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What happens after setup

Where to start once your workspace is ready, and how EVORIV guides your first steps.

Getting startedUpdated 2 min read

When the build finishes, Your workspace is ready lists what EVORIV prepared and shows Your next step. It is one clear action, for example Publish your lead form, Import your customers or Add a lead.

Your first steps

Until you have finished them, Home shows a banner with your next first step and Continue setup. The first steps are:

  • Connect your email, so follow-ups can be sent.
  • Add your first lead.
  • Publish your form.
  • Switch on an automation.
  • Review your first agent proposal.
  • Invite a teammate.

You can come back to this list any time: select Continue setup on Home.

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Contact support

Welcome to EVORIV

Create your account and verify your email. EVORIV then sets up your workspace with you.

Set up your workspace

Tell EVORIV how you sell, review its proposal and plan, and let it build your workspace.

Import your existing data

Bring companies, contacts, leads and opportunities from spreadsheets or your current CRM, and review everything before it is added.

Explore an example workspace

Look around a fully set up workspace before you build your own.