- Course Welcome
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Welcome
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Course Introduction
- Preparing for Data Export
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Lesson 1 - Data Inventory Worksheet
- Exporting Data
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Lesson 1 - Common Data Pain Points
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Lesson 2 - Prepare and Export Data from Legacy Database
- Submitting Your Data for Conversion
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Lesson 1 - Watch It: Submitting Your Data
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Lesson 2 - Create It: Submit Your Data
- Course Conclusion
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Review
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Resources
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Goodbye!
Preparing for Your Custom Neon CRM Data Conversion (STAFF) _ V1 (INACTIVE)
CRM Orientation Course 4 - Custom Data Conversion Track
This course provides learners an overview of importing custom data into Neon CRM using the Import Manager.