How do I assign an owner to an enquiry in Brexa?
PreviousHow do I move an enquiry from one stage to another?NextCan multiple users collaborate on the same enquiry?
Last updated
Last updated
In Brexa, assigning an owner to an enquiry can be done during the creation process or by editing an existing enquiry’s details. Navigate to the enquiry profile and select the team member who will be responsible for managing it. Assigning an owner ensures accountability and allows for streamlined follow-ups and engagement, making it clear who is responsible for each enquiry at every stage.