Podio Follow Up - All Helps Needed. Thanks!
Quick question all that's using Podio. How are you guys tracking lost leads? My podio is set up that every follow up generates a task. However, the issue arise when I checked off on completing the task, and forgot to update the next follow up date. So now, there is no task generate for this and this lead gets forgotten and therefore is a lost lead. Anyone using podio as crm here can shed some light on how they have their podio setup to avoid this issue? Thanks in advance!