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  1. Practifi Success
  2. Mourvedre
  3. Households, organizations and individuals

Households, organizations and individuals

A continuation of the ground covered in the "Welcome to Practifi" article of the same name. Dives into more detail about the various elements of the management process.

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  • Categorize and segment with Topics and Definitions
  • Manage your firm's changing relationships with Definition Actions
  • Understanding household and organization members
  • Managing members and other relationships
  • Managing contact details and preferences

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