
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/h8vc0mh0d1j1/promo-image.1663764451.png)
Practice It: Create Sub-Member Terms and Pricing
Practice It
Beginner
Set Up
CRM
CRM Client Orientation
Sub-member terms
Sub-member pricing
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/8sgiuuw9u8mz/promo-image.1663764576.png)
Practice It: Creating a Conditional Email - Legacy Event Reminder
Practice It
Beginner
Set Up
CRM
CRM Client Orientation
Conditional Emails
Event Reminder
System Communication
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/q2b505oaptt3/promo-image.1663764890.png)
Practice It: Creating a Conditional Letter
System Letters
Communication
Practice It
Beginner
Set Up
Letters
Conditional Actions
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/14hxc23bf8e5i/promo-image.1663764794.png)
Practice It: Creating a Custom Theme
Themes
Practice It
Beginner
Page Editor
Theme Editor
CRM
CRM Client Orientation
Custom Theme
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3n6ilhr7q417d/promo-image.1663764821.png)
Practice It: Creating a CRM Donation Form
Practice It
Beginner
Donations
Donation Form
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3ve5nnjru31y9/promo-image.1663764526.png)
Practice It: Creating a Letter Campaign – Year-End Tax Letter
Practice It
Beginner
Set Up
CRM
CRM Client Orientation
Letter Campaign
System Communication
Year-End Tax Letter
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2nu0g6yhheal6/promo-image.1663764868.png)
Practice It: Creating a Letter Version
System Letters
Communication
Practice It
Beginner
Set Up
Letters
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2u7xmk2bxeewr/promo-image.1663764775.png)
Practice It: Creating a New Account
Orientation
Account Management
Practice It
Beginner
Set Up
CRM
CRM Client Orientation
Creating a new Account
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1pdu0ypra7s9z/promo-image.1663764597.png)
Practice It: Creating a System Email – Event Registration
System Emails
Practice It
Beginner
Set Up
Event Registrations
CRM
CRM Client Orientation
System Communication
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3ssck5j8v1jcr/promo-image.1663764847.png)
Practice It: Creating an Email Version
Orientation
System Emails
Communication
Practice It
Beginner
Emails
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1pv05gl10n0wv/promo-image.1663764938.png)
Practice It: Importing Your Account Data
Practice It
Data
Beginner
Set Up
Import Manager
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2xq0oldqmsw84/promo-image.1663764690.png)
Practice It: Importing Your Donation Data
Data Conversion
Practice It
Data
Beginner
Set Up
Data Integrations
Donations
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1rmgzeqt2oq5a/promo-image.1663764663.png)
Practice It: Importing Your Event Registration Data
Practice It
Beginner
Set Up
Event Registrations
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1f6anul0az6lu/promo-image.1663764621.png)
Practice It: Importing Your Membership Data
Practice It
Data
Membership
Beginner
Set Up
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/9i92lhy6oa8d/promo-image.1663764914.png)
Practice It: Printing a System Letter
System Letters
Communication
Practice It
Beginner
Letters
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2oykf8rscipj5/promo-image.1663764389.png)
Practice It: Updating Membership Forms to Include Custom Fields
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/dr1wb9coaf6h/promo-image.1656686844.png)
Read It: Adding a Donation
Orientation
Read It
Beginner
Set Up
Donations
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1640t51fuqhto/promo-image.1656593004.png)
Read It: Adding a Logo, Favicon, and Header Image
Orientation
Adding a logo
Read It
Beginner
Set Up
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/26j8mgatf1pkv/promo-image.1656592705.png)
Read It: Adding a User to Neon CRM
Orientation
Read It
Beginner
Set Up
CRM
CRM Client Orientation
Adding Users
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2lsh63nubm3zp/promo-image.1656609388.png)
Read It: Creating a New Account
Account Management
Read It
Beginner
Set Up
CRM
CRM Client Orientation
Creating a new Account
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2q82z9myatp5y/promo-image.1656592294.png)
Read It: CRM Overview
Orientation
Navigating CRM
Read It
Beginner
Set Up
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/e6g2d6mqz4av/promo-image.1656532644.png)
Read It: Customizing your Organization Profile
Orientation
Customize Organization Profile
Read It
Beginner
Set Up
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/24bjje25f3or8/promo-image.1657210472.png)
Read It: Editing Membership Settings
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1zbvtmbs2zdsf/promo-image.1656519361.png)
Watch It: Adding a Donation
Orientation
Watch It
Beginner
Set Up
Donations
