Skip to content
Panda IDX
Learn the Panda CRM · Lesson 2 of 12

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.

Published · 1:36

Put the Walkthrough into Practice

  1. 01Filter Recent activity by emails, calls or notes.
  2. 02Open the widgets button and turn on Overview, Deals and Speed to lead.
  3. 03Drag a widget by its handle to the wide or side column.
  4. 04Hide a widget from its menu. Your board saves automatically.

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 1:37

CRM

Your Contacts List

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

Duration 1:45

CRM

Inside a Contact

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

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.