Filters: Quickly find the right contacts, leads, or properties

In every overview—properties, contacts, leads, deals, relations, projects—there is a filter panel on the left. With it, you reduce the list to what matters today. Combinations you use frequently can be saved as a personal filter; for team agreements, you work with views.

When do you use this?

• Quickly seeing which leads came in today in the morning
• Focusing on a specific group (Spanish buyers, properties above €1 million)
• Finding records that meet multiple conditions at once
• Keeping a worklist ready for batch actions such as status change or mass email

What can you do with this?

• Filter on multiple criteria at once
• Save combinations under a name, one click restores them
• Use date filters for “today”, “past week”, or “older than 90 days”
• Agree with your team on how to look at data through shared views
• Set a default view per overview that loads automatically

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The basic flow

Three steps, same approach on every overview.

1. Open the filter panel.

   Click the filter icon (funnel) above the list. The panel opens on the left side.

   Click to enlarge

   The filter panel appears on the left as soon as you click the filter icon.

   

2. Choose values.

   Open a criterion and select what you are looking for. For multi-select, you can choose multiple values at once, Tesoro treats them internally as “OR” (see below).

3. Click Apply Filter.

   The overview updates immediately. The active filter jumps to the top of the panel so you can see at a glance what is filtering. The URL contains the filter parameters, useful for sharing a filtered list.

No manual operator syntax

Tesoro automatically chooses the right operator based on the field type. You think in values, not in eq, gt, or like. See the operator table further down for background.

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Saving and reusing a filter

If you need a combination regularly, save it as a personal filter (subfilter).

1. First select a view in the top bar. A saved filter is always linked to a specific view.

2. Set your criteria in the filter panel and click Apply Filter.

3. Click Save Filter: the button appears next to Apply Filter. Give the filter a name (minimum 3 characters) and confirm with Save.

4. The filter appears at the top of the panel under your saved filters. One click and your criteria are active again, also on new records that have been added since then.

Saved filters are always personal

What you save is only visible to you. If you want to share a filter with colleagues, create a shared view with preselect filters (see Views & views).

Three practical examples

Spanish luxury buyers

Scenario: You specialize in luxury properties for Spanish clients.

Criterion	Value
Language	Spanish
Lead type	Buyer
Budget	> €750,000

Save as “Spanish luxury buyers”. Every new lead meeting these criteria automatically appears in your list.

Stale listings

Scenario: Properties that have been listed online for a long time and need attention.

Criterion	Value
Status	Active
Creation date	Older than 90 days (relative)

Save as “Stale listings”. Open this filter weekly to assess whether you need to adjust pricing or marketing.

Today's incoming

Scenario: Morning ritual, what came in overnight?

Criterion	Value
Creation date	Today (named period)

Save as “New leads today”. Mark as favorite, then it appears at the top of your view list.

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How filters combine: AND/OR without syntax

You don’t need to think about logical operators. Tesoro automatically applies the correct rule:

• Different criteria are combined with AND. A record must meet all of them.
• Multiple values within one criterion are combined with OR. A record only needs to meet one of them.

Example

You are looking for: active or under-offer properties in Moraira or Javea with at least 3 bedrooms.

Criterion	Values	Logic
Status	Active OR Under Offer	OR within criterion
Location	Moraira OR Javea	OR within criterion
Bedrooms	3+	single value

Result: (Active OR Under Offer) AND (Moraira OR Javea) AND (3+ bedrooms).

Tip

With more than 4-5 criteria, the set often shrinks to almost nothing. Start minimal and refine only if the list is unmanageably large.

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Date filters: five ways to think in time

Date fields have their own filter strategy. You choose which one fits your question:

Strategy	When do you choose this?	Example
Relative	For constantly moving windows	”Last 7 days”, “Next 2 weeks”
Named period	For fixed time units	Today, yesterday, this week, this month
Exact date	For milestone checks	”After January 1, 2026”
Between dates	For reporting periods	”March 1 to March 31”
Empty / Not empty	For missing data	Properties without a publication date

Available on creation date, modification date, closing date, event date, and last activity, depending on the resource.

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Views and preselect filters

A view is more than a filter, it also determines which columns you see and can contain permanent preselect filters that are always active when that view is selected.

Type	Who sees it?	Who modifies it?
Public	All team members	The creator
Private	Only you	Only you
Shared	You and selected colleagues	The creator

When to use a view and when a saved filter?

• View: for team agreements. For example, “Own listings, active” as a shared baseline for the whole team.
• Saved filter: for your personal refinement within that view. Agent James filters “My villas > 1M”, agent Katarzyna filters “Polish leads”, both within the same shared view.

