Once you are invited to Podio you will receive an email from firstname.lastname@example.org with the subject line: “Please join my workspace on Podio”, as shown below:
Click the Join now button and you will be redirected to a page where you can set up your password and login to Podio.
After a successful sign in you will land on your Podio homepage. This page will show you all the latest activity within your Podio workspace.
To choose your desired workspace, click the choose a workspace or app menu on the top left and select your workspace.
If you are not familiar with Podio, refer to getting started with Podio.
Podio help and support can also be accessed from within Podio by clicking the question mark on the top right of the main navigation bar.
To get started setting up your OLM DealFlow system, begin with the following articles: