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- Clients
  How do I add a new client in Brexa?
  What information is necessary when adding a client (e.g., name, email, phone number)?
  How do I assign an owner to a client in Brexa?
  Can multiple users have ownership of the same client?
  What is the purpose of the client ID in Brexa?
  How can I view detailed information about each client (e.g., created date, owner)?
  Can I track interactions and activities associated with each client (e.g., meetings, emails)?
  Is there a history log of actions taken with each client?
  What actions can I take on clients within Brexa (e.g., schedule meeting, send proposal)?
  How do I prioritize actions based on client details and interactions?
- Client Projects
  How do I create a new project for a client in Brexa?
  What information is necessary when adding a project (e.g., name, cost, due date)?
  Can I track project details such as cost and due date in Brexa?
  How do I ensure accuracy and completeness of project information?
  What are the different project statuses available in Brexa?
  How do I update the status of a project as it progresses?
  How do I assign an owner to a project in Brexa?
  Can multiple users collaborate on the same project?
  What is the purpose of the project ID in Brexa?
  How can I view detailed information about each project (e.g., created date, owner)?
  What actions can I take on projects within Brexa (e.g., set milestones, track progress)?
  How do I prioritize actions based on project deadlines and milestones?
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Payment

How do I integrate Stripe with Brexa for payment processing?
What information do I need to connect Stripe to my account?
Can I accept multiple currencies with Stripe?
How do I manage payments received through Stripe in Brexa?
Can I refund customers directly through Brexa using Stripe?
What fees are associated with Stripe transactions?
How do I integrate RazorPay with Brexa for payment processing?
What are the steps to connect RazorPay to my Brexa account?
Does RazorPay support different payment methods?
How do I track payments processed through RazorPay in Brexa?
Can I view transaction details and histories within Brexa?
How does RazorPay handle security and compliance?
How do I set up notifications for successful payments using Stripe and RazorPay?
Can customers receive payment confirmation emails through Brexa?
How do payment notifications enhance customer experience and transparency?
How do I process refunds for Stripe and RazorPay payments in Brexa?
What is the procedure for handling payment disputes through these platforms?
How does Brexa support resolution of payment-related issues?

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Last updated 3 months ago