Master Your Data: Join Our Next Crimson Training Webinar on September 24

Looking to sharpen your skills in Crimson and take control of your committee’s data? Join us on Wednesday, September 24 for two essential training sessions designed to help you unlock the full potential of Crimson’s powerful tools.

Whether you’re brand new to the platform or a seasoned user who wants a refresher, these sessions will help you navigate Crimson more efficiently and work smarter with your data. Each session will be led by members of the Crimson Support Team and includes dedicated time for Q&A.

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

Start your day with a full walkthrough of Crimson’s key features. This session is ideal for anyone who wants to get comfortable navigating Crimson and learn how to use our latest tools.

We’ll cover:

• Customizable Dashboards

• Fundraiser Portfolios

• Moves Management Suite

• Updated Giving History

• Responsive Design & Light/Dark Modes

• Pledge Import Tool

• Fundraiser Tracking Numbers

Session 2: Treasury Dashboard at 2 p.m. EDT

In the afternoon, we’ll take a closer look at one of Crimson’s most powerful tools: the Treasury Dashboard.

The Treasury Dashboard gives you a clear, customizable overview of your receipts and expenditures in one place. You’ll learn how to:

• Use the Dashboard Navigation Bar and Action Buttons

• Visualize receipts and expenditures by fund code and date

• Drill into top payees, receipts, and expenditures

• Access specialized lists like contributions to other committees and ultimate vendor payments

• Run Treasury and Reconciliation reports on demand

This session will show you how to use the Treasury Dashboard to review activity, catch issues, and make informed financial decisions faster.

Don’t miss this opportunity to sharpen your Crimson skills and get your questions answered live by our Support Team. Reserve your spot today for one, or both, sessions!