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*Please refer to the help videos before submitting a ticket, As most issues can be resolved in our help videos, thanks!
Lesson Zero: Upgrade or Downgrade Hercules Tiers
Learn what CRM Podio Hercules is and what content will be covered in the following video lessons.
Lesson One: Intro
Learn what CRM Podio Hercules is and what content will be covered in the following video lessons.
Lesson Two: Team Members/Title Cash buyers
Learn about the team members app, the title app, and the cash buyers app. Here you will learn how each of these apps work in Podio.
Lesson Three: Settings
Learn how to change and adjust options within the settings app.
Lesson Four: Campaign
Learn how to create a campaign within the campaign app. In this video, we will be showing you an example of a direct mail campaign.
Lesson Five: Follow Up Template/Nurture Campaign
Learn how to create follow-up ad campaigns as well as how to setup nuture campaigns in this video.
Lesson Six: Seller Leads
Learn how to setup leads within the seller leads app within podio.
Lesson Seven: Transactions
Learn how to do customer transactions within the transactions app.
Lesson Eight: Sales
Learn how to manage sales and sale offers in the sales app.
Lesson Nine: Lead Manager Round Robin Setup
Learn how to setup your leads to automatically round-robin to your acquisition managers.
Lesson Ten: Linking Callrail To hercules
Learn how to link the Callrail program.
Lesson Eleven: Linking Callrail for SMS
Lesson Twelve: Linking SlyBroadcast to Podio
Lesson Thirteen: Callrail Recording
