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Getting Started
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List Builder
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Importing
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CRM
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Workflows
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Marketing
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Integrations
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Video Tutorials
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FAQs
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Invelo 2.0
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Masterclasses
- The 4 Principles to Scaling Your Business with Cody Hofhine
- Lease Options 101 with Joe McCall
- Find, Screen, and Keep Key Talent with Jason Lewis
- Online Marketing for Motivated Sellers with Trevor March
- Why You’re Not Taking Action with John Jackson
- 7 Roadblocks to Women Investing with Andresa Guidelli & Elizabeth Faircloth
- The Pursuit of Excellence with Patrick Precourt
- The Magic of Seller Financing with Andrew Schlag
- Raising Capital - Building Trust & Relationships with Investors with Sir Brad Blazar
- Scaling Your Capital Stack with Matt Rodak
- Growing Your Dealflow Through Paid Lead Generation with Mike Hambright
- Men's Health - The Testosterone Epidemic with Ali Gilbert
- Build Your Business Through Cashflow Management with David Richter
- How to Buy and Sell Beautiful Homes in Beautiful Neighborhoods with Ron LeGrand
- How to Convert More of the Leads You Are Already Getting with Justin Colby
- Fool Proof Financial Formula - How to Buy the Most Profitable Deals with Pamela Bardhi
- How to Turn Your Real Estate Hustle Into a Real Estate Empire with Kent Clothier
- Unlocking Success - Mastering Mindset and Building Winning Teams with Tony Javier
- Developing a Winning Selling Process and Overcoming Objections with Confidence with Steve Trang
I've uploaded my records to the wrong list, what do I do?
How do I move my records to a different list?
If you want to move your records from one list to another,
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Go to the record stage that you uploaded the records to (Prospects, Leads, Deals, or Removed).
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Click Filters.
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Click the Select a Filter box and select two filters:
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one for Records: Created. Select the date you imported the records and click Add Filter.
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one for Records: Lists. Select the list they're on and click Add Filter.
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Click Apply.
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Remove the records from the current list and move them to the list you want.
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Select the checkbox for the records you want to move.
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Click Manage and select Lists.
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Select the list you want to add the records to and ensure that it is set to "Assign", then select the list that you want to move them from and ensure that is set to "Unassign" and click Save.