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Welcome Video
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Course Introduction
- Onboarding Wizard Overview
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Lesson 1 - Onboarding Wizard Overview
- The Implementation Planning Worksheet
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Lesson 1 - Implementation Planning Worksheet Overview
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Lesson 2 - Watch It: Implementation Planning Worksheet Section 1 - Define Your Goals
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Lesson 3 - Watch It: Implementation Planning Worksheet Section 2 - Designate CRM Priorities
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Lesson 4 - Watch It: Implementation Planning Worksheet Sections 3, 4, & 5
- Additional Onboarding Tasks
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Lesson 1 - Watch It: Organization Information
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Lesson 2 - Create It: Organization Information
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Lesson 3 - Watch It: Branding Setup
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Lesson 4 - Create It: Branding Setup
- My Onboarding Tasks
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Lesson 1 - Watch It: Individual Survey
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Lesson 2 - Create It: Individual Survey
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Lesson 3 - Watch It: Setting Up Your Email Template
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Lesson 4 - Create It: Setting Up Your Email Template
- What's Next?
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What's Next?
- Course Conclusion
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Review
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Good Bye!
Welcome to Neon CRM for Premium Data Import Clients
Begin Here! In this course, you will create your implementation plan by evaluating your organization’s needs as they relate to the new CRM.
In this course, you will create your implementation plan by evaluating your organization’s needs as they relate to the new CRM.
Learning Objectives:
- Complete the Implementation Planning Worksheet via the Onboarding Wizard
- Enter your Organization Information
- Set up your organization's Branding Information