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/39zol7z04ewq9/promo-image.1656519488.png)
Watch It: Adding a Logo, Favicon, and Header Image
Orientation
Adding a logo
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2efh01rm6m3pf/promo-image.1656519412.png)
Watch It: Adding a User to Neon CRM
Orientation
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Adding Users
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/j0g60x3yjw8v/promo-image.1657644772.png)
Watch It: Building a Membership Custom Field
Watch It
Membership
Beginner
Set Up
CRM
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2l83zi9b1dodd/promo-image.1656518107.png)
Watch It: Creating a Conditional Email - In-Kind Gifts
Orientation
System Emails
Watch It
Communication
Beginner
Emails
Conditional Actions
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/x2ed7mr28frk/promo-image.1657629671.png)
Watch It: Creating a Conditional Email - Legacy Event Reminder
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Conditional Emails
Event Reminder
System Communication
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2l91bkcopn4mz/promo-image.1656518190.png)
Watch It: Creating a Custom Web Theme
Themes
Watch It
Beginner
Page Editor
Theme Editor
CRM
CRM Client Orientation
Custom Theme
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3hhq0jbsc3ss0/promo-image.1656518233.png)
Watch It: Creating a CRM Donation Form
Watch It
Beginner
Donations
Donation Form
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2m0nsfh6h4sx0/promo-image.1656518068.png)
Watch It: Creating a Letter Template
System Letters
Watch It
Communication
Beginner
Set Up
Letters
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1lx33v66k6oq6/promo-image.1656519386.png)
Watch It: Creating a New Account
Orientation
Account Management
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Creating a new Account
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3nut9fdufi0l7/promo-image.1657569650.png)
Watch It: Creating a System Email – Event Registration
System Emails
Watch It
Beginner
Set Up
Event Registrations
CRM
CRM Client Orientation
System Communication
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/21t7xafnkz437/promo-image.1657631233.png)
Watch It: Creating an Email Audience – Year-End Appeal
Watch It
Beginner
Set Up
Email Audiences
CRM
CRM Client Orientation
System Communication
Year-End Appeal
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1ymhi8rr1w9s4/promo-image.1656518135.png)
Watch It: Creating an Email Version
Orientation
System Emails
Watch It
Communication
Beginner
Emails
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3sqfrmw9lpaf1/promo-image.1656519535.png)
Watch It: Creating Membership Due and Overdue Emails
System Emails
Watch It
Communication
Membership
Beginner
Set Up
Emails
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/30i4sojpktxw2/promo-image.1656518154.png)
Watch It: Creating System Email and Letter Settings
System Emails
Watch It
Communication
Beginner
Letters
Emails
CRM
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/35fo4tbr0sgmg/promo-image.1656519595.png)
Watch It: CRM Overview
Orientation
Navigating CRM
Watch It
Beginner
CRM
CRM Client Orientation
CRM Overview
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/34ajqzrv7u7fx/promo-image.1656519571.png)
Watch It: Customizing your Organization Profile
Orientation
Customize Organization Profile
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/30g62x62syyxl/promo-image.1656518502.png)
Watch It: Editing Membership Settings
Watch It
Membership
Beginner
Membership Settings
CRM
CRM Client Orientation
Editing Membership Settings
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/722t0k9qhmpa/promo-image.1656518026.png)
Watch It: Importing Your Account Data (With and Without Account IDs)
Watch It
Data
Beginner
Set Up
Import Manager
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/12ni99zvt5cbl/promo-image.1656517984.png)
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
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/10nbomg786lg2/promo-image.1657542114.png)
Watch It: Importing Your Event Registration Data (With and Without Account IDs)
Watch It
Beginner
Set Up
Event Registrations
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/e218jkvdvg7/promo-image.1657544860.png)
Watch It: Importing Your Membership Data (With and Without Account IDs)
Watch It
Data
Membership
Beginner
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1vexqf1jj6trv/promo-image.1656517937.png)
Watch It: Integrating Eventbrite into Neon CRM
Watch It
Beginner
Set Up
Eventbrite Integration
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3kyhxw0bgm69m/promo-image.1657543691.png)
Watch It: Pre-Configuring Field Values in Neon CRM
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1lisin2xgs64k/promo-image.1656518004.png)
Watch It: Preparing Your Donation Data for Import
Data Conversion
