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  How do I add a new client in Brexa?
  What information is necessary when adding a client (e.g., name, email, phone number)?
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  What actions can I take on clients within Brexa (e.g., schedule meeting, send proposal)?
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- 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)?
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  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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How do I activate or deactivate the Meeting activity type in Brexa?

PreviousActivity NextCan I customize settings or permissions related to Meetings?

Last updated 27 days ago

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To activate or deactivate the Meeting activity type in Brexa, go to the settings menu under activities. From there, toggle the Meeting activity type on or off, depending on your business needs. Activating it allows tracking and scheduling of meetings, while deactivating it removes this option from activity management.