Record follow-ups for contacts

Record follow-ups on a contact record to keep the history of your relationship over time.

From the Follow-up tab you can see how the relationship with a contact has developed and keep a note of the most relevant interactions.

Add a follow-up

1. Go to Contacts > List.
2. Open the contact record.
3. Go to the Follow-up tab.
4. Click Add follow-up.
5. Fill in the Date.
6. Select the type of follow-up:
   • Gallery visit
   • Art fair visit
   • Phone
   • Email
   • General
7. Add a further note, if you need to.
8. Click Add.