Watch It
Data
Beginner
Set Up
Donations
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/4irikjxifmjp/promo-image.1656518271.png)
Watch It: Setting Membership Levels & Terms
Watch It
Membership
Beginner
Membership Levels
Membership Settings
CRM
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2qj42q186pnq8/promo-image.1656518251.png)
Watch It: Setting Membership Terms
Watch It
Membership
Beginner
Membership Settings
CRM
CRM Client Orientation
Membership Terms
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2k65d2y301qjg/promo-image.1657634289.png)
Watch It: Start Building a New Membership
Watch It
Membership
Beginner
Set Up
Memberships
CRM
Neon Membership
CRM Client Orientation
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/382samf283jod/promo-image.1657650176.png)
Watch It: Updating Membership Forms to Include Custom Fields
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/xbu6l3h46a2s/promo-image.1665075856.png)
Watch It: Add a Portal Login Message
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/38a8g9ye8ipng/promo-image.1665075964.png)
Practice It: Create a Portal Login Message
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1x6omfofckmtj/promo-image.1665076045.png)
Watch It: Turning On and Off CLP Portal Sidebar Menu Options
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/34prehgirloo/promo-image.1665076123.png)
Watch It: Adding New CLP Portal Sidebar Menu Options
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/306v466008a3p/promo-image.1665076211.png)
Watch It: Rename an Option in the CLP Portal Sidebar Menu
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1o758tcavu5vn/promo-image.1665076280.png)
Practice It: Modify the CLP Sidebar Menu
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3qlnhw52abpg5/promo-image.1665076824.png)
Watch It: Add a Member Directory
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/bjc5vuezh6is/promo-image.1665076971.png)
Practice It: Adding a Member Directory
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3nqov8pdsoruh/promo-image.1665077065.png)
Watch It: Add Member-Only Content Pages
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/139xiw9b916w6/promo-image.1665077131.png)
Practice It: Adding Member-Only Content Pages
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/n3zcc6whdmps/promo-image.1665161920.png)
Read It: Turning On and Off CLP Sidebar Menu Options
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/12r6tgpz4k391/promo-image.1665165584.png)
Read It: Adding New CLP Sidebar Menu Options
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1fi79sg5ykwsf/promo-image.1665166419.png)
Read It: Rename an Option in the CLP Sidebar Menu
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/pzyt6y6d8x5w/promo-image.1665169790.png)
Read It: Add a Member Directory
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/7urc9w8epw9l/promo-image.1665171653.png)
Read It: Add Member-Only Content Pages
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/77l1c58uzi6t/promo-image.1666030902.png)
Watch It: Create Custom Fields
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1jq1m1o4fdi4g/promo-image.1666031054.png)
Create It: Create Custom Fields
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2hwnrsaq0ryl6/promo-image.1666031139.png)
Practice It: Create Custom Fields
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1e8t38h8lixog/promo-image.1666031218.png)
Watch It: Registration Discounts
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/11w9d7v4939j6/promo-image.1666031275.png)
Create It: Registration Discounts
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/uppwhz3ckdyr/promo-image.1666031373.png)
Practice It: Registration Discounts
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3hhwuazgd6lgf/promo-image.1666031439.png)
Watch It: Configure Display Settings
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1tylixo93d4t2/promo-image.1666031501.png)
Watch It: Topics and Categories
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1g3ys0mxlm04t/promo-image.1666031571.png)
Create It: Topics and Categories
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2z0oi42g4t0lq/promo-image.1666102736.png)
Read It: Create Custom Fields
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2hfxzq8o2gmk2/promo-image.1666121063.png)
Read It: Registration Discounts
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/q98eyo29t60d/promo-image.1666187454.png)
Read It: Configure Display Settings
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3nq961w4qpnvh/promo-image.1666199297.png)
Read It: Topics and Categories
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1ds25nyhj3sn7/promo-image.1666626494.png)
Watch It: Adding Sessions
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2sx5ryhvvum9/promo-image.1663701838.png)
Legacy Event Sessions
In this course you will learn how to use Legacy Event Sessions.
