Add Client/Customer Engagements

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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 client/customer engagements in one place within Argenta.  To add a client/customer engagement select Sales and Marketing > Client/Customer Engagement from the left-hand side of the Argenta main menu.
 
 
 
 
This will bring you to the complete listing of all your organizations client/customer engagements.  From here you will select "Add New."
 
 
 
 
This will open the Add An Engagement screen where you will fill out the details of your engagement.
 
 
 
 
You will enter an engagement date either by using the date selector or by manually entering a date into the "Engagement Date" field.  This is a required field.  
 
You can select the team member who did the engagement by selecting "Lookup" from the "Engaged With (Team Member)" field.  This will allow you to lookup your team member and select them.  This will default to the team member that is signed in.  
 
Then, you need to choose your engagement type from the drop-down list.  If the engagement is not listed you can add a new one by selecting "Add New." 
 
Next, you need to choose a record type.  A record type is the constituents  that you engaged.  These can be your Donors or Clients if you were sending emails or making phone calls to them. 
 
Lastly, is the is the record type name.  This shows as "Select A Record Type First" but will change to the constituent ID number once a constituent type is selected.  This is a require field.
 
Once all your engagement details have been filled in you will click the "Add This Engagement" from the bottom.  This will add your engagement and return you to the full list of your organizations client/customer engagements.