Zomentum
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Solution home
General
Getting Started
3
What is Zomentum?
Etilize Integration
Document Dashboard & Statuses
Opportunities
2
Creating and Managing Opportunities
Opportunity Rotting
Documents
30
Creating and Editing Documents
Documents - Blocks & Settings
Status of a document
Save as Template
Comments in a document
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Clients
1
Client and Contact Management in Zomentum
Products
1
Products in Zomentum
Sales Automation
2
Configure Sales Automation & Sample Use-Cases
What are different triggers available in sales automation?
Settings
11
Document - Approver Rule
Zomentum Notifications
User Roles & Permissions
My Preference
Email Templates
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Integrations
20
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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Sales Activity
1
Tracking Sales Activities with Zomentum
Repors
1
Reports