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/26y7oz657udp4/promo-image.1666627073.png)
Practice It: Adding Sessions
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1v4zis63n5ksx/promo-image.1666628105.png)
Watch It: Adding Merchandise
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/37opg8ixxhke7/promo-image.1666628680.png)
Create It: Adding Merchandise
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/offftpy5g1qo/promo-image.1666628933.png)
Practice It: Adding Merchandise
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3medww4scnksm/promo-image.1666635297.png)
Read It: Adding Sessions
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1waacm131ls59/promo-image.1666641493.png)
Read It: Adding Merchandise
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/30kiugz9dugii/promo-image.1666626615.png)
Create It: Adding Sessions
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3n0a30imj9ne/promo-image.1667843472.png)
Watch It: Editing the Status of Multiple Activities
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/13jhsqlu3yn4e/promo-image.1667844370.png)
Watch It: Editing the Custom Status of Multiple Prospects
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/thje8jn9l3c/promo-image.1667843735.png)
Watch It: Editing Assignee of Multiple Grants
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/24i63xo0mbc75/promo-image.1667844856.png)
Watch It: Creating a Prospect and Adding an Activity
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1cge75l2ti0cq/promo-image.1667916264.png)
Read It: Editing the Status of Multiple Activities
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3dby9i9dolgxs/promo-image.1667921023.png)
Read It: Editing Assignee of Multiple Grants
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1rtzgn0qp6phe/promo-image.1667926764.png)
Read It: Editing the Custom Status of Multiple Prospects
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2may4yedb3jpd/promo-image.1667936499.png)
Read It: Creating a Prospect and Adding an Activity
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1nfyvi3pibc4x/promo-image.1669995183.png)
Watch It: Connecting Neon CRM with QuickBooks
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3nmzlzlhk1cwh/promo-image.1669997097.png)
Create It: Connecting Neon CRM to QuickBooks
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/apmnlougnkna/promo-image.1669997189.png)
Watch It: Mapping CRM Transactions to QuickBooks
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/ba3aqb3j2o2x/promo-image.1669997377.png)
Create It: Mapping CRM Transactions to QuickBooks
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2yf00ycm5yofi/promo-image.1669997473.png)
Practice It: Creating a Test Transaction
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1tqvrnwkdojc3/promo-image.1670002459.png)
Practice It: Syncing Test Transactions to QuickBooks
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3e9dffqfrbym1/promo-image.1670002899.png)
Create It: Syncing a Test Transaction to QuickBooks
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1msabss4at57w/promo-image.1670003145.png)
Watch It: Unlocking and Editing a Transaction Record
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2byczuyknirzt/promo-image.1670003493.png)
Practice It: Unlocking and Editing a Transaction Record
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/5r4fqquppzek/promo-image.1670004733.png)
Watch It: Viewing Payouts in Neon CRM
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2dzafn76j4z6n/promo-image.1670005845.png)
Create It: Viewing Payouts in Neon CRM
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/tahka9vrcvg2/promo-image.1670006017.png)
Watch It: Viewing Payouts in Neon Pay
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1pehm1cpuvddk/promo-image.1670006624.png)
Practice It: Viewing Payouts in Neon Pay
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/30qcactft1cms/promo-image.1670252104.png)
Read It: Connecting Neon CRM with QuickBooks
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2894jo03l9o1c/promo-image.1670266363.png)
Read It: Mapping CRM Transactions to QuickBooks
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3s8ii9qw9jvn2/promo-image.1670352286.png)
Watch It: Enabling the Account Match Feature
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/okd12cc71jvk/promo-image.1670352364.png)
Practice It: Enabling the Account Match Feature
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3edp1x4ipz3rw/promo-image.1670353008.png)
Create It: Enabling the Account Match Feature
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/8yb6f218mp2p/promo-image.1670353077.png)
Watch It: Viewing and Reconciling Accounts in the Partial Match Queue
