Contact Management
Manage leads, buyers and sellers
14 articlesBulk Operations: Managing Large Numbers of Contacts
Learn how to work efficiently with large numbers of contacts via import, export and batch operations.
Advanced Contact Search and Filtering
Learn how to use Tesoro CRM's powerful search and filter features to find exactly the contacts you need.
Best Practices for Contact Management
Learn the best strategies and workflows for effective contact management in Tesoro CRM.
Contact Management: Complete Guide for Tesoro CRM
Learn everything about contact management in Tesoro CRM - from adding contacts to advanced organization and communication.
Custom Fields: Personalizing Contacts for Your Business
Learn how to add custom fields to contacts to store industry-specific information that's unique to your business.
Email Integration: Communicate Directly from Your CRM
Send and receive emails directly from Tesoro with Gmail and Outlook integration.
GDPR and Privacy: Protecting Contact Data
Understand how Tesoro helps you stay GDPR-compliant and protect contact data.
Finding and Merging Duplicate Contacts
Keep your contact database clean by identifying and merging duplicates without losing data.
Tracking notes and Activity History
Document all interactions with contacts via notes and view complete activity history.
Lead Scoring and Qualification
Identify and prioritize your most promising contacts with lead scoring and qualification.
Organizing Contacts with Tags and Hashtags
Learn how to use tags and hashtags to effectively organize, segment and find your contacts.
Tasks and Reminders for Contacts
Stay on track with tasks and reminders linked to your contacts.
Contact Types Explained: Leads, Contacts and Relations
Understand the difference between Leads, Contacts and Relations in Tesoro CRM and when to use each type.
Creating Contacts: Step-by-Step Tutorial
Learn how to quickly and efficiently add new contacts to your Tesoro CRM database with this complete guide.