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Learn the Panda CRM · Lesson 5 of 12

Import, Organize and Clean Up

Import a CSV of contacts with AI column mapping, update many contacts at once, and merge duplicates.

Published · 1:42

Put the Walkthrough into Practice

  1. 01Open the menu next to Add Contact and choose Import Contacts.
  2. 02Upload a CSV and use Auto-map with AI to match the columns.
  3. 03Select contacts to add tags, segments or a new stage in bulk.
  4. 04Select two duplicates and click Merge to combine them.

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.

Panda Academy

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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

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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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