Overview

Sort your sphere your way. Stages, roles, and sources are the labels on every contact: where the relationship stands, the part they play in a deal, and how you know them. Add, rename, recolor, reorder, or hide them in People Settings > Stages & Types, then apply them from any contact's record.

Part 1: Manage your stages, roles, and sources

1. Open Stages & Types

1. Click People in the left navigation.
2. At the bottom of the People sidebar, click People Settings.

3. Settings opens on Groups. Under People, click Stages & Types.

4. The page has three tables: Stages, Roles, and Sources. Each row shows the label, how many contacts carry it (Contacts), and an Actions menu (…).

   

A lock icon marks a built-in label. A pencil icon marks one you added yourself.

2. Add a stage

1. Under the Stages table, click Add stage.
2. Type a name in Stage label.
3. Choose a category from the Stage dropdown: Lead, Active, Won, Lost, or None.
4. Click Save.

You'll see Stage added. Your new stage appears at the bottom of the list with a color already assigned. You can change the color any time.

3. Add a role or a source

1. Under the Roles table, click Add role. Under the Sources table, click Add source.
2. Type the name.
3. Click Save, or press Enter.

You'll see Role added or Source added, and the new label appears at the bottom of its list.

Custom sources are a good way to see where your referrals really come from: your kid's soccer league, your church, the golf club.

4. Rename a label you added

1. Click the name of any label with the pencil icon. It becomes editable.
2. Type the new name and press Enter. You'll see Renamed.

Built-in labels keep their names.

5. Change colors, add a description, or hide a label

Click … next to any label to open its menu.

• Background and Text: click the color square and pick a color. The change saves right away.
• Edit description: type a short note for your team about how you use the label, then click Save. You'll see Description updated, and the note shows next to the label in the table.

• Assignable: turn this off to hide the label from the pickers on contact records. For a role, this also hides it from the Add Person window and the Type menu in the bulk bar on the People page. Turn it back on any time to bring the label back.

  

  

  

6. Reorder labels

Drag a label up or down by the dotted handle on the left of its row. The new order carries through to the pickers on your contacts.

7. Delete a label you added

1.  Click … next to the label.

2. Click Delete stage, Delete role, or Delete source. You'll see a confirmation message, such as Source deleted.

   

The label is removed right away, with no confirmation step, so double-check you've picked the right one.

If any contacts still use the label, Grove won't delete it. The menu tells you how many contacts use it. Move those contacts to another stage, role, or source first, then delete.

Part 2: Update a contact's stage, role, or sources

1. Open the contact

Go to People and click the contact's name. You can also see each contact's Role and Stage as columns in the People list.

2. Find the Status section

On the right side of the contact record, the Status section holds Stage, Role, Sources, and Groups.

3. Set the stage

Click the Stage field and pick a stage. The current stage has a check mark. Your change saves as soon as you pick.

4. Set the role

Click the Role field and pick a role. Choose No role to clear it. This saves as soon as you pick, too.

5. Add sources

Click Select sources and check every source that applies. A contact can have more than one. Type in Search sources... to find one fast. Click away to close the list.

 

Stage and role changes are added to the contact's Activity, so you can see when the relationship moved.

Good to know

• Built-in labels can't be renamed or deleted. You can hide them instead by turning off Assignable.
• Labels in use can't be deleted. Reassign the contacts first. The Contacts count shows how many people carry each label.
• Hidden labels drop out of the picker. If a role, stage, or source is missing when you edit a contact, check whether Assignable is off for it. A hidden role is also missing from the Add Person window and the bulk bar.
• Roles show up as Type in the bulk bar. When you select people on the People page, the bulk bar calls the role field Type. It's the same field.
• Changes save as you go. There's no Save button on the contact for stage, role, or sources.
• Add a description to the labels you use. It keeps everyone on your team using them the same way.
• Stages and roles hold one value per contact. Sources can hold several.

Troubleshooting

A label I need isn't in the picker on a contact, the Add Person window, or the bulk bar.

Its Assignable toggle is off. Go to People Settings > Stages & Types, click … next to the label, and turn Assignable on.

I can't find Delete on a label I added.

At least one contact still uses it. The menu shows how many. Move those contacts to another label, then try again.