How do I assign an owner to a company in Brexa?
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Last updated
Last updated
To assign an owner to a company in Brexa, you can select a user from your team while creating the company profile or update the assignment later by editing the company details. Assigning an owner ensures that someone is responsible for managing the relationship with the company, coordinating follow-ups, and keeping track of all interactions. It also helps with accountability and effective workload distribution.