Some of the images or navigational directions in the following article may be different to what you see in your NeonCRM. Our guides are being updated to reflect the User Experience changes being implemented over the next several months. The new interface can be enabled from the Help and Support section of your current pages.

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Moves Management video

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Jamie Storyward
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In this 5 minute video, learn how to track your activities in NeonCRM. Record phone calls, in-person meetings, and more as they relate to prospect management, in service of grant applications, or just general account management.

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