Below you'll find a list of all posts that have been categorized as “Podio”
You can create an App to collect any type of data you want. Being able to create multiple apps and relate them together is incredibly useful as well. Once you have an understanding of how Podio works, setting up the Apps and fields is extremely simple. I can create one in less then 5 minutes. Being able to run processes automatically when certain actions (i.e. new lead gets created) occur is a game changer. I’ve setup multiple processes that literally …
A pretty cool thing happened the other day…Podio (Citrix actually), listened to the complaints of it’s users and brought back the lower level Globiflow plans. This is HUGE!! Ever since Podio become the exclusive re-seller of GlobiFlow back around January of 2016, the Podio user had to have a Premium Package with 5 user licenses just to get GlobiFlow. So you would have to pay a minimum of $125/mo to use GlobiFlow. I’ve left tons of messages trying to help …
REIFlow for Podio is entering it’s last stage of development. The goal is to be ready for its first round of Beta Testing in Mid July. I know a lot of you are waiting for the release which has me excited! In this post I wanted to show you all one of the really cool features of REIFlow…Custom Task Creation. A great way to manage your leads and keep yourself on track is to use tasks to dictate your work …
In this tutorial I’m going to expand on the Jump Link trick I showed you in a previous post. I discovered this trick because I was looking for a way to more easily find fields on a Podio App form that had a lot of fields. That trick lead me to create a navigation menu that consisted of Jump Links. Each one of those links would bring me to a section header (Create those here). Here is an example of …