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Knowledge base
General
Getting Started
3
What is Zomentum?
How can you customize your sales pipeline?
How to add products from Etilize?
Opportunities
5
Add an opportunity
Edit an opportunity
Add notes to an opportunity
Search an opportunity
Delete an opportunity
Documents
29
Creating and Editing Documents
Blocks in Documents
Status of a document
Save as Template
Comments in a document
See all 29 articles
Clients
6
What are clients?
How to bulk import clients?
Add a client
Editing a client
Adding contacts in a client
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Products
3
What are products?
Bulk import Products
How to add a product bundle in Zomentum?
Sales Automation
3
How to configure Sales Automation
What are different triggers available in sales automation?
How to create a task using Sales Automation
Settings
6
How to set up two-factor authentication in Zomentum
What happens when you deactivate a Tax Region or Category
How to configure Taxes in Zomentum?
Steps for Setting Up your Zomentum Account
How to change your password?
See all 6 articles
Integrations
17
How to integrate with Autotask PSA?
Zapier integration
How to Integrate with Ingram Micro
How to Integrate with Tech Data
How to integrate with D&H Distributing?
See all 17 articles
Email and Calendar Settings
6
How to Integrate Email & Calendars with Zomentum
How do you integrate your Gmail or O365 email with Zomentum?
What are different types of email verification to send documents from a different email address?
Why do I need to Whitelist Zomentum App?
Single email address verification
See all 6 articles
Getting started with us
Your account
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FAQs
Shipping FAQs
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