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Sales Tracker Podio guideline

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how to use Sales tracker in Podio

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Page 1: Sales Tracker Podio guideline

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.

Page 2: Sales Tracker Podio guideline

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.

Page 3: Sales Tracker Podio guideline
Page 4: Sales Tracker Podio guideline

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.

Page 5: Sales Tracker Podio guideline

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]