Clients

1. How do I add a new client in Brexa?

2. What information is necessary when adding a client (e.g., name, email, phone number)?

3. How do I assign an owner to a client in Brexa?

4. Can multiple users have ownership of the same client?

5. What is the purpose of the client ID in Brexa?

6. How can I view detailed information about each client (e.g., created date, owner)?

7. Can I track interactions and activities associated with each client (e.g., meetings, emails)?

8. Is there a history log of actions taken with each client?

9. What actions can I take on clients within Brexa (e.g., schedule meeting, send proposal)?

10. How do I prioritize actions based on client details and interactions?