Clients

What are clients?
Clients are closed opportunities that you have won. Clients also include your existing clients that you can import into Zomentum. You can bulk import cl...
Wed, 13 Nov, 2019 at 5:36 AM
Bulk import Clients
Zomentum allows you to bulk import clients into your dashboard. To bulk import clients, 1. Click on Import on the top right corner. 2. Select any of th...
Wed, 13 Nov, 2019 at 5:41 AM
Add a client
To add a new client, 1. Click on Clients in the left sidebar. 2. Click on Add Client in the top right corner. 3. Enter the details of your client. 4....
Wed, 13 Nov, 2019 at 5:52 AM
Editing a client
You can always edit a client that you have added in Zomentum. Edit leads from Clients page: Go to the right end of the opportunity you want to edit an...
Wed, 13 Nov, 2019 at 5:51 AM
Adding contacts in a client
Zomentum allows you to add multiple contacts in a client. Contacts can be various people you know in a company. To add a contact in a client, 1. Click ...
Wed, 13 Nov, 2019 at 5:55 AM
Add notes to a client
Notes can be added to any client in Zomentum.  Notes can be pieces of information from the discussion that you had with the client or if there's some s...
Wed, 13 Nov, 2019 at 6:16 AM