Contacts
Adding, organizing, and managing your sphere of contacts.
- Edit or delete a contact
- Import your contacts from a CSV file
- Add a vendor
- Update several contacts at once with bulk actions
- Print mailing labels for your contacts
- Add a referral
- Add family members and pets to a contact
- Add or edit a group
- Add a task for a contact
- Log an activity
- Add a partner to a contact
- Track how you know someone with sources
- Customize stages, roles, and sources
- What is a contact's stage?
- What is a contact's role?
- Add a New Person
- Filter your People list and save views
- Your Contacts in Grove: A Guided Tour of People