How do I prioritize actions based on client details and interactions?
Brexa helps you prioritize actions based on client details and interactions by offering tools to categorize clients by their status, importance, or engagement level. You can use filters or tags to identify high-priority clients, review their activity logs, and assess which interactions or follow-ups are most urgent. This enables you to focus on the most critical tasks first, ensuring that your client management efforts are both strategic and effective.
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