--- title: CRM | Invelo's Help Desk description: Manage leads effortlessly with our CRM. Track interactions, set reminders, and streamline follow-ups to close more deals efficiently. --- [Skip to content](https://helpdesk.inveloapp.com/crm#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/) 2. [CRM](https://helpdesk.inveloapp.com/crm) # CRM Manage leads effortlessly with our CRM. Track interactions, set reminders, and streamline follow-ups to close more deals efficiently. - [Understanding how to use the file storage](https://helpdesk.inveloapp.com/understanding-how-to-use-the-file-storage) - [Assigning property records to team members](https://helpdesk.inveloapp.com/assigning-property-records-to-team-members) - [Sending one-off direct mail campaigns from the CRM columns view](https://helpdesk.inveloapp.com/sending-one-off-direct-mail-campaigns-from-the-crm-columns-view) - [Understanding the Property Tab in a Single Property Record](https://helpdesk.inveloapp.com/understanding-the-property-tab-in-a-single-property-record) - [Manage property records from prospect, to lead, to deal](https://helpdesk.inveloapp.com/manage-property-records-from-prospect-to-lead-to-deal) - [Additional pipeline examples based on your investment strategy](https://helpdesk.inveloapp.com/additional-pipeline-examples) - [Updating contact phone number statuses](https://helpdesk.inveloapp.com/updating-contact-phone-number-statuses) - [Handling prospect replies using record status and lifecycle stages in Invelo](https://helpdesk.inveloapp.com/handling-prospect-replies-using-record-status-and-lifecycle-stages-in-invelo) - [Understanding the CRM Lifecycle Stages](https://helpdesk.inveloapp.com/understanding-the-crm-lifecycle-stages) - [Understanding the Manage button in a property record](https://helpdesk.inveloapp.com/understanding-the-manage-button-in-a-property-record) - [Create custom tags](https://helpdesk.inveloapp.com/create-custom-tags-1) - [Create a list](https://helpdesk.inveloapp.com/create-a-list) - [Create a new pipeline](https://helpdesk.inveloapp.com/create-a-new-pipeline) - [Card view vs. List view in Leads and Deals Pipelines](https://helpdesk.inveloapp.com/card-view-vs.-list-view-in-leads-and-deals-pipelines) - [Selecting a specific number of records in Column view](https://helpdesk.inveloapp.com/selecting-a-specific-number-of-records-in-column-view) - [Making a call from inside a single property record](https://helpdesk.inveloapp.com/making-a-call-from-inside-a-single-property-record) - [Customizing your columns view in the CRM](https://helpdesk.inveloapp.com/customizing-your-columns-view-in-the-crm) - [Performing bulk action edits in the CRM](https://helpdesk.inveloapp.com/performing-bulk-action-edits-in-the-crm) See less ▼ ## Prospects - [Getting started with prospects](https://helpdesk.inveloapp.com/getting-started-with-prospects) - [How to manually add prospects to your database](https://helpdesk.inveloapp.com/how-to-manually-add-prospects-to-your-database) - [Find property owners faster with Invelo’s new Find Owner feature](https://helpdesk.inveloapp.com/find-property-owners-faster-with-invelos-new-find-owner-feature) - [Viewing and exporting custom fields in table view](https://helpdesk.inveloapp.com/custom-fields-in-table-view) - [Managing Lost prospects](https://helpdesk.inveloapp.com/managing-lost-prospects) - [Organize prospects with Lists and Tags in Invelo](https://helpdesk.inveloapp.com/organize-prospects-with-lists-and-tags-in-invelo) See less ▼ ## Leads - [Getting started with leads](https://helpdesk.inveloapp.com/getting-started-with-leads) - [Edit a pipeline](https://helpdesk.inveloapp.com/edit-a-pipeline) - [Entering Lead Details](https://helpdesk.inveloapp.com/entering-lead-details) - [Create a profit analysis](https://helpdesk.inveloapp.com/create-a-profit-analysis) - [Understanding Invelo's Profit Analyzer](https://helpdesk.inveloapp.com/understanding-invelos-profit-analyzer) - [Lead Intake Form](https://helpdesk.inveloapp.com/lead-intake-form) - [Editing your Lead Intake Form in Invelo](https://helpdesk.inveloapp.com/editing-your-lead-intake-form-in-invelo) - [Automating lead follow-up with workflows](https://helpdesk.inveloapp.com/automating-lead-follow-up-with-workflows) - [Manage and update your leads in