Settings
Account, users and security
10 articlesSolving Billing and Payment Issues
Fix problems with payments, invoices, subscription updates and billing errors.
Managing Billing and Subscription
Manage your Tesoro CRM subscription, payment methods, invoices, and billing details in one central location.
Setting Up Company Profile and Branding
Configure your company information, logo, and branding to create a professional appearance for all your customer communications.
Creating and Managing Custom Fields
Adapt Tesoro CRM to your specific business needs by creating custom fields for contacts, properties, and deals.
Importing and Exporting Data
Learn how to quickly import large amounts of data from other systems and export your CRM data for analysis and backups.
Configuring nietifications and Alerts
Stay informed about important events by customizing your nietification preferences to match your work style.
Security Settings and Password Management
Protect your customer data and CRM access with strong security settings, two-factor authentication, and password policies.
Setting Up Tags and Taxonomy Effectively
Organize your contacts, properties, and deals with a smart tagging system that makes searching, filtering, and segmentation easier.
Managing Users, Roles, and Permissions
Learn how to add teamlids, assign roles, and configure permissions to ensure secure and efficient access to your CRM.
Configuring Profile and Settings
Learn how to set up your profile, adjust preferences and configure nietifications for an optimal Tesoro experience.