Sales Automation

How to configure Sales Automation
Sales Automation in Zomentum allows you to automate certain actions as soon as an event trigger occurs. You can automatically update field properties, send ...
Fri, 13 Mar, 2020 at 2:52 PM
What are different triggers available in sales automation?
The trigger event tells when the automation should run. It is the "if" portion of an if-then equation: if the programmed action occurs, the automa...
Thu, 6 Aug, 2020 at 9:09 PM
How to create a task using Sales Automation
To automate creating a task in Zomentum Step 1  Define a trigger Step 2   Add a filter Step 3   Choose Action Create & Task  Step 4  Crea...
Wed, 10 Jun, 2020 at 2:04 PM