Home > Ninjodo > People, Customers & Contacts > Add/Edit Groups and Labels for People and Companies

Add/Edit Groups and Labels for People and Companies

You can use Groups and Labels to segment your contacts any way that you like.

You can create groups for things like:

  • Statuses or Current State:
    • New Leads
    • Follow Up
    • Work in Progress
    • Invoice Pending
    • Active Booking
  • Types of contact/company:
    • Suppliers
    • Contractors
    • Partners
    • Customers
    • Clients
  • Products/Services they have purchased or are interested in:
    • Consulting
    • Website
    • Bookkeeping
    • Training
    • Strategy Guide
    • literally whatever you sell




Go to your Admin Panel by click the far top right button of your screen and choosing "Admin Panel".



Next click on, "Dropdowns" in the left side Admin menu.


To Add a New Group:

1. Scroll down to see the section "Tags (Groups / Labels)" and click "Add New Tag".

2. Type the new tag you want to add and click "Save".


To Edit an Existing Group:

Click on the tag in the list to change the text. Edit the text and hit "Enter" to save it. To change the color, click on the color box.