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