Your account

Folder for adding Your account articles

Custom Fields
Zomentum's CRM module allows you to modify the sales funnel by adding new fields across entities to capture additional customer information.  ...
Thu, 29 Jul, 2021 at 3:12 PM
Pricing and Billing
The billing page is where you can change your plan and add more seats. The section consists of the plans available and a summary of features. This is availa...
Tue, 12 Oct, 2021 at 7:05 AM
Tracking Commissions
Our users can now calculate commissions for each of the sales agents working out of Zomentum. You can enable this by going to Settings -> Account -&g...
Tue, 11 Jan, 2022 at 5:22 AM
Hide CRM
Zomentum can be used as a CPQ tool (only for quoting and not CRM), that is Configure, Price, Quote Software. However, we also have the option to hide opport...
Tue, 12 Apr, 2022 at 6:53 AM
Mobile Support for Zomentum
The mobile version gives users the opportunity to access key features of Zomentum on any handheld device. It is engineered for ease to manage your business ...
Thu, 5 May, 2022 at 10:30 AM
Generating an API User
Zomentum APIs use Bearer authentication (also called token authentication) to authenticate API requests. This, at the moment, is only available in the Growt...
Tue, 17 May, 2022 at 7:18 AM