
JR Griggs
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Activity overview
Latest activity by JR Griggs-
JR Griggs created a post,
Email Systems for CRM / Autoresponse
Was wondering what people are using most with Podio for email. I am currently using SendPepper (entry level Ontraport). My needs currently are an email system that ties in with Podio so that lead...
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JR Griggs commented,
Wow, did not even consider that it can go that in depth. lol Sounds like I should at least start with separating the basic workspaces and then grow as we grow. For me it is just more about keepi...
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JR Griggs created a post,
Workspaces for Departments
Just wanted to see if anyone is running a company with multiple departments where there might be different types of projects. Like my company does Consulting, Web Design, SEO and PPC. Currently w...
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JR Griggs commented,
Roy I just added an events app for company events. Put holidays and birthdays in there.
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JR Griggs commented,
OK, did that, thanks.
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JR Griggs created a post,
Calendar Events
How can I just add single events to the calendar that are not necessarily a task or meeting? I am looking at switching over from TeamworkPM and one of the features we used there was to use the cal...
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JR Griggs created a post,
Monthly Clients
In my business we have 2 kinds of sales. One would be a one time service. The other is a monthly one. What is the best way to manage that in the CRM? It would be nice to enter what a new client i...