--- title: Assigning property records to team members description: Learn how to keep your prospects organized and ensure every lead gets the attention it deserves --- [Skip to content](https://helpdesk.inveloapp.com/assigning-property-records-to-team-members#main-content) English Show submenu for translations ![Invelo square logo-1.png\]](https://helpdesk.inveloapp.com/hs-fs/hubfs/Invelo%20square%20logo-1.png?height=40&name=Invelo%20square%20logo-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Visit inveloapp.com](https://inveloapp.com/) [Visit inveloapp.com](https://inveloapp.com/) Advice and answers from the Invelo Team - There are no suggestions because the search field is empty. 1. [Invelo's Help Desk](https://helpdesk.inveloapp.com/?hsLang=en) 2. [CRM](https://helpdesk.inveloapp.com/crm?hsLang=en) # Assigning property records to team members ## Learn how to keep your prospects organized and ensure every lead gets the attention it deserves Assigning property records to your team members is essential for maintaining an organized and efficient workflow in Invelo. When every lead has a clear owner, your team can prevent missed opportunities, avoid duplicate follow-ups, and ensure consistent communication with prospects. Assignments also help you distribute workload evenly, track performance, and keep your pipeline running smoothly. Adding additional team members is available on the Growth and Professional plans. If you're on the Deal Finder plan, you can either upgrade to Growth or Professional, or purchase the Add-on user for $35/monthly per user.  --- ### **How to Assign Property Records to Team Members** #### **Assigning in Bulk from the CRM** To assign multiple property records at once: 1. Navigate to the **CRM** view. 2. Select the property records you want to assign. ![Screenshot 2025-12-12 at 11.15.46 AM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-12-12%20at%2011.15.46%20AM.png?width=650&height=377&name=Screenshot%202025-12-12%20at%2011.15.46%20AM.png) 3. From the bulk actions menu, click **Assign**. ![Screenshot 2025-12-12 at 11.24.19 AM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-12-12%20at%2011.24.19%20AM.png?width=650&height=378&name=Screenshot%202025-12-12%20at%2011.24.19%20AM.png) 4. Choose the team member who should own those records. ![Screenshot 2025-12-12 at 11.27.41 AM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-12-12%20at%2011.27.41%20AM.png?width=650&height=377&name=Screenshot%202025-12-12%20at%2011.27.41%20AM.png) Bulk assignment is ideal when onboarding new team members, redistributing workloads, or organizing newly imported data. #### **Assigning from a Single Property Record** To assign ownership for an individual property: 1. Open the single property record. 2. Click **Assign record owner**. ![Screenshot 2025-12-12 at 1.13.20 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-12-12%20at%201.13.20%20PM.png?width=650&height=379&name=Screenshot%202025-12-12%20at%201.13.20%20PM.png) 3. Select the team member to assign the record to. ![Screenshot 2025-12-12 at 1.14.13 PM](https://helpdesk.inveloapp.com/hs-fs/hubfs/Screenshot%202025-12-12%20at%201.14.13%20PM.png?width=650&height=378&name=Screenshot%202025-12-12%20at%201.14.13%20PM.png) This is useful when reviewing properties one by one or making on-the-spot updates. --- ### **Viewing Assigned Records in the CRM** You can filter records by team member using the quick filters at the top of the CRM table: - Select **All users** or choose a specific **team member’s name** to see the records assigned to them. - To remove the filter and return to your full list, click the filter again and select **Clear**. 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