Contacts
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      2. CRM - 2.0
      3. Contacts

      Getting started with contacts

      Learn how to manage your contacts in Invelo

      Getting Started with Contacts

      Contacts Overview

      Invelo's Contacts feature allows you to easily manage your leads, prospects, and clients in one place. Whether you're tracking sellers, buyers, or partners, the Contacts section provides an organized way to store and access important contact information, track interactions, and streamline your communication.

      Contacts Tutorial Video

      Coming soon!

      Why Contact Management is Important

      Effectively managing your contacts is crucial for staying organized and building lasting relationships with leads and clients. With Invelo's Contacts database, you can:

      • Keep track of detailed contact information for leads, sellers, buyers, and other important connections.
      • Organize contacts into custom lists, groups, and tags for easy reference.
      • Track communication history and interactions with each contact for more personalized follow-ups.
      • Automate tasks like follow-ups, reminders, and email campaigns for increased efficiency.

      How to Access Contacts

      • Log in to your Invelo account.
      • Navigate to the Contacts section from the left-side menu.

      Using Contacts

      • Add a New Contact:

        • Click the Contacts tab from the left-side menu.
        • In the top left corner, click the Add button to add a single contact, or to add contacts manually.

      • Import Contacts:

        • Easily import contacts from external sources, such as CSV files, to add them directly to your Invelo database.
        • In the Contacts page, click the drop-down arrow beside the Add button.
        • Click on Import data and follow the instructions on how to import a CSV file here.

      • Organize Your Contacts:

        • Use tags or assign contact statuses for easy management and tracking. (e.g., Owner, Accountant, Agent, Banker, Buyer, etc.).
        • Filter contacts based on different parameters like location, tags, and status.

      • Track Communication:

        • View a detailed history of interactions with each contact, including calls, emails, and meetings.
        • Add notes to any contact profile to track key details and reminders for follow-up.

      • Automate Reminders and Follow-ups:

        • Set reminders for specific tasks related to each contact (e.g., follow-up calls, email campaigns, etc.).
        • Use the automation tools to schedule tasks and follow-up reminders.

      • Export Contacts:

        • Export your contacts into a CSV or other formats for use outside of Invelo 2.0.

      • Sync Contacts Across Devices:

        • Keep your contacts synchronized across multiple devices so you can access and manage them wherever you are.

      Next Steps

      • Links to related features or deeper learning resources.
      • A call to action (e.g., "Now that you've set up X, try using it with Y to maximize your results.")