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/xlmy2lk0g1l7/promo-image.1670353170.png)
Create It: Viewing and Reconciling Accounts in the Partial Match Queue
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1dnhnls3j1jzi/promo-image.1670353687.png)
Watch It: Conducting a Duplicate Scan
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/154de2ytz4y9p/promo-image.1670353757.png)
Create It: Conducting a Duplicate Scan
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3uz8zs6t1uvvu/promo-image.1670353838.png)
Watch It: Executing a Bulk Update
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1tm72q61l65s0/promo-image.1670353926.png)
Create It: Executing a Bulk Update
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1ldevvuo4unub/promo-image.1670354052.png)
Watch It: Performing an Account Batch Update
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/381hef62sqa1b/promo-image.1670354131.png)
Create It: Performing an Account Batch Update
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1u5mboz4d3p36/promo-image.1670354204.png)
Watch It: Enabling the Email Link Authentication Feature
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/17obnmpewe5pv/promo-image.1670354312.png)
Create It: Enabling the Email Link Authentication Feature
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/6xuk4mq2mzqe/promo-image.1670354395.png)
Watch It: Enabling the Login Prompt Feature
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1xvls1oux7pz0/promo-image.1670354477.png)
Create It: Enabling the Login Prompt Feature
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/343ces3816tod/promo-image.1670432070.png)
Read It: Unlocking and Editing a Transaction Record
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/328in33wgfhp8/promo-image.1670436826.png)
Read It: Viewing Payouts in Neon CRM
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/yoxv3xb70mzr/promo-image.1670440727.png)
Read It: Viewing Payouts in Neon Pay
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2stuhgzera62i/promo-image.1671033474.png)
Read It: Viewing and Reconciling Accounts in the Partial Match Queue
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/377ymbuldjg3q/promo-image.1671126502.png)
Read It: Conducting a Duplicate Scan
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1tm6n0q7dvckm/promo-image.1671219171.png)
Read It: Executing a Bulk Update
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3sm6wly0t2ruo/promo-image.1671480424.png)
Read It: Performing an Account Batch Update
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1yi36jb9i708k/promo-image.1671564930.png)
Read It: Enabling the Email Link Authentication
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1wv2b5whaqd0z/promo-image.1671566152.png)
Read It: Enabling the Login Prompt Feature
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2cmeffbpl8sno/promo-image.1695046321.png)
Read It: Accessing Live CRM Training
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/l67uspzdusyq/promo-image.1695833621.png)
Practice It: Adding Ticket Prices for a Tiered Venue
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/31gz9lc7cardy/promo-image.1696529605.png)
Watch It: Using Dynamic Dates in Criteria
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2jtpm3fgno1k1/promo-image.1696529788.png)
Practice It: Create a Report with Dynamic Dates
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1nroxdt72mxjx/promo-image.1696530860.png)
Watch It: Using Search Groups in a Report
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1ohie06r7ms7d/promo-image.1696534328.png)
Watch It: Savings Report Configurations
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/32viw58jft6hv/promo-image.1696535151.png)
Watch It: Sharing a Report
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1ah42ctklif2u/promo-image.1698692665.png)
Read It: Creating an Assigned Seating Event
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Read It: Creating a General Admission Seating Event
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3gqalni2sitrn/promo-image.1698693962.png)
Read It: Creating an Online Event
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3sgovyta58ndx/promo-image.1698697283.png)
Watch It: Adding a Discount Code
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Create It: Adding a Discount Code
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/38tnqalk85p34/promo-image.1698697820.png)
Read It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1sk652c74fgrg/promo-image.1698697896.png)
Read It: Adding a New Ticket Type to an Existing Assigned Seating Event
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1ekfh1tlvkda5/promo-image.1698697957.png)
Read It: Adding a Discount Code
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2sw1qbd8qvj5j/promo-image.1698699413.png)
