Invelo Ideas

Invelo news feed and changelog.

Most voted
  • Trending
  • Most voted
  • Least voted
  • Newest
  • Oldest
Sort by
Most voted
  • Trending
  • Most voted
  • Least voted
  • Newest
  • Oldest
Suggest an idea
Suggest an idea What would make Invelo more useful to you?
upload_file Upload image
4
Ability to create task templates
Feature request
Under review
It would be good to have task templates so we can choose from them instead of having to create a new task from scratch everytime
Add a comment
3
Auto-fail DNC numbers in SMS Campaigns
Feature request
Under review
Currently, Invelo 2.0 does not automatically fail DNC numbers; they need to be manually filtered out if you want to exclude them. The challenge is that if a campaign includes a mix of Direct Mail,...
Add a comment
3
Add "Delete all tasks" action in Workflows
Feature request
Under review
Please add the option to automatically delete tasks in workflows when moving a record to a different pipeline or changing its status. Currently, we can only add tasks, but the ability to delete them...
Add a comment
3
Table View for Lists
Feature request
Under review
Ability to view Lists in a table to see how many property records are in it, and how many are in each life cycle stages, just like in Invelo 1.0
Add a comment
3
More Data Fields
Feature request
Under review
Death info, Death of Joint Tenant, Seller Age, Divorce, code violation info, different lien types.
Add a comment
3
Display primary contact's name in task view
Feature request
Under review
There is a contact field that needs to be filled out manually if we want to see it. It can just display the primary contact's name. The contact is more often than not just the primary contact.
Add a comment
3
Sorting feature in Leads
Feature request
Under review
In Invelo 1.0, on the leads page, there was a drop down to sort the leads. For example, you could sort by activity newest to oldest or vice versa and there were quite a few other sort options...
Add a comment
2
Ability to clone direct mail templates
Feature request
Under review
We should have the ability to clone direct mail template designs for ease of use
Add a comment
2
Enable Bulk Task Creation for Selected Records in Each Pipeline
Feature request
Under review
Please add a feature for bulk task creation in each pipeline after selecting multiple records. This will streamline the process of assigning tasks to several properties at once, improving workflow...
Add a comment
2
Get delivery status when sending an sms to a landline number
Feature request
Under review
Now nothing happens when sending an sms to a landline phone number. No log. No delivery status. The text message that you tried to send from Invelo was not sent as the system recognized it as a...
Add a comment
lightbulbSuggest an idea
Changelog Ideas