Getting Started with NeonCRM: Membership

Updated 07/06/2015 by Bethany Lang

Getting Started with NeonCRM: Membership

If you are using your NeonCRM system for membership, we strongly recommend watching the Membership Setup & Reporting training video. It will walk you step-by-step through many of the setup items noted below.

Configure your membership settings

These settings will determine several basic components of your memberships, such as automatic start and end dates.

Set up your membership levels

Your membership levels are the different memberships that you will sell. You can configure membership levels to be for individuals, organizations, or both.

 

OTHER GUIDES IN THE GETTING STARTED WITH NeonCRM SERIES

The Basics

Fundraising

Events

Store

Constituent Portal 

 

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