Podio not connectedSAMPLE DATA

Sample Workflow Check

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SAMPLE DATA — uses one clearly labeled test lead in this browser. Nothing is sent to Podio, clients or Brandon.

Steps

TEST Each step can be repeated; repeats must not create duplicates.

  1. 1. Create and assign the lead to Rahid
  2. 2. Log a call and schedule a follow-up
  3. 3. Request a proposal and start the 48-hour clock
  4. 4. Mark the proposal sent and stop the clock
  5. 5. Record client approval
  6. 6. Create one Brandon handoff preview
  7. 7. Schedule Rahid's client follow-up
  8. 8. Mark the sample job completed
  9. 9. Schedule a satisfaction check and referral request

Checks

Run the steps to see results.