---
title: "How do I define the default client folder structure?"
description: "Define the key information you want your sales reps to gather about clients"
url: https://help.nocrm.io/en/articles/73-how-do-i-define-the-default-client-folder-structure
collection: "Sales Process"
updated: 2026-10-13
language: en
alternates: [de, it, pt-br, es, fr]
---

# How do I define the 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](https://www.nocrm.io/academy/how-to-set-up-a-consistent-sales-process), just as for the [default lead structure](https://help.nocrm.io/en/articles/69-default-lead-structure.md), you have a default client folder structure.

For more information on Client Folders, [click here](https://help.nocrm.io/en/articles/113-client-folders.md).

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](https://help.nocrm.io/en/articles/122-export-client-folders.md).