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- Clients
  How do I add a new client in Brexa?
  What information is necessary when adding a client (e.g., name, email, phone number)?
  How do I assign an owner to a client in Brexa?
  Can multiple users have ownership of the same client?
  What is the purpose of the client ID in Brexa?
  How can I view detailed information about each client (e.g., created date, owner)?
  Can I track interactions and activities associated with each client (e.g., meetings, emails)?
  Is there a history log of actions taken with each client?
  What actions can I take on clients within Brexa (e.g., schedule meeting, send proposal)?
  How do I prioritize actions based on client details and interactions?
- Client Projects
  How do I create a new project for a client in Brexa?
  What information is necessary when adding a project (e.g., name, cost, due date)?
  Can I track project details such as cost and due date in Brexa?
  How do I ensure accuracy and completeness of project information?
  What are the different project statuses available in Brexa?
  How do I update the status of a project as it progresses?
  How do I assign an owner to a project in Brexa?
  Can multiple users collaborate on the same project?
  What is the purpose of the project ID in Brexa?
  How can I view detailed information about each project (e.g., created date, owner)?
  What actions can I take on projects within Brexa (e.g., set milestones, track progress)?
  How do I prioritize actions based on project deadlines and milestones?
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Activity

How do I activate or deactivate the Meeting activity type in Brexa?
Can I customize settings or permissions related to Meetings?
Why would I deactivate the Meeting activity type?
How do I activate or deactivate the Mail activity type in Brexa?
What features are available when the Mail activity type is active?
How does activating or deactivating Mail affect communication tracking?
How do I activate or deactivate the Call activity type in Brexa?
Are there specific settings for logging and managing Call activities?
What happens when I deactivate the Call activity type?
How do I activate or deactivate the Follow-up activity type in Brexa?
Can I set reminders and notifications for Follow-up tasks?
What benefits does activating the Follow-up activity type provide?

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Last updated 2 months ago