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Table of Contents 1. Automate Your Document Approval Process 1.1 Set up Document Approval Rules 1.2 Document Approval - Use Cases Section 1 Automate...
Thu, 22 Apr, 2021 at 6:50 PM
Zomentum notifications are used to provide users with reminders or other timely information directly from your app. Users can tap the notification to open t...
Fri, 19 Feb, 2021 at 11:20 PM
Ready to get your team moving towards their sales goals with Zomentum? Add your teammates, with different user roles and permissions, to the platform. I...
Thu, 8 Apr, 2021 at 12:34 PM
The Zomentum My Preferences settings enables users to customize default preferences for specific actions across various product modules. What are the thin...
Mon, 22 Mar, 2021 at 3:26 PM
Table of Contents I. Creating a new template II. Tools in the editor III. System Email Templates What are email templates in Zomentum? Typing...
Mon, 8 Feb, 2021 at 10:35 PM
The sales pipeline is a visual representation of the sales process, divided into multiple stages. Zomentum allows users to create and configure the require...
Mon, 8 Feb, 2021 at 10:23 PM
This article will walk you through on the steps to enable two-factor authentication in Zomentum By default, logging into Zomentum requires just your use...
Fri, 3 Jul, 2020 at 2:07 PM
Once you deactivate a Tax region below things will happen: You no longer will be able to associate clients with an Inactive Tax Region. That is any new cl...
Wed, 1 Jul, 2020 at 2:54 PM
Zomentum calculates tax while adding the products in a document. The taxes on these products are determined based on two factors: Tax jurisdiction (locati...
Wed, 21 Oct, 2020 at 2:04 PM
Navigate to Settings à Account to personalize your Zomentum account I. General & Address Info Add your company information and address details in your...
Wed, 21 Oct, 2020 at 12:57 PM