Overview

A role tells you at a glance what part someone plays in a deal: Buyer, Seller, Investor, Tenant, or Landlord. Set it on a contact's record, then use it to filter People so you can pull up everyone in the same position in seconds.

Role and Stage are different

Role is the person's part in a deal (for example, Buyer or Landlord).

Stage is where the relationship stands right now (for example, Nurturing, Hot, or Past Client).

You can set both on the same person. A past client who's buying again can be a Buyer with a Hot stage.

The built-in roles

Grove includes five roles:

• Buyer
• Seller
• Investor
• Tenant
• Landlord

A contact can also have no role. Not everyone in your sphere is in a deal, and that's fine. You can also add your own roles (see "Manage roles in settings" below).

See roles on your People list

1. Go to People, then All People.

2. Look at the Role column. Each contact's role shows as a colored tag.

Set or change a contact's role

1. In People, click a contact's name to open the record.

2. On the right side, find the Status section. Role sits just below Stage.

3. Click the current role (or the empty field) to open the list.

4. Choose a role. A check mark shows which one is selected, and your change saves right away. To clear it, choose No role.

You can also set the role right from the All People list. Hover over a contact's row and click Add role... in the Role column.

Set a role when you add someone new

1. In People, click + Person.

2. Fill in the person's details.

3. Below the phone number, click Role and choose one.

4. Click Save.
 

Filter People by role

1. On All People, click Filter.

2. Choose Role.

3. Check one or more roles. The list updates to show only those contacts.

4. To keep this list for later, click Save View. To clear it, click Cancel.

Manage roles in settings

1. In People, click People Settings at the bottom left.

2. Click Stages & Types, then scroll to Roles.
 

3. The Contacts column shows how many people have each role.

4. Click the ... menu next to a role to edit its description, change its background and text colors, or turn Assignable off.
 

5. To add your own role, click + Add role, type a name (for example, "VIP Buyer"), and click Save. Your new role shows up on contact records, the Add Person form, and the Role filter.

6. To change the order roles appear in when you assign them, drag a role up or down by its handle.
 

Good to know

• Each contact has one role at a time.
• You can change a role's colors, but not its icon.
• Built-in roles can't be deleted. Custom roles you add can be.
• You can turn off Assignable only when no contacts have that role. Reassign or clear those contacts first. Once it's off, the role stops showing up as an option.
• Dragging roles changes the order on the role picker. The Role filter always lists roles alphabetically.
• A role works well paired with a saved view. "Investors" or "Landlords" becomes a list you can open any time.