Invelo](https://helpdesk.inveloapp.com/manage-and-update-your-leads-in-invelo) - [Entering Lead Intake Form details for your leads](https://helpdesk.inveloapp.com/entering-lead-intake-form-details-for-your-leads) See less ▼ ## Deals - [Getting started with deals](https://helpdesk.inveloapp.com/getting-started-with-deals) - [Create new deal pipelines](https://helpdesk.inveloapp.com/create-new-deal-pipelines) - [Edit a Deal Pipeline](https://helpdesk.inveloapp.com/edit-a-deal-pipeline) - [Entering deal details](https://helpdesk.inveloapp.com/entering-deal-details) - [Customize the Deal Details Form](https://helpdesk.inveloapp.com/customize-the-deal-details-form) - [Entering deal details for a property record](https://helpdesk.inveloapp.com/entering-deal-details-for-a-property-record) See less ▼ ## Contacts - [Getting started with contacts](https://helpdesk.inveloapp.com/getting-started-with-contacts) - [Manually add a contact](https://helpdesk.inveloapp.com/manually-add-a-contact) - [Manage contact actions](https://helpdesk.inveloapp.com/manage-contact-actions) - [Tracking contact details in Invelo](https://helpdesk.inveloapp.com/tracking-contact-details-in-invelo) - [Managing contact types](https://helpdesk.inveloapp.com/managing-contact-types) - [Understanding contact information statuses](https://helpdesk.inveloapp.com/understanding-contact-information-statuses) - [Managing contact activities in Invelo](https://helpdesk.inveloapp.com/managing-contact-activities-in-invelo) See less ▼ ## Property & Contact Records - [Understanding Associated Properties data in Invelo](https://helpdesk.inveloapp.com/understanding-associated-properties-data-in-invelo) ## Importing & Exporting - [Prepare your file for import](https://helpdesk.inveloapp.com/prepare-your-file-for-import) - [Import a CSV file](https://helpdesk.inveloapp.com/import-a-csv-file) - [Importing Complex Lists](https://helpdesk.inveloapp.com/importing-complex-lists) - [Mapping fields on import](https://helpdesk.inveloapp.com/mapping-fields-on-import) - [Required Importing Fields](https://helpdesk.inveloapp.com/required-importing-fields) - [Importing Notes into Invelo](https://helpdesk.inveloapp.com/importing-notes-into-invelo) - [Import Your Primary Contacts](https://helpdesk.inveloapp.com/import-your-primary-contacts) - [Naming fields when Importing Property Records](https://helpdesk.inveloapp.com/naming-fields-when-importing-property-records) - [File import limits for property and contact records](https://helpdesk.inveloapp.com/file-import-limits) - [Manually import a property address](https://helpdesk.inveloapp.com/manually-import-a-property-address) - [Upload a file to a property or contact record](https://helpdesk.inveloapp.com/upload-a-file-to-a-property-or-contact-record) - [Understanding APN mapping when importing properties into Invelo](https://helpdesk.inveloapp.com/understanding-apn-mapping-when-importing-properties-into-invelo) - [Export records](https://helpdesk.inveloapp.com/export-records) - [Understanding Invelo's duplicate check](https://helpdesk.inveloapp.com/understanding-invelos-duplicate-check) - [Import FAQs](https://helpdesk.inveloapp.com/import-faqs) - [Importing Custom Data](https://helpdesk.inveloapp.com/importing-custom-data) - [Using Invelo’s errors report and fixing common import errors](https://helpdesk.inveloapp.com/using-invelos-errors-report-and-fixing-common-import-errors) - [Exporting quota](https://helpdesk.inveloapp.com/exporting-quota) - [Exporting during trial](https://helpdesk.inveloapp.com/exporting-during-trial) See less ▼ ## Skip Tracing - [Skip trace primary contact](https://helpdesk.inveloapp.com/skip-trace-primary-contact) - [Find Current Owner](https://helpdesk.inveloapp.com/find-current-owner) - [Find the current owner vs skip-trace the primary contact](https://helpdesk.inveloapp.com/find-the-current-owner-vs-skip-trace-the-primary-contact) - [What information does skip tracing provide?](https://helpdesk.inveloapp.com/what-information-does-skip-tracing-provide) - [How often does Invelo update the DNC flag?](https://helpdesk.inveloapp.com/how-often-does-invelo-update-the-dnc-flag) - [Understanding your free monthly skip tracing credits](https://helpdesk.inveloapp.com/understanding-your-free-monthly-skip-tracing-credits) - [How accurate is the skip traced data?](https://helpdesk.inveloapp.com/how-accurate-is-the-skip-traced-data) - [Bulk skip tracing vs. individual skip tracing](https://helpdesk.inveloapp.com/bulk-skip-tracing-vs.