Learn how to utilize the Invelo inbox for managing tasks, missed communication, and notifications
Getting Started with the Inbox
Inbox Overview
Inbox is your central hub for all communications within Invelo, allowing you to manage responses from texts and calls, manage your tasks, and receive notifications. With built-in organization tools, you can track, follow up, and take action on lead interactions without losing momentum.
Inbox Tutorial Video
Coming soon!
Why Inbox Management is Important
Inbox management in Invelo is crucial because it centralizes all communications, keeps interactions organized, and ensures timely follow-ups with leads and prospects.
- Keeps communication streamlined: Consolidates emails, SMS, and other interactions in one place for easy tracking.
- Prevents missed opportunities: Ensures no important message or lead inquiry goes unnoticed.
- Improves response time: Helps investors stay on top of conversations and respond promptly, increasing engagement.
- Enhances follow-up efficiency: Allows users to track past interactions, set reminders, and automate responses for consistent outreach.
- Maintains a professional workflow: Keeps conversations organized, making it easier to manage multiple leads and deals simultaneously.
By effectively managing the inbox in Invelo, investors can stay in control of their communication, build stronger relationships, and close more deals.
How to Access Inbox
- Log into your Invelo account. You should automatically be redirected to the Inbox page as this serves as your Invelo dashboard.
Using Inbox
- Set reminders for follow-ups using Tasks: Schedule follow-ups directly from the inbox to ensure no opportunity slips through.
- Integrate your email: Connect your email to enable email communication with your contacts.
- Integrate smrtPhone into your account: Connect your smrtPhone integration to sync calls, texts, and voicemails within your Invelo account.
Next Steps
Take control of your communications today! Integrate your email and connect SMRTPhone to Invelo’s inbox to streamline conversations, automate follow-ups, and never miss an opportunity. Log into your account now and start managing your leads more efficiently!