Watch It: Creating a Venue Seat Map
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/4thuophi3h4a/promo-image.1698699540.png)
Watch It: Adding Venue Objects
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3tt3wr7jz50h2/promo-image.1698699656.png)
Watch It: Adding Seat Map Tiers
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1h5nqe2xo8l4l/promo-image.1698699736.png)
Create It: Creating a Venue Seat Map
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/ktp7h8dwxzjt/promo-image.1698699833.png)
Create It: Adding Venue Objects
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/23aqsi1xint66/promo-image.1698699935.png)
Create It: Adding Seat Map Tiers
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3hnb78hl9dp52/promo-image.1698700030.png)
Read It: Creating a Venue Seat Map
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1eouha39iyedp/promo-image.1698702848.png)
Watch It: Purchasing Tickets for a General Admission Seating Event or an Online Event on Behalf of a Constituent
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/4www737807zm/promo-image.1698702987.png)
Watch It: Completing the Event Check-In Process - Manual Check-In
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2e71lf9nv99mc/promo-image.1698703074.png)
Create It: Purchasing Tickets for a General Admission Seating Event or Online Event on Behalf of a Constituent
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/38dl1lnhxrkm0/promo-image.1698703159.png)
Create It: Completing the Event Check-In Process - Manual Check-In
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/pf0kvrfd9d7b/promo-image.1698703242.png)
Read It: Purchasing Tickets for an Online or General Admission Seating Event on Behalf of a Constituent
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3qcf68hk6zssj/promo-image.1698703368.png)
Read It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/a8qohk4nckrd/promo-image.1698703401.png)
Read It: Completing the Event Check-In Process
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/xxq585gbe5ui/promo-image.1663088864.png)
Read It: Using Dynamic Dates as Criteria in Reports
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3a60rw9cqf4hk/promo-image.1699294388.png)
Read It: Sharing a Report
Read It
Beginner
Optional
CRM
Share Reports
Data Entry & Reporting
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/288dyoqsbep65/promo-image.1699294314.png)
Read It: Saving Report Configurations
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3p7uegseyg861/promo-image.1699294255.png)
Read It: Exporting a Report
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2g9hvy40zamtq/promo-image.1699294200.png)
Read It: Editing Criteria and Columns in Reports
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3d12apgqewiuu/promo-image.1699293988.png)
Read It: Creating a New Report
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/16n1gk59xwe9l/promo-image.1700537218.png)
Watch It: Adding Sub-Members
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2173gx639k1i8/promo-image.1700537381.png)
Practice It: Adding Sub-Members
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2po9dy2dotyv6/promo-image.1700537450.png)
Create It: Adding Sub-Members
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/27c595ouwnn3v/promo-image.1702680733.png)
Read It: Copying an Existing Event
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3ckpw0scxvsjz/promo-image.1704391992.png)
Watch It: Activating a One-Click Workflow
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/dnmqdw71o6t6/promo-image.1704392179.png)
Create It: Activating a One-Click Workflow
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/21v9z1m68kwda/promo-image.1704392251.png)
Watch It: Editing and Cloning a One-Click Workflow
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3cc1x0xusbo9c/promo-image.1704392309.png)
Create It: Editing a One-Click Workflow
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/irclrf347rb1/promo-image.1704392374.png)
Create It: Cloning a One-Click Workflow
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2rcxxak3bzuy0/promo-image.1704392438.png)
Watch It: Testing a One-Click Workflow
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2uf3kd2fcd148/promo-image.1704392492.png)
Create It: Testing a One-Click Workflow
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/16ysj3f3yhttp/promo-image.1698697103.png)
Watch It: Adding a New Ticket Type to an Existing Assigned Seating Event
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1ee1a9jv7l636/promo-image.1698696935.png)
Watch It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2to1c0qcaseft/promo-image.1698697611.png)
Create It: Adding a New Ticket Type to an Existing Assigned Seating Event
