Manage your contacts in Invelo

Learn how to manage your contacts in your Invelo database

In the fast-paced world of real estate investing, staying organized is key. Invelo's database is your central hub for managing all your valuable contacts, from potential sellers to seasoned investors. But with a growing network, how do you ensure you're utilizing this powerful tool effectively? Here's a guide to mastering contact management in your Invelo database.

Building Your Contact List

• Import with Ease: Don't waste time manually entering contacts. Invelo allows you to import contacts from your CSV files, saving you precious time and effort.
• Detailed Profiles: Go beyond just names and numbers. Invelo allows you to create comprehensive profiles for each contact, including property interests, investment goals, and communication preferences.
• Smart Tags and Filters: Utilize Invelo's tagging system to categorize your contacts. Add tags like "motivated seller" or "cash buyer" to easily filter your list and identify the most relevant contacts for specific deals.
• Task Management: Stay on top of your outreach efforts. Invelo allows you to assign tasks and set reminders for follow-ups with your contacts, ensuring no opportunity goes overlooked.

Add contacts to your Invelo database

There are several ways you can add a contact to your Invelo database. 

• File import through Properties tab

  1. From the Properties tab, click Add Properties.
     
  2. Once the dropdown list appears, choose File Upload. 
     
  3. Choose Contacts Only or Properties & Contacts.
     

• File import through Contacts tab
  1. From the Contacts tab, click Add Contact.
     
  2. Choose File Upload. 
     
  3. Choose Contacts Only or Properties & Contacts.
     

• Manual import through Contacts tab
  1. From the Contacts tab, click Add Contact.
     
  2. Choose + Add Contact.
     
  3. Enter the contact details you want to add to the system.
     
  4. Click Add Contact on the bottom of the page.

Invelo defined vs User defined 

When you import a property record into Invelo, we will automatically assign a primary contact if we find one in our system. However, you have the flexibility to select a different primary contact during the import process.

• If the contact information originated from Invelo, it will be labeled as Invelo. 

• Contact information imported from a user-provided source will be labeled User Defined.

• Once the contact information has been skip traced in Invelo's system, you will be able to see the Last Skip Traced date on the record.