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Learn the Panda CRM · Lesson 8 of 12

Email Templates

Design branded emails from ready-made real estate templates, edit blocks and styles, and preview on mobile.

Published · 1:37

Put the Walkthrough into Practice

  1. 01Start from a blank design or a ready-made template.
  2. 02Select any block to edit it in the Inspector, and click into text to type.
  3. 03Drag in blocks and layouts from Add, and change the look in Styles.
  4. 04Check the mobile preview, send a test, and Save and Exit.

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

CRM

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

CRM

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

See Your Leads the Way Panda Shows Them

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