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2mcswl2zydn69/promo-image.1698697504.png)
Create It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3tg59l0gqp8tc/promo-image.1698691399.png)
Watch It: Creating a Venue Event with General Admission Seating
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/zrkud8xoln30/promo-image.1698691489.png)
Create It: Creating a Venue Event with General Admission Seating
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3ffchyj2xfkvp/promo-image.1698691418.png)
Watch It: Creating a Venue Event with Assigned Seating
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/313bh8s399gx4/promo-image.1698691471.png)
Create It: Creating a Venue Event with Assigned Seating
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2vc17qx5q02yk/promo-image.1698691438.png)
Watch It: Creating an Online Event
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2l32mazgkmah9/promo-image.1698691455.png)
Create It: Creating an Online Event
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1iwaancvp0489/promo-image.1707273134.png)
Create It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3a2mwhbqboq2n/promo-image.1707273508.png)
Watch It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/jv4fwds84knj/promo-image.1707274808.png)
Watch It: Completing the Event Check-In Process - QR Code Scan Check-In
Watch It
Intermediate
Events
Optional
CRM
Event Check-In
QR Code
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/33h3tuezw6ogz/promo-image.1707274914.png)
Create It: Completing the Event Check-In Process - QR Code Scan Check-In
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2r1bt3lntt5md/promo-image.1707280532.png)
Read It: Completing the Event Check-In Process - Manual Check-In
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3lu968hgr5m3e/promo-image.1707280460.png)
Read It: Completing the Event Check-In Process - QR Code Scan Check-In
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3dxwh0bxva5ic/promo-image.1707461317.png)
Read It: Activating a One-Click Workflow
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/f2evtort9lm1/promo-image.1707461395.png)
Read It: Editing a One-Click Workflow
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1he3u7sk1fxix/promo-image.1707461488.png)
Read It: Cloning a One-Click Workflow
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1rj84vy2sbbuz/promo-image.1707461541.png)
Read It: Testing a One-Click Workflow
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2nxw6ex5octsn/promo-image.1709005639.png)
Watch It: Creating Custom Fields for Campaign Donation Forms
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/28lnw8ogein97/promo-image.1709006026.png)
Watch It: Creating a Campaign Donation Form
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3ka51x3yvmepv/promo-image.1709006104.png)
Watch It: Creating a Campaign Landing Page
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3sruxhsovxcxb/promo-image.1709006178.png)
Watch It: Using the Campaign Goal Meter
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/gbp7i63u1i4a/promo-image.1709006436.png)
Create It: Creating Custom Fields for Campaign Donation Forms
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1fu3hk7wsknip/promo-image.1709005950.png)
Watch It: Creating a Campaign
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3daktjuzwu26/promo-image.1709006261.png)
Watch It: Using the Campaigns List Page
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/257p9dwkr3nho/promo-image.1709006561.png)
Create It: Creating a Campaign Landing Page
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2rqn0a666ufv9/promo-image.1709006618.png)
Create It: Using the Campaign Goal Meter
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2eey1ml9xbqdh/promo-image.1709006673.png)
Create It: Using the Campaigns List Page
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1v548shy21oxy/promo-image.1710903289.png)
Watch It: Renewing a Membership without Sub-Members
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/38vun3g1bynkk/promo-image.1710903446.png)
Watch It: Renewing a Membership with Sub-Members
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/boquszxur8f0/promo-image.1710903543.png)
Create It: Adding a Membership as a System User
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/i2artmvnp0p2/promo-image.1710903621.png)
Create It: Adding a Sub-Membership as a System User
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/25mrin69lhfae/promo-image.1710903686.png)
Create It: Renewing a Membership without Sub-Members as a System User
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/qi3g81srq5ka/promo-image.1710903801.png)
Create It: Renewing a Membership with Sub-Members as a System user
