ZigaForm version 5.3.5

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.

Sales Opportunity Manager (SOM)

By |2021-09-15T16:31:02-05:00September 15th, 2021|

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

Estimates (Sales Proposals)

By |2021-07-28T02:47:27-05:00March 22nd, 2018|

Introduction Stated simply, 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 the necessary parts to be gathered.

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