Neon CRM Account Basics Online
Module 1
Neon CRM Fundamentals
CRM Orientation Course 3
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Account Management
In this course you will learn how to view your account's history, contacts, relationships, addresses, and notes. This course will take apx. 60 mins)
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CRM Account Forms
In this course, you’ll learn the steps for setting up and creating account forms in Neon CRM.
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