Admin Panel: Account Settings and more · Default Client Folder Structure

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Default Client Folder Structure

Just as for the default lead structure, you have a default client folder structure.

For more information on Client Folders, click here.

You can choose the information you wish to predefine for all your clients when you create a new client folder. You can define Zip Code, VAT Number, or whatever you believe it's important to have as global information for a customer, and not for a specific lead.