Leads/Opportunities can be categorized using Lead/Acquisition Sources. Lead/Acquisition 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/Acquisition Source for the new donors. Later you can run reports to gain an understanding of which Lead/Acquisition Sources generate the most leads. Argenta comes loaded with common Lead/Acquisition Sources to help you get started, but you can change them at any time.
You can add or delete any Lead/Acquisition Source by selecting Classification Codes from the Argenta main menu on the left-hand side of the screen.
This will open the complete list of Customizable Classification Codes within Argenta. From here select "Lead/Acquisition Source" from the list.
This will open the complete list of your organizations Lead/Acquisition Sources. From here click the "Add New " button.
This will open the Add A New Lead/Acquisition Source screen.
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 or a partial 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/Acquisition 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.