The Zomentum My Preferences settings enable users to customize default preferences for specific actions across various product modules.  What are the thing...

Zomentum notifications provide users with reminders or other timely information directly from your app. Users can tap the notification to open the Zomentu...

Table of Contents   I. Creating a new template. II. Tools in the editor. III. System Email Templates. IV.  Sent email templates with PDF as an attachme...

Account section is one of the crucial sections within the platform. Let's dive into the different fields and their significance. Account detail...

Ready to get your team moving towards their sales goals with Zomentum? Add your teammates, with different user roles and permissions, to the platform.   I...

A supplier is a business entity or individual that provides goods or services to an organisation. Suppliers play a crucial role in the supply chain by ensu...

Table of Contents 1. Automate Your Document Approval Process 1.1 Set up Document Approval Rules 1.2 Document Approval - Use Cases Section 1 Automate...

The sales pipeline is a visual representation of the sales process, divided into multiple stages.  Zomentum allows users to create and configure the require...

Zomentum's CRM module allows you to modify the sales funnel by adding new fields across entities to capture additional customer information.  How to ...

Zomentum calculates tax while adding the products in a document. The taxes on these products are determined based on two factors: Tax jurisdiction (locati...