Neon CRM Account Basics Online
Module 1
Neon CRM Fundamentals
This course provides a foundational overview of the main elements of Neon CRM.
Enroll
Show Overview
Account Management
In this course you will learn how to view your account's history, contacts, relationships, addresses, and notes.
Enroll
Show Overview
CRM Account Forms
In this course, you’ll learn the steps for setting up and creating account forms in Neon CRM.
Enroll
Show Overview