Stephen Earl

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Latest activity by Stephen Earl

  • Stephen Earl commented,

    1. Getting started
    2. Quick Start Guides
    3. Quick Start: Guide to CRM and Sales

    Hi all. Podio clearly is very powerful. Though like Ray & Heather, it would be fantastic to be able to move items between Apps... So lead initially, then that item in lead becomes item in pipeline...

  • Stephen Earl commented,

    1. Community
    2. General Discussion
    3. import from salesforce

    Hi all.  What I struggle with is understanding how to marry my contacts with the appropriate account from salesforce. What I would like to know, does anyone have a step by step guide, that walks t...