Getting Started 15

• Steps for Setting Up your Zomentum Account
• User Roles & Permissions
• Generating an API User
• Sales Pipelines
• Zomentum Notifications

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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

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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

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Sales Automation 11

• Sales automation- A Complete Guide
• Manage Sales Automation
• Audit logs of sales automation
• Order of sales Automation & Sales automation cause and effect
• Merge Tags in Sales Automation

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Settings 17

• My Preferences
• Notifications
• Email Template
• Account
• Users

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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.

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Integrations 33

• Custom Distributor Integration
• Custom Distributor - API Pull and Push method
• Halo PSA integration
• User Permissions for KaseyaBMS
• How to integrate with Autotask PSA?

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Release Notes 1

• Release Notes - Zomentum Grow