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Neon CRM Basics for Trial Users
Discover the Basics of Using Neon CRM!
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Watch It: CRM Overview
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Orientation
Navigating CRM
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Beginner
CRM
CRM Client Orientation
CRM Overview
Show Overview
Watch It: Customizing your Organization Profile
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Orientation
Customize Organization Profile
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Beginner
Set Up
CRM
CRM Client Orientation
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Watch It: Adding a User to Neon CRM
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Orientation
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Beginner
Set Up
CRM
CRM Client Orientation
Adding Users
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Watch It: Creating a New Account
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Orientation
Account Management
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Beginner
Set Up
CRM
CRM Client Orientation
Creating a new Account
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Watch It: Creating a Custom Web Theme
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Themes
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Beginner
Page Editor
Theme Editor
CRM
CRM Client Orientation
Custom Theme
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