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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.
Itis intended togive you apreview of how toaccess the many charts,
reports and communications tools within your new dōTERRA back
office (EVO). Itis best viewed in ‘presentation/slideshow’mode.
How to see
LRP point
total and
points
percentage
How to see
who is in
your group
ACloserLook…
Graphical
Tree
ACloserLook…
Accessing
details
about a
group
member
ACloserLook…
Qualification
overview
and contact
information
ACloserLook…
David
Beckham’s
personal
information
Who is in
your group?
Sortable,
detailed
overview of
group
member
facts
Who is in
your group?
U.S. team
map
Worldwide
team map
What rank
are team
members?
Where
people are,
in terms of
rank & paid
rank
Upline
listing
Upline
listing
detail
New
enrollments
and quick
reports
Your
earnings via
Commission
Summary
printout
ACloserLook…
Your
earnings via
Commission
Summary
printout
ACloserLook…
Set your
parameters,
continue to
view report
PDF
How to see
scheduled
events
Events
calendar
Incentives
summary
and
product
promos
Key sites
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
How to get a
text or e-mail
message
from the
Message
Center
system
Standard vs. Premium Features
Prem
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.
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.
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 PremiumFeature
Are e-mails
to your team
really getting
through?
Send a
message to
your ‘Houston
Oilers’ group
PremiumFeature
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
Customers in Houston
Customers in Houston
How to send
a message
to your
‘Watch List’
How to
upload a
PDF
newsletter
you created
How to
send a PDF
newsletter,
recorded call
or trainingHi 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
Where to
see a history
of messages
sent
Upgrade to
premium
package
with either of
these links
Pop Up
window to
opt into
premium
package
BUSINESS GROUPS
In Summary
• The reports, data and communications functions of EVO are an advanced
tool to help you work smarter in building a dōTERRA business.
• 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’.
• 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.
Thank you!

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