This course will show you how to do client management in Podio and still use Daylite as your CRM. This is a great course for any small business who meets with clients and needs to track prepayments or retainers. Lawyers and coaches would be most interested. You can have the power of Podio right inside of Daylite. The best of both worlds.
In this short video I tell you what we are going to do in this section of the course.
On each lecture you will see a video and you can download the step by step instructions in a PDF.
In order to set up a calculation field it is necessary to first ave the app, then edit it.
02:26 The calendar that was recorded in the video now looks like a normal calendar as you see below rather than the vertical calendar that you saw in the video. Just another great thing about Podio, they are improving it all of the time.
I've always been good at helping people understand technology in a simple way, but what I have learned over the years is that small companies need help with more than just their CRM. I felt that just addressing that was missing the bigger picture a lot of times. Fixing the back end without addressing the front end won't do much to impact your bottom line.
Doing business the old way robs you of your time and money, taking precious time away from your family and what is really important to your life. By putting good systems in place you can free up your time to focus on the bigger things.