Classification Codes, Working with Lead/Acquisition Sources

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Leads/Opportunities can be categorized using lead sources. Lead Source refers to the method by which the lead was acquired, for example if you hosted an open house and received contact information for three new potential donors, you could use "Event" as the lead source for the new donors. Later you can run reports to gain an understanding of which lead sources generate the most leads. Argenta comes loaded with common lead sources to help you get started, but you can change them at any time.

You can add or delete any lead source by selecting Classification Codes from the Argenta dashboard on the left hand side of the screen.


This will open the complete listing of all the customizable classification codes within Argent. From here select "Lead/Acquisition Sources."

This will open the complete listing of your organizations Lead/Acquisition Sources. From here click "Add New."
This will open the screen, Add A New Lead/Acquisition Source.  
Select a name for your new source and click "Add This Classification Code" to add the source and return to the source listing.

View The Total Number of Records

Above every list is a record number that displays the total of all items currently displayed in the list. This is a quick and easy way to count list items.

Search The List

All classification code lists can be searched by the code's title. Enter the title of the code you are looking for into the search field to search the list. 

Export The List To Excel

Argenta contains many reports, charts, graphs and statements, but it may be necessary to manipulate your own data. You can work with your data anyway you want by exporting it to Excel. Every List in Argenta has an "Export To Excel" button above the list. Clicking the button exports the data currently displayed in the list to Microsoft Excel. If you have filtered the data by specific criteria, only the result set will be exported.

To Remove A Lead Source

In the lead source list, click the corresponding "Delete" button to remove the lead source from Argenta. Lead sources that are already in use cannot be deleted. You will receive an alert indicating that you cannot delete the lead source because it has been used to classify a lead . If you still want to delete it you can find the leads associated with it by filtering the lead list, reclassifying all associated leads, then trying again to delete the lead source.