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Zomentum Grow

Getting Started 17
  • Steps for Setting Up your Zomentum Account
  • User Roles & Permissions
  • Generating an API User
  • Sales Pipelines
  • Zomentum Notifications
See all 17 articles
Opportunity 14
  • Opportunity Management - A Complete Guide
  • Create and delete Opportunity
  • Fields for Creating an Opportunity
  • Opportunity: Use Revenue/Cost of Documents
  • Opportunity - Kanban and List View
See all 14 articles
Products 8
  • Products in Zomentum: A Complete Guide
  • Add, Edit, Clone,Delete a product
  • Fields for Creating a product
  • Best Practices for Updating Product and Pricing Information in Zomentum
  • Understanding the Global Product Catalog (formerly Etilize) in Zomentum
See all 8 articles
Sales Automation 10
  • Sales automation- A Complete Guide
  • Manage Sales Automation
  • Audit logs of sales automation
  • Merge Tags in Sales Automation
  • What are different triggers available in sales automation?
See all 10 articles
Settings 17
  • My Preferences
  • Notifications
  • Email Template
  • Account
  • Users
See all 17 articles
Documents 38
  • Securing the document link with a PIN
  • Upload PDF File and Attach a Signature Block
  • Order Forms
  • Input Fields
  • Remove page breaks and blank spaces from templates.
See all 38 articles
Integrations 35
  • Custom Distributor Integration
  • Custom Distributor - API Pull and Push method
  • Halo PSA integration
  • User Permissions for KaseyaBMS
  • How to integrate with Autotask PSA?
See all 35 articles
Release Notes 1
  • Release Notes - Zomentum Grow
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