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

 

TO ADD OR EDIT GROUPS

STEP 1

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

 

STEP 2

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.