--- title: Getting started with contacts description: Learn how to manage your contacts in Invelo --- [Skip to content](https://helpdesk.inveloapp.com/getting-started-with-contacts#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/?hsLang=en) 2. [CRM](https://helpdesk.inveloapp.com/crm?hsLang=en) 3. [Contacts](https://helpdesk.inveloapp.com/crm?hsLang=en#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](http://a.inveloapp.com/). - 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.](https://helpdesk.inveloapp.com/import-a-csv-file?hsLang=en) - **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.") - 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