Linking Contacts Managing Relationships and Connections

Links create context and relationships between different resources in your CRM:

Benefits of Contact Linking

• Complete context: See all deals, properties and activities of a contact in one place
• Quick navigation: Jump directly from contact to related deal or property
• Better collaboration: Team sees complete relationship with client
• Automatic updates: Changes propagate through linked resources
• Reporting: Analyze relationships between contacts, deals and properties

What Can You Link?

• Contacts ↔ Deals: Link a contact to a sales process
• Contacts ↔ Properties: Assign properties of interest
• Contacts ↔ Projects: Link to new construction projects
• Contacts ↔ Contacts: Family, business partners, referrals
• Contacts ↔ Tasks: Tasks assigned to contact
• Contacts ↔ Meetings: Appointments and viewings

Why Link Properties?

Assign properties to contacts to:

• Show which properties a client has viewed
• Register interest without creating a deal immediately
• Save AI matching results
• Track viewing history

Assigning Properties

From Contact:

1. Open contact → Properties tab
2. Click + Link Property
3. Search and select property(ies)
4. Mark interest level: High, Medium, Low
5. Add niete (optional)

From Property:

1. Open property → Interested Contacts
2. Click + Add Contact
3. Select contact(s)

AI Property Matching

Tesoro can automatically suggest properties based on:

• Contact's budget range
• Location preferences
• Property type preferences
• Bedrooms/bathrooms requirements

Click Suggest Properties in the contact to see AI matches.