You can always edit a client that you have added in Zomentum.


Edit leads from Clients page:

  1. Go to the right end of the opportunity you want to edit and click on three vertical dots.
  2. Click Edit to open Edit client pane.
  3. Edit the desired section(s).
  4. Click Save.


You can also edit the lead from client detail view.

  1. Click on the opportunity to open the opportunity detail page.
  2. In the Client Details page, in the top right corner click on three vertical dots.
  3. Click on Edit Client.
  4. Edit the desired section(s).
  5. Click Save.