Using Podio to Screen Sellers and for CRM

[Taylor Jennings]

In a recent thread "Podio for CRM?" it was requested that we share our lead app.

We were finally able to do that: http://bit.ly/PodioLeadCRM

This is a template we use to screen a seller in a B to C Class Neighborhood in Indianapolis.

You can download Podio onto your Phone or Tablet for quick and easy access to the Lead Entry App so you never have to write leads down on paper again.

This App is also a useful tool for your Virtual Assistant since we've added Tool Tips with our script in " ".

***PS Hope this qualifies for the "Real Estate Technology" section and won't be put into the Marketplace again... The purpose of this post is to help wholesalers with managing leads. Not for self promotion or sales.

[Scott Costello]

@Albert Arguelles To make Podio Calculate you would use a Calculation Field. Those fields are VERY POWERFUL but can be simple to use on a basic level. Say you have your MAO fields (ARV, Repair Costs, % of ARV and wholesale FEE). You can create a forumula in your calculation field that is...

(@ARV * @% of ARV) - @Repair Costs - @Wholesale Fee

When you type '@' in a calculation field it will show you a list of your App fields to select for the formula.  

Hope that helps.