The sales pipeline is a visual representation of the sales process, divided into multiple stages. Zomentum allows users to create and configure the require...
Sat, 22 Jul, 2023 at 9:17 AM
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...
Tue, 13 Sep, 2022 at 6:56 AM
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...
Sat, 27 May, 2023 at 5:22 AM
Zomentum notifications are used to provide users with reminders or other timely information directly from your app. Users can tap the notification to open t...
Tue, 19 Jul, 2022 at 9:16 AM
Following are the security role permissions that Zomentum requires while creating an API User in Connectwise. Module Description Add Level Edit Leve...
Fri, 25 Aug, 2023 at 2:32 AM
Add favicons to your documents that you send as microsites. Description Favicons (customized logos) are tiny icons that appear on browser tabs. W...
Thu, 24 Jun, 2021 at 10:08 AM
Zomentum's CRM module allows you to modify the sales funnel by adding new fields across entities to capture additional customer information. ...
Thu, 29 Jul, 2021 at 4:12 PM
The billing page is where you can change your plan and add more seats. The section consists of the plans available and a summary of features. This is availa...
Tue, 12 Oct, 2021 at 8:05 AM
Our users can now calculate commissions for each of the sales agents working out of Zomentum. You can enable this by going to Settings -> Account -&g...
Tue, 11 Jan, 2022 at 6:22 AM
Zomentum can be used as a CPQ tool (only for quoting and not CRM), that is Configure, Price, Quote Software. However, we also have the option to hide opport...
Tue, 12 Apr, 2022 at 7:53 AM
