FAQs

How to enable 'Use Revenue/Cost of Documents' by default?
While creating an opportunity, you may want the cost and revenue figures generated from the linked document to populate the revenue fields and margin. In or...
Thu, 18 Jan, 2024 at 8:26 AM
Error: 'Invalid Status' while syncing an opportunity to HaloPSA
The integration between Zomentum and HaloPSA is set-up such that entities sync between the platforms in real time.  However, while pushing an opportunit...
Thu, 18 Jan, 2024 at 8:28 AM
How to reset password or MFA for a user in Zomentum?
If a user is unable to access their password or Multi-Factor Authentication (MFA) code, an admin user can reset the password or MFA for that particular user...
Tue, 10 Sep, 2024 at 2:56 AM