Preparing for Your Assisted Self-Import Neon CRM Data Conversion_V1 (INACTIVE)

CRM Orientation Course 4 - Assisted Self-Import Track

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About this course

By the end of this course you will be able to:

  • Take Inventory of current data
  • Examine common data points to ensure a successful data conversion
  • Prepare, export, and send existing data to Implementation Consultant
  • Outline the next steps in the data conversion process

Curriculum

  • Course Welcome
  • Welcome
  • Course Introduction
  • Preparing for Data Export
  • Lesson 1 - Data Inventory Worksheet
  • Exporting Data
  • Lesson 1 - Common Data Pain Points
  • Lesson 2 - Prepare and Export Data from Legacy Database
  • Lesson 3 - Send Exported Data to Neon One
  • Next Steps
  • What Happens Next?

About this course

By the end of this course you will be able to:

  • Take Inventory of current data
  • Examine common data points to ensure a successful data conversion
  • Prepare, export, and send existing data to Implementation Consultant
  • Outline the next steps in the data conversion process

Curriculum

  • Course Welcome
  • Welcome
  • Course Introduction
  • Preparing for Data Export
  • Lesson 1 - Data Inventory Worksheet
  • Exporting Data
  • Lesson 1 - Common Data Pain Points
  • Lesson 2 - Prepare and Export Data from Legacy Database
  • Lesson 3 - Send Exported Data to Neon One
  • Next Steps
  • What Happens Next?