Contacts

Manage every lead, client, and connection from one place. Smart segments, CSV import, custom fields, WhatsApp + social links, and a full activity timeline per contact. Built for real estate agents.

What are Contacts?

A contact is anyone in your sphere — a lead from your website, a past client, a referral, a teammate. The Contacts page is your central database, with smart segments, search, CSV import, and a detailed activity log per person.

Contacts power everything else. Every Deal links to one or more contacts. Every Inbox conversation belongs to a contact. Birthdays show up on the Calendar. Tasks can target a contact. Get this database right and the rest of the CRM works.

Open Contacts

From the dashboard sidebar → CRM → Contacts.

Add a contact

Click the + menu → Add Contact → fill the dialog.

The Contacts Page

A data table of every contact, paginated 20 per page. Each row shows the avatar + name, email, phone, stage, source, tags, and last activity date.

Filters across the top:

🔍 Search — "Search contacts..." matches against name and email.
🏷️ Tag filter — narrow the list to one or more tags.
📂 Segment tabs — switch between saved views (more on this below).

The "+" menu in the top bar:

Add Contact

Open the create dialog.

Import Contacts

Bulk-upload from a CSV file (3-step flow).

Add Segment

Save the current filters as a reusable segment tab.

Edit / Delete Segment

When a segment is active, rename it or remove it.

Adding & editing a contact

Click Add Contact to open the unified dialog. It's organized into 7 tabs so you fill what's relevant and skip the rest.

General Information

The essentials: Name, Email, Image (avatar), Contact Type (e.g. Buyer, Seller, Investor), Contact Stage (where they are in your funnel), Budget (price), and Birthday.

Phone Numbers

Add one or more phone numbers. Each becomes searchable and reachable from other modules.

Spoken Languages

Pick the languages this contact speaks. Useful when filtering for multilingual matches.

Address

A structured address (street, city, state, country, postal code) with geo lookup, plus a free-form streetAddress field if you only have a partial.

Additional Fields

Custom key/value pairs — "Lender: Wells Fargo", "Showing pref: weekends". Use these for anything outside the standard fields.

Don't fill all 7 tabs the first time. Just Name + Email + Phone gets you 80% of the value. Add the rest later as you learn more about the person.

Importing from CSV

When you have an existing list (from another CRM, MLS export, or a spreadsheet), use the import flow.

Upload your CSV

Click Import Contacts → pick the file. Headers don't need to match Panda's field names — you'll map them next.

Map the columns

Match each CSV column to a Panda field. Supported targets: name, email, phones, birthday, type, stage, streetAddress, city, state, country, postalCode, spokenLanguages, tags, and all the social links (links.website, links.whatsapp, links.linkedin, links.facebook, links.instagram, links.twitter, links.youtube).

Confirm & import

Preview a sample of the parsed contacts. If something looks off, go back and re-map. When ready, confirm and the import runs.

Segments

A segment is a saved filter — "Active Buyers", "VIP referrals", "Leads from Zillow". Each segment becomes a tab at the top of the Contacts page.

To create one:

Apply your filters (tag, source, stage, etc.)
Click + → Add Segment
Give it a title and an icon
Save — it appears as a new tab

Switching segments filters the list instantly. You can edit or delete a segment from the + menu when its tab is active.

Common segments for real estate agents: Active Buyers, Past Clients, Referral Sphere, Cold Leads, Open House Visitors, This Year's Closings.

The Contact Sheet

Click any contact row to open the side sheet. Four tabs:

Overview

Email, phones, address, languages with flags, social links, source badge, and Edit / Delete buttons.

Activity

A timeline of every interaction — emails sent, properties viewed, forms submitted, notes added.

Collections

Property collections this contact belongs to (e.g. "Showing list - Smith family").

Saved

Saved searches the contact set up on your website (e.g. "3BR + pool, under $1M").

When you fill the WhatsApp field on a contact, Panda links the number to its WhatsApp integration. From the contact you can jump straight into a WhatsApp conversation, and incoming messages thread on the contact's Activity.

The other social links (LinkedIn, IG, FB, etc.) are clickable from the contact sheet and stay attached as the contact's full profile.

Quick Reference

Open Contacts — Sidebar → CRM → Contacts
Add a contact — + menu → Add Contact
Import a CSV — + menu → Import Contacts
Search by name/email — top bar search
Filter by tag — tag dropdown
Switch segments — segment tabs
Save current filters as a segment — + → Add Segment
See activity — open contact → Activity tab
Edit a contact — open contact → ✏️ Edit
Delete a contact — open contact → 🗑 Delete