AOZO CRM docs
Leads, scoring and pipeline. Step-by-step guides and reference for AOZO CRM.
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Overview
Guides
Capture and manage leadsAdd leads, import them, filter them and see which ones to call first.Read Run your deals pipelineMove deals through Discovery, Demo, Proposal Sent, Negotiation and Closed Won.Read Automate with workflowsCreate rules that assign new leads, add follow-up tasks and nudge the team about stuck deals.Read Read the sales dashboardUnderstand pipeline value, closed revenue, win rate and average deal size on the Home page.Read Send quotations and invoices from CRMUse Billing in CRM to send proposals and issue GST invoices for won deals.Read
Reference
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