General Help

Calendar Overview
The calendar icon is located on the top left of the navbar. Clicking it will take you to your Podio calendar.   View all relevant tasks, follow-up seque...
Wed, 6 May, 2020 at 1:55 PM
Task List Overview
The tasks icon is located on the top left of the navbar. Clicking it will take you to the user's Tasks.  This app displays a list view of all ...
Wed, 6 May, 2020 at 1:58 PM
Appointments
Appointments are created in the Seller Lead app, Buyers/Investors app, and Professional app. To save an appointment, be sure to create and save the record f...
Wed, 6 May, 2020 at 1:34 PM
Deleting records
Records can be deleted in two ways.  1. Open a record and click on the actions button in the top left side of the record. Select Delete from the dropdow...
Wed, 22 Apr, 2020 at 8:49 PM
Modifying Templates
OLM DealFlow allows you to customize record templates to better suit your preferences. With that said, always take care not to delete or alter fields that a...
Fri, 8 May, 2020 at 2:48 PM
Placeholders
Placeholders are used to populate specific information within emails and SMS. Placeholders are primarily utilized in the Email Blast and Follow Up Messages ...
Wed, 6 May, 2020 at 1:39 PM