How to Add a New Category

1. From the sidebar, click on "Contacts" then "Contact List".
2. Once on the Contact List, click on the blue gear icon in the bottom right corner, then click "Manage Categories"
3. Once selected, enter your category name in the "Add Category Here" text box, then click the plus sign & that's it!

Adding a New Category From The "Contact Summary" Page:

1. Select the desired contact to enter their contact summary page.
2. Under their contact information, you will see "Categories". Click on the drop-down under "Categories".
3. From here, you can select a category for your contact to be sorted into!