Learn how to manage your leads in Invelo
Getting Started with Leads
Leads Overview
Invelo's Leads Stage is where investors actively engage with property owners who have shown interest or potential in selling. This stage helps streamline communication, track follow-ups, and manage negotiations efficiently. By organizing leads with statuses, tags, and automations, investors can ensure timely outreach, maintain engagement, and move deals forward. With detailed property and owner insights, task management, and integrated marketing tools, the Leads Stage helps investors nurture relationships and increase their chances of closing successful deals.
Leads Tutorial Video
Coming soon!
Why Lead Management is Important
Leads management is crucial in Invelo because it helps real estate investors stay organized, maximize engagement, and close more deals efficiently.
- Keeps your pipeline organized: Ensures leads are properly categorized, tracked, and moved through the acquisition process seamlessly.
- Improves follow-ups: Helps investors stay on top of communication with automated reminders and task management, reducing missed opportunities.
- Increases conversion rates: Prioritizes high-quality leads and ensures consistent engagement, increasing the chances of closing deals.
- Enhances decision-making: Provides detailed property and owner insights, helping investors determine the best approach for negotiations.
- Saves time & resources: Automates lead tracking and follow-ups, allowing investors to focus on high-value opportunities rather than manual data management.
- Strengthens relationships: Ensures timely and personalized communication, building trust with potential sellers for better long-term success.
With strong leads management in Invelo, investors can optimize their workflow, reduce inefficiencies, and ultimately grow their real estate business.
How to Access Leads
- Log into your Invelo account.
- Navigate to Leads on the left-hand menu.
Using Leads
- Add and organize leads: Import leads manually or from the Prospects Stage, then categorize them using tags and statuses.
- Set follow-up reminders using Tasks: Schedule tasks and reminders to stay on top of outreach and prevent leads from going cold.
- Use lead scoring: Prioritize leads based on motivation, engagement, and property details to focus on the most promising opportunities.
- Move leads through the pipeline: Update lead statuses as they progress from initial contact to negotiation and deal closing.
- Leverage workflows: Set up workflows to automate follow-ups, email sequences, and task assignments to streamline lead management.
Next Steps
Once you're done setting up your Leads, you can move forward to your Deals!