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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

Learn how to link the Callrail program.

Lesson Eleven: Linking SlyBroadcast to Podio

Lesson Twelve: Callrail Recording