Creating Contacts Step-by-Step Tutorial
Learn how to quickly and efficiently add new contacts to your Tesoro CRM database with this complete guide.
list Table of Contents expand_more
Quick start
Detailed Creation Process
1
Step 1: Open the Contact Form
Navigate to the Contacts module:
- Click Contacts in the left navigation menu
- You'll now see your contact list (or an empty list if you're just starting)
- Click the blue + Create Contact button in the top right
The contact form opens as a modal overlay with all available fields.
2
Step 2: Fill in Basic Information
Required fields (minimum required):
- First name: Contact's first name
- Last name: Contact's last name
- Email: Primary email address (important for communication)
Recommended fields:
- Phone: Phone number (with country code, e.g., +31 6 12345678)
- Salutation: Title (Mr., Mrs., Dr., Prof.)
- Role: Function (Buyer, Seller, Agent, Investor, etc.)
Tip: The more information you fill in, the better you can find and segment this contact later.
3
Step 3: Location & Address Details
Fill in the address for better organization and mapping:
- Address: Full address (street + number)
- City: City
- Postal code: Postal code
- Country: Country
Mapbox Geocoding:
Tesoro uses Mapbox to automatically calculate GPS coordinates. This is useful for:
- Displaying contacts on a map
- Suggesting nearest properties
- Location-based filters
You'll see the coordinates appear as soon as you enter a complete address.
4
Step 4: Organization & Tags
Organize your contact for easy retrieval:
- Status: Choose from Active, Inactive, Lost, Won
- Tags/Hashtags: Add labels like 'VIP', 'Hot Lead', 'Follow-up'
- Preferred communication: Email, Phone, WhatsApp or SMS
Tag Tips:
- Use tags for segmentation (e.g., 'Luxury Buyer', 'First-time Buyer')
- Tags are free-form - create your own system
- You can use multiple tags per contact
- Tags are searchable and filterable
5
Step 5: Save & Link
Finalize your contact:
- Check that all required fields are filled in
- Click Save Contact at the bottom of the form
- Your contact is saved and appears in your contact list
Immediately after saving you can:
- Link the contact to a deal (Create Deal)
- Assign a property (Link Property)
- Add a task (Add Task)
- Write a niete (Add niete)
- Send an email (Send Email)
Your contact automatically gets a unique ID and is added to your database.
Advanced fields (optional)
Frequently Asked Questions
Which fields are required when creating a contact?
At minimum, first name, last name, and email are required. All other fields are optional, but the more you fill in, the better you can organize and find contacts.
Can I edit a contact later?
Yes, absolutely. Click on a contact in the list to open the detail page. There you'll see an 'Edit' button to modify all fields. Changes are automatically saved in the activity history.
How do I add multiple contacts at once?
Use the bulk import function. Go to Contacts > Import and upload a CSV or Excel file with your contacts. You can map fields and detect duplicates during the import process.
search