Learn how to add one property record into your database
You may need to occasionally add a single property record into your database. Invelo allows you to import one record at a time through Manual Add.
Add an individual record
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Navigate to the Prospects, Leads, Deals or Removed stage.
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Click Add Records in the top right corner and select Manual Add.
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Type the property address. Invelo will automatically suggest matching addresses from our database. Choose the correct one, or click Not seeing it? Add new property address if it's not available in the auto-populated list.
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Select a stage and stage status for the property record. Add any lists and tags associated with this property record.
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Once you're done assigning the stage, list, and tag to the record, click Add Record.
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If it is a new record in your database, you will be redirected to the record details.
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If it is an existing record, Invelo will identify the existing record and allow you view the record details. Clicking the Add Record button will update the record's stage, lists, and tags. To view the existing record, click View.
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Ensure the best match results during manual add
Invelo will add any property address to your database, whether we can or cannot validate the property information. This allows you to add a property record if it is not in our properties database.
But there are a few things you can do to ensure you are adding a valid property address, resulting in a record created with property details.
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Double check the spelling is correct for Street Address, City, State and Zip.
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If the address includes abbreviations, type the full word of the abbreviation.
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Rd. -- Road
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St. -- Street
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Ave. -- Avenue
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Blvd. -- Boulevard
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Ln. -- Lane
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Dr. -- Drive
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Google the property address to confirm the spelling and format.
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Correct: 1811 Boulevard of the Allies #200, Pittsburgh, PA 15219
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Incorrect: 1811 Blvd of the Allies #200, Pittsburgh, PA 15219
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