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Updated about 7 years ago, 11/19/2017

User Stats

130
Posts
59
Votes
Drew Clements
  • Contractor
  • River Heights, UT
59
Votes |
130
Posts

Should I separate contacts from properties in Podio?

Drew Clements
  • Contractor
  • River Heights, UT
Posted

I'm on day 3 of setting up Podio. My first project is organizing the properties/contacts I've identified while driving for dollars. I feel a little stuck at the moment as I'm trying to refine the apps.

My thought is that I should manage sellers as contacts separate from properties - treating each as separate items in separate apps, but connecting them through relationships.

I set up a basic app for each and started playing with it, but it still seems clunky - If any of you actively use Podio, I'd love to get your thoughts on this kind of setup (separating properties and sellers, but connecting them through relationships)... and then setting up a workflow for mailings. What approach would you recommend? Any resources you would suggest for getting up the learning curve faster?

Any help is much appreciated! (I'm floundering a bit here!)

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