Level Up Your Crimson Skills on October 29

Crimson is most powerful when your team knows how to use it confidently. That’s why we’re hosting two live training sessions on October 29, 2025 to help you streamline daily operations, manage data more effectively, and make informed decisions. Each session includes expert-led walkthroughs, feature demonstrations, and time for Q&A.

Session 1: Crimson Overview at 11 a.m. EDT

Kick off your day with a full walkthrough of Crimson’s key features and tools. This session is perfect for anyone who wants to improve their navigation skills and get up to speed on the latest updates.

Topics will include:

• Customizable Dashboards

• Fundraiser Portfolios

• Moves Management Suite

• Updated Giving History

• Responsive Design & Light/Dark Modes

• Pledge Import Tool

• Fundraiser Tracking Numbers

Session 2: Financial Summary Dashboard at 2 p.m. EDT

In the afternoon, join us for a deep dive into Crimson’s Financial Summary Dashboard—a powerful command center for your committee’s financial operations.

You’ll learn how to:

• Access real-time invoice data and connect to Reconciliation and Payment Request tools

• Use the Dashboard Navigation Bar to quickly find payees, invoices, and expenditures

• Manage key financial actions like paying invoices, approving payments, and transferring funds

• Reconcile transactions with confidence using proper bank account codes

• Access your Top 5 Treasury Reports for easy reporting

By combining real-time data, quick search and action tools, and powerful reconciliation features, the Financial Summary Dashboard simplifies daily workflows and improves financial oversight.