Manage and update your leads in Invelo

Managing your leads effectively is key to turning conversations into closed deals. Invelo gives you the tools you need to keep your lead records up to date, track outreach results, document important conversations, and ensure no follow‑ups slip through the cracks. This guide walks you through the different ways you can manage and update your leads so you always have a clear picture of where each opportunity stands.

Update Lead Record Status

As you engage with property owners, you can update the record status of each lead to reflect the outcome of your outreach attempts.

Use record statuses to:

• Match the current stage of the lead (e.g., New, Contacted, Interested, Follow‑Up Needed, Under Contract)

• Quickly identify which leads need attention

• Keep your pipeline clean and accurate based on real‑time results

Updating record statuses regularly helps you prioritize your efforts and focus on leads that are moving closer to a deal.

Add and Track Key Lead Details

Invelo allows you to enrich each lead record with important deal‑related information so everything is stored in one place.

You can add or update details such as:

• Lead Source – How the owner was contacted or converted into a lead

• Lead Temperature – Hot, warm, or cold based on interest level

• Sale Timeline – How soon the owner is looking to sell

• Asking Price – The owner’s expected price or target number

Tracking these details makes it easier to qualify leads, compare opportunities, and make informed investment decisions.

Use Notes to Document Important Information

Notes are a powerful way to capture context that doesn’t fit into structured fields.

Use notes to:

• Log conversation summaries with property owners

• Record objections, motivations, or personal details shared by the owner

• Store important observations about the property or situation

Keeping detailed notes ensures continuity across follow‑ups and allows anyone on your team to quickly understand the full history of the lead.

Create and Assign Tasks for Follow‑Ups

To make sure no lead is ever missed, you can create and assign tasks directly within a lead or property record.

Tasks help you:

• Schedule follow‑up calls, texts, or emails

• Assign responsibilities to team members

• Stay on top of next steps and deadlines

With tasks in place, your follow‑up process stays consistent and organized—even as your lead volume grows.

Store Important Files in the Property Record

Invelo’s built‑in file storage lets you keep all property‑related documents attached to the correct record.

You can upload and store:

• Contracts and agreements

• Photos or inspection reports

• Seller disclosures or supporting documents

Having everything saved within the property record means faster access, better organization, and no more searching through external folders.

Final Thoughts

By consistently updating lead statuses, tracking critical details, logging notes, assigning tasks, and storing files, you create a complete and reliable system for managing your leads in Invelo. This not only saves time but also helps you stay focused on the deals that matter most.