Crimson Training on March 26
We hope you can join our next Crimson training sessions on Tuesday, March 26, 2024.
The first session at 11 a.m. will be a Crimson Overview. This is a great opportunity to explore Crimson’s tools and features that can help streamline your day-to-day operations and improve your donor management strategies.
The second session at 2 p.m. will focus on the Attributes feature. These customizable codes, found alongside Flags and Keywords in People Profiles, give your organization more flexibility in describing and categorizing donors and stakeholders.
Once you RSVP, we’ll follow up with details on how to join each session. We look forward to having you there!
Session 1: Crimson Overview at 11 a.m.
During this session, the Crimson Support Team will walk through key tools you use every day and introduce Crimson’s newest features, including:
Customizable Dashboards
Pledge Import Tool
Fundraiser Tracking #
Dark/Light Modes
Fundraiser Portfolio
Moves Management Suite
Updated Giving History
Responsive Design
Session 2: Attributes Deep Dive at 2 p.m.
This session will show you how to:
Learn how to use this customizable feature to identify roles such as volunteer, sponsor, press
Discover the flexibility to edit and create unique roles specific to your organization.
See how to use the Attribute filters under People Search, which enables more precise searches.