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Property Management

Portfolio, media and matching

19 articles
advanced schedule 10 min

AI Property Matching - 69+ Attributes Smart Algorithm

Master Tesoro's advanced AI property matching system with 69+ enum types, reverse matching, interest scoring, and intelligent property suggestions for maximum deal conversion.

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beginner schedule 6 min

Property Management in Tesoro CRM: Complete Beginner Tutorial

Learn step-by-step how to add, manage and organize properties in Tesoro CRM. From your first listing to advanced property organization.

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beginner schedule 10 min

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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advanced schedule 12 min

AI-Powered Property Matching in Tesoro CRM

Learn how Tesoro's AI matching algorithm works, how matching scores are calculated and how to automatically link properties to suitable leads.

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intermediate schedule 10 min

Property Bulk Import and Data Migration in Tesoro

Learn how to import CSV/Excel files, use XML feeds, map data and upload hundreds of properties at once to Tesoro.

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beginner schedule 9 min

Client Portal and Property Sharing in Tesoro

Learn how to configure the buyer portal, share properties with clients, manage access and enable self-service buyer experience.

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beginner schedule 8 min

Property Documents and File Management in Tesoro

Learn how to upload, organize and manage contracts, certificates, floor plans, energy certificates and legal documents for properties.

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beginner schedule 7 min

Property History Tracking and Activity Log in Tesoro

Learn how to track price changes, status updates, activity log and complete change history for compliance and transparency.

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beginner schedule 10 min

Complete Guide to Property Features and Amenities in Tesoro

Learn how to manage all 30+ property features: bedrooms, bathrooms, garage, pool, garden, terrace, elevator, AC, heating and more.

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beginner schedule 7 min

Property Location and Mapping in Tesoro CRM

Learn how to add locations, use Mapbox integration, manage nearby amenities and set accurate area information for properties.

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beginner schedule 8 min

Complete Guide to Property Management in Tesoro CRM

Manage 1085+ properties with powerful tools for tracking, matching and automation. Learn everything about property management in Tesoro CRM.

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beginner schedule 9 min

Property Media Management: Photos, Videos and Virtual Tours

Complete guide for uploading, organizing and optimizing property media. Learn best practices for professional property presentations.

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intermediate schedule 11 min

Property Portal Integration in Tesoro CRM

Learn how to configure Idealista and Fotocasa auto-sync, manage XML feeds and automatically publish properties to portals.

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intermediate schedule 9 min

Property Pricing and Valuation in Tesoro CRM

Learn how to set prices, track market value, manage price history and use automatic valuation for accurate property pricing.

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beginner schedule 9 min

Advanced Property Search and Filters in Tesoro

Learn how to use 30+ search filters, create saved searches, set search alerts and quickly find the right properties.

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beginner schedule 7 min

Property Status and Workflow Management

Learn how to manage property statuses (available, sold, reserved, rented) and configure automatic workflows for efficient property management.

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beginner schedule 6 min

Property Types and Categories in Tesoro CRM

Understand the different property types (house, apartment, land, commercial) and how to classify them correctly for optimal search results and matching.

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intermediate schedule 8 min

Linking Properties to Projects

Learn how to add and link individual units (apartments, houses) to development projects for complete unit management.

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intermediate schedule 10 min

Optimizing Property Listings for Maximum Conversion

Learn how to create property listings that stand out, generate more viewings, and sell faster.

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