Create a Client
Navigate to the “Clients” section in the left sidebar.
Click on “Add Client” in the top right corner.
From the pop-up enter the client details such as the name, tax region and billing address.
Click on Save.
Please see below the field details to be entered while creating a client:
Company: Input the name of the account/company
Tax Region: Enter the region so tax is applied according to the company’s location
Phone: account contact number
Billing address: the address associated with your client’s account to associate bills and invoices
Shipping address: the address to which you would like to ship the products
Owner: the name of your sales representative that will manage the client
Website: official account URL of the company
LinkedIn URL: the LinkedIn URL of the organization
Facebook URL: the URL of the company’s Facebook handle
Twitter URL: the URL of the company’s Twitter handle
Market: the industry to which the company belongs
Company type: select whether they are the direct owners, partners, vendors, etc.
Source: the source from which the organization came into the business with you. It can be via social platform or a campaign, etc.
Campaign: The campaign from which this business was obtained
Date acquired: Date from which the company has come into contact with your organization
At Competitor: Competitor, if mentioned by the client
Deleting a Client
To delete a Client from Zomentum, click on the three dots on the right side of the client details and choose “Delete Client”. Enter the Client name when prompted to delete.
Note: Deleting a client is a permanent action that cannot be reversed.