The Menu bar is a navigation pane to access the five main categories of Total Office Manager. The Customers menu includes relevant information to your organization. Examples of subtopics include: Customer:job list, Creating Estimates, Sales Receipts, and Invoices, Receiving Payment from customers, Service Agreements and tracking Customer Equipment.
Introduction 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. Form Access From the main menu, click Customers