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[separator] Neon CRM Learning Paths
Below you will find our CRM Learning Paths. Select a topic, answer a few questions and start your personalized learning path.
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Create an Assigned Seating Event (GPS)
Learn how to create an assigned seating event using the Next Generation Events module in Neon CRM.
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Events Neon Events Assigned Seating GPS Next Generation Events Create an event
Create a Campaign (GPS)
Learn how to create a campaign in Neon CRM.
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Campaign Emails Campaign Letters Campaign Creation Basic Campaign Campaign Communications GPS create a campaign Create a Campaign
[separator] Neon CRM Fast Tracks
Below you will find our CRM Fast Tracks
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Update the BCC Email on a Survey (0:44)
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Communication Individual Survey Fast Track BCC Email
Update the Assignee on Activities, Grants, and Prospects (1:00)
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Grants Prospects Activities Moves Management Fast Track Assignee
Update Workflow Email Items (2:01)
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Emails Workflows Fast Track Updates update
[separator] Neon CRM Courses
Below you will find our CRM Live Events
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Neon CRM Fundraising: Campaigns
In this course you will learn the difference between a campaign, fund and purpose along with how to create campaigns
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Course Fundraising Fundraising Campaigns CRM Fundraising create a campaign
Accepting Online Donations
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Course Fundraising QuickBooks Campaign Donation Form Donation Form CRM
Advanced CRM Reporting
In this course you will learn about advanced reporting features
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Advanced
Advanced Workflows
This course examines how to build custom workflows in Neon CRM. This course will take approximately 40 minutes to complete.
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Advanced