How search works in Grove

Find any person, task, note, or deal in seconds by typing a name, email, or phone number.

Search covers the people, tasks, notes, and deals in your workspace, and it's always one click away.

Search your workspace

1. Select the magnifying glass at the top of the left sidebar, or press Ctrl+K (Cmd+K on a Mac).
2. Type in Search or jump to.... Results appear as you type, grouped under People, Tasks, Notes, and Deals.
3. Select a tab to narrow results: All, Recent, People, Tasks, Notes, or Deals.
4. Select a result to open it.

What you can search by

• Name: type part of a first or last name.
• Email: type all or part of an email address, even just the domain (for example a brokerage domain) to find everyone who uses it.
• Phone: type part of a phone number.

Searching a person's name also brings up the tasks connected to them, so you can see what's on deck for that relationship at a glance.

Good to know

• With nothing typed, the menu shows quick Actions (Add Person, Add Task, Add Deal, Add Note).
• If nothing matches, you'll see No results and a Clear Search button.
• Press Esc or select the X to close search.
• To filter your full contact list by stage, group, or other details, use Filter on the People page instead.