Full course description
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.
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
- Prospect Plans
- Data Output Tabs
- Wealth & Ratings
- Corporate Information
This course was put together by the IU CRM Advancement Training and Support Group in the Information Technology Department at the IU Foundation and IU Alumni Association.
For help, please contact Crimson Connect by emailing firstname.lastname@example.org or calling 812-856-2746.