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Learn the Panda CRM · Lesson 1 of 12

A Tour of the CRM

Find your way around the Panda CRM: the menu, the Dashboard, contacts, segments, campaigns, tasks, calendar and deals.

Published · 2:00

Put the Walkthrough into Practice

  1. 01Open CRM from the main menu.
  2. 02Learn the three groups in the CRM menu: Dashboard, marketing tools, and daily work.
  3. 03Click through each section to see what it does.
  4. 04Press Command K, or click Find, to jump to any page.

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 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.

Duration 1:45

CRM

Inside a Contact

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

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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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