First Meeting Handover

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.

The form will also improve the Bio Update, Ongoing Competency needs of the firm and the cross selling to other teams if used well.

All feedback please come back to Mark Insley directly mark.insley@ascotwm.com

FAST Access ASANA and Insightly :