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Recording Interactions

Track and store every interaction a contact has with your gallery in First Thursday.

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Written by George Barnes
Updated over 4 months ago

🧭 Step-by-step guide

  1. Open the Contact Profile of the relevant person

  2. Click the Activity tab to view their recorded history

  3. Press Add

  4. Enter the details of your recent interaction (e.g. visit to your gallery, meeting at an art fair, follow-up conversation)

  5. Click Submit to save the interaction


🔍 Where to find interactions

  • All recorded interactions are stored under the Activity tab in the contact’s profile

  • You can review the complete history of that contact at any time

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