Build prospect lists

How to create a list in Invelo

You can add or edit the list that a record appears in at any time—from the moment it is uploaded until the deal is closed. Lists help you identify and group common seller motivations or reasons why a record is listed in your database. Watch our training videos on how to build a proper prospects database here.

Recommended lists

Here are some common lists you can build. Lists with an * are highly recommended.

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Create a list

You can create a new list using any of these methods:

  • Method 1: Add a list through the settings

  • Method 2: Import a set of lists

  • Method 3: Add a list to a record during import

  • Method 4: Add a list to an existing record via the record's detail page

Method 1: Add a list through system settings

  1. Click your profile icon in the top right, then click Settings.

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  2. Under the Lists tab, click Create List.

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  3. Enter a name for the list, then select the list quality.

    Note: For more guidance on list quality, refer to the Recommended lists table above.

  4. Click Save.

Method 2: Import a set of lists

  1. Use the steps above in Method 1 to create Invelo lists for all the lists you're going to import.

  2. Before you upload your list, ensure that you have a column defining the list types that you want to associate with your records. To add multiple lists to a given record, use a comma to separate each list name. (i.e., "Absentee, Equity, Tax Lien")

  3. Complete the steps to Import a list of records until you reach the Field Mapping section.

  4. When you get to the Field Mapping step, select the Manual Mapping toggle.

  5. Locate your Lists field and select Lists from the dropdown list.

  6. Complete the import.

Method 3: Add a list to a new record during import

  1. Follow the steps to add or import a record. When you come to the Add to Lists section, enter a name for your new list and click Create New List.

  2. Select the list quality.
    Note: For more guidance on list quality, refer to the Recommended lists table above.

  3. Click Create List.

Method 4: Add a list to an existing record

  1. Click any record to open it, then go to Lists section and click the drop-down beside it. Then click the Add a list field and write down or select your preferred list.

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  2. If you choose to write down a new list, enter a name for your new list and click Create New List.

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  3. Select the list quality.
    Note: For more guidance on list quality, refer to the Recommended lists table above.

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  4. Click Add. Your new list will show in the Lists section. Depending on the quality of your list, a high-quality list is colored green, medium is colored yellow, and low quality is in red.

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