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Client Management in Podio while using Daylite as CRM

Learn how to use the power of Podio inside of Daylite
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Last updated 12/2013
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  • 1 hour on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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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.

Who is the target audience?
  • Daylite User
  • Podio Users
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What Will I Learn?
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
View Curriculum
  • Daylite 4
  • Webconnector
  • Podio
Curriculum For This Course
Expand All 21 Lectures Collapse All 21 Lectures 46:32
Part 1 - Creating the apps to use in Podio
8 Lectures 18:51

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.

Preview 01:46

How to build a How to build a Client Account App

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

How to edit an app and add a calculated field & a reference field

Section conclusion
Part 2 - Putting it all together
13 Lectures 27:41
Introduction to this lesson

Removing any unwanted widgets from the sidebar

Modify the app description

Add a widget to see the categories of sessions

Add a link to your shopping cart

Share your apps as a package

Create a new workspace & add the apps

Link this workspace up to the client in Daylite

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.

Set up a client session

Add a widget to show sessions that need payment

Adding a prepayment

Create a widget to track what is in their account

Course wrap up
About the Instructor
3.3 Average rating
6 Reviews
234 Students
2 Courses
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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