Property Management in Tesoro CRM Complete Beginner Tutorial

1. Go to the main menu on the left side of your screen

2. Click on "Properties" (the house icon 🏠)

3. You'll now see the property overview with any existing listings

💡 Shortcut: You can also use Ctrl + P (Windows) or Cmd + P (Mac) to go directly to properties.

📊 Dashboard Info: At the top you see statistics like total properties, available properties, and properties sold this month.

1. Look for the green button "+ New Property" in the top right of the screen

2. Click this button to open the property form

3. The form opens in a new page with different tabs for different types of information

📝 Form Structure:

• Basic Info: Address, type, price
• Details: Rooms, surface area, build year
• Media: Photos and documents
• Description: Extended description and features

Required fields (marked with *):

• Address*: Full address including postal code
• Property Type*: Apartment, House, Office, etc.
• Status*: For Sale, For Rent, Sold, Rented
• Price*: Asking price in euros

Recommended basic fields:

• Number of Bedrooms: For residential property
• Number of Bathrooms: Important for buyers
• Surface Area: In square meters
• Build Year: For historical context
• Owner Contact: Link to existing contact

🎯 Tip: Tesoro's address-lookup function automatically fills in postal codes and neighborhood information.

Click on the "Details" tab to add more specific information:

🏠 Residential Specific:

• Living Area: Usable surface in m²
• Plot Area: If there's a garden/yard included
• Number of Floors: Including ground floor
• Garage/Parking: Type of parking facility
• Garden: Presence and orientation (north/south/east/west)

🏢 Commercial Specific:

• Office Units: Number of separate units
• Parking Spaces: Number of available spots
• Charging Options: For electric cars

💡 Pro Tip: Use the "Copy from similar property" function to quickly adopt standard details.

1. Click on the "Media" tab in the property form

2. You see an overview with different sections:

• Main Photo: The primary photo for listings
• Interior Photos: Photos from inside
• Exterior Photos: Photos from outside
• Documents: PDFs, floor plans, etc.

📱 Supported Formats:

• Photos: JPG, PNG, WEBP (max 10MB per photo)
• Documents: PDF, DOC, DOCX (max 25MB per document)

Why the main photo is important: This is the first photo potential buyers see in overviews and search results.

Upload process:

1. Click the "Upload Main Photo" button
2. Select a photo from your computer or drag it to the upload area
3. Wait for the upload to complete (green checkmark)
4. The photo appears directly as preview

📷 Tips for good main photos:

• Exterior photo: Show the complete front facade in daylight
• High resolution: Minimum 1200x800 pixels
• Well centered: Property central in view
• No text/watermarks: Tesoro automatically adds branding

Adding Interior Photos:

1. Scroll to the "Interior Photos" section
2. Click "Upload Interior Photos" or drag multiple photos at once
3. Tesoro automatically organizes by room type
4. You can manually reorder photos by dragging

📋 Recommended photo order:

1. Living Room: Spatial overview
2. Kitchen: Complete kitchen and details
3. Bedrooms: Each bedroom separately
4. Bathrooms: All sanitary facilities
5. Special rooms: Attic, basement, utility room

🔄 Automatic Optimization: Tesoro automatically compresses photos for fast loading without quality loss.

Why linking is important: Automatic updates, communication tracking, and complete deal overview.

Linking Owner:

1. Scroll to the "Contact Information" section in the property form
2. Click on the "Owner" field
3. Type the name of an existing contact or email address
4. Select the correct contact from suggestions
5. Tesoro immediately shows contact details for confirmation

💡 Adding New Owner:

If the owner doesn't exist as contact yet:

1. Click "+ New Contact" next to the owner field
2. Quickly fill in basic information
3. The contact is automatically linked to the property

Interest Tracking: Keep track of who has shown interest in this property.

Adding Buyer:

1. Scroll to "Interested Parties"
2. Click "+ Add Interested Party"
3. Select contact from existing list
4. Choose interest level: Viewing, Serious, Offer Made
5. Add niete about their specific interest

📊 Interest Tracking Benefits:

• Overview: See all interested parties per property directly
• Follow-up: Automatic reminders for contact
• Analytics: Track which properties are popular
• Matching: Tesoro can suggest similar properties

Available Status Options:

• 🟢 Available: Active for sale/rent
• 🟡 Under Offer: Offer received, niet yet sold
• 🔴 Sold/Rented: Deal closed
• ⚫ Offline: Temporarily unavailable
• 🟣 Option: Option taken by buyer

Changing Status:

1. Open the property for editing
2. Click on the huidige status label at the top
3. Select new status from dropdown
4. Add reason for change (optional)
5. Save changes

🔔 Automatic nietifications: Tesoro automatically sends updates to interested parties when status changes.

Automatic History: Tesoro automatically tracks:

• Status changes with timestamp
• Price adjustments
• Viewings and appointments
• Communication with owner and interested parties
• Photo and document uploads

Viewing History:

1. Open property detail page
2. Click on "History" tab
3. View chronological overview of all activities
4. Filter by activity type if desired

📝 Adding Manual notes:

For important events niet automatically tracked:

1. Go to "History" tab
2. Click "+ Add niete"
3. Describe what happened
4. Save - appears in timeline