This document gives you an overview of the Opportunity module and its functionality. Opportunities are ongoing and past business engagements that you have ...

1. Create an Opportunity  Navigate to the “Opportunities” section in the left sidebar. Select  “Add Opportunity” in the top right corner. ...

Create an Opportunity : Navigate to the “Opportunities” section in the left sidebar. Select  “Add Opportunity” in the top right corner. In...

Zomentum offers a robust feature that allows you to automate or manually input the cost and revenue of an opportunity, providing a dynamic and flexible appr...

Zomentum has two types of views, the Kanban view and the List view. Choose your preferred view from the ‘Display as’ option available on the Opportunity pa...

Opportunity Rotting will help you keep track of Opportunities that are stagnant in a particular stage. The platform will alert users of such opportunities p...

Opportunity  An opportunity  details view page is a crucial part of managing and tracking sales opportunities, allowing sales teams to keep all relevant...

Opportunity type refers to a category or classification of an opportunity. We can add multiple Opportunity types to an Opportunity. Steps to add Opportu...

Filter can be applied to Opportunity both on the List and the Kanban View List view showcases all the Opportunities in a ‘List’ format along with the infor...

To bulk update the opportunities below are the steps to follow: i.  Switch over from the Kanban view to the List View.  ii. Select the Opportunities or...