Create new lead entry in Podio, copy file in Google Drive, adjust sharing settings, and update original entry
Create new lead entry in Podio, copy file in Google Drive, adjust sharing settings, and update original entry
Manage your lead data by creating a duplicate entry in Podio when you add a new item. Copy the relevant file in Google Drive, adjust sharing settings for accessibility, and update the original entry with essential information.
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Overview
Manage your lead data by creating a duplicate entry in Podio when you add a new item. Copy the relevant file in Google Drive, adjust sharing settings for accessibility, and update the original entry with essential information.