Sometimes you may find duplicate records of the same company created as separate clients in Zomentum. 

If you have no opportunities or documents under any of the clients, you may simply delete them. But in case of won documents under either of the clients, the best option is to move the documents under one client name. 

Moving documents from one client to another:

  1. Go to Documents. 

  2. Click on Add Filter.

  3. Filter down documents based on a client name.

  1. Click on the ‘More’ ellipsis at the far right side of the document name.

  2. Click on Download Document (.pdf)

The next step is to upload the won document to the other client record.

  1. Click on the Add Document button at the upper right corner.

  2. Click on the checkbox "I want to upload existing word(docx) or pdf document"

  3. Upload the document. This would be in the Draft status.

  4. Manually update the status to Won. 

By this way you can have the respective document under the correct clients.