How can I view detailed information about each client (e.g., created date, owner)?
To view detailed information about a client in Brexa, simply access their profile from the client list. The profile will display comprehensive data such as the client’s contact information, the date they were added, the assigned owner, and any other custom fields you’ve entered. Additionally, you can view a history of interactions, past activities, and any upcoming tasks, making it easy to stay informed about the client’s status.

PreviousWhat is the purpose of the client ID in Brexa?NextCan I track interactions and activities associated with each client (e.g., meetings, emails)?
Last updated