down in a notebook
Write your thoughts down in a notebook or even on a piece of paper.
You can simply "create a contact" and fill in all the information. To include distinctive characteristics, like the time and place, you can make use of "Notes".
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How you met them, what art work they've inquired about, and other information that can help you comprehend the person and why you should nuture them.
Relationship shown in image below.
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This is an example of when the collector would like to visit your studio. However, they must verify their schedule prior to making a visit. Would you be able to contact the collector to verify?
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What happens the following week following the event? You can schedule reminders and notes about certain people with the CRM tool.
Therefore, you will not miss an opportunity even in the chaos of an art show.
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How to set a reminder for a specific contact:
Click on the link that says "Contacts" to open the left-hand menu. Then, select the Contact Record to which you would like to send the reminder.
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Click on "Add Reminder" at the upper right corner of the Contact Record.
Input both the date and the note you wish to be associated to the reminder.
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The reminder will be added to your contact list and then automatically added to your Schedule feature. The reminders will be listed automatically.
For information for reference, please consult the personal records of your contact.
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Clicking on the "Calendar" icon to the right, you will be able to also sync your calendar reminders with your smartphone, Google calendar, and Outlook.
reminder--almost like having your very personal executive assistant.