Filters are a tool you can use to narrow down your records to only show those that meet specific criteria.

Invelo has multiple filters that you can use, which are all divided into categories:

  • Contacts

  • Records

  • Property

  • Marketing

  • Leads (only available for records in Leads and Deals stage)

  • Deals (only available for records in Deals stage)

As you move your records into higher stages (like moving a Prospect to a Lead), you'll have more filter capability.

Apply filters

  1. Click the Prospects, Leads, or Deals tab, depending on where you want to view and filter your records.

  2. Click Filters.

  3. From here, you have three options. You can either select

    • A new filter

    • A saved filter (Paid plans only - upgrade here)

    • A filter shared by someone on your team (Professional plan only - upgrade here)

Create a new filter

  1. Click the Select a Filter dropdown to select a filter or type in the criteria you want to search for.

  2. (Optional) To save this set of criteria as a template, click the Save icon. (Paid plans only - upgrade here)

  3. Narrow down the results by selecting how many lists each record should appear on and/or how many tags each record should have. For example, if you select the List Count as 2, the results will only show records that appear on at least two lists.

    Note: As you add filters, you'll see the list of records that match your criteria to the right of the Apply button.

  4. Click Apply to filter your records by the criteria.

Select a saved filter (Paid plans only - upgrade here)

Click the Saved tab and click the desired filter.

Select a shared filter (Professional plan only - upgrade here)

Click the Shared tab and click the desired filter.

Note: You must have a Professional account to add teammates.

⭐ Pro Tip

You can identify your highest quality records by selecting the Quality filter for High quality, and selecting the List Count as 2 or more. This will show records that are on a high-quality list and are also listed on multiple lists.

This is valuable because a record that appears on a high-quality list, as well as a medium or low-quality list, is of higher quality than a record that only appears on one high-quality list. By filtering by list quality and list count, you narrow down your records to the best of the best opportunities.

If you save this filter, you'll also be able to create marketing campaigns directly for these top quality records.

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