Table of Contents 1. Create an Opportunity     – Required Fields     – Optional Fields     – Revenue and Cost 2. Delete an Opportunity An Opportuni...

Table of Contents 1. Required Fields 2. Optional Fields 3. Revenue and Cost     – Calculation of Totals and Margin     – Worked Example Before y...

Table of Contents 1. Importing Opportunities     – Step 1: Download the Template     – Step 2: Upload the file with records      – Step 3: Select an Imp...

Table of Contents 1. Add or View Opportunity Type Field 2. Delete an Existing Opportunity Type Opportunity Type is a category or classification for an...

Table of Contents 1. Filtering Opportunities     – Example: View All Opportunities Assigned to a Specific Owner 2. Bulk Update Opportunities 3. Bulk Del...

When working with Opportunities in Kanban View, each card shows a value alongside the Opportunity by default, this is the Estimated Value. You can change wh...

Table of Contents 1. Activity Tab 2. Opportunity details 3. Clients details 4. Documents The Opportunity Detail View is where sales teams manage everythin...

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...

Use Revenue/Cost of Documents:  If this box is checked, the cost of the opportunity will be automatically taken from the document. If it is unchecked, the c...