- Account Management
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Lesson 1 - Creating a New Account (1:47)
- Custom Web Themes
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Lesson 1 - What is a Custom Web Theme?
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Lesson 2 - Creating a Custom Web Theme (7:21)
- Donation Form
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Lesson 1 - Introduction to Forms
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Lesson 2 - Creating a Donation Form (8:20)
- Transactions - Donations
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Lesson 1 - Neon CRM Transactions
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Lesson 2 - Adding a Donation as a System Admin (3:00)
- Transactions - Memberships
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Lesson 1 - Editing Membership Settings
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Lesson 2 - Setting Membership Levels & Terms (4:40)
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Lesson 3 - Adding a Membership (2:28)
- Automated Emails
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Lesson 1 - System Emails
- Text-to-Communicate
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Lesson 1 - Text-to-Communicate
Neon CRM Fundamentals
This course provides a foundational overview of the main elements of Neon CRM.
In this course, you will learn how to set up and use basic features in Neon CRM. You will also learn how to set up and process two types of transactions, namely, donations and memberships.
By the end of this course you will be able to:
- Create a new account
- Create your own custom web theme
- Create a donation form
- Add a donation
- Set up and add a membership