A Lead or Opportunity is a prospective consumer of a
product/service or a potential contributor to a nonprofit organization. A lead
is created when an individual or business shows interest and provides contact
information. Your organization may gain access to a lead through advertising,
trade shows, direct mailings or any other marketing efforts.
From the Argenta main menu on the left-hand side of the screen choose either
Constituents (CRM) > Leads or Sales and Marketing > Leads/Opportunities.
Click the "Add New" button.
This will direct you to the Add A New Lead by Designating A Constituent As A Lead screen.
To avoid duplicates in your database search for a Constituent to designate as a Lead first. Click the "Lookup" button and then type in the name or partial name to search for the individual, you can hit enter to search or select "Select From List". (eg: Jane Doe or Jane)
If your person is in the database as a Constituent you will select this individual by selecting the pink checkbox behind their name. Then proceed to fill out the Active Date for this lead. Then click the "Add This Lead" button.
If the constituent is not in the system, you can add them by clicking the “Add New” button, for help see KB Article, Add Constituents.
This will bring you to the Lead/Opportunities Details for the Constituent you have selected.
You can choose Do Not Solicit, Do Not Email, Do Not Call, or Potential Ambassador from the check boxes at the top.
Enter the Active Date, the date the lead was entered into the system or the date the lead should be designated as active. This field is required.
Choose a Department/Division if this applies from the drop down list. If you want to add a new department you can do so right here on this screen by clicking the "Add New" button next to the Department drop down list. This will pop up a window, allowing you to type a new department. When the window closes the new department will be selected. This field is not required.
If the lead/opportunity is assigned to a specific member of your team such as a board member, a staff member or a volunteer, select the corresponding affiliate by clicking on the “Lookup” button next to the Assigned To (Team Member) field. This is a required field, but If there is no designated team member you can select "Unassigned *" by clicking the “Clear” button. This field is not required.
Select a Lead/Opportunity Type from the drop down list. Argenta comes loaded with lead types. Lead type's are the potential interactions these leads could have with your organization. Potential interactions include things like potential volunteer, potential donor, or a potential sale. These are very important. When you convert your lead to an actual constituent, this Type is how your lead will convert in the system. For example, if you choose a potential volunteer, then when you convert the lead, it will convert the lead to a volunteer. If you wish to add any other type of interaction you can do so by selecting the "Add New" button and adding a new type. This field is not required but highly helpful.
Select A Lead Category from the drop down list. Argenta comes loaded with lead categories you can use. There are four standard lead categories that are build into Argenta. They are Information Qualified Lead (IQL), Marketing Qualified Lead (MQL), Sales Qualified Lead (SQL) and Unqualified Lead. An IQL lead is your most basic lead, these leads know very little about your organization and haven't taken any action on their end other than giving you a few bits of information like their email or phone number. A MQL lead is the next level up and typically means they have shown an interest beyond just giving you their contact information. These leads are marketed to become the top level leads, SQL. A SQL lead is the highest level for a lead and all they need is a little push and they will say yes. These are your hottest and strongest leads that should be followed up with very quickly to keep their interest high. If you want to add a new lead category you can do so right here on this screen by clicking the "Add New" button next to the Lead Category drop down list. This will pop up a window, allowing you to type a new lead category. When the window closes the new lead category will be selected. This is not a required field.
Select a Lead Weight from the drop down list. Lead Weights are used to rate a lead's potential for conversion. Lead weights include cold, warm and hot. This is a required field, but you can select unweighted.
Select a Lead/Acquisition Source from the drop down list. Argenta comes loaded with lead/acquisition sources you can use. If you want to add a new lead/acquisition source you can do so right here on this screen by clicking the "Add New" button next to the Lead/Acquisition Source drop down list. This will pop up a window, allowing you to type a new lead/acquisition source. When the window closes the new source will be selected. This field is not required.
Select whether the lead is a student. This field is not required.
Select a Lead's Role from the drop down menu. This field is not required.
Set the Lead Status/Sales Cycle Stage for this Lead. This field is not required.
You may select a Last Date of Contact for the Lead. This field is not required.
You can select Is Follow Up Needed and a Follow Up Date. Yes or No. This field is not required.
You can choose to enter details or a description about the follow up in the Follow Up topic or Description box. This is an open text box that allows you to enter any details or description you wish. This field is not required.
The Financials field is an open text box. Enter any acquired financial information about the
lead/opportunity in this field. This is where you can record any financial information you know about
this lead. Things like yearly income, annual or quarterly budget, etc. This field is not required.
Is there another organization or entity competing for this lead to take
action with them? If so list them in the Competition box with some of the pros and cons to
what they offer. List any additional necessary information. This field is not required.
Leads/Prospects can be acquired by a sales and marketing campaign. To associate a campaign to this lead select the corresponding campaign in the Acquired By Campaign drop down list. If you want to add a new campaign you can do so right here on this screen by clicking the "Add New" button next to the Acquired By Campaign drop down list. This will pop up a window, allowing you to type a new campaign. When the window closes the new campaign will be selected. This field is not required and you can select "No Associated Campaign".
You may also choose to enter some details about the Final Outcome of the lead. This field is not required.
This is a good time to save your changes before making any other changes to your lead. Simply click the "Save All Changes & Continue" button to save your progress.
Additionally, you may add any related files to this Lead/Prospect. For help adding related files please refer to KB Article - Add Related Files
Use the contact log section to log the first contact made with the
new lead. Choose "Add New" to open the Contact Log screen. Specify the Date of Contact,
choose an engagement type from the Mark
Contact As An Engagement field and give Contact Details. These fields are not required.
You may also add notes to this Lead/Prospect. For help adding notes please refer to KB Article - Add A Note to the Notes Section.
Click the "Save All Changes & Exit" button. This will redirect you
to the main Lead's list. The lead you entered will be displayed in descending
date order by active date.