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Contacts are the core of your CRM. Whether it's potential buyers, sellers, or partners - correctly adding and managing contacts is essential for your success.
In this guide, you'll learn step by step how to add a new contact to Tesoro CRM.
Video Tutorial
Watch this 2-minute video for a quick walkthrough
Steps to Add a Contact
1
Navigate to Contacts
Click on Contacts in the main menu. You'll now see an overview of all your existing contacts.
2
Click 'New Contact'
In the top right, you'll see a blue button with + New Contact. Click it to open the form.
3
Fill in Basic Information
Fill in at least the following fields:
- First Name (required)
- Last Name (required)
- Email (required)
- Phone Number (optional but recommended)
- Type: Buyer, Seller, or Partner
Tip: Duplicate Check
Frequently Asked Questions
Can I add multiple contacts at once?
Yes! Use the import function to add contacts in bulk via CSV or Excel. See our article 'Importing Contacts' for more information.
What happens if I enter a wrong email address?
You can always edit the email address by opening the contact and clicking 'Edit'. niete: emails that have already been sent canniet be recalled.
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