Twelve Meetings is a template to manage interactions with clients. It is based on the “Customer Database” template.
The core of this template is the “clients” table. First build up your clients list and link to companies.
With this template you can add “to – do’s” and “meetings” for each client.
From the table “toDo” you get an overview of your open tasks.
In the table meetings you find a view for upcoming meetings and one for meeting reports.