Last update: Feb 24, 2025
| Main Notes | |
| Type | Normal Existing – Visit is already in the SFM’s Calendar Normal-New – Visit needs to be added in the SFM’s Calendar |
| Special Instructions | SFM Instructions for HeyDAN |
| Internal Comments | Action Items for teammates. |
| Date & Time | Normal Existing – Mirror date & time SF;or if date & time needs changing put what was dictated Normal New – Start date&time and End date&time must be filled out (critical) |
| First Name/Last Name | Complete Name as it shows in SF |
| CRD | Sequence # in SF |
| Organization & Location | Organization & Location (not required) – Provide if there are multiple matches for FA name (non-critical) |
| Visit Type | Normal-Existing – Mirror what’s in SF Normal-New – Use what was dictated or by default, select Unscheduled Meeting |
| Visit Status | Always mark “Done” Otherwise, cancelled by adviser if FA did not attend the meeting (first indication if cancelled or rescheduled) |
| Subject | Normal-Existing – Put the event ID as it shows in SF Normal-New – Put what was provided or by default Contact Name – Firm Name |
| Text | Capture dictation in smart and clean verbatim.
1st paragraph (critical) – Capture all details (firm, contact, date & time, location). |
| Initiative | Capture the initiatives provided as how it shows in SF |
| Opportunity | Capture the opportunities provided as how it shows in SF |
| Additional Attendee | Capture the number of attendees without SF profiles |
| Additioanl Owners | Capture the names of the CG employees who attended the meeting |
| Focus | Capture the focus that was dictated |
| Product Type | Capture all the Product Types dictated; Leave blank if none |
| Theme | Capture all the Themes dictated; Leave blank if none |
| Rating | Select Neutral by default |
| Time Zone | Select the Time Zone that was dictated; N/A if none |
| Captured Feedback Via | Text – Sign-in Sheet Text – Emailed Notes Voice – received through recordings |
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