Managing contact types

Not every contact in your database plays the same role. Some are property owners, others are buyers, lenders, contractors, or service providers. Invelo’s Contact Types (also referred to as contact relationships) allow you to clearly define how a contact relates to a property so you can segment, filter, and manage your database more effectively.

This article explains what contact types are, where to find them, and how to create or manage them.

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What are contact types?

Contact Types define the relationship between a contact and a property.

For example, a contact may be:

• The Owner of the property

• A Buyer interested in purchasing

• A Property Manager overseeing operations

• A Contractor working on renovations

• A Lender financing the deal

By assigning the correct contact relationship, you gain clarity on each person’s role in your deal pipeline and avoid confusion within your team.

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Where to find and edit contact types

To view or change a contact type:

1. Go to a single Contact record

2. Locate the Contact Relationship field

3. View the current relationship

4. Update or change it as needed

This allows you to accurately reflect how the contact is connected to a specific property.

Keeping this field updated ensures your database stays organized and searchable.

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Assigning contact types during CSV import

When importing contacts via CSV, you can assign a contact relationship in bulk.

To do this:

• Add a column in your CSV file labeled for Contact Relationship

• Enter the appropriate relationship value for each row

• Map that column correctly during the import process

This saves time and ensures your contacts are properly categorized from the start.

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Default contact type examples

Invelo includes common contact types to help you get started. Examples include:

• Accountant

• Agent

• Appraiser

• Architect

• Attorney

• Banker

• Buyer

• Carpenter

• Developer

• Electrician

• General Contractor

• HVAC

• Investor

• Lender

• Owner

• Plumber

• Property Manager

• Renter

• Roofer

• Title Company

These are just starting points. Every business is different, and you can customize them to match your workflow.

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Adding, editing, or deleting contact types

You can fully customize your contact types to fit your business needs.

To manage contact types:

1. Go to Settings

2. Select Data Attributes

3. Click on the Contact Types tab

4. Add, edit, or delete contact relationships

This allows you to standardize roles across your team and create categories that align with your investment strategy.

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Why contact types matter

Using contact types properly allows you to:

• Filter contacts by role (for example, view only Buyers or only Lenders)

• Organize your power team

• Separate service providers from property owners

• Improve communication within your team

• Maintain clarity as your database grows

As your business scales, clearly defined contact relationships prevent confusion and make your CRM more powerful.

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Keeping contact types accurate and customized ensures every contact in Invelo has a clear purpose and role tied to your properties and deals.