How do I assign an owner to a client in Brexa?
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Last updated
Last updated
Assigning an owner to a client in Brexa is straightforward. After creating or selecting a client profile, you can assign ownership to a team member from within the client’s details. This feature helps designate responsibility, ensuring that the assigned owner is in charge of managing client interactions, follow-ups, and ongoing communications. It improves accountability and keeps the relationship organized and streamlined.
