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Learn the Panda CRM · Lesson 12 of 12

Deals and Pipelines

Track every transaction on a drag-and-drop board, manage deal details, stages and multiple pipelines.

Published · 1:33

Put the Walkthrough into Practice

  1. 01Drag a deal card to the next stage.
  2. 02Open a deal to see its value, close date, commission, contacts and documents.
  3. 03Edit a deal to add the address, split the commission, or mark it Won or Lost.
  4. 04Add a pipeline from a template like New Developments.

Connect This Lesson to Your Website

Use this recording alongside your own dashboard and the current documentation. Check the result as a visitor before sharing it with clients. The interface may evolve after the recording.

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Duration 2:00

CRM

A Tour of the CRM

Find your way around the Panda CRM: the menu, the Dashboard, contacts, segments, campaigns, tasks, calendar and deals.

Duration 1:36

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Make the Dashboard Your Own

Choose the widgets on your CRM Dashboard, arrange them in the wide or side column, and hide what you don't need.

Duration 1:37

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Your Contacts List

Add contacts, search, and filter your list by segment or smart list to find anyone in seconds.

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Where This Feature Lives

Real Estate CRMA real estate CRM that shows what each lead searched, viewed and saved on your website. Contacts, deals, campaigns and calendar for $49.99 a month.Learn moreLead Tracking & RoutingSee what every lead searched, viewed and saved on your website, get hot-lead alerts, and share new leads across your team in turns with Panda CRM.Learn moreEmail CampaignsReal estate email marketing inside your CRM: design an email, choose a segment, schedule it or repeat it weekly, and see opens, clicks and bounces.Learn more

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