Zomentum

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

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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?

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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?

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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

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