Invelo's Help Desk

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Invelo's Help Desk

CRM

CRM

Manage leads effortlessly with our CRM. Track interactions, set reminders, and streamline follow-ups to close more deals efficiently.

Filter your records

Manage property records from prospect, to lead, to deal

Additional pipeline examples based on your investment strategy

Updating contact phone number statuses

Prospects

Getting started with prospects

Viewing and exporting custom fields in table view

Using Activity Filters in Invelo

Find property owners faster with Invelo’s new Find Owner feature

Communication Filters in Invelo’s CRM

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Leads

Getting started with leads

Lead Intake Form

Create a profit analysis

Entering Lead Details

Deals

Getting started with deals

Entering deal details

Contacts

Getting started with contacts

Manually add a contact

Importing & Exporting

Import a CSV file

Naming fields when Importing Property Records

File import limits for property and contact records

Importing Complex Lists

Manually import a property address

Upload a file to a property or contact record

Export records

Understanding APN mapping when importing properties into Invelo

Importing Notes into Invelo

Mapping fields on import

Prepare your file for import

Understanding Invelo's duplicate check

Import FAQs

Required Importing Fields

List Builder lists vs imported lists (key differences)

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Skip Tracing

Skip trace a record

How often does Invelo update the DNC flag?

Find Current Owner

Calling

Getting started with Calling

Invelo dialer compliance and protection guide

Understanding the dialer settings page

Managing call results settings