Zomentum

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