Podio – Send Out Offer Letters with 1 Click
I've been on the hunt for a good crm for my small business lately. So my Podio experiment continues and this time I take on one of the scenarios that i mentioned in my post about creating custom Podio Apps. One of my readers, Charles, asked if I could create a process that did the following... ...Automatically create and send an offer letter to my Real Estate Agent when I change the status of one of my leads to Make ...