What happens when you delete a property record in Invelo

Understanding how property deletions affect owner contacts and re-imports

When you import property records into your Invelo account, the system automatically pulls in the owner information for each property (unless you choose to override this during a CSV import). This process ensures that every property address has associated owner details. These owners are then stored in your Contacts CRM as contact records.

It’s important to understand the distinction between property records and contact records in Invelo:

• Deleting a property record only removes the property itself: The owner’s contact record remains in your Contacts CRM. This way, you maintain accurate contact information even if you no longer track a specific property.

• Re-importing a deleted property record will link to the existing owner’s contact record: Invelo does not duplicate records, so if the owner is already in your system, the property will be tied back to that contact instead of creating a new one.

This design ensures that your contacts remain clean, organized, and free of duplicates, while still allowing you to manage properties independently.