How to Resend Customer to Podio
Note: Resending an event/customer to Podio should only be used if initial pushes for creating customer, credit check, signed deal, or welcome call did not show up.
Step 1: From the main menu, go to the “Customers” tab and select the customer you want to qualify with SOLRITE.
Step 2: Click "View Detail" on your proposal card.
Step 3: Click on the “Send Event” button on the top right section of the page.
Step 3: Select the event you want to re-send to Podio from the drop-down list.
Step 4: Click “ Send” to resend to podio.
*You will not be able to send an event if your customer has already moved stages to Closed Won Document Signed or if the customer has signed contracts.
