I am new to Podio, but not new to CRMs.
I have a couple of questions I can not seem to find current answers to.
- If I import a list of contacts via Excel into a Podio workspace, do all apps in the workspace have access to those leads, or is it only the app I uploaded the list of contacts with?
- Can other workspaces access that list of contacts as well, or are contacts and all information segregated between workspaces? Can I create an automation possibly to resolve this?
- Finally, I am implementing smrtPhone into my Podio system for cold callers, does anyone have any tips or helpful guides on this?
What I am trying to achieve.
I would like to have a specific app or workspace for my acquisition guy, separate from my cold callers. That way things are organized and the cold callers don't have access to everything within the system. only seeing what they need to see.
Thank you very much!
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