In Argenta you can keep track of all your sales and marketing engagements. Sales and marketing engagements are the activities that you initiate for sales and marketing purposes. These are separate from other engagements in Argenta. You can keep track of all your sales and marketing engagements in one place within Argenta. To add a sales and marketing engagement select Sales and Marketing > Engagement from the left-hand side of the Argenta dashboard.
This will bring you to the complete listing of all your organizations sales and marketing 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 type that you engaged. This will be any of the constituent types that you engaged for sales and marketing purposes.
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. 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 sales and marketing engagements.