Getting Started with Zomentum Grow 18

• Steps for Setting Up your Zomentum Account
• User Roles & Permissions
• Generating an API User
• Sales Pipelines
• Zomentum Notifications

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Getting started with Zomentum Payments 28

• Integrate Payments for existing Zomentum customer?
• How to register Zomentum Payments for new clients?
• Getting Started with Zomentum Payments
• Know Your Customer
• Customising Account Settings in Zomentum Payments

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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

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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?

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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

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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?

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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

Payment Methods 8

• Direct Debit (ACH - USA)
• Card Transaction Charges
• Transaction Limits
• Immediately Collecting Invoices with Zomentum Payments - 'Collect Now'
• Transactions Page

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Payouts 1

• Understanding Payouts in Zomentum Payments

Refunds & Chargebacks 5

• How Is A Chargeback Handled In My Accounting Software?
• How Is A Chargeback Handled in QuickBooks Online with Zomentum Payments?
• How Is A Chargeback Handled in Xero with Zomentum Payments?
• United Kingdom BACS Direct Debit Claims Process
• How to Refund A Transaction in Zomentum Payments?

Zomentum Payments- A complete guide 4

• Data Formats
• Getting Started with Zomentum Payments
• Know Your Customer and Required Documents
• Zomentum Payments Overview

Payments 5

• How to Proceed when Automated Bank Validation Fails?
• How to Collect Invoice Payments with Zomentum Payments
• How to Access and Review an Invoice's Audit History for Payment Discrepancies in QuickBooks Online
• How to Add a Payment Method on Behalf of a Client in Zomentum Payments
• How to Update Payout Bank Account

Zomentum Grow Updates 2

• What's Coming soon?
• An overview of all enhancements and fixes released in Zomentum Grow

Zomentum Payments Updates 4

• What's coming soon?
• An overview of all enhancements and fixes released in Zomentum Payments
• Important Update: Admin-Only Control of Preferences Settings on Zomentum Platform
• Understanding and Using Xero Bank Feeds with Zomentum