Build lists once with List Builder auto-add
Managing and expanding your property lists can be time-consuming, but Invelo’s Auto-Add feature streamlines the process. By enabling Auto-Add on a list, any new property that enters Invelo’s database and matches your specified location and filter criteria will automatically be added to your database. This ensures your lists are always up-to-date without manual intervention, allowing you to focus on analyzing and acting on opportunities rather than building lists from scratch. In this guide, we’ll walk you through the simple steps to enable this powerful feature and start automating your property list building.
Access Requirements
Invelo's Auto-add feature is only available to Growth and Professional plan users.
Enabling Auto-add during List Builder importing
- From your List Builder section, go to the search bar on the top left corner and enter your farm area's address, city, zip, or county.
- Choose from the Indicators or navigate to the Filters tab to select a Preset or set filter conditions to generate your list.
- Import the property records you want to add to your database.
- Once the import modal appears, you may choose to assign the records to lists or tags.
- Click on the toggle button beside Auto-add to enable the feature.
- Add a Filter name.
- Click Import records.
Enabling Auto-add
- After selecting the filters to define your property criteria, go to the Filters tab in the quick filters section above.
- Then, click on the Applied filters tab to review your selections.
- Once you're ready to save your filter, click the Save as new button at the bottom right corner and a pop-up modal will appear. Enter a name for your filter. Click Save.
- After saving, navigate to your Saved filters in the upper right corner and click the continuous arrow to enable auto adds. This new saved search will be created and any new properties that meet this search criteria will be added to your prospects database with the lists and tags you've selected.
Auto-add ensures you never have to pull the list again by automatically importing new properties that match your search criteria.