You can click any record to see additional data, including the
marketing campaigns the record is in
activity, notes, and tasks on the record
Additionally, as records move to different stages (for example, from a prospect to a lead), new tabs become available inside the record.
The Lead tab unlocks once a record becomes a lead.
The Deal tab unlocks once a record becomes a deal.
Whether you import your records from List Builder or your own database, Invelo will try to identify the property and map it with its property details. If the property details are available, it will show the Building Details, Property Characteristics, Land Info, Estimated Value, Tax Info, MLS Details, and Last Sale Info.
The Contacts tab shows the contacts associated with the property as well as their contact information. For more information on how to add or update property contacts, check out this article.
The Marketing tab shows all marketing campaigns that the record is included in.
The Lead tab unlocks once a record is moved to the Lead stage. This includes data on:
the seller's motivation to sell
when they were last contacted
reason for selling
whether the property is listed with an agent
the asking price
the property condition
Projected Analysis (these are details you can calculate and enter to help project the purchase value)
Deal type (wholesale, rehab, rental, etc.)
Deal type name
After repair value
The Deal tab unlocks once a record is moved to the Deal stage. This includes data on:
Holding time (days)
Profit per month
Profit as a % of sale price
Return on investment