Client Management in Podio while using Daylite as CRM

Learn how to use the power of Podio inside of Daylite
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  • Lectures 21
  • Length 1 hour
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 12/2013 English

Course Description

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.

What are the requirements?

  • Daylite 4
  • Webconnector
  • Podio

What am I going to get from this course?

  • How to get a Get a Podio Account
  • Upgrade your account to the premium version
  • Create a workspace to hold your app templates
  • How to build a Client Account App
  • How to build a client session app
  • How to edit an app
  • How to add a calculated field
  • How to add an app reference
  • Modifying App descriptions
  • Create Widgets to report on things
  • Create a workspace
  • Add Apps to a workspace
  • Share your apps to the app market
  • Link a workspace to a client in Daylite
  • Create a client session
  • Create a prepayment and retainer system

What is the target audience?

  • Daylite User
  • Podio Users

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Part 1 - Creating the apps to use in Podio
01:46

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.

01:38

How to upgrade to a premium account in Podio
Preview
00:56
How to create a workspace to hold your app templates
Preview
01:06
How to build a Client Session App
Preview
08:52
How to build a How to build a Client Account App
02:05
01:36

In order to set up a calculation field it is necessary to first ave the app, then edit it.

Section conclusion
00:52
Section 2: Part 2 - Putting it all together
Introduction to this lesson
00:35
Removing any unwanted widgets from the sidebar
01:10
Modify the app description
01:10
Add a widget to see the categories of sessions
01:20
Add a link to your shopping cart
01:31
Share your apps as a package
03:03
Create a new workspace & add the apps
04:30
Link this workspace up to the client in Daylite
03:25
02:42

Please note:

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.

Add a widget to show sessions that need payment
01:30
Adding a prepayment
00:59
Create a widget to track what is in their account
01:13
Course wrap up
04:33

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Instructor Biography

Marketing Technologist Marni Melrose, Is your technology working for you or against you?

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.

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