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 often, you save as a personal filter; for team agreements, you work with views.

When do you use this?

• In the morning, quickly see which leads came in today
• Focus on a specific group (Spanish buyers, properties above 1 million)
• Find records that meet multiple conditions at once
• Keep 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 you look at data via 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. With 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 chooses the right operator itself based on the field type. You think in values, not in eq, gt, or like. Background in the operator table further down.

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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. Do you want to share a filter with colleagues? Then you 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 that meets 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 a view and when a saved filter?

• View: for team agreements. For example “Own listings, active” as a shared basis 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 up preselect filters

When creating or editing a view, you 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. Toggle Default View on 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 name and value in it, for example Status: Active. This way you always see why the list is shorter than expected. These badges appear above the overviews of Properties, Contacts, Leads, Deals, Projects, Tasks, and Relations.

• X icon on a badge removes that filter
• Clear all next to the badges removes all active filters at once
• Results update immediately

For Contacts, Leads, Deals, Projects, Tasks, and Relations, the following also applies:

• A search term from the overview’s search box also gets a badge: Search: …
• Clear all also clears that search term and releases a chosen saved filter. Your chosen view remains.
• After removing a filter, you return to the first page of the list.

Are there no active filters? Then you see no badges and the bar takes up no space.

Editing saved filters

1. Select the view the filter is linked to.
2. Hover over a filter in the subfilter list; a pencil and a trash can appear.
3. Click the pencil. Criteria are loaded in 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 restore button.

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Strategic use

Level 1: team views as a basis

Create shared views that answer your office’s structural questions:

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

Level 2: personal subfilters

Every 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 → listed too long
• “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 is preparation for action. Select all filtered records, execute a 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 right view, then they reappear.

A colleague doesn’t see my saved filter

Subfilters are always personal. For sharing: 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 updated automatically?

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. Search combines with AND logic with your active filters. This way you can search by 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 do anything with this, Tesoro chooses automatically. But with preselect filters in views you choose explicitly:

Operator	When	Available for
Contains	Search for a text fragment	Text, dropdowns
Equal to	Exact match	Almost all types
Not equal to	Everything except	Text, boolean
Greater / less than	Upper bound / lower bound	Numeric
Greater / less than or equal	Including boundary value	Numeric
Empty	Field not filled in	MLS field (properties)

Restriction for property filters

For properties, “Not equal to” and “Contains” have been removed from preselect filters of views. For tags and MLS portals, only “Equal to” applies (plus “Empty” for MLS), to prevent 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, 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 stage, 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
• Saving combinations = one click instead of setting them up over and over
• 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 for creating and editing views.

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

Filtering within propertiesComplete guide for the property overview.

Labels as a workflow toolWorking with color codes and hashtags.