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How to Add Properties to Tesoro CRM

Complete step-by-step guide for adding your first property. Learn all fields, best practices and tips for fast property creation.

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Before you start

Video tutorial: adding a property

10-minute complete walkthrough of the property adding process

Step 2: fill in basic information

1

Address and location

Required field: Address is essential for every property.

Filling in:

  1. Type the full address in the "Address" field
  2. Tesoro's Mapbox integration automatically suggests addresses
  3. Select the correct address from suggestions
  4. Postal code and coordinates are automatically filled in
  5. The property appears directly on the map

Tips:

  • Use full address including house number
  • For land without number: use street name + postal code
  • Check the map view for correct location
  • You can manually move the marker if needed
2

Select property type

Available types:

  • Apartment: Flats, studios, penthouses
  • House: Single-family homes, villas, townhouses
  • Villa: Luxury detached homes
  • Land: Building plots, agricultural land
  • Commercial: Offices, shops, business premises

Why important: The property type determines which additional fields are available and how the property is displayed in search results.

Tip: Choose the most specific type that applies. A penthouse should be "Apartment" with specification in the description.

3

Set price

Price configuration:

  1. Enter the asking price (numbers only)
  2. Select currency (EUR default for European market)
  3. Choose frequency: Purchase (one-time), Monthly, Yearly

Frequency usage:

  • Purchase: Purchase price for sale properties
  • Monthly: Monthly rental price
  • Yearly: Annual rental price (especially commercial real estate)

Best practice:

  • For rental: use monthly price (common market standard)
  • For sale: leave frequency empty or select "Purchase"
  • You can adjust the price later (history is tracked)
4

Choose status

Status options:

  • Active: Available for sale/rent (default)
  • Inactive: Temporarily unavailable
  • Sold: Sold
  • Rented: Rented
  • Draft: In preparation (niet visible on portals)

When to use which status:

  • New property without photos: Draft
  • Ready for marketing: Active
  • Owner wants pause: Inactive
  • Deal closed: Sold or Rented

Important: Only "Active" properties are synchronized with portals like Idealista and Fotocasa.

Step 3: add property details

1

Rooms and bathrooms

Bedrooms: Number of bedrooms (0 allowed for studios)

Bathrooms: Number of bathrooms/shower rooms (can contain decimals, e.g. 1.5)

Tips:

  • Studio = 0 bedrooms (living/sleeping space combined)
  • Toilet without shower/bath = 0.5 bathroom
  • For commercial: only count office/work spaces as "rooms"
2

Surface areas

Different surface area types:

  • Living area (m²): Usable surface inside
  • Built area (m²): Total built surface (including walls)
  • Plot area (m²): Total land surface
  • Useful area (m²): Effectively usable

Which to fill in:

  • Apartment: Living area (required)
  • House with garden: Living area + Plot area
  • Building land: Only Plot area
  • Commercial: Useful area or Built area

Important: These values are used for AI matching and portal sync.

Tip: save quickly and complete later

After creation

You've now added your first property! Next steps:

Immediately available
  • Upload photos: See 'Property Media Management'
  • Add features: 30+ amenities available
  • Link owner: Connect to existing contact
  • Activate portal sync: Publish on Idealista/Fotocasa
Advanced options
  • Activate property AI matching
  • Embed virtual tour
  • Add multi-language descriptions
  • Configure custom fields

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Frequently Asked Questions

chevron_right Can I save a property without photos?
Yes, photos are niet required. Use status "Draft" for properties without photos. You can add photos later before setting the property to "Active".
chevron_right How do I add multiple properties quickly?
For bulk import use the CSV/Excel import function or XML feed manager. See the 'Property Bulk Import' guide for details. You can also use the 'Duplicate' function for similar properties.
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