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Default client folder structure

Define the key information you want your sales reps to gather about clients

In order to correctly set up your different sales processes, 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. When needed, you can also export your client folders.

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