Overview

Groups let you sort your sphere the way you already think about it, like past clients, VIP buyers, or a neighborhood you farm, so the right people are easy to find and segment. You create and manage groups in Settings, and every change saves the moment you make it.

Add a group

1. Open Settings. Under People, click Groups.

2. Under Create group, type a name in the Name field. The Add group button stays grayed out until you enter a name.
3. Click the Background swatch and pick a color for the group's label. Choose from nine preset colors, or use the color field below the swatches.

4. Click the Text swatch and pick a text color: white, black, yellow, or light blue. Pick one that reads clearly against your background color.

5. Click Add group. Your new group appears at the top of the list, ready to apply to people.

Edit a group

1. Open Settings. Under People, click Groups.
2. To rename a group, click its name in the Group column. Type the new name and press Enter.

3. To change a color, click the group's swatch in the Background or Text column and pick a new color. The label updates right away.

Good to know

1. Names must be unique. The check ignores capitalization, so "vip buyers" counts as a match for "VIP Buyers."
2. A blank name won't stick. If you clear a name and press Enter, the group keeps its original name.
3. Contacts shows how many people are in each group. A new group starts at 0.
4. Selecting groups. Checking the box next to one or more groups shows a Delete unused button.

Troubleshooting

"Tag "[name]" already exists"

A group with that name is already in your list, even if the capitalization is different. Pick a different name, or edit the existing group instead.

The Add group button is grayed out

Type a name in the Name field first. The button activates once a name is entered.