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Export your records
Export your records

How to download your prospects, leads, or deals from Invelo

Jenna Chau avatar
Written by Jenna Chau
Updated over a week ago

Notes:

  • Exporting leads can only be done on Paid plans. You can upgrade here.

  • To export, you must be in List View. You cannot use Card View to export leads.

Export your records

  1. Open your prospects, leads, or deals page. Then click the checkbox for the individual records you want to export, or click the arrow at the top checkbox to select all records.

  2. If not using the 'Select All' arrow, include more records in your results by clicking the dropdown for the number of records below your results and changing it to a higher number.

  3. Click Manage and select Export.

  4. Name your export if desired. Then click Confirm.

Once your export is complete, you’ll see a notification on the alerts icon.

See your exported lists and history

  1. Click the History tab.

  2. Click the Exports tab.

  3. Download the export by clicking the checkbox to the left of the export name.
    ​

  4. Click Download in the bottom right corner.
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*The exported file will also be sent via email from Invelo.

The fields included with an Invelo export are:

  • APN

  • Assessed Total Value

  • Bathrooms

  • Bedrooms

  • Estimated Equity (%)

  • Estimated Equity ($)

  • Estimated Value

  • Last Sale Date

  • Last Sale Price

  • Living Area (SqFt)

  • Lot Area (SqFt)

  • Owner Occupied Status

  • Property Address, City, State & Zip Code

  • Property Type

  • Vacant

  • Year Built

  • Record Stage

  • Stage Status

  • List Count

  • Lists

  • Record Quality

  • Tag Count

  • Tags

  • Motivation

  • Deal Type

  • Exported Date

  • Created Date

  • Custom Fields

  • Current Marketing Campaign

  • Last Contacted Date

  • Last Property Address Skip Traced Date

  • Primary Contact Full Name

  • Primary Contact First Name

  • Primary Contact Last Name

  • Primary Contact Litigator

  • Primary Contact Type

  • Primary Contact Mailing Address, City, State & Zip Code

  • Primary Contact Primary Phone Number

  • Primary Contact Primary Phone Type

  • Primary Contact Primary DNC

  • Primary Contact Phone 2 Number

  • Primary Contact Phone 2 Type

  • Primary Contact Phone 2 DNC

  • Primary Contact Phone 3 Number

  • Primary Contact Phone 3 Type

  • Primary Contact Phone 3 DNC

  • Primary Contact Phone 4 Number

  • Primary Contact Phone 4 Type

  • Primary Contact Phone 4 DNC

  • Primary Contact Phone 5 Number

  • Primary Contact Phone 5 Type

  • Primary Contact Phone 5 DNC

  • Primary Contact Phone 6 Number

  • Primary Contact Phone 6 Type

  • Primary Contact Phone 6 DNC

  • Primary Contact Phone 7 Number

  • Primary Contact Phone 7 Type

  • Primary Contact Phone 7 DNC

  • Primary Contact Email

  • Primary Contact Email 2

  • Primary Contact Email 3

  • Primary Contact Email 4

  • Primary Contact Email Address Status

  • Primary Contact Last Skip Traced

  • Contact 2 Full Name

  • Contact 2 Frist Name

  • Contact 2 Last Name

  • Contact 2 Litigator

  • Contact 2 Type

  • Contact 2 Primary Mailing Address, City, State & Zip Code

  • Contact 2 Primary Phone Number

  • Contact 2 Primary Phone Type

  • Contact 2 Primary DNC

  • Contact 2 Phone 2 Number

  • Contact 2 Phone 2 Type

  • Contact 2 Phone 2 DNC

  • Contact 2 Phone 3 Number

  • Contact 2 Phone 3 Type

  • Contact 2 Phone 3 DNC

  • Contact 2 Phone 4 Number

  • Contact 2 Phone 4 Type

  • Contact 2 Phone 4 DNC

  • Contact 2 Phone 5 Number

  • Contact 2 Phone 5 Type

  • Contact 2 Phone 5 DNC

  • Contact 2 Phone 6 Number

  • Contact 2 Phone 6 Type

  • Contact 2 Phone 6 DNC

  • Contact 2 Phone 7 Number

  • Contact 2 Phone 7 Type

  • Contact 2 Phone 7 DNC

  • Contact 2 Primary Email

  • Contact 2 Email 2

  • Contact 2 Email 3

  • Contact 2 Email 4

  • Contact Email Address Status

  • Contact 2 Last Skip Traced

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