First Meeting Handover Form

This form replaces the various methods of meeting handover currently in operation.We have built to not need to get an Insightly ref and so some fields are there as the Key Insightly updates based on the meeting type. This does not mean a fuller Insightly review or eg partner account or corp account will not be needed as part of the handover.

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Meeting Planning

Establishes what needs to be done before,during and after a meeting. Basically brings everyone on the same page on the most important topics.

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