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Welcome to Neon CRM (STAFF)
Begin Here!

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Neon CRM Quick Start (STAFF)
CRM Orientation Course 2

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Neon CRM Fundamentals (STAFF)
CRM Orientation Course 3

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Importing Your Account Data (STAFF)

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Importing Your Donation Data (STAFF)

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Importing Your Event Registration Data (STAFF)

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Importing Your Membership Data (STAFF)

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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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Neon CRM Donation Forms (STAFF)

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Neon CRM Fundraising: Campaigns (STAFF)

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Neon CRM Membership Forms
In this course you will learn the steps for setting up and creating membership forms in Neon CRM.

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Creating Memberships (Staff)

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Providing Member Benefits in Neon CRM (STAFF)

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Adding & Renewing Memberships (STAFF)
Membership Intensive

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Constituent Login Portal
Course Fundraising Custom Web Pages Timesheets Email Link Authentication Custom Forms Member Directory CRM Event Management

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System Communications (STAFF)

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Individual Communications (STAFF)

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Managing Campaign Communications (STAFF)

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Communicating with System Users (STAFF)

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Introduction to Legacy Event Creation
In this course you will learn how to use basic and advanced features for creating a legacy event.

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Legacy Event Registration Forms
In this course you will learn how to use basic and advanced event registration features.

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Legacy Event Global Settings
In this course you will learn how to use Legacy Event Global Settings

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Legacy Event Sessions
In this course you will learn how to use Legacy Event Sessions.

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Creating Events
In this course you will learn how to create several types of events using the new Events module available in Neon CRM.

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Event Pricing & Discounts
In this course, you will learn how to add additional ticket types and prices to existing online, general admission, and assigned seating events. You will also learn how to add discount codes.

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Campaign and Event Communications (STAFF)

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Eventbrite (STAFF)
Learn how to link Neon CRM with an existing Eventbrite account.

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Volunteer Management (STAFF)

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Peer-to-Peer Fundraising (STAFF)

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Supplementary Transaction Modules (Staff)

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Introduction to CRM Reporting (STAFF)

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Advanced CRM Reporting (STAFF)

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Common Reporting Scenarios (STAFF)

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