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Manage Sales Opportunities and Sales Leads The Sales Opportunity Manager (SOM) is an integrated part of Total Office Manager and its overall Customer Relationship Management (CRM) system. SOM allows you to enter and track sales leads. You can set up product lists, sales closure probability lists, qualifications lists, and Sales process stages. CRM Form Access […]
Using the Invoice, Sales, Credit, and Estimates List The Invoice/Sale/Credit/Estimate List is used to manage and research sales in Total Office Manager. The list displays all invoices, estimates, sales receipts, and credit memos issued to customers. All of these record types are included in one list since they are very much related to each other. […]
How to Add, Edit, and Manage Estimates for Jobs An estimate is used describe a job and calculate its approximate cost to a customer. However, in Total Office Manager the functionality of an estimate goes well beyond that brief description. A pick ticket can be generated from the estimate, then sent to the warehouse for […]
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