Overview

Pull up exactly who you need, like past clients or everyone marked Hot, then save that list so it sits in your People sidebar with a count beside it. One click brings it back, filters and all.

You can stack filters, update or undo changes to a saved view, rename it, put your views in the order you use them, and act on everyone in a filtered list at once.

Filter your People list

1. Go to People. The sidebar shows All People, Vendors, and Network, with your saved views under Saved.

   

2. Click Filter and choose the field you want to filter by, such as Stage. Type in Search fields... to find a field quickly.

   

3. Grove adds the filter with the operator is any of. To change it, click the operator and pick another: is, is not, is any of, is none of, is empty, or is not empty.

   

4. Click Select... and check one or more values, for example Hot. The list updates right away, and Cancel and Save View appear at the top right.

   

5. To narrow it further, click + Filter and add another, for example Role is any of Seller. A person has to match every filter to stay in the list.

   

6. To remove a filter, click the X on its chip. To drop all your changes, click Cancel.

Save a filter as a view

1. With your filters set, click Save View.

2. In Save as view, type a Name and click Save view.

   

3. A confirmation shows the view was saved. It appears under Saved in the sidebar, highlighted, with a count of everyone who matches.

   

Open a saved view

Click any view under Saved to bring its list back. The view name shows at the top of the page. Click All People at the top of the sidebar to see everyone again.

Update or undo changes to a saved view

1. Open the view from Saved.

2. Change the filters. Cancel and Save View appear, and the count in the sidebar stays at the saved number until you save.

   

3. To go back to the saved filters, click Cancel.

4. To keep the changes, click Save View. The view updates in place, a confirmation shows it saved, and the sidebar count updates to match.

   

Rename, reorder, or delete a saved view

Point to a view under Saved to see its grip handle and its three-dot View options menu.

Rename

1. Click the View options menu and choose Rename view.

2. Type the new Name and click Save. A confirmation shows the new name, and the sidebar updates.

   

Reorder

Drag a view by its grip handle to move it up or down the Saved list. Your order stays put.

Delete

1. Click the View options menu and choose Delete view.

2. In Delete view?, click Delete. The view is removed from the sidebar. Your contacts are not affected.

   

Act on everyone in a filtered list

1. Click the checkbox in the column header to select everyone on the page. The bar shows how many people are selected.

   

2. Choose an action: Email, Create Task, Type, Stage, Add Groups, or Remove Groups. The ... menu holds Print Labels and Delete people.

   

Good to know

• You can filter by First Name, Last Name, Email, Email subscription, Phone, Role, Sources, Stage, Visibility, Birthday, Last Contacted, City, State, Groups, Has deal, Has property, Pipeline kind, and Deal stage.
• When you stack filters, a person has to match every one of them to show in the list.
• Each saved view needs its own name.
• Deleting a saved view only removes the list from your sidebar. You can rebuild it from filters any time.
• Name views for how you’ll use them, like “Past clients, annual pop-by” or “Hot buyers, Austin.” Specific names make the right list easy to spot when it’s time for a follow-up sweep.
• Click the collapse button at the top of the People sidebar to give the list more room. Click it again to pin the sidebar back open.

Troubleshooting

“A saved view with this name already exists for People.” You already have a view with that name. Type a different name and click Save view again.