Invelo's Help Desk
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CRM
Getting Started
Welcome Series
Glossary
Account & Setup
List Builder
Importing
Importing
File Import
Manual Add
CRM
Workflows
Marketing
Marketing Preparation
Marketing to Prospects
Marketing to Leads
Integrations
Aircall
Email
Zapier
Sakari
Video Tutorials
FAQs
Back to home
Invelo's Help Desk
CRM
Getting Started
Welcome Series
Glossary
Account & Setup
List Builder
Importing
Importing
File Import
Manual Add
CRM
Workflows
Marketing
Marketing Preparation
Marketing to Prospects
Marketing to Leads
Integrations
Aircall
Email
Zapier
Sakari
Video Tutorials
FAQs
CRM
Learn how to use Invelo as a CRM.
Automate your prospect list
Build prospect lists
Change the stage for records
Create custom fields
Create custom tags
Export your records
Filter your records
Identify high-quality prospects
Manage property contacts
Manage your lead and deal pipelines
Set up click to call
Skip trace a record
Track tasks, notes, and record history
What are prospects?
View record details
Understanding deal analysis
Different Stages in Invelo