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

• What is a document?
• How to Add a Document?
• What are blocks in documents?
• Status of a document
• Saved Blocks

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Clients 6

• What are clients?
• Bulk import Clients
• Add a client
• Editing a client
• Adding contacts in a client

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Products 2

• What are products?
• Bulk import Products

Sales Automation 1

• How to configure Sales Automation

Settings 3

• Change password
• Connect email to Zomentum
• How to add teammates to Zomentum?

Integrations 16

• AutoTask Integration
• Zapier integration
• How do you integrate your email?
• How to Integrate with Ingram Micro
• How to Integrate with Tech Data

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