Go to Invelo
All Collections
Setting up your account

Setting up your account

Set up your wallet, tasks, teams, integrations, and more

9 articles
Jenna Chau avatar
Written by Jenna Chau

Learn with Invelo

How to close more deals with REI Training and Masterclasses
Jenna Chau avatar
Written by Jenna Chau. Updated over a week ago

Set up SendGrid Integration

How to integrate with SendGrid
Jenna Chau avatar
Written by Jenna Chau. Updated over a week ago

Set profile settings and password

Set your profile picture, timezone, contact details, and password
Jenna Chau avatar
Written by Jenna Chau. Updated over a week ago

Manage your wallet

How to add funds, set a default payment card, and set up automatic funding
Jenna Chau avatar
Written by Jenna Chau. Updated over a week ago

Set up SMTP Integration

How to set up your email to send marketing to prospects and leads
Jenna Chau avatar
Written by Jenna Chau. Updated this week

Zapier Integration (Coming Soon)

How to set up a Zapier integraton
Jenna Chau avatar
Written by Jenna Chau. Updated over a week ago

Manage your team

How to invite new team members and change permissions
Jenna Chau avatar
Written by Jenna Chau. Updated over a week ago

Get referral credits and affiliate rewards

How to get rewarded for referrals
Jenna Chau avatar
Written by Jenna Chau. Updated over a week ago

Connect with third-party apps

Coming Soon!
Jenna Chau avatar
Written by Jenna Chau. Updated over a week ago