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...

Zomentum has two types of views, the Kanban view and the List view. Choose your preferred view from the ‘Display as’ option available on the Opportunity pa...

1. Create an Opportunity  Navigate to the “Opportunities” section in the left sidebar. Select  “Add Opportunity” in the top right corner. ...

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

Opportunity  An opportunity  details view page is a crucial part of managing and tracking sales opportunities, allowing sales teams to keep all relevant...

Create an Opportunity : Navigate to the “Opportunities” section in the left sidebar. Select  “Add Opportunity” in the top right corner. In...

To bulk update the opportunities below are the steps to follow: i.  Switch over from the Kanban view to the List View.  ii. Select the Opportunities or...

Opportunity type refers to a category or classification of an opportunity. We can add multiple Opportunity types to an Opportunity. Steps to add Opportu...

Filter can be applied to Opportunity both on the List and the Kanban View List view showcases all the Opportunities in a ‘List’ format along with the infor...

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