Azonova Sales CRM: Simple Beginner Guide
What this means
Azonova Sales is a simple contact control room. It helps you keep contacts, companies, notes, scores, and follow-ups in one place.
Sales CRM pieces
Contacts
People, companies, leads, or opportunities.
Source
Which file or import created a contact.
Score
A simple number to rank attention.
Before you start
- Open sales.azonova.com or the Sales dashboard.
- Have a contact list, PDF, spreadsheet, or device contacts ready if you want to import.
- Use only contact data you are allowed to store and contact.
Quick check
- You can open the Sales dashboard.
- You know where contacts, filters, import history, and profile settings are.
- You know each contact can have stage, priority, temperature, score, tags, notes, and source file.
Step-by-step
- Open the Sales dashboard.
- Use AI import for files or Device contacts for contacts from your device.
- Review sample rows before saving imported contacts.
- Open a contact card to call, email, WhatsApp, add notes, set score, add tags, and change stage.
- Use filters to find contacts by stage, priority, source file, type, and search words.
- Use import history to see which file created contacts.
Simple word meanings
Sales CRM
A simple workspace for contacts, companies, leads, follow-ups, notes, tags, and deal stages.
Source file
The file name or import source that created the contact.