Managing The Contact List

Table Of Contents

• First-Time Setup (Contact List empty)
• Adding Contacts: Uploading or Creating Them Manually

The Contacts List is your central hub for organizing and managing all your leads and collectors. From adding new contacts to filtering, tagging, and sending communications, this tool helps you keep track of every interaction with ease. 

First-Time Setup (Contact List empty)

When you first open your Contacts List, it will be empty. But getting started is easy! You’ll have three options to start building your list:

Adding Contacts: Uploading or Creating Them Manually

• Manually Create a Contact – Click “New Contact” and enter details such as name, email, lead status, tags, and any relevant notes. Access a Step-By-Step Guide
  
  
• Automatic Contact Creation – Whenever you receive an inquiry or message through ArtPlacer (Virtual Exhibitions, Discover Portfolio, Viewing Rooms, etc.), a new contact is automatically added.
  
  
• Subscriber Forms (Premium Only) – Share a customized form with your audience to capture leads, which will be stored in your Contacts List.
  
  

Once you add your first contact, the list view will become active, unlocking all available contact management features.

To edit the contact details, click on the pencil icon ✏️ next to the date that was created.
Lear more on how to edit saved contacts, here.

To access the details view, simply click on the magnifying glass icon on the right side of your screen.