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

Within Brexa, you can perform various actions on clients, such as scheduling meetings, sending emails or proposals, logging calls, and assigning tasks. These options are available directly from the client’s profile, allowing you to manage all client-related activities in one place. This makes it easier to plan next steps, keep track of important milestones, and ensure that you’re consistently engaging with your clients.