Using Podio

[Nick Deshotels]

BP Nation, I am trying to streamline my business to better handle leads by using a CRM like Podio. I find that Podio is a lot to digest. Does anyone have any tips or advice that would help with setting up Apps in Podio? I am currently using Excel to manage leads, but I find it to be quite a chore to keep it up. Thanks, Nick

[Caressa T.]

Hey @Nick Deshotels !

I am working on this myself however, I found  this thread and this blog post by Ben Grise that has helped me along the way. Hope this helps!