Enquiry/Lead

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

2. What information is required when adding an enquiry (e.g., requirement title, channel)?

3. What are the different stages of an enquiry in Brexa (e.g., Open, Lost, Won)?

4. How do I move an enquiry from one stage to another?

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

6. Can multiple users collaborate on the same enquiry?

7. How does Brexa integrate with different enquiry channels (e.g., email, website form)?

8. Can I track the source of each enquiry and its associated channel?

9. What is the purpose of the enquiry ID in Brexa?

10. How can I view detailed information about each enquiry (e.g., email, created date)?

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

12. How do I prioritize actions based on enquiry details and stages?

13. Can I generate reports on enquiry performance and conversion rates?

14. How does managing enquiries in Brexa contribute to sales forecasting and analysis?

15. How do I manage junk enquiries in Brexa?

16. Is there a way to filter out irrelevant or spam enquiries effectively?

17. How does Brexa handle data maintenance for enquiries, including archiving or deleting outdated information?

18. Can I automate processes for managing and updating enquiry statuses?