Using Podio to manage a database of door knocking leads

[Austin Mudd]

New Podio user here. I have about 500 entries from FSBO, divorce, probate, notice of default and trustee sale list data. I'm targeting NODs and NOTs for now, but I've been using excel to track who I've hit and knocked. Between keeping track of those houses I need to do further research and skip trace, call with more information, knock again, etc. it's hard to keep track within excel.

I've been watching videos how people are wholesaling within Podio. Does anyone have experience with building apps within Podio to track door knocking leads and the relevant information I should keep track of and other apps to connect to Podio?

[Scott Costello]

@Austin Mudd

In my database and development experience it's always best to properly prepare the data before migrating it into the new system.  Otherwise you will just create a huge mess in the new system which you'll spend even longer trying to fix or create work arounds for.

Take the time to figure out how you want your Podio system setup, then take the time to prepare the data to be imported.  Don't be in a rush to get started.

I would create an app for each lead type if you are going to collect different information for each type.  Plus you have to think about the long term.  There will be a time when you want to handle a lead type differently (say probate).  If you have separate apps, then you can easily make the change to the Probate App.  However, if you have all your types in one app, then you could be forced to make work arounds again. At the very least you'll have many unused fields because they only pertain to certain lead types.  

I've got 15 years of developing database apps so I have some idea what I'm talking about.  

Hope that helps you out some.