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Classification Codes, Working with Lead Categories

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Sales leads/prospects are categorized using lead categories. As an example, you might enter a constituent who is a potential volunteer. In this case you could select the lead category, "Potential Volunteer". Lead categories are considered a classification code. Argenta comes loaded with system level lead categories and users can add their own as well. Users can only delete lead categories they have added. System Lead Categories serve a purpose in the system, so they can't be deleted. Lead Categories can be updated by selecting Sales and Marketing > Lead Categories from the Argenta main menu on the left hand side of the screen.

 

 

View The Total Number of Records

Above every list is a pink label 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 List 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 Add A Lead Category

Click the "Add A New Lead Category" button above the list.

 

The "Add A New Lead Category" window will come up...

Add Classification Codes in Argenta

 

Type a name for your lead category and click the "Add This Lead Category" button.

 

The window will close and the new lead category will display in the list.

 

To Remove A Lead Category

In the lead category list, click the corresponding "Delete" button to remove the lead category from Argenta. Lead categories that are already in use cannot be deleted. You will receive an alert indicating that you cannot delete the lead category 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 category.