Contact Management Complete Guide for Tesoro CRM
Learn everything about contact management in Tesoro CRM - from adding contacts to advanced organization and communication.
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Why contact management matters
Contact types in Tesoro
Tesoro supports different contact types for flexible organization:
Leads
Potential clients who have shown interest but aren't qualified yet. Leads have extra fields like:
- Lead status (Prospect, Qualified, Negotiating, Won, Lost)
- Lead source (Website, Referral, MLS, Marketing)
- Property preferences (type, location, budget)
- Urgency level
Contacts
All people in your database - buyers, sellers, clients, agents. This is your main database with complete information:
- Personal details (name, email, phone, address)
- Communication preferences
- Activity history
- Linked deals and properties
Relations
Business partners like developers, brokers, banks, vendors. Relations have specific fields for:
- Company information
- Payment terms
- Multiple contact persons
- Portal access
Key fields explained
Tesoro CRM offers 30+ fields for complete contact information:
Basic Information
- First name / Last name: Contact's name
- Salutation: Title (Mr., Mrs., Dr., etc.)
- Email: Primary email address (required for portal access)
- Phone: Phone number (international format supported)
Location & Address
- Address: Full address with Mapbox geocoding
- Coordinates: Automatically calculated GPS coordinates
- City / Country: City and country information
Business Information
- Role: Function or role (Agent, Manager, Buyer, etc.)
- Commission %: Commission percentage for brokers
- Website URL: Personal or business website
Organization & Status
- Status: Active, Inactive, Lost, Won
- Tags/Hashtags: Free-form labels for organization
- Preferred communication: Email, Phone, WhatsApp, SMS
Portal Access
- Portal user: Convert to portal user
- Portal access: Access level to client portal
Best Practices
Frequently Asked Questions
How many contacts can I store in Tesoro?
There is no hard limit on the number of contacts. The database is built to efficiently manage thousands of contacts without performance issues.
Can I import contacts from Excel or CSV?
Yes, Tesoro supports bulk import of contacts via CSV and Excel files. You can map fields and detect duplicates during the import process.
What's the difference between Contacts and Leads?
Leads are unqualified prospects with specific property preferences. Contacts are your complete database with all people (buyers, sellers, clients). You can convert a Lead to a Contact when qualified.
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