Contact

1. How do I create a new contact in Brexa?

2. What information is required when adding a contact (e.g., first name, email, phone number)?

3. Can I edit or update contact information after it's been entered?

4. How do I ensure the accuracy and completeness of contact details?

5. How do I assign an owner to a contact in Brexa?

6. Can multiple users have ownership of the same contact?

7. What is the purpose of contact types in Brexa?

8. How do I categorize contacts based on their type (e.g., lead, client)?

9. Can I view when a contact was created and by whom?

10. Is there a history log of actions taken on each contact?

11. How do I add contacts to specific lists and stages in Brexa?

12. What are the benefits of categorizing contacts into lists and stages?

13. How does Brexa integrate with different communication channels for contacts?

14. Can I track interactions with contacts across different channels (e.g., email, phone)?

15. What actions can I take on contacts within Brexa (e.g., schedule follow-up, send email)?

16. How do I prioritize follow-ups and actions based on contact details?

17. Can I generate reports or analytics based on contact data in Brexa?

18. How does managing contacts in Brexa contribute to overall business insights?

19. How do I mark a contact as inactive in Brexa?

20. Can I reactivate inactive contacts if needed?

21. What happens to inactive contacts in terms of visibility and actions?

22. How do I create and manage contact lists in Brexa?

23. Can I segment contacts into different lists based on criteria?

24. How do contact lists facilitate targeted communications and campaigns?

25. Can I filter contacts based on different criteria (e.g., contact type, owner)?

26. How do segmentation features help in organizing and targeting contacts?

27. How can I use contact lists in Brexa for marketing campaigns?

28. Is there integration with email marketing tools to reach contacts in specific lists?

29. Who can access and manage contact lists in Brexa?

30. Are there permissions settings to restrict access to sensitive contact information?

31. How does Brexa handle data maintenance for contacts, including cleaning up inactive or outdated information?

32. Can I automate processes for updating and managing contact lists?