Click here to load reader
Upload
anastasiia-isakii
View
155
Download
3
Embed Size (px)
DESCRIPTION
how to use Sales tracker in Podio
Citation preview
Podio.com
What is Podio?
Podio is an online workspace sharing system. There are many functons, but for now, we will build upon the CRM system. Many AIESEC countries around the world are using this system for many purposes
Why we use Podio?
1. User Friendly system.
2. You will never remember the link for google doc spreadsheet for any sales tracker, in podio, you will remember this for sure.
3. Track based on Activity. Step 1 : Create an account Go to www.podio.com and enter your email under “enter your email address” and click on “sign up” Please use your myaiesec.net address Once done, email Reynaldo Rayne at [email protected] to get invitation to join the AIESEC in Indonesia workspace in Podio.
Step 2 : Access the AIESEC in Indonesia workspace
Step 3 : Using the System, add the Sales Activity
Apps : Sales Tracker , just use this one to track down all activity in doing sales
here.
Activity Stream, in those stream, you will be able to see the people who update
any information in the AIESEC in Indonesia Timeline.
Step 4 : Access the Sales Tracker
Click : add Sale to update your sales activity.
*every part need to be filled.
Fill the Sales Tracker :
I will not explaining much here, because everything is explanatory in the form.
Update your Meeting Output, follow up Meeting Output in the tracker.
Whenever you have do any follow up Meeting ensure that you update it, so we
know you actually still taking care of this account
If you still have any question, or any suggestion to improve this system, simply e-
mail me at [email protected]