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Relationships in CRM

I'm new to Podio and have a general question relating to the feasibility to get a developer to work on some specific requirements.

I have a lead management workspace with the following apps 'Contacts' , 'Leads' , 'Sales' , 'Communication'

I would like to link all these together creating a streamlined workflow between the relationships of each app.

Contacts has a relationship to leads
Leads to sales
Leads to communications
Sales to communications

In completing the process, I would like to pass the client through the relationship between apps.

Whilst I don't think it is possible in the Podio standard functionality, can a developer achieve this if I were to higher one?


Shane Williams

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