Overview

Every relationship in Grove, from a past client to someone you just met at an open house, starts with a Person record. Adding one takes under a minute, and you only need a name. Fill in what you know now and round out the rest later.

Steps

1. Click People in the left menu.
2. Click +Person in the upper right corner.

The Add Person window.

3. In the Add Person window, enter the person's First Name and Last Name. These are the only two required fields.
4. Add their Email and Phone Number if you have them.
5. Optionally, use the row of buttons below the phone field to add more detail now:

• Stage: where the relationship stands. New accounts start with New Lead, Nurturing, Hot, Active, Closed, Past Client, Cold, Personal, Vendor, and Unassigned.
• Role: the part they play in a deal. New accounts start with Buyer, Seller, Investor, Tenant, and Landlord.
• Sources: how you know them. It's a searchable list, and you can pick more than one (Referral, Sphere, Vendor, Gmail, IDX, Zillow, Realtor.com, and more).
• Groups: add them to one or more of your groups.
• Deal: connect them to an existing deal.

A filled-in Add Person form, ready to save.

6. Click Save.
7. Your new person appears right away in All People.

The new person in the All People list.

Good to know

• Only First Name and Last Name are required. Everything else can wait.
• If you see Possible Duplicate, someone already in your People list may be the same person. Check their record so you don't end up with two records for one relationship.
• The Stage, Role, and Sources lists show the labels in your account, including ones you've added. If a role you expect is missing, check whether Assignable is off for it in People Settings > Stages & Types. See Customize stages, roles, and sources.