Opportunity complete guide 3

• Opportunity Management - A Complete Guide
• Opportunity: Use Revenue/Cost of Documents
• Opportunity Rotting

Opportunity FAQ/KB 14

• How to add new or re-order existing opportunity types?
• Opportunity - Kanban and List View
• Create and delete Opportunity
• Import and export Opportunity
• Opportunity detail view page

See all 14 articles

Documents 11

• Creating and Editing Documents
• Documents - Blocks & Settings
• Documents - Merge Tags, Custom Merge Tags & Input Fields
• Auto-Update Prices in Documents
• Approval Rules for Documents

See all 11 articles

Document FAQ/KB 35

• What are comments within document?
• Remove page breaks and blank spaces from templates.
• Explain Quote Block Summary?
• Saved Blocks
• How To Send 'Won' Documents to an Email Address via Sales Automation?

See all 35 articles

Client FAQ/KB 5

• How to Search, Sort and Filter My Opportunities, Contacts and Documents on the Clients Page?
• Create and delete a client
• Bulk Import and export an client
• Create and delete a Contact
• Clients detail view page

Products 3

• Products in Zomentum: A Complete Guide
• Best Practices for Updating Product and Pricing Information in Zomentum
• Understanding the Global Product Catalog (formerly Etilize) in Zomentum

Product FAQ/KB 16

• How to Edit or Add New UOMs for Products?
• Add, Edit, Clone,Delete a product
• Fields for Creating a product
• Adding bundles
• Export and import products

See all 16 articles

Sales Automation 2

• Sales automation- A Complete Guide
• Configure Sales Automation & Sample Use-Cases

Sales Automation FAQ/KB 8

• What are different triggers available in sales automation?
• Reports
• Merge Tags in Sales Automation
• Multiple Pipelines Limitation and Automation
• How to Prevent Automatic Reminder Emails From Triggering if my Opportunity is Lost?

See all 8 articles

Settings 18

• My Preferences
• Notifications
• Email Template
• Account
• Users

See all 18 articles

Setting FAQ/KB 17

• Why do I need to Whitelist Zomentum App?
• How to Troubleshoot Email Rendering
• How to enable push notifications for chat with Zomentum support team
• What are Zomentum's IPs to be whitelisted?
• Where do I see the content added in the email sent along with the documents?

See all 17 articles

Integrations 20

• Halo PSA integration
• Integration Autotask PSA?
• Integration with ConnectWise Manage PSA
• Integrate Zomentum with Syncro MSP
• KaseyaBMS Integration

See all 20 articles

Integration FAQ/KB 21

• Embedding Zapier
• Zomentum Supported Distributors
• Etilize Integration
• Connectwise security roles for API Users
• Stripe Integration

See all 21 articles

FAQs 2

• What is Zomentum?
• GDPR at Zomentum