In IXACT Contact, your database lived in the Contacts list. In Grove, it lives in People — same sphere, new home, and a lot more power once you know your way around. This article walks through People the same way you'll use it: find someone, open their record, keep them organized.
Step 1: Open People
Select People in the sidebar. You'll see your whole database in a clean table. Each row is a person, and the columns tell you what matters at a glance:
- Stage — where they are in your relationship (the Grove version of IXACT Contact's Contact Status)
- Type — Buyer, Seller, Investor, and so on; a person can hold more than one
- Groups — your custom labels, the same Groups you used in IXACT Contact
- Family — linked household members, shown as initials
- Next Task — the next scheduled to-do for that person
- Birthday — editable right in the table with an inline date picker
Step 2: Find anyone fast
Three ways, from quickest to most powerful:
- Search — start typing a name.
- Filter — narrow the table by stage, type, groups, and more.
- Saved views — this is the one to fall in love with. Build a filter you use often (say, everyone in your Hot stage), save it, and it lives in your sidebar as a one-click list — like a smart group that updates itself. Early testers keep a "Hot Leads" view pinned.
Step 3: Open a contact record
Click any name to open their full record — this is Grove's version of the IXACT Contact profile, and it's where the upgrade really shows. You'll find:
- Activity — a single timeline of everything: email sends, opens and clicks, notes, and tasks, in one feed
- Emails — email history with that person
- Notes — your notes, front and center
- Contact info rail — phone, email, address, family, birthday, source, and more, editable in place
Hover over any name in the People table for a quick-action card without opening the full record.
Step 4: Keep people organized
If you had a system in IXACT Contact, you already have one in Grove:
| Your IXACT Contact habit | How to do it in Grove |
|---|---|
| Assigning a Contact Status | Set the Stage — one click, right in the table |
| Sorting contacts into Groups | Add Groups — your groups came across automatically |
| Marking Prospect Type | Set the Type — and a person can now hold several |
Stage and Type are editable inline from the People table — click, pick, done. No opening the record, no edit mode.
Step 5: Work with many people at once
Select several rows (or select all) and act on everyone at once: send an email, create a task, add groups, change stage or type, assign an owner, export to CSV, or archive. Press Esc to clear your selection.
This is how you'd group your whole farm area or move a batch of spring leads to a new stage in seconds.
Step 6: Add someone new
Your database came with you from IXACT Contact, so day one is about the people already there. When you meet someone new:
- Add them directly in People — only a name is required to start a record; everything else can come later.
- Have a list to bring in? CSV import lives in Settings, with column mapping and a preview before anything is saved. During the beta, we recommend bringing import questions to your 1:1 session so we can help you get it right the first time.
A few habits worth building early
- Pin a saved view for the people you touch most — it becomes your daily starting screen.
- Group generously. Groups are free-form and searchable; they're your labels, your reminders-to-self.
- Trust the timeline. Before you call anyone, thirty seconds on their Activity tab tells you the whole story — including whether your newsletter reached them.
Questions or something's not working?
Use the Feedback tab on the right edge of any Grove screen — it goes straight to the team building Grove. As a founding member, your reports shape what gets fixed first.
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