-individual-skip-tracing) - [Skip tracing indicators within contacts](https://helpdesk.inveloapp.com/skip-tracing-indicators-within-contacts) See less ▼ ## Calling - [Getting started with Calling](https://helpdesk.inveloapp.com/getting-started-with-calling) - [Using Invelo’s built-in dialer for your outreach](https://helpdesk.inveloapp.com/using-invelos-built-in-dialer-for-your-outreach) - [Tracking phone numbers in Invelo](https://helpdesk.inveloapp.com/tracking-phone-numbers-in-invelo) - [Explaining call costs in Invelo’s built-in dialer](https://helpdesk.inveloapp.com/explaining-call-costs-in-invelos-built-in-dialer) - [Discovering how automatic funding works in Invelo’s built-in dialer](https://helpdesk.inveloapp.com/discovering-how-automatic-funding-works-in-invelos-built-in-dialer) - [Understanding on-demand phone number reservations in Invelo’s Dialer](https://helpdesk.inveloapp.com/understanding-n-demand-phone-number-reservations-in-invelos-dialer) - [How to register your phone number to prevent spam labeling for outbound calls](https://helpdesk.inveloapp.com/how-to-register-your-phone-number-to-prevent-spam-labeling-for-outbound-calls) - [Invelo dialer compliance and protection guide](https://helpdesk.inveloapp.com/invelo-dialer-compliance-and-protection-guide) - [Understanding the dialer settings page](https://helpdesk.inveloapp.com/understanding) - [Managing call results settings](https://helpdesk.inveloapp.com/managing-call-results-settings) - [Setting up pre-recorded voicemails in Invelo’s built-in dialer](https://helpdesk.inveloapp.com/setting-up-pre-recorded-voicemails-in-invelos-built-in-dialer) - [Calling all phone numbers of the primary contact in a property record](https://helpdesk.inveloapp.com/calling-all-phone-numbers-of-the-primary-contact-in-a-property-record) - [Calling all property owners in a property record](https://helpdesk.inveloapp.com/calling-all-property-owners-in-a-property-record) - [Adding and viewing call notes in property and contact records](https://helpdesk.inveloapp.com/adding-and-viewing-call-notes-in-record-activity) - [Locating your call notes from dialer sessions](https://helpdesk.inveloapp.com/locating-your-call-notes-from-dialer-sessions) - [Why Invelo suspends dialer sessions](https://helpdesk.inveloapp.com/why-invelo-suspends-dialer-sessions) - [Automated warnings when using Invelo's built-in dialer](https://helpdesk.inveloapp.com/automated-warnings-when-using-invelos-built-in-dialer) See less ▼ ## AI Driving for Dollars - [Using AI Driving for Dollars in the Prospects CRM](https://helpdesk.inveloapp.com/using-ai-driving-for-dollars-in-the-prospects-crm) - [AI Driving for Dollars vs. Traditional Driving for Dollars: What’s the Difference?](https://helpdesk.inveloapp.com/ai-driving-for-dollars-vs.-traditional-driving-for-dollars-whats-the-difference) - [Where to find your AI Driving for Dollars results](https://helpdesk.inveloapp.com/where-to-find-your-ai-driving-for-dollars-results) - [What types of distress indicators does the AI look for](https://helpdesk.inveloapp.com/what-types-of-distress-indicators-does-the-ai-look-for) ## Filters - [All Invelo filters and their functions](https://helpdesk.inveloapp.com/all-invelo-filters-and-their-functions) - [Filter your records](https://helpdesk.inveloapp.com/filter-your-records) - [Using Activity Filters in Invelo](https://helpdesk.inveloapp.com/using-activity-filters-in-invelo) - [Using the Last Activity filter for property records and contacts](https://helpdesk.inveloapp.com/using-the-last-activity-filter-for-property-records-and-contacts) - [Communication Filters in Invelo’s CRM](https://helpdesk.inveloapp.com/communication-filters-in-invelos-crm) - [Getting Started](https://helpdesk.inveloapp.com/getting-started#main-content) - [Welcome Series](https://helpdesk.inveloapp.com/getting-started#welcome-series) - [Onboarding & White Glove Migration](https://helpdesk.inveloapp.com/getting-started#onboarding-white-glove-migration) - [CRM Migration Guides to Invelo](https://helpdesk.inveloapp.com/getting-started#crm-migration-guides-to-invelo) - [Autopilot](https://helpdesk.inveloapp.com/autopilot) - [List