Setting Up Your Account

You have the ability to make different adjustments to your account so that it can make your experience suited to your business needs.

  • You can view and update the subscription plan you are currently on by going to the System Settings > Billing & Plan > Subscription.

  • You can have up to 15 team members, depending on the plan that you're on, so that you can share tasks and activities efficiently. These team members will be on the same plan that the invitee/owner is on.

  • Purchase in-app services with funds in your Invelo Wallet. You can add a payment method to your wallet, and take funds from the payment method to fund your wallet. In-app services that you can pay for include: skip tracing, marketing, and purchasing more List Builder quota.