How do I Hide CRM Mode for My Grow Account?

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 opportunities and use the platform as a non-CRM tool by disabling the CRM inside the Zomentum platform. This can be used when customers use another platform as a CRM and use Zomentum as a quotation tool.

Go to the platform settings follow the below navigation:

1. Settings > Accounts

2. Under Opportunity Management, toggle on the “Hide Opportunity Module”.

3. Once this is done, Zomentum becomes a quoting tool and hides the opportunity module.

Note: Usually we would have the opportunity as a field when creating a document or client When the CRM mode is disabled, the respective field also disappears.