How To Manually Add Contacts

Table Of Contents

• Step 1: Access the Contacts Section
• Step 2: Click on “Create New Contact”
• Step 3: Fill in Contact Details
• Step 4: Add Additional Information (Optional)
• Step 5: Save the Contact
• Step 6: Engage with Your Contact

Manually adding a contact to ArtPlacer’s Contacts List allows you to keep track of leads, collectors, and gallery connections efficiently. Follow these simple steps to create a new contact and organize your network.

Step 1: Access the Contacts Section

1. Navigate to the Contacts section from the top menu.
   
   
2. If this is your first time accessing it, you'll see an empty state with options to add contacts.
   
   

Step 2: Click on “Create a Contact” (if this is would be the first one OR 'Create New Contact')

Step 3: Fill in Contact Details

You will now enter essential information about your contact:

✔ First Name & Last Name (Required) – Enter the contact’s full name.

✔ Email (Required) – Input the contact’s email address for future communications.

✔ Organization (Optional) – Add a business or gallery name if applicable.

✔ Country (Optional) – Select the contact’s location.

✔ Lead Status – Choose from default options:

• Customer – Someone who has made a purchase.
  
  
• Prospect – A potential buyer or collector.
  
  
• Gallery – A professional art gallery contact.
  
  
• Other – Any other relevant category.
  
  ✔ Tags – Create or assign tags to categorize your contacts (e.g., “VIP Collector,” “Event Lead”).

Step 4: Add Additional Information (Optional)

• Bio/Notes Section – Use this space to jot down important details, such as follow-up reminders or specific interests.
  Example: “Met at Art Expo, interested in contemporary pieces.” – Store extra details about the contact for future reference.
  
  

Step 5: Save the Contact

1. Once all details are filled in, click the “Save/Save Changes” button.
2. Your new contact will now appear in the Contacts List.

Step 6: Engage with Your Contact

After adding a contact, you can:

✔ Send an Email or Presentation directly (learn more, here).

NOTE: Replies to emails sent from ArtPlacer should reach the address set as contact email within your Discover Portfolio contact info settings. Otherwise, they should reach the email set on your Profile settings (same email used to log into your ArtPlacer Account). You are supposed to carry on with the conversation within your email client provider (Gmail, Outlook, iMail, etc.)

✔ Apply filters and tags for easy searchability.

✔ Edit or update the contact details anytime (learn more, here)

By manually adding contacts, you ensure that every valuable connection is recorded and easily accessible, helping you build lasting relationships and increase sales.

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