Getting Started

Steps for Setting Up your Zomentum Account
Navigate to Settings à Account to personalize your Zomentum account I. General & Address Info Add your company information and address details in your...
Wed, 7 Sep, 2022 at 4:15 AM
How to configure Taxes in Zomentum?
Zomentum calculates tax while adding the products in a document. The taxes on these products are determined based on two factors: Tax jurisdiction (locati...
Sat, 27 May, 2023 at 3:20 AM
What happens when you deactivate a Tax Region or Category
Once you deactivate a Tax region below things will happen: You no longer will be able to associate clients with an Inactive Tax Region. That is any new cl...
Wed, 1 Jul, 2020 at 5:24 AM
How to set up two-factor authentication in Zomentum
This article will walk you through on the steps to enable two-factor authentication in Zomentum By default, logging into Zomentum requires just your use...
Sun, 28 May, 2023 at 5:50 AM
What are different types of email verification to send documents from a different email address?
When do you need to verify an email address? By default, all the documents that you send from zomentum will be sent from noreply@zomentummail.com. In case,...
Sun, 12 Jul, 2020 at 10:33 AM
Single Email Address Verification
All documents sent from Zomentum are sent via noreply@zomentummail.com. Single email address verification allows you to send documents from an email address...
Tue, 30 Mar, 2021 at 1:56 PM
Configure DKIM keys and Verify a Domain
All documents sent from Zomentum are by default sent via noreply@zomentummail.com. Verifying a domain allows you to send documents from an email address bel...
Tue, 1 Mar, 2022 at 7:06 AM
How To Prevent Google From Blocking Zomentum App Access?
Google has made changes to its policies which mandates any application that connects or utilizes their services needs to go through a “Security Assessment” ...
Sat, 22 Jul, 2023 at 8:05 AM
Sales Pipelines
The sales pipeline is a visual representation of the sales process, divided into multiple stages.  Zomentum allows users to create and configure the require...
Sat, 22 Jul, 2023 at 9:17 AM
Email Templates
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, 13 Sep, 2022 at 6:56 AM