How do I add a new client in Brexa?
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Last updated
Last updated
To add a new client in Brexa, navigate to the "Clients" section and click on the option to create a new client. You’ll need to fill in key details such as the client’s name, contact information, and any relevant notes. Once entered, the client will be saved into the system, allowing your team to begin managing interactions and tracking the client’s progress within your workflows. This feature streamlines client management and ensures all client data is organized in one place.
