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.