Neon CRM Spring Cleaning Workshop

Date/Time

June 15th, 2022
3pm ET
Online

Hosted By

Sam Nyland headshot
Sam Nyland
Product Marketing Manager, Neon One
Laura Block headshot
Laura Block
Product Owner (Neon CRM), Neon One

DURATION

74 minutes

RESOURCES

Slides

Transcript

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Looking to build better relationships with your supporters? Clean data is where you need to start.

Join us to learn a few tips and tricks to get your Neon CRM database clean and into tip top shape, just in time for summer!

What will be covered:

  • Neon CRM best practice tips to create and use correct data entry tools
  • Merging duplicates & the importance of the Duplicate Manager
  • Individual Type & Account Custom Fields: What are they? How do you use them?
  • Households & Relationships

After this webinar you will walk away with the knowledge and tools to maximize your Neon CRM database. You will gain an understanding of how processes can be simplified to increase overall productivity, and data prevention techniques that you can put in place to prevent future errors down the line.

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