In Argenta, you can keep track of all your client/customer engagements. Client/Customer engagements are the engagements that your clients receive or attend. These can be events that they attend or emails, phone calls that you make to them. These are separate from volunteer engagements. You can keep track of all your engagements in one place within Argenta.
To add a client/customer engagement, select Sales & Marketing > Engagement from the left-hand side of the Argenta main menu.
This will bring you to the complete listing of all your organizations engagements. From here you will select the "Add New" button.
This will open the Add An Engagement screen where you will fill out the details of your engagement.
This is the information you will need to fill in:
Once all your engagement details have been filled in, you will click the "Add This Engagement" button from the bottom. This will add your engagement and return you to the full list of your organizations engagements.