Add Lead Engagement

Return To The Knowledge Base

In Argenta you can keep track of all your lead engagements.  Lead engagements are the activities/events that your leads participate in or calls/letters that have been sent to your leads.  These are separate from volunteer, customer, and board engagements.  You can keep track of all your lead engagements in one place within Argenta.  To add a lead engagement select Sales and Marketing > Lead Engagement from the left-hand side of the Argenta dashboard.
This will bring you to the complete listing of all your organizations lead/opportunity 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 will be your leads if you were sending emails to your leads 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. Select the correct lead that you engaged for this engagement.  This is a require field.
Once all your engagement details have been filled in you will click "Add This Engagement" from the bottom.  This will add your engagement and return you to the full list of your organizations engagements.