How to Manage Sales Leads with Sales Lead Workflow A Contractors Guide for Field Service Businesses and Salespeople We are often asked about the intended flow of the Sales Opportunity Manager. This feature was designed to help you manage, track, and report on sales leads. If you need to know how to use the sales […]
Introduction Per the EULA (End User License Agreement), Total Office Manager, Aptora Mobile II, and related software, all use concurrent licensing. The maximum number of simultaneous users (users accessing your company file at the same time) is determined by how many user licenses your company owns. A server does not count as a user if […]
Q: How can we return a serialized item and remove it from our inventory? Do this if you are taking it back from a customer: You just want to create a customer credit to take back the serialized item. Select the customer, enter the item number, the serial number should be available to select. Now […]