Opportunities

Add an opportunity
To add a new opportunity, Click on Opportunities in the left sidebar. Click on Add Opportunity in the top right corner. Enter the details of your opp...
Wed, 13 Nov, 2019 at 5:46 AM
Edit an opportunity
You can always edit an opportunity that you have added in Zomentum. Edit leads from Opportunities page: Go to the right end of the opportunity you wan...
Wed, 16 Oct, 2019 at 7:13 AM
Add notes to an opportunity
Notes can be added to any opportunity in Zomentum.  Notes can be pieces of information from the discussion that you had with the client or if there's s...
Wed, 16 Oct, 2019 at 6:49 AM
Search an opportunity
             To search for an opportunity, Click on the Search icon next to the opportunity column. Type in your keywords and hit Search.
Wed, 16 Oct, 2019 at 5:28 AM
Delete an opportunity
You can always delete an opportunity in Zomentum. To delete an opportunity, 1. Go to the right end of the opportunity you want to delete and click on three...
Wed, 16 Oct, 2019 at 7:16 AM