Users can now use merge tags while updating a field in an entity to populate values by referencing other entities. For instance, every time a document i...

It is not possible to sync multiple pipelines with PSAs during integration. This is due to limitations with the PSAs - they generally only support a single ...

The Sales Activity module in Zomentum gives you the ability to view all of the tasks (across Opportunities and Client modules) through a single pane of g...

Table of Contents What is Sales Assessment?  Creating Risk Assessment using Zomentum Templates Creating Customer Risk Matrix Creating the Ulti...

TABLE OF CONTENTS 1. Automate Your Sales Cycle and grow your Business     1.1 Set up Sales Automation Process     1.2 Sales Automation Use Case     1.3 A...

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...

Zomentum Reports  Generating sales are no longer about reaching out for leads at random or shooting in the commercial dark - they are about making dat...