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Getting started with Contacts
Getting started with Contacts
Katie Carey avatar
Written by Katie Carey
Updated over a week ago

Adding Contacts will allow you to easily keep track of the important people associated with your art business such as buyers and galleries so you have their details whenever and wherever you need them.

How to add a contact:

Click on Contacts and click New Contact. Fill in the information and click Create Contact. 

Note: To add your Contact to a Group, you must first create a Contact Group. Click on Contacts in the left-hand menu and select Groups at the top. Then, click + New to create a new Contact Group.

Note: To add your Contact to a Location, you must first create a Location under the Locations tab.

How to edit a Contact:

Click on Contacts, then click on Edit on the right-hand side of the Contact under Actions. Add in the new information and then click Update Contact.

How to delete a contact:

Click on Contacts on the left-side menu. Click Edit on the right hand side of the Contact under Actions. Then click the red trashcan button to permanently delete the Contact.

Check out this video for more:

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