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External Leads Management in Podio: Cold Call, Text & RVM Workflow
? External Leads The External Leads module is designed to capture and track all motivated seller leads generated by outbound activities such as Cold Calling, SMS/Text campaigns, and RVM (Ringless Voicemail). ? Purpose of External Leads Centralize ...
How to Add a Service User in Podio (Step-by-Step Guide)
What is a Service User? A Service User is a special type of user account, similar to an external client or employee, but reserved for Podio Support and trusted Partners such as Orion Soft Sol. This allows you to give your Partner or Podio Support ...
How to Add Users in Podio Workflow Automation (Progress Podio Guide)
? How to Add a User in Podio Workflow Automation This guide explains how to add an additional user to your Podio Workflow Automation (Progress Podio) account so they can access, manage, and build workflow automations. ? Step 1: Open Podio Workflow ...