Crimson Fundraiser 201 is a Course
Full course description
Course Introduction
This course is intended to teach the overall process of prospect management and the fundraising module within Crimson. You may choose between a live training (via Zoom) or the interactive, online training.
Learning Outcomes
After completing the modules, you will be able to:
- Search for a prospect
- View prospect record and history
- Request research and new plans on a prospect
- Organize and execute a prospect plan
- Enter contact reports and opportunities
Module Topics Include
- Prospect Workflow
- My Fundraiser Page
- Prospect View
- Relationships
- Prospect Plans
- Data Output Tabs
- Wealth & Ratings
- Interactions
- Corporate Information
- Reporting
Course Creators
This course was put together by the Advancement Support and Training team in the Information Technology Department at the IU Foundation and IU Alumni Association.
For help, please contact Crimson Connect by emailing advhelp@iu.edu or calling 812-856-2746.
Length: 1 hour
Department:
IU Foundation and IU Alumni Association
Credit: None
Audience: IU and IUF advancement staff