Marina Brassfield
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Articles
Recent activity by Marina Brassfield-
Log an activity
OverviewEvery call, pop-by, and handwritten note adds up. Log each touch in Grove so you always know who in your sphere you've connected with, and who's due for a reach-out. You can log from a cont...
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Add a partner to a contact
OverviewLink a spouse or partner to a contact so the household reads as one relationship. Both names sit together on a single record, and each person keeps their own details, stage, and history.The...
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Track how you know someone with sources
OverviewA source records how someone came into your sphere: a referral, your personal network, an open house. Tag your contacts with sources and you can pull up everyone from a single channel in a ...
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Customize stages, roles, and sources
OverviewSort 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, recol...
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What is a contact's stage?
OverviewA contact's stage tells you where that relationship stands right now, so you can see at a glance who needs your attention and who just needs to stay top of mind. Every person in Grove has o...
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What is a contact's role?
OverviewA 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 e...
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Add a New Person
OverviewEvery 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 wha...
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Use AI Chat in Grove
OverviewAI Chat is your built-in assistant for deciding what to work on next, drafting outreach, and getting quick how-to help, all without leaving Grove. Open it from the left-hand menu any time a...
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Sync your Gmail to Grove
OverviewConnect your Gmail and your email conversations to sync with the matching people in Grove. You see the full story with each person without leaving the CRM.StepsIn the left sidebar, select S...
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Filter your People list and save views
OverviewPull up exactly who you need, like past clients or everyone marked Hot, then save that list so it sits in your People sidebar with a count beside it. One click brings it back, filters and a...