Income Digs

Podio Best Practice- Centralized Contacts


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In this episode, Nick Baldo delves into recent changes in PODIO's field types, focusing on the introduction of the 'member' field type. He navigates the creation and management of contacts, sellers, and buyers apps in PODIO. Nick also discusses properties and deals apps, offering a step-by-step guide on their creation and management. The episode concludes with a tutorial on changing the reference layout in the properties app.

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(0:00) Introduction and discussion about recent changes in PODIO's field types
(1:17) New 'member' field type in PODIO: Challenges and Benefits
(2:51) How to create and manage a contacts app in PODIO
(3:49) Concept and management of a sellers app in PODIO
(7:48) Concept and management of a buyers app in PODIO
(9:38) Introduction to properties and deals apps in PODIO
(10:11) Step-by-step guide on creating a properties app and managing properties and deals in PODIO
(13:12) How to change the reference layout in the properties app
(13:37) Conclusion, Questions, and Feedback
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Income DigsBy Nick Baldo