Add your first role
Only the company is required. Add the rest after your first conversation.
Steps
- Open the Add menu.Desktop Press + at the top of the sidebar, or ⌘K (Ctrl+K on Windows).Phone Tap + at the top of the screen. On Android, tap Add at the bottom.
- Choose New opportunity.
- Type the company.Evallo suggests the company’s logo as you type. Add the role’s title if you know it.
- Pick its stage.Applied if you’ve applied or a recruiter reached out, Recruiter screen once a screen is booked, Interviewing once you’re meeting the team, Offer when there’s an offer.
- Add who you’re talking to, then Save.The contact is the recruiter or hiring manager. The role appears in Pipeline in its stage.
Have a recruiter’s message?Choose Paste a message instead. Evallo reads it and fills in the company, role, recruiter and any meeting for you to check.
Why it works this way
- A role with just a company name is enough to start tracking. Pay, people and dates can come later, as you learn them.
- The stage decides which column the role sits in, and you can change it any time.
If something’s off
- Save stays grey. Type the company name. It’s the only required field.
- The wrong logo shows. Remove it, or add the company’s website in the role’s details later.
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Still stuck? Email contact@getevallo.com.