What information is necessary when adding a client (e.g., name, email, phone number)?
Last updated
Last updated
When adding a client in Brexa, you need to provide essential information such as the client's full name, email address, phone number, and potentially their company name if applicable. Additionally, you can include notes, their preferred communication method, and other relevant contact details. This information ensures that your team has all the necessary data to manage client relationships effectively, enabling smooth communication and efficient follow-ups.