Any Podio Experts Around?
I am integrating Podio to help streamline my business and so far I'm loving it but it seems so freaking complicated. I am extremely computer literate can operate almost any program or operating system and have even done website design but Podio is tricky. I am having some difficulty getting my mail campaigns and seller information put together properly.
I have 2 apps that will track this the one is called campaigns and the other is sellers. I want to be able to track what and when I mail to people and then when they call I want to be able to pull them up in podio by name or address and have the rest auto populate based on the information I uploaded. Neither area is allowing me to do this? I would also like for them to be pulled from the mailing list when I enter them as a incoming call so I can somehow pull the filtered mail campaign each month and have the people that called removed so I dont mail them again.