Crimson Training in May

Written By Adrienne Royer

Join us at our upcoming Crimson Overview training sessions scheduled for Wednesday, May 22. This month, we will offer a Crimson Overview webinar and a session focusing on the Fundraiser Portfolio.

The Crimson Overview training at 11 a.m. EDT will offer insights into the various tools within Crimson CRM that are integral to your daily operations.

The Fundraiser Portfolio Overview at 2 p.m. EDT will cover how it helps organizations and campaigns to track statistics from your fundraisers. 

Crimson Overview Training

During the Crimson Overview session, our dedicated Crimson Support Team will guide you through the platform's functionalities and demonstrate some of the newest features we have rolled out. Here's what you can expect to learn:

  • Customizable Dashboards

  • Pledge Import Tool

  • Fundraiser Tracking #

  • Dark/Light Modes

  • Fundraiser Portfolio

  • Moves Management Suite

  • Updated Giving History

  • Responsive Design

Fundraiser Portfolio

This session will introduce you to one of Crimson’s newer features and explain how to implement it for your fundraising program. We’ll cover:

  • How Fundraiser Portfolio and Moves Management can work together

  • How to assign fundraisers

  • How to access all fundraiser data

  • How to access the metrics and statistics each card covers, such as total pledges outstanding, total raised, open moves, thank yous needed and incomplete tasks

Adrienne Royer
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