To log out/sign out of your Zomentum account follow the steps below. Click on the gear icon at the bottom of the left menu named Settings. Scro...

While working with opportunities in the Kanban view, by default, the Estimated Value is displayed.  However, this can be edited. You may choose to d...

Now you can view and download the invoices for your monthly/annual payments for the account subscription based on your billing plan. To view the invoic...

Once a PSA is synced to your account, all the clients, opportunities, and Products are synced between PSA and Zomentum. If you wish to disconnect the P...

Zomentum gives you the option to opt out of receiving emails for the daily activity tracker in the platform.  To disable email notifications for Dai...

Yes. You can change your Credit Card details/payment Details. 1. You need to go to Settings > Account. 2. Once you have selected Account, you n...

To reflect the category name in quotes instead of the tax field name, you can configure this in your Tax Display Preferences. Steps:  Go to settings-&...

This article describes the process of setting up an automatic email reminder for documents. Automatic email reminders are used to chase external approva...

We have the option to define custom values in the call logs result field, and we can now add more values for this field under Settings--> Custom fields -...

Zomentum supports 5 product types (listed below) when data is synced upstream or downstream to the PSAs that don't support the same, they will be rec...