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Learn the Panda CRM · Lesson 7 of 12

Segments

Group contacts with dynamic rules or by hand, and use segments to filter your list and send campaigns.

Published · 1:29

Put the Walkthrough into Practice

  1. 01Click New Segment, pick a color and a name.
  2. 02Add rules with Advanced: tags, stage, budget, email engagement and more.
  3. 03Choose Match all filters or Match any filter.
  4. 04Use the segment to filter contacts or send a campaign.

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

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