Setting preselect filters

When creating or editing a view, set preselect filters in the side panel. Each row = field + operator + value. Click + for an extra row, − to remove.

Default view

1. Open the view you want as default.
2. Click the pencil icon next to the view selector.
3. Enable Default View and click Save.

The next time you open this overview, this view loads automatically, columns, filters, and all.

Favorites for quick access

Mark frequently used views as favorite via the star icon. Favorites appear at the top of the view selector.

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Editing and deleting filters

Active filters

Above the overview, you see filter badges: one per active filter, with the value inside.

• X icon on a badge removes that filter
• Clear all at the top of the panel removes all active filters at once
• Results update immediately

Editing saved filters

1. Select the view that the filter is linked to.
2. Hover over a filter in the subfilter list, a pencil and trash can appear.
3. Click the pencil. Criteria are loaded into the panel to adjust.
4. Click Save Filter: choose Save (overwrite) or Save as new.

Deleting saved filters

Hover, click the trash can, confirm.

Caution

Deleting is permanent. No undo button.

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Strategic use

Level 1: team views as a basis

Create shared views that answer the structural questions of your office:

• Own listings, active
• Properties > 90 days online
• Pipeline overview
• New leads today

Level 2: personal subfilters

Each agent creates their own refinement within those views. Collaborate without disturbing each other’s work.

Level 3: date filters for urgency

• “Older than 90 days” on creation date → too long online
• “Today” on creation date → morning status
• “Between dates” on closing date → month-end closing

Level 4: combine with batch actions

Filtering is not a goal, it’s a prelude to action. Select all filtered records, execute batch action (change status, assign agent, mass email).

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Common mistakes

The filter returns no results

Too many criteria stacked. Remove one or two.

My saved filter has disappeared

Saved filters belong to a specific view. First select the correct view, then they reappear.

A colleague does not see my saved filter

Subfilters are always personal. To share: create a shared view with preselect filters.

Expected contacts are missing

Filters work on the data stored in Tesoro. An empty field = no match. Fill in missing data.

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Frequently asked questions

Is a saved filter automatically updated?

Yes. Records that later meet your criteria automatically appear in the list.

How many filters can I combine?

Unlimited, but in practice 5+ criteria often give an empty list.

Does the search box at the top work together with filters?

Yes. Searching combines with AND logic with your active filters. This way you can search for an address within a filtered set.

Can I share filters with other offices?

No. Filters and views stay within your own tenant.

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Comparison operators (reference)

For most fields, you don’t need to worry about this, Tesoro chooses automatically. But for preselect filters in views, you choose explicitly:

Operator	When	Available for
Contains	Search for text part	Text, choice lists
Equals	Exact match	Almost all types
Not equal	Everything except	Text, boolean
Greater / less than	Upper / lower limit	Numeric
Greater / less than or equal	Including boundary	Numeric
Empty	Field not filled	MLS field (properties)

Restriction for property filters

For properties, “Not equal” and “Contains” have been removed from preselect filters of views. For tags and MLS portals, only “Equals” (plus “Empty” for MLS) applies, to avoid unexpected results with large portfolios.

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Available filter fields per resource

The criteria differ per resource. The full list is available per tab.

Properties

Basic: Status, Transaction type, Property type, Location (city), Province, Labels, Tags

Features: Price, Surface area, Bedrooms, Bathrooms, Amenities, View, Distance to beach, New build

Advanced: Assigned agent, Relation, Property owner, MLS portals, Published on website, Number of deals, Number of leads, Name, Reference, Tesoro Reference Number, Creation date, Modification date

Contacts

Assigned agent, Salutation, Language, First name, Last name, Email, Phone, Street, Address line, City, State/Province, Postal code, Country, Additional information, Role, Relation, Tag, Creation date, Last activity, Portal user

Leads

Status, Assigned agent, Salutation, Language, First name, Last name, Email, Phone, address fields, Lead source, Lead phase, Lead type, Additional information, Role, Relation, Tag, Creation date, Last activity

Deals

Status, Type, Deal value, Closing date, Contacts, Assigned agent and more

Relations

Relation type, Status, Credit terms, Communication preference and more

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Summary

• Filters reduce every list to what matters today
• Save combinations = one click instead of setting up again each time
• Personal subfilters for yourself, shared views with preselect filters for your team
• Date filters enable proactive follow-up
• Combine filters with batch actions to quickly edit many records at once

How do I create a view? Step-by-step to create and edit views.

Which views should I create? Recommended team views and strategic insights.

Filtering within properties Full guide for the property overview.

Labels as a workflow tool Working with color codes and hashtags.