Organize prospects with Lists and Tags in Invelo

Managing a growing prospect database can quickly become overwhelming without the right organization. Invelo’s Lists and Tags help you segment prospects, track lead characteristics, and stay on top of follow-ups. When used together with List Stacking, these tools allow you to identify your most motivated prospects by highlighting leads that meet multiple high-value criteria—so you can focus your time and marketing efforts where they count.

Understanding Lists and Tags in Invelo

Lists and Tags are designed to work together to keep your prospect pipeline organized and actionable.

• Lists are structured groupings of prospects based on shared criteria or purpose. They are ideal for workflows, campaigns, and prioritization (e.g., Absentee Owners, High Equity, Vacant Properties).

• Tags are flexible labels you can apply to prospects to capture details, behaviors, or statuses (e.g., Called – No Answer, Hot Lead, Follow-Up Next Week).

While Tags provide context, Lists drive strategy—especially when used for list stacking.

Using Lists for List Stacking Opportunities

List stacking is one of the most powerful ways to identify highly motivated prospects. It works by combining multiple lead criteria into layered Lists, helping you focus on prospects who appear in more than one targeted group.

With Invelo Lists, you can easily create and stack Lists to surface your best opportunities.

Using Lists to Organize and Stack Opportunities

Lists are not just for organization—they are a key tool for List Stacking, one of the most effective ways to uncover high-intent prospects.

What Is List Stacking?

List stacking is the process of identifying prospects who appear on multiple targeted Lists. Each List represents a motivation signal, and the more Lists a prospect belongs to, the stronger the opportunity.

Example:
A prospect included in:

• Absentee Owners

• High Equity

• Vacant Properties

is typically a higher-priority lead than one appearing on only a single List.

How to Use Lists for List Stacking

1. Create focused Lists
   Build Lists around strong motivation indicators such as:

   • Absentee ownership

   • Vacant properties

   • High equity

   • Pre-foreclosure

   • Long ownership duration

2. Add prospects to multiple relevant Lists
   As prospects are imported or filtered, assign them to all applicable Lists.

3. Identify stacked prospects
   Look for prospects that appear in two or more Lists to surface your best opportunities.

4. Prioritize outreach
   Stacked prospects should be first in line for calls, SMS, direct mail, or personalized follow-ups.

Using Tags to Support Lists and Stacked Leads

Tags add flexibility and context to your List strategy.

Use Tags to:

• Deepen the organization of your records

• Mark priority levels (e.g., High Priority, Stacked Lead)

• Capture custom notes or conditions

Tags are especially helpful for labeling stacked prospects without removing them from their original Lists.

Why Lists, Tags, and List Stacking Matter

• Better organization: Keep prospects segmented and easy to manage

• Clear prioritization: Instantly see which leads deserve immediate attention

• Higher conversion potential: Focus on prospects showing multiple motivation signals

• Improved campaign performance: Target outreach to the most relevant audiences

• Scalable system: Stay efficient as your database grows

Best Practices

• Use Lists for strategy and segmentation

• Use Tags for notes, outcomes, and flexibility

• Stack 2–4 strong motivation Lists for best results

• Regularly refresh Lists to keep data accurate

• Tag stacked prospects to quickly identify top opportunities

By combining Lists, Tags, and List Stacking, Invelo helps you move beyond simple lead organization and into smarter prospect prioritization—so you can work fewer leads while closing better deals.