---
title: System & Settings | Invelo's Help Desk
description: Track key database changes, including bulk actions, property updates, skip tracing, exports, and imports, for better activity management.
---

[Skip to content](https://helpdesk.inveloapp.com/system-settings#main-content)

English

Show submenu for translations

![Invelo square logo-1.png\]](https://helpdesk.inveloapp.com/hs-fs/hubfs/Invelo%20square%20logo-1.png?height=40&name=Invelo%20square%20logo-1.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Visit inveloapp.com](https://inveloapp.com/)

[Visit inveloapp.com](https://inveloapp.com/)

 Advice and answers from the Invelo Team

- There are no suggestions because the search field is empty.

1. [Invelo's Help Desk](https://helpdesk.inveloapp.com/)
2. [System & Settings](https://helpdesk.inveloapp.com/system-settings)

# System & Settings

 Track key database changes, including bulk actions, property updates, skip tracing, exports, and imports, for better activity management.

## Account Settings

- [Create custom fields](https://helpdesk.inveloapp.com/create-custom-fields)
- [Manage your wallet](https://helpdesk.inveloapp.com/view-your-wallet)
- [Rejoining Invelo after cancellation](https://helpdesk.inveloapp.com/rejoining-invelo-after-cancellation)

## Billing & Plan

- [Manage your Invelo subscription](https://helpdesk.inveloapp.com/manage-your-invelo-subscription)
- [Manage account usage](https://helpdesk.inveloapp.com/manage-account-usage)

## Users, Roles & Permissions

- [Manage your team](https://helpdesk.inveloapp.com/manage-your-team)
- [Understanding User Roles & Permissions](https://helpdesk.inveloapp.com/understanding-user-roles-permissions)
- [What permissions do team members have?](https://helpdesk.inveloapp.com/what-permissions-do-team-members-have)

- [Getting Started](https://helpdesk.inveloapp.com/getting-started#main-content)

    - [Welcome Series](https://helpdesk.inveloapp.com/getting-started#welcome-series)
    - [Onboarding & White Glove Migration](https://helpdesk.inveloapp.com/getting-started#onboarding-white-glove-migration)
    - [CRM Migration Guides to Invelo](https://helpdesk.inveloapp.com/getting-started#crm-migration-guides-to-invelo)
- [Autopilot](https://helpdesk.inveloapp.com/autopilot)
- [List Builder](https://helpdesk.inveloapp.com/list-builder#main-content)

    - [List Builder Location Search](https://helpdesk.inveloapp.com/list-builder#list-builder-location-search)
    - [List Builder Filters](https://helpdesk.inveloapp.com/list-builder#list-builder-filters)
    - [List Builder Results](https://helpdesk.inveloapp.com/list-builder#list-builder-results)
    - [List Builder Overview](https://helpdesk.inveloapp.com/list-builder#list-builder-overview)
    - [List Builder Next Steps](https://helpdesk.inveloapp.com/list-builder#list-builder-next-steps)
- [Inbox](https://helpdesk.inveloapp.com/inbox)
- [CRM](https://helpdesk.inveloapp.com/crm#main-content)

    - [Prospects](https://helpdesk.inveloapp.com/crm#prospects)
    - [Leads](https://helpdesk.inveloapp.com/crm#leads)
    - [Deals](https://helpdesk.inveloapp.com/crm#deals)
    - [Contacts](https://helpdesk.inveloapp.com/crm#contacts)
    - [Property & Contact Records](https://helpdesk.inveloapp.com/crm#property-contact-records)
    - [Importing & Exporting](https://helpdesk.inveloapp.com/crm#importing-exporting)
    - [Skip Tracing](https://helpdesk.inveloapp.com/crm#skip-tracing)
    - [Calling](https://helpdesk.inveloapp.com/crm#calling)
    - [AI Driving for Dollars](https://helpdesk.inveloapp.com/crm#ai-driving-for-dollars)
    - [Filters](https://helpdesk.inveloapp.com/crm#filters)
- [Marketing](https://helpdesk.inveloapp.com/marketing#main-content)

