Requests
This app organizes requests for clients
This is the main app, where request lists are created and managed. Once a request is created and associated to a request contact, the list of requested items can be sent to clients. Automations track the status of individual items and Request as a whole in a dashboard fields. Automations for ShareFile integration are also included in this app.
Created by
Podio App Team
301 apps in App Market.
- Rating:
- Business Function: Sales & CRM
- Industry Sector: Financial services & Accounting
- Share:
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Accompanying apps
- This app references: Request Contacts
- This app is referenced by: Request Details_2
- This app is included in the pack(s): Request List