Even though you are going to be using REIFlow for Podio it is a good idea to understand how Podio works first. Once you have developed that basic Podio knowledge you’ll hit the ground running with REIFlow. To help you out with this, I put together some videos that go through the basics of Podio.
Firstly I recommend that you go through each of the 18 short video tutorials that Podio has put together. I got started this way and the videos gave me a good jumping off point.
The Next Step
Now that you have a passing understanding of Podio (I hope), I want to take a turn and explain some of it to you in my words. Sometimes it’s better to hear an actual user’s description of a product then from the company itself. With that said…
While Podio describes many different parts to it’s system, to me, it really just boils down to 4 components….Organizations, Workspaces, Apps and Items. All the others like Users, Tasks and Conversations are really just peripheral items. What I mean by that is those features aren’t necessary to understand the core of how Podio is structured.
Here are the the 4 main parts…
Organization – An organization is the top level where everything else will be under.
Workspaces – Take these as your divisions or areas. For Investors it would be things like Lead Management, Finances, Buyers and any other part of your business that can be separated out into it’s own section.
Apps – Apps are the core concept in Podio. They are the input forms for your data. You can have multiple Apps in a given workspace, each of them focusing on a different aspect of the App Topic. Take REIFlow, which is a Lead Management Workspace…it has apps for Leads, Properties, Contacts, Workup, Offers and Deals. The great part about Apps is that you can link them together through Item Relationships. Link Properties and Contacts to a Lead.
Items – If you think of apps as database tables, an item would be a row in such a table. Each item is a record of data with fields defined in the app.
Video Walk Throughs
Here are 11 short video tutorials I put together showing you how to do some basic things in Podio. Even though you have watched the Podio tutorials from their site, I think you will find these valuable because I add in some of my own thoughts about each process along the way.
You can have multiple workspaces in an Organization. I’m not sure if there is an upper limit but for sure you’ll be able to add as many as you need. A good way to think about a Workspace is that it would equal a workbook (or a single excel file) in an Excel setup.
If a workspace is like an Excel Workbook, then you can think of Apps as tabs. Each App will contain a Form where you then enter in data for that specific topic. Enter in a Lead in your Leads App, a Contact in your Contacts App. Each App’s Template (or form) is setup with fields for each data point you want to capture.
Continuing with the Excel analogy…Items in Podio equate to each line item in an Excel spreadsheet. This will be obvious if you switch the App’s Dashboard view to Grid. It’ll look similar to an excel spreadsheet.
There are 2 parts to an App, (1) the App’s Dashboard where you can see all your App Items and (2) the App’s Template (Entry Form) where you will Enter and Edit App Items.
Editing App Template
One of the best things about Podio is it’s ability to quickly and easily modify an App if the need arises. Say you are talking with a seller and you realize would like to keep track of Motivation Level, but there currently isn’t a field for that. Just Add it!
I don’t generally recommend deleting items from an App (I’d rather have a status field that marks them dead), there are a couple ways you can delete an item. You can also delete multiple items at one time, but that feature is a little bit hidden.
This is not something you are going to do to often. However it’s good to know if you are experimenting with apps from the market place or in the middle of just trying to figure things out.
The only time I’ve deleted a workspace is when I first signed up for my Podio Account. I deleted the default workspaces that they added.
Let’s just say that Podio Navigation is not that intuitive. For sure you’ll find yourself stuck or wondering how you get back to where you just were. In this video I give you some tips on the best way to get around.