To import and export opportunities, please follow the steps mentioned below: Click on Opportunities in the left sidebar. Click on Import/Export...

Sometimes you may want to define more custom opportunity types more than what is available in the system. Or, you may want to rearrange or remove the existi...

For businesses utilizing Zomentum to manage CRM processes, integrating your website contact forms directly into Zomentum using Zapier can automate the creat...

For businesses receiving a significant amount of inquiry emails that can convert into CRM opportunities, using Zapier’s Email Parser to automate data captur...