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CRM
Manage leads effortlessly with our CRM. Track interactions, set reminders, and streamline follow-ups to close more deals efficiently.
- Filter your records
- Understanding the Property Tab in a Single Property Record
- Assigning property records to team members
- Understanding how to use the file storage
- Manage property records from prospect, to lead, to deal
- Additional pipeline examples based on your investment strategy
- Updating contact phone number statuses
- Handling prospect replies using record status and lifecycle stages in Invelo
- Understanding the CRM Lifecycle Stages
- Understanding the Manage button in a property record
- Create custom tags
- Using the Last Activity filter for property records and contacts
- Create a list
- Create a new pipeline
- Card view vs. List view in Leads and Deals Pipelines
- Selecting a specific number of records in Column view
- Making a call from inside a single property record
- Customizing your columns view in the CRM
- Performing bulk action edits in the CRM
Prospects
Leads
Deals
Contacts
Importing & Exporting
- Import a CSV file
- Naming fields when Importing Property Records
- File import limits for property and contact records
- Importing Complex Lists
- Manually import a property address
- Upload a file to a property or contact record
- Export records
- Understanding APN mapping when importing properties into Invelo
- Importing Notes into Invelo
- Mapping fields on import
- Prepare your file for import
- Understanding Invelo's duplicate check
- Import FAQs
- Required Importing Fields
- Importing Custom Data
- Using Invelo’s errors report and fixing common import errors
- Import Your Primary Contacts
- Exporting quota
- Exporting during trial
Skip Tracing
- Skip trace primary contact
- How often does Invelo update the DNC flag?
- Find Current Owner
- Understanding your free monthly skip tracing credits
- What information does skip tracing provide?
- How accurate is the skip traced data?
- Bulk skip tracing vs. individual skip tracing
- Find the current owner vs skip-trace the primary contact
- Skip tracing indicators within contacts
Calling
- Getting started with Calling
- Invelo dialer compliance and protection guide
- Tracking phone numbers in Invelo
- Using Invelo’s built-in dialer for your outreach
- Understanding the dialer settings page
- Managing call results settings
- Calling all phone numbers of the primary contact in a property record
- Calling all property owners in a property record
- Adding and viewing call notes in property and contact records
- Locating your call notes from dialer sessions
- Explaining call costs in Invelo’s built-in dialer
- Discovering how automatic funding works in Invelo’s built-in dialer
- Why Invelo suspends dialer sessions
- Automated warnings when using Invelo's built-in dialer