- 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
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Lesson 3 - Send Exported Data to Neon One
- Next Steps
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What Happens Next?
Preparing for Your Standard Neon CRM Data Conversion (STAFF)_ V1 (INACTIVE)
CRM Orientation Course 4 - Standard Data Conversion Track
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