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Enhanced Virtual Office (EVO)

Enhanced Virtual Office (EVO). A Special Note. The screenshots you will see in this presentation are designed to be a “how to” reference. As such, you will see fictitious names, prices, PV amounts, numbers that don’t add up and more.

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Enhanced Virtual Office (EVO)

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  1. Enhanced Virtual Office (EVO)

  2. A Special Note The screenshots you will see in this presentation are designed to be a “how to” reference. As such, you will see fictitious names, prices, PV amounts, numbers that don’t add up and more. It is intended to give you a preview of how to access the many charts, reports and communications tools within your new dōTERRA back office (EVO). It is best viewed in ‘presentation/slideshow’ mode.

  3. How to see LRP point total and points percentage

  4. How to see who is in your group

  5. A Closer Look… Graphical Tree

  6. A Closer Look… Accessing details about a group member

  7. A Closer Look… Qualification overview and contact information

  8. A Closer Look… David Beckham’s personal information

  9. Who is in your group?

  10. Sortable, detailed overview of group member facts

  11. Who is in your group?

  12. U.S. team map

  13. Worldwide team map

  14. What rank are team members?

  15. Where people are, in terms of rank & paid rank

  16. Upline listing

  17. Upline listing detail

  18. New enrollments and quick reports

  19. Your earnings via Commission Summary printout

  20. A Closer Look … Your earnings via Commission Summary printout

  21. A Closer Look … Set your parameters, continue to view report PDF

  22. How to see scheduled events

  23. Events calendar

  24. Incentives summary and product promos

  25. Key sites

  26. How to send individual messages Hi Jenny, I want to make sure you know about the Rose promotion that is running right now. Rose is not offered very often, so be sure to get your order in while supplies last! To order just log in! http://mydoterra.com Thanks, -Betty

  27. How to get a text or e-mail message from the Message Center system

  28. Standard vs. Premium Features Standard Package - FREE • Access to the site, reports, data about your group. • Ability to receive messages and send messages ‘one-by-one’ to individuals on your team and get text or e-mail notifications that a message is there. • Premium Package - $9.95/month • All Standard Package features. • Create Business Groups (watch list, CA group, WY group) • Send messages to business groups and see opened messages. • Training Publisher (publish PDF trainings, PDF newsletters, voice messages, recorded conference calls) to groups within your team with delivery guaranteed.

  29. Message Center Helps You Save Time • Save time by not having to always keep lists updated; the system tracks (new enrollments, rank changes, etc.) • Save time (and your sanity) wrangling with domestic and international ISP spam filters • Work smarter. Get visibility into how many of your messages are opened and read.

  30. How to send group messages Hi My Rockin’ California Team! I want to make sure you know about the Rose promotion that is running right now. Rose is not offered very often, so be sure to get your order in while supplies last! To order just log in! http://mydoterra.com Thanks, -Betty Premium Feature

  31. Are e-mails to your team really getting through?

  32. Send a message to your ‘Houston Oilers’ group Customers in Houston Customers in Houston Hi My Houston Oilers! I am going to be in Houston this Friday to talk about the science of essential oils. We are meeting at the Sheraton West on 3432 International Blvd. Bring a friend and they will get a free massage with Deep Blue! Will you RSVP and let me know if you will be there? Thanks, -Betty Premium Feature

  33. How to send a message to your ‘Watch List’

  34. How to upload a PDF newsletter you created

  35. How to send a PDF newsletter, recorded call or training Hi California Diamond Clubbers! As we get underway, I want to pass along one of the best conference calls on Diamond Club. It is presented by friend Tom and he outlines the challenges, opportunities, pitfalls to watch out for and more. This is WELL WORTH your time . Just click on the attached .mp3 of the call and you’re set. Thanks, -Betty

  36. Where to see a history of messages sent

  37. Upgrade to premium package with either of these links

  38. Pop Up window to opt into premium package BUSINESS GROUPS

  39. In Summary • The reports, data and communications functions of EVO are an advanced tool to help you work smarter in building a dōTERRA business. • Survey results show those who are brand new to essential oils can be overwhelmed with the ‘how and why’ of products. Be sensitive about when to introduce the powerful reports and tools within EVO. • Teaching people how to use information from EVO to build a dōTERRA business is an art form; your personal approach and style is the ‘secret sauce’.

  40. Thank you!

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