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