Page 5 - BD Playbook

e) Podio Pipeline & Key Fields

Purpose

BD Execs use Podio to manage their individual pipelines. The funnel includes all active leads:
approved, outreach, dialogue, invoiced plus any re-engage leads that the BDE has specific
reason to get back in contact with after a period of time.

Important fields to edit:

- BDE outreach date
- Next action date
- Pitch date
- No. of Products
- Invoiced Date

How to create and customise a view of your pipeline. Sort by Next Action Date to manage
workflow.

- Go to ​Retail Leads in Podio
- Click your ‘Name’ active funnel
- A-Z (Sorting) switch view (current setting: Next action date, oldest first) Spanner
(Options) select the fields that you would like to be displayed

- Funnel (Filters) you can pull in additional fields ie. Status = signed

Best practice:

- Cc ​F0U.CRM@globimail.com​ on all customer emails as this feeds into Podio page
- Paste important emails into Podio that are sent from boutiques as these are not
captured via the Cc method
- Log meeting notes, key information and next actions
- Google maps should be used to access your funnel and plan BD mini-roadshows
(click here for ​(Google Maps for BD Roadshows)