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Classification Codes, Working with Lead Status Codes/Final Outcome Codes

Leads can be tracked throughout their life-cycle using lead status codes. When a lead is no longer active, the lead status becomes the final outcome. As an example, if you were speaking with a lead for several months about becoming a volunteer for your organization, and they let you know they really weren't interested, you could set the lead's status to "No Possible Conversion". This way you can keep a record of leads you have worked in the past, so you don't waste time on the same lead in the future. Argenta comes loaded with common lead status codes to help you get started, but you can change them at any time. You can add or delete any lead status code by selecting Sales and Marketing > Lead Status Codes 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 Status Code

Click the "Add A New Lead Status Code" button above the list.

 

The "Add A New Lead Status Code" window will come up...

Add Classification Codes in Argenta

 

Type a name for your lead status code and click the "Add This Lead Status Code" button.

 

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

 

To Remove A Lead Status Code

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