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Learn the Panda CRM · Lesson 6 of 12

Leads on Autopilot

Turn on a follow-up plan so every new website lead gets call, text and email tasks automatically.

Published · 1:14

Put the Walkthrough into Practice

  1. 01Open the menu next to Add Contact and choose Follow-up Plan.
  2. 02Turn on tasks for every new website lead and adjust the steps.
  3. 03Save, and the plan stops as soon as a lead replies.
  4. 04Apply the plan to existing contacts from the bulk toolbar.

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

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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.

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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

See Your Leads the Way Panda Shows Them

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