How to add a contact

This guide walks you through adding a contact to your Cohart CRM, either one at a time through the Add a Contact panel or several at once with a CSV file.

What you need

• A Cohart artist or gallery account.
• The contact’s name and email address. Phone number, note, and groups are optional.

Steps

1. Open the login page. Go to https://staging.cohdev.co/auth/login. Enter your email in EMAIL ADDRESS * and your password in PASSWORD *, then click SIGN IN.

   

   

   You can also sign in with the Google or Apple buttons. If you forgot your password, click Forgot Password?.

2. Open Contact Management. In the left sidebar, click Contact Management. The Contacts page opens with your contact list.

   

3. Click Add contact. The Add a Contact panel opens on the right.

   

4. Fill in the name. Type the contact’s first name in FIRST NAME and last name in LAST NAME.

   

5. Fill in the email and phone number. Type the contact’s email in EMAIL *. This is the only required field. Optionally type a phone number in PHONE NUMBER (the +1 country code is already selected).

   

6. Optional: assign groups. Click Select groups and check one or more groups, for example a newsletter list. The groups shown are the ones created in your account.

   

7. Optional: add a note and save. Type any details in NOTE, then click Save.

   

8. Confirm the contact was created. A “Contact created!” confirmation appears and the panel closes.

   

9. Find the contact in your list. Use the search box (it matches name, email, phone number, or note) to look up the contact by email. The new contact appears with its name, email, phone number, date added, groups, and note.

   

Alternative: import many contacts from a CSV file

1. On the Contacts page, click Bulk upload.

2. In the Bulk Upload Contacts panel, choose the CSV delimiter (for example, Comma (,)).

3. Click Upload CSV and select your file.

   

Tips and troubleshooting

• “A contact with this email already exists.” Each contact needs a unique email address. Search for the email first to check whether the contact is already in your list.
• Only EMAIL is required. You can save a contact with just an email address and add the rest later.
• Phone numbers use the +1 prefix by default. If your contact is outside the US, check the country code before saving.
• Groups are account-specific. The Select groups dropdown only lists groups that already exist in your account.
• Export your list. Use the Export button on the Contacts page to download your contacts.
• A cookie consent banner may appear when you first open the site. Click Accept all or Reject all to dismiss it.

Screenshots are regenerated automatically from the live site. Last captured: August 31, 2026.