Builder](https://helpdesk.inveloapp.com/list-builder#main-content) - [List Builder Location Search](https://helpdesk.inveloapp.com/list-builder#list-builder-location-search) - [List Builder Filters](https://helpdesk.inveloapp.com/list-builder#list-builder-filters) - [List Builder Results](https://helpdesk.inveloapp.com/list-builder#list-builder-results) - [List Builder Overview](https://helpdesk.inveloapp.com/list-builder#list-builder-overview) - [List Builder Next Steps](https://helpdesk.inveloapp.com/list-builder#list-builder-next-steps) - [Inbox](https://helpdesk.inveloapp.com/inbox) - [CRM](https://helpdesk.inveloapp.com/crm#main-content) - [Prospects](https://helpdesk.inveloapp.com/crm#prospects) - [Leads](https://helpdesk.inveloapp.com/crm#leads) - [Deals](https://helpdesk.inveloapp.com/crm#deals) - [Contacts](https://helpdesk.inveloapp.com/crm#contacts) - [Property & Contact Records](https://helpdesk.inveloapp.com/crm#property-contact-records) - [Importing & Exporting](https://helpdesk.inveloapp.com/crm#importing-exporting) - [Skip Tracing](https://helpdesk.inveloapp.com/crm#skip-tracing) - [Calling](https://helpdesk.inveloapp.com/crm#calling) - [AI Driving for Dollars](https://helpdesk.inveloapp.com/crm#ai-driving-for-dollars) - [Filters](https://helpdesk.inveloapp.com/crm#filters) - [Marketing](https://helpdesk.inveloapp.com/marketing#main-content) - [Campaign Preparation](https://helpdesk.inveloapp.com/marketing#campaign-preparation) - [Create a Campaign](https://helpdesk.inveloapp.com/marketing#create-a-campaign) - [Marketing Templates](https://helpdesk.inveloapp.com/marketing#marketing-templates) - [Create Campaign: Sequences](https://helpdesk.inveloapp.com/marketing#create-campaign-sequences) - [Marketing campaign monitoring](https://helpdesk.inveloapp.com/marketing#marketing-campaign-monitoring) - [Marketing Used Cases](https://helpdesk.inveloapp.com/marketing#marketing-used-cases) - [Workflows & Automations](https://helpdesk.inveloapp.com/workflows-automations#main-content) - [Actions: CRM](https://helpdesk.inveloapp.com/workflows-automations#actions-crm) - [Actions: Outreach](https://helpdesk.inveloapp.com/workflows-automations#actions-outreach) - [Analytics](https://helpdesk.inveloapp.com/analytics#main-content) - [Prospecting Analytics](https://helpdesk.inveloapp.com/analytics#prospecting-analytics) - [Marketing Analytics](https://helpdesk.inveloapp.com/analytics#marketing-analytics) - [Lead Analytics](https://helpdesk.inveloapp.com/analytics#lead-analytics) - [Deal Analytics](https://helpdesk.inveloapp.com/analytics#deal-analytics) - [Integrations](https://helpdesk.inveloapp.com/integrations#main-content) - [smrtPhone](https://helpdesk.inveloapp.com/integrations#smrtphone) - [SMTP Email Service](https://helpdesk.inveloapp.com/integrations#smtp-email-service) - [Webhooks](https://helpdesk.inveloapp.com/integrations#webhooks) - [Mailchimp](https://helpdesk.inveloapp.com/integrations#mailchimp) - [Constant Contact](https://helpdesk.inveloapp.com/integrations#constant-contact) - [Gmail](https://helpdesk.inveloapp.com/integrations#gmail) - [System & Settings](https://helpdesk.inveloapp.com/system-settings#main-content) - [Account Settings](https://helpdesk.inveloapp.com/system-settings#account-settings) - [Billing & Plan](https://helpdesk.inveloapp.com/system-settings#billing-plan) - [Users, Roles & Permissions](https://helpdesk.inveloapp.com/system-settings#users-roles-permissions) - [FAQs](https://helpdesk.inveloapp.com/faqs#main-content) - [About Invelo](https://helpdesk.inveloapp.com/faqs#about-invelo) - [List Builder](https://helpdesk.inveloapp.com/faqs#list-builder) - [Lists](https://helpdesk.inveloapp.com/faqs#lists) - [Filters](https://helpdesk.inveloapp.com/faqs#filters) - [Records](https://helpdesk.inveloapp.com/faqs#records) - [Skip Tracing](https://helpdesk.inveloapp.com/faqs#skip-tracing) - [Marketing](https://helpdesk.inveloapp.com/faqs#marketing) - [Account and Access](https://helpdesk.inveloapp.com/faqs#account-and-access) - [Imports and Exports](https://helpdesk.inveloapp.com/faqs#imports-and-exports) - [Education](https://helpdesk.inveloapp.com/education#main-content) - [Masterclasses](https://helpdesk.inveloapp.com/education#masterclasses) - [Webinars](https://helpdesk.inveloapp.com/education#webinars) - 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