Below you'll find a list of all posts that have been categorized as “Podio”
This will probably be one of the more challenging articles I have written. The difficulty will be in guiding people through the different technologies in order to get this immensely useful functionality implemented for us Podio users. Being able to backup and access your Podio data for reporting, exporting and searching is invaluable. These things are very difficult to do in Podio as your workspaces get more complicated with Apps linking to each other all over the place. Plus the …
One issue that does not really have a perfect solution is preventing duplicate leads in an app. I run into this problem on occasion with leads that come from my websites. Also from time to time from leads lists that I import. In this article I’ll go over the possible solutions and the problems each one has. The concept of keeping duplicate leads out of your Podio App is simple one. Any property with the same address as a current lead …
There are many different ways to reach out and touch a lead. From sending letters, postcards or even text messages, these all work great depending on the situation. Another option that I never considered until my friend Percy brought it to my attention are voicemails. For those that don’t know, there is a way to just send a voicemail to a person’s voice inbox without even ringing their phone. That’s very cool and sure to be heard. The idea though …
Podio is a great tool that can please almost everyone from the not so technical to the tech nerd. The only common trait to all Podio users is a desire to create a custom system for their business. This article is going to talk about one aspect of Podio, that to me is at the core of what makes it so powerful, the Podio API. I’m not going to teach you how to use the API here, but just to …
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 …