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Preparing to Add and Renew Memberships formerly Creating Memberships _V1(INACTIVE)
In this course you will learn what constitutes a membership within Neon CRM and the difference between Memberships, Donations, and Accounts.
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Joining & Renewing Memberships_V2 (INACTIVE)
In this course you will learn how to create custom membership fields based on membership level. You will also learn how to renew memberships and add sub-members.
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Reporting on Memberships
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Course
Executive Reports
Membership Reports
Incomplete Transactions
Dashboards
One-Click Reports
CRM
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