Skip to content
Panda IDX
Learn the Panda CRM · Lesson 4 of 12

Inside a Contact

Everything on a contact's profile: details, timeline, notes, call logs, website activity and connected records.

Published · 1:45

Put the Walkthrough into Practice

  1. 01Review the contact's details on the left, and edit any field.
  2. 02Use the timeline tabs to filter notes, emails, calls and tasks.
  3. 03Add internal notes and log your calls.
  4. 04Open Website Activity to see the properties they viewed and when they're active.

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

Continue Learning

All videos and tutorials⁠
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.

Keep Exploring

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

Start today, or see it first with someone from our Miami team.