Add Partners

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A Partner is an individual, organization or household that has allied with your organization for mutual benefit. Partners are first created as Constituents in Argenta and then assigned as Partners.

 

From the Argenta Dashboard on the left-hand side of the screen, choose Constituents (CRM) or Sales and Marketing > Partners.

 

 
 

Click the “Add New” button.

 

 

This will pop up the Add A New Partner by Designating A Constituent As A Partner screen...

 

  

 

To avoid duplicates in your database use the "Lookup" button to find and select the Constituent you would like to designate as a Partner. If the Constituent is not in the system, you can add them here by clicking the "Add New" button. If you need help adding a constituent, see KB Article - Add A Constituent.

To select a constituent to designate as a partner click the pink check mark  after the constituent information.  This will close the search screen and take you to the Add A New Partner by Designating A Constituent As A Partner screen.You will add an Active Date for this Partner by using the date selector or by manually entering a date.  Then click the "Add Partner & Enter Details" button.  This will add your constituent as a partner and open the Partner details screen.
 
 
 
 

You can select if you want this partner to not be Solicited, Emailed, Called, or if this partner is a Potential Ambassador.

Select the active date by manually entering a date or using the date picker.  This is a required field.

 
Select a Partner Status.  This is not a required field.
 
All drop-down lists in Argenta help to create comprehensive reports. Argenta comes loaded with predefined values for all of these drop-down lists, but you can change them at any time. You can add or delete any of these values by selecting the corresponding section from the Argenta Dashboard.

Select the type this partner is associated with from the Partner Type drop-down list.  If the partner type you would like to use is not in the system, you can add it by clicking the “Add New” button next to the Partner Type drop down list.

 
Select the department this partner is associated with from the Department/Chapter drop-down list.  If the department is you would like to use is not in the system, you can add it by clicking the "Add New" button next to the Department/Chapter drop down list.

Next, choose a Lead/ Acquisition Source and an Associated Campaign in the same manner. 

Once you have completed the desired fields, you can log your first contact with the Partner by entering information into the Log First Contact field. Each Partner has a contact log, which can contain as many items as needed. Adding a contact log item is not required.

 

 

You may also need to enter some notes about the new partner. For help adding a note please refer to KB Article - Add A Note to the Notes Section.

You may also attach any related files to this new partner.  For help adding a related file please refer to KB Article - Add Related Files.

After reviewing the information entered, click the “Save All Changes & Exit” button to finish. The window will close and you will find your new partner in the partner list. Your partner had been added.