Deal Management
Pipeline, opportunities and conversion
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Complete Deal Pipeline Guide - 9 Stages to Success
Master Tesoro CRM's advanced deal pipeline system with 7 enum types, real-time collaboration, and AI-powered property matching for maximum conversion.
Creating Deals and Linking Contacts and Properties
Step-by-step guide to creating new deals, linking contacts and properties, and configuring deal parameters for optimal tracking.
Deal Activities and Timeline Tracking
Learn how to track all deal activities, add notes, and maintain a complete timeline for better client management.
Deal Automation and Workflows
Learn how to automate repetitive tasks, set up workflow triggers, and maximize efficiency with Tesoro's automation features.
Best Practices for Effective Deal Management
Proven strategies and tips for maximum deal conversion, efficient pipeline management, and sustained sales success.
Kanban Board Guide: Visual Deal Management
Learn how to use the drag-and-drop Kanban board for intuitive deal management, quick status updates, and team visibility.
Revenue Forecasting and Pipeline Value
Learn how to create accurate revenue forecasts, calculate pipeline value, and use data for better business planning.
Deal Reporting and Key Metrics
Learn which deal metrics matter, how to generate reports, and how to use data for better business decisions.
Complete Deal Pipeline Overview
Learn how to use Tesoro CRM's powerful deal pipeline system to manage your sales process from lead to closing with AI-powered matching and real-time collaboration.
Deal Stages Explained: When to Move Deals
Learn all deal pipeline stages, the criteria for each stage, and when to move deals for optimal conversion tracking.
Team Collaboration for Deals
Learn how to assign teamlids to deals, manage shared ownership, and enable effective collaboration for better results.
Deal Value and Commission Tracking
Learn how to track deal values, calculate commissions, and do accurate revenue forecasting for better business planning.
Won and Lost Deal Analysis
Learn how to correctly mark deals as won or lost, track verlies redenen, and use insights for process improvement.
Linking Contacts: Managing Relationships and Connections
Learn how to link contacts to deals, properties, projects and other contacts for a complete overview.
Lead-to-Deal Conversion Optimization
Advanced strategies to dramatically improve your conversion rate and turn more leads into closed deals.
Lead-To-Deal Conversion Tracking
Analyze your sales funnel conversion rates to identify bottlenecks and improve your overall closing percentage.
Optimizing Your Pipeline for Maximum Conversion
Advanced strategies to analyze your deal pipeline, identify bottlenecks, and dramatically improve conversion rates.
Customizing Deal Pipeline and Stages
Configure your sales pipeline with custom stages that perfectly align with your real estate process, from first contact to successful completion.
Idealista Integration: Automatic Property Synchronization
Automatically sync your properties with Idealista via XML feed. Configure in minutes and publish directly to Spain's largest real estate portal.
Quick Start Guide: 15 Minutes to Your First Deal
A practical hands-on tutorial that guides you through the complete workflow in 15 minutes: from contact to closed deal.