Your question is CRM Approach for Account Management. Take a moment with it on the right.
Talk me through your thinking if you like. When you're confident, submit your answer and I'll grade it like a real screen (7/10 or better passes).
You are managing a book of customer accounts and need a reliable way to track activity, keep follow-ups moving, and maintain visibility into account health over time.
What tools do you use for customer relationship management, and how do you use them to stay organized and execute effectively across your accounts?