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...

How to Create a Sales Automation? Set up Sales Automation Process Go to Sales Automation Icon  available on the left navigation bar. Click on &qu...

Users can now view/check the logs for every transaction triggered by the Sales Automation they configured. The Audit Logs will show various statuses - Succe...

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...

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...

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 ...

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...

If managing opportunities and tracking deals was not work enough, preventing automatic reminder emails from triggering for lost opportunities also requires ...

The steps to set an Automation whenever a document is Won/Lost is as follows : 1. Go to Sales Automation > Click on Add Automation. 2. Set a name to ...

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...