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Add Partners

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 main menu on the left hand side of the screen, choose Relationship Groups (CRM) or Sales and Marketing > Partners.

 

Click the “Add a New Partner” button. This will pop up the Add a New Partner window. 

 

 

Select the corresponding Constituent. If the Constituent is already in the system, click the “Look Up” button and select a Constituent by searching and selecting them. If the Constituent is not in the system, you can add them by clicking the “Add a New Constituent” button (for help see KB Article, Add Constituents)

 

The Constituent ID field will display the ID for the selected Constituent, and their name will be displayed to the right of that. Make sure you have selected the Constituent you want to designate as a Partner.

 

Select the category this partner is associated with from the “Partner Type” drop down list. This is a required field. 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.

 

Next, choose a Lead Source in the same manner. 

 

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 Main Menu. To update lead sources choose Lead Sources from the Sales and Marketing Menu.

 

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. You can do so by entering text into the Notes field. Each partner has a note list, which can contain as many notes as needed. Adding notes is not required.

 

After reviewing the information entered, click the “Add this Partner” button to finish. The window will close and you will find your new partner in the partner list. Your partner had been added.