    - [Campaign Preparation](https://helpdesk.inveloapp.com/marketing#campaign-preparation)
    - [Create a Campaign](https://helpdesk.inveloapp.com/marketing#create-a-campaign)
    - [Marketing Templates](https://helpdesk.inveloapp.com/marketing#marketing-templates)
    - [Create Campaign: Sequences](https://helpdesk.inveloapp.com/marketing#create-campaign-sequences)
    - [Marketing campaign monitoring](https://helpdesk.inveloapp.com/marketing#marketing-campaign-monitoring)
    - [Marketing Used Cases](https://helpdesk.inveloapp.com/marketing#marketing-used-cases)
- [Workflows & Automations](https://helpdesk.inveloapp.com/workflows-automations#main-content)

    - [Actions: CRM](https://helpdesk.inveloapp.com/workflows-automations#actions-crm)
    - [Actions: Outreach](https://helpdesk.inveloapp.com/workflows-automations#actions-outreach)
- [Analytics](https://helpdesk.inveloapp.com/analytics#main-content)

    - [Prospecting Analytics](https://helpdesk.inveloapp.com/analytics#prospecting-analytics)
    - [Marketing Analytics](https://helpdesk.inveloapp.com/analytics#marketing-analytics)
    - [Lead Analytics](https://helpdesk.inveloapp.com/analytics#lead-analytics)
    - [Deal Analytics](https://helpdesk.inveloapp.com/analytics#deal-analytics)
- [Integrations](https://helpdesk.inveloapp.com/integrations#main-content)

    - [smrtPhone](https://helpdesk.inveloapp.com/integrations#smrtphone)
    - [SMTP Email Service](https://helpdesk.inveloapp.com/integrations#smtp-email-service)
    - [Webhooks](https://helpdesk.inveloapp.com/integrations#webhooks)
    - [Mailchimp](https://helpdesk.inveloapp.com/integrations#mailchimp)
    - [Constant Contact](https://helpdesk.inveloapp.com/integrations#constant-contact)
    - [Gmail](https://helpdesk.inveloapp.com/integrations#gmail)
- [System & Settings](https://helpdesk.inveloapp.com/system-settings#main-content)

    - [Account Settings](https://helpdesk.inveloapp.com/system-settings#account-settings)
    - [Billing & Plan](https://helpdesk.inveloapp.com/system-settings#billing-plan)
    - [Users, Roles & Permissions](https://helpdesk.inveloapp.com/system-settings#users-roles-permissions)
- [FAQs](https://helpdesk.inveloapp.com/faqs#main-content)

    - [About Invelo](https://helpdesk.inveloapp.com/faqs#about-invelo)
    - [List Builder](https://helpdesk.inveloapp.com/faqs#list-builder)
    - [Lists](https://helpdesk.inveloapp.com/faqs#lists)
    - [Filters](https://helpdesk.inveloapp.com/faqs#filters)
    - [Records](https://helpdesk.inveloapp.com/faqs#records)
    - [Skip Tracing](https://helpdesk.inveloapp.com/faqs#skip-tracing)
    - [Marketing](https://helpdesk.inveloapp.com/faqs#marketing)
    - [Account and Access](https://helpdesk.inveloapp.com/faqs#account-and-access)
    - [Imports and Exports](https://helpdesk.inveloapp.com/faqs#imports-and-exports)
- [Education](https://helpdesk.inveloapp.com/education#main-content)

    - [Masterclasses](https://helpdesk.inveloapp.com/education#masterclasses)
    - [Webinars](https://helpdesk.inveloapp.com/education#webinars)
- [Overview](https://helpdesk.inveloapp.com/overview)

[![Chill listening crop-3](https://helpdesk.inveloapp.com/hs-fs/hubfs/invelo_logo-color-4.png?width=93&height=24&name=invelo_logo-color-4.png "Chill listening crop-3")](https://a.inveloapp.com)

Your Guide to Smarter, Faster Real Estate Success.

Copyright © 2026, Invelo