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2kt5f56unxub7/promo-image.1712094310.png)
Read It: Creating a Donation Form Custom Field
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3d4gohos5waw/promo-image.1712094412.png)
Read It: Creating a Campaign
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3mih3ni6cg11m/promo-image.1712094468.png)
Read It: Creating a Campaign Donation Form
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/6z0hpsq61q76/promo-image.1712094549.png)
Read It: Creating a Campaign Landing Page
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/18eb0mx1gcnf7/promo-image.1712094601.png)
Read It: Using the Campaign Goal Meter
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1g3apjv2smg2t/promo-image.1712094656.png)
Read It: Using the Campaigns List Page
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2vk85ettr233x/promo-image.1716569176.png)
Watch It: Enabling the Notify Me Waitlist (1:40)
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2wxc7nok2l6jd/promo-image.1716569381.png)
Watch It: Adding a Constituent to a Notify Me Waitlist as a System Admin (1:45)
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/qmry0f20j0wj/promo-image.1716569560.png)
Watch It: Enabling the Priority Listing Waitlist (2:06)
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/mx33040gojuj/promo-image.1716569666.png)
Watch It: Adding a Constituent to a Priority Listing Waitlist as a System Admin (2:03)
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1158h2tqhsxux/promo-image.1716569787.png)
Watch It: How Do Constituents Add Themselves to a Waitlist? (2:10)
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1rpbgh70wfhgm/promo-image.1716569862.png)
Watch It: Managing a Notify Me Waitlist (1:47)
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2fx1ekuw17s9x/promo-image.1716569995.png)
Watch It: Managing a Priority Listing Waitlist (2:36)
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/y6r81cj5bvsq/promo-image.1716570092.png)
Watch It: Selling a Ticket to a Constituent on a Priority Listing Waitlist (1:35)
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/104rw6oqa78kq/promo-image.1716570187.png)
Create It: Enabling the Notify Me Waitlist
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2mtngufsm2gze/promo-image.1716570254.png)
Create It: Adding a Constituent to a Notify Me Waitlist as a System Admin
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1ojuhpf7tzfxe/promo-image.1716570313.png)
Create It: Enabling the Priority Listing Waitlist
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/16qbwb6xa8251/promo-image.1716570391.png)
Create It: Adding a Constituent to a Priority Listing Waitlist as a System Admin
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2bhuvwrdbsyxr/promo-image.1716570453.png)
Create It: Selling a Ticket to a Constituent on a Priority Listing Waitlist
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/4qnhxvp4l6rm/promo-image.1716570559.png)
Read It: Events Waitlist - Notify Me
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3ukpl5dz7dq4j/promo-image.1716570636.png)
Read It: Events Waitlist - Priority Listing
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/1yovpk6l6h9el/promo-image.1713448363.png)
Read It: Linking an Existing Donation Form to an Existing Campaign
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/ij2o5tc0i8ig/promo-image.1713448278.png)
Read It: Creating and Adding a Custom Form Field to an Existing Donation Form
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/wt5ubx74vbzb/promo-image.1714499055.png)
Read It: Setting Membership Levels & Terms
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3rrrxkdyukenw/promo-image.1714501238.png)
Watch It: Manually Adding a Membership
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/11wb9ycgzacdz/promo-image.1714501395.png)
Watch It: Manually Adding a Sub-Membership
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2z3s7ngejwx3c/promo-image.1714501603.png)
Read It: Adding a Company Membership
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3cdlg2oyi9veq/promo-image.1714501673.png)
Read It: Adding a Sub-Membership to a Company Membership
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/9goszu4ifgfc/promo-image.1714501742.png)
Read It: Adding a Sub-Membership to an Individual Membership
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3utd8ga6i1fkm/promo-image.1714501797.png)
Read It: Adding an Individual Membership
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/3vixd0slm0ya5/promo-image.1714501907.png)
Read It: Renewing a Membership without Sub-Members
![](https://cc.sj-cdn.net/instructor/8s4121m3bfgc-neon-one-academy/courses/2m13dkpdm1r6g/promo-image.1714501855.png)
Read It: Renewing a Membership with Sub-Members