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Learn the Panda CRM · Lesson 3 of 12

Your Contacts List

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

Published · 1:37

Put the Walkthrough into Practice

  1. 01Click Add Contact and fill in the name, email, type, stage and budget.
  2. 02Search by name, email or phone.
  3. 03Filter by segment, or use the New leads, Hot now and Gone quiet smart lists.
  4. 04Choose which columns you see in the table.

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 1:45

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.