Now that you decided to try Podio, where do you Start?
(1) Create a WORKSPACE.
A Workspace is how you define it. Some define it by the Departments: Marketing, Accounting, Sales, etc.
My company is small. So I define my Workspaces by People Name. Assistant, Buyer's Name and 3:16 Business.
"Create a Workspace" Button is located on the left column on your main page of Podio.
Follow the steps to create, including "whom" you want in this space and its roles for Permission (Administrator or Regular Member). If you want to give a Member an Admin Role, add separately from those you add as Regular Members.
(2) Once you created the Workspace, you can add the "App" to your Workspace.
There are pre-built Apps - specifically for Real Estate.^^
- Different Apps have different roles. Find the ones that best fit what you need to use.
- Or, build a new App from scratch to suit. It's very easy. It's dragging and dropping.
If you know how to drag and drop, you know how to build.
Play with it. It's awesome.
Some of the things I have done in my Podio:
(1) Lead contact/ management with Agent assignment.
(2) Seller's Property Information
(3) Listing Checklist
(4) Annual Projects: Mail HUD-1/ Homestead forms
(5) Website update utilitzing an Excel master list with assistant
(6) Working on setting Buyer's Escrow Checklist
Read also, Podio for Real Estate: CRM & Project Collaboration
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Content & Photography Copyright © 2013 by Loreena Yeo (3:16 team REALTY)
Podio for Real Estate: How To Get Started
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