Session records

3 of 3 visible sessions

Results

SessionWhenHostLinked objectStatusRecord

Onboarding

Sarah Hartwell, Dan Fenwick · Hartwell & Co

10 Jul, 11:30Sarah HartwellFenwick Joinerymanual-fenwickOpportunity: Payroll setupGuest waitingOpen record

VAT review

Amelia Rhodes, Meera Prenton · Hartwell & Co

09 Jul, 15:30Amelia RhodesPrenton BakeryBRX-C-0231Opportunity: Quarterly advisoryScheduledOpen record

Scoping call

Sarah Hartwell, James Okafor · Hartwell & Co

03 Jul, 10:00Sarah HartwellOkafor Ltd - ProspectBRX-P-1042Opportunity: VAT and payroll onboardingCompletedOpen record