Update several contacts at once with bulk actions

Bulk actions let you email, group, re-stage, or set a follow-up for a whole slice of your sphere in one move, instead of opening each contact. Select people on the People page and the bulk bar appears at the top of the list.

Select the people

1. Click People in the left navigation. All People opens.
2. Hover over a row and check the box to the left of the name. Repeat for each person you want. To pick everyone on the page, check the box at the top of the list.
3. The column headers switch to the bulk bar. It shows how many you picked (for example, "3 of 8 People Selected") and your options: Email, Create Task, the ⋯ menu, Type, Stage, Add Groups, and Remove Groups.

Tip: Narrow the list first. Add a Filter (for example, Stage is Hot) or open one of your saved views from the People side panel, then check the box at the top to select everyone who matches. Bulk actions only touch the people you selected, not the rest of your database.

Set a type

1. Click Type. The Set type menu lists the roles in your account. Every new account starts with Buyer, Investor, Seller, Tenant, and Landlord, plus any roles you've added yourself.
2. Choose one. Grove applies it to everyone selected and confirms with a message like "3 people updated."
3. Changed your mind? Click Undo in that message. Grove confirms "Changes reverted."

Set a stage

1. Click Stage. The Set stage menu lists the stages in your account. Every new account starts with New Lead, Nurturing, Hot, Active, Closed, Past Client, Cold, Personal, Vendor, and Unassigned, plus any stages you've added yourself.
2. Choose a stage. Grove applies it to everyone selected and confirms with a message like "2 people updated."
3. Changed your mind? Click Undo in that message.

Add people to a group

1. Click Add Groups. Your groups appear under Add to selected. Type in the search box to find one fast.
2. Click the group. Grove confirms with a message like "Group added to 3 people," with an Undo option.
3. Need a new group? Type its name in the search box and click Create "[name]". Grove creates the group and adds everyone selected in one step.

Remove people from a group

1. Click Remove Groups. Under Remove from selected, you only see groups the selected people belong to.
2. Click the group. Grove confirms with a message like "Group removed from 3 people," with an Undo option.

Create the same task for each person

1. Click Create Task. The Add task to 3 people window opens and lists everyone you picked. Grove creates a separate copy of the task for each person.
2. Set a Due Date and a Priority (Urgent, High, Med, or Low). You can also link a Deal.
3. Type the task name, for example "Send market update."
4. Click Create tasks. Grove confirms with a message like "3 tasks created."

Email the people you selected

1. Click Email. Grove starts a new message in your computer's default email app, with everyone's address in BCC so recipients don't see each other.
2. If anyone you picked has no email address on file, Grove leaves them off and tells you, for example "2 selected people have no email address."

Print labels or delete people

1. Click the ⋯ menu. You'll see Print Labels and Delete people.
2. Print Labels walks you through mailing labels for everyone selected. See Print mailing labels for your contacts for the full steps.
3. Delete people asks you to confirm first. Click Delete to continue or Cancel to keep them. Grove confirms with a message like "5 people moved to Archive."

Bring deleted people back

1. Click Settings, then Archive under Workspace. The People tab lists everyone you've deleted, with the date they were archived.
2. To restore one person, click ⋯ on their row, then Restore. Confirm with Restore. Grove confirms "Restored to workspace."
3. To restore several, check the box next to each, then click Restore in the bar at the top. Grove confirms with a message like "2 people restored."
4. Restored people return to All People with their stage and details as they were.

Good to know

• Your selection stays checked after each action, so you can set a stage, add a group, and create a task for the same people back to back.
• Your selection carries across pages and survives a change to Rows per page. Heads up: the count in the bulk bar only reflects the page you're on, so people checked on other pages are still included. To start fresh, uncheck the box at the top of the list; that clears every page. Switching to a different view also clears it.
• On a filtered list, if a change means someone no longer matches the filter (for example, you move everyone out of Hot), they drop off the list right away. Undo brings them back.
• Deleting has no Undo in the confirmation message. Use Settings → Archive to bring people back.
• Type in the bulk bar is the same field as the Role column in the People list.
• The Type and Stage menus show the roles and stages in your account, including ones you've added. A role with Assignable turned off in People Settings > Stages & Types doesn't appear.
• Type, stage, group, and task changes show an Undo option in the confirmation message. Act quickly, since the message closes on its own.
• Remove Groups is greyed out until at least one person you've selected belongs to a group.
• Deleting is not permanent right away. People go to Archive first, where you can restore them.

Troubleshooting

• "2 selected people have no email address." Those people were left off the email. Add an email address to their contact record, then try again.
• Remove Groups is greyed out. None of the selected people are in a group yet.
• A role is missing from the Type menu. Its Assignable toggle is off. Go to People Settings > Stages & Types, click … next to the role, and turn Assignable on. See Customize stages, roles, and sources.

Related articles

• Filter your People list and save views
• Add or edit a group
• What is a contact's stage?
• What is a contact's role?
• Add a task for a contact
• Print mailing labels for your contacts
• Find, restore, or delete archived items