The Zomentum My Preferences settings enable users to customize default preferences for specific actions across various product modules. What are the thing...
Tue, 27 Aug, 2024 at 4:19 AM
Zomentum notifications provide users with reminders or other timely information directly from your app. Users can tap the notification to open the Zomentu...
Tue, 27 Aug, 2024 at 4:19 AM
Table of Contents I. Creating a new template. II. Tools in the editor. III. System Email Templates. IV. Sent email templates with PDF as an attachme...
Tue, 27 Aug, 2024 at 4:21 AM
Account section is one of the crucial sections within the platform. Let's dive into the different fields and their significance. Account detail...
Tue, 27 Aug, 2024 at 4:21 AM
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...
Tue, 27 Aug, 2024 at 4:23 AM
A supplier is a business entity or individual that provides goods or services to an organisation. Suppliers play a crucial role in the supply chain by ensu...
Tue, 27 Aug, 2024 at 4:23 AM
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...
Tue, 27 Aug, 2024 at 5:20 AM
The sales pipeline is a visual representation of the sales process, divided into multiple stages. Zomentum allows users to create and configure the require...
Thu, 3 Oct, 2024 at 11:43 AM
Zomentum's CRM module allows you to modify the sales funnel by adding new fields across entities to capture additional customer information. How to ...
Tue, 27 Aug, 2024 at 5:21 AM
Zomentum calculates tax while adding the products in a document. The taxes on these products are determined based on two factors: Tax jurisdiction (locati...
Tue, 27 Aug, 2024 at 5:24 AM
