Add Partner Engagement

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In Argenta you can keep track of all your partner engagements.  Partner engagements are the activities that your partners were involved in.  These are separate from volunteer, board, and lead engagements.  You can keep track of all your partner engagements in one place within Argenta.  To add a partner engagements select Sales and Marketing > Partner Engagement from the left-hand side of the Argenta dashboard.
 
 
 
 
 
 
 
This will bring you to the complete listing of all your organizations partner 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.  This will be your Partners that received the engagement, like a phone call, letter, or that attended an event.
 
 
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 constituent that this engagement was made with.  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 partner engagements.