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Set up EVORIV around how you sell

Answer a few questions, read EVORIV's proposal and the plan, and build your Sales workspace.

Getting startedUpdated 3 min read

The first time you open a new workspace, EVORIV sets it up with you instead of leaving you in an empty CRM. Nothing changes in your workspace until you approve the plan.

The steps

  1. Your company: name, website, country, the kind of business and the size of your team.
  2. Your goals: what you want EVORIV to help with first.
  3. How you sell: what you sell, where opportunities start and the stages a deal moves through (up to eight).
  4. EVORIV's proposal: a pipeline, a lead form, email templates and a sequence, an automation and the Sales Agent, shaped to your answers.
  5. The plan: exactly what will be set up, item by item. Leave out anything you do not want yet.
  6. Check: EVORIV checks the plan against your workspace. Anything marked Needs attention has to be resolved before building.
  7. Build: EVORIV builds the workspace and shows what to do next.

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