Normal Existing – Date & Time in Salesforce or Date & Time dictated if it needs to be changed per SFMs verbatim.

Normal New – Start Date & Time and End Date & Time must be filled out (CRITICAL FIELD)

Normal Existing – Date & Time in Salesforce or Date & Time dictated if it needs to be changed per SFMs verbatim.

Normal New – Start Date & Time and End Date & Time must be filled out (CRITICAL FIELD)

Complete name in Salesforce

• Complete name captured in the first name field.
• Nicknames captured in Text field

For cancelled meetings, no need to populate the contacts field. Leave it blank. Unless there’s another attendee mentioned in the meeting notes.

Follow-up subject format:
PIT Task
PIT Task – 2
PIT Task – 2 – Due Date 9/10/24
PIT Task – Due Date 9/10/24
PIT Task – Medium

*Only set due date if specific date is mentioned

Normal Existing – Event ID in Salesforce
Normal New – Default: Name of the FA – Firm Name – City, State (Abbreviation)

(Ex.: John Park – Hey DAN – Greenville, OH)

Capture dictation in smart and clean verbatim.

1st paragraph – Capture all details
(critical) contacts, date & time (including days of the week, additional FA or non-FA attendees, as well as attendees from CG/American Funds)
(major) firm, location & time zone

Example:

Strict –  “Meeting to log for John Park, Hey DAN, Greenville, Ohio. That took place on Wednesday, June 24 from10 to 11 in the morning.”
Clean – “Meeting with John Park of Hey DAN in Greenville, Ohio on Wednesday, June 24 from10:00 AM to 11:00 AM.”

“breakfast, lunch, dinner, noon” – no default value as time. Capture in the note as is. Do not assume time.

*Bold for literature pieces and CG products*

Tasks:
PIT Task for [name] – Due Date 00/00/00: [follow-up note] Request for [name] – Due Date 00/00/00: [request note] *Only capture due date if it was provided*

Sample dictations and how they are captured in the Note Text field:

• “Please assign a task to IWS, John Hay, to please send him the Midyear Outlook”
→ PIT Task for John Hay: Please send him the Midyear Outlook” 

• “Assign a task to my SSC, Jonathan Hue, to schedule a meeting with him sometime this October”
→ Request for Jonathan Hue: Schedule a meeting with him sometime this October”

Existing Visits: Mirror whatever is displayed in Salesforce. Default is Scheduled Meeting
New Visits: Default is Unscheduled Meeting

For Finals Meeting, if there’s no attendee mentioned in the recording, whoever is the primary contact of the visit will be added instead, no need to send clarification email

Capital Group SFMs/Resources

SFM mentions another CG Employee, populate Contact or Additional Contact field?

1) If CG employee has calendar = Additional Owner
2) If CG employee has no calendar but role is an SFM’s internal partner (iWS & SSCs) = Contacts 
3) If CG employee has no calendar and not an internal partner = Additional Contact 

Most commonly used:
Competition
– task to compare CG with competitor

Cost Comparison Created/Edited
– task to create cost comparison between RKD and PP-TPA

Other
– task to call, email, schedule

*Select as explicitly mentioned

TEXT – receive through emails and by running the SCRM report
*Text – SCRM
*Text – Sign-In Sheet
*Text – Closeout Request (only if SFM asked to closeout open meetings via email)
*Text – Emailed Notes

VOICE – received through recordings
*Voice
*Voice – Closeout Request (only if SFM asked to closeout open meetings via recording)

Default:

For RP and WM if there is a link in the Visit for a Webex or Zoom meeting then please use: Video

If the feedback specifically says they had a phone call with someone, you can assume: Phone

All other default to: In Person

Cancelled/Rescheduled: N/A

Note: If this field already has a value in Salesforce, we leave it as is and just mirror that value in Dana. The default only applies to those visits that the Engagement Type field is not yet populated

Default is the next business date unless specified by the SFM

Tasks assigned to SFMs
– Set due date to the specified date mentioned
– Set due date to next business day when due date was not specified

ex. SFM called in on Wednesday, October 2 ET, and assigned a task:
SFM: “Please assign a task to myself to schedule a meeting with Dave to next Tuesday.”
DUE DATE = October 8 ET

SFM: “Please assign a task to myself to schedule a meeting with Dave next week.”
DUE DATE = next business day (not specified)

Tasks assigned to other roles
– Set due date when explicitly mentioned “set the due date”
– Set due date to next business day when due date was not specified

ex. SFM called in on Tuesday, October 1, and assigned a task:
SFM: “Please assign a task to my internal to schedule a meeting with Dave and set the due date to next Tuesday.”
DUE DATE next business day (since it was not specified)

SFM: “Please assign a task to my internal to schedule a meeting with Dave and set the due date to October 8.”
DUE DATE = October 8

Copy the task from the main note and paste it in here. If there’s more than one contact, the format should be:

Contact:
Abz
Dean
Dawn

Call Abz, Dean, and Dawn. Email them the cheat sheet.

Trigger words:

PC
Portfolio Construction
Portfolio Analysis
PC program
Portfolio conversation or discussion
Portfolio Consultation
Advisor portfolio insights
PC Insights
Portfolio Insights
PC Leadership