Last update: Feb 24, 2025
| Main Note | |
| Type | Normal Existing – Visit already in SF Normal New – Create a new meeting |
| Special Instruction | SFM Instructions Sample: “Please close out my meeting.” “Attendees for this meeting hav ebeen added manually”” |
| Internal Comments | Action items for teammates May also contain the visit link for it to be easier when doing entry |
| Date & Time | Normal Existing -= date/time in SF or as specified; time not required Normal New = Start date&time and End date&time must be filled out (critical) |
| First Name/Last Name | Complete name in SF Nicknames captured in Text field |
| Follow-up | Follow-up subject format: PIT Task PIT Tasks – 2 PIT Tasks – 2 – Due Date 9/10/19 PIT Task – Due Date 9/10/19 PIT Task – Medium *Only set due date if specific date is mentioned |
| Organization & Location | Organization & Location – Provide if there are multiple matches for FA name (non-critical) – not required |
| Visit Type | Existing visits: Mirror whatever is displayed in Salesforce. New visits: 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 – Visit Name in SF Normal New – Name of the FA – Firm Name – City, State (Abbreviation) |
| Feedback | Capture dictation in smart and clean verbatim.
1st paragraph (critical) – Capture all details (firm, contact, date & time, location) *Bold for literature pieces and CG products |
| Additional Owner | CG SFMs/Resources (except SSC ASR level) |
| Results | If “practice management” is mentioned in the dicatation |
| Focus | If “practice management” is mentioned in the dicatation |
| Virtual | *Yes: Select this value if you are attending the meeting virtually
*No: Select this value if you are attending the meeting in person *Mixed: Select this value if there will be both virtual and in-person participants for a meeting (Ex: you attend in person, but conferences in an Investment Specialist) *N/A: Applicable for visit types of Other, Office Day, Zone, etc |
| Captured Feedback Via | TEXT – received via email VOICE – received via recording |
| Follow-up Note | |
| First Name/Last Name | Complete name in SF and sequence number |
| Type | Default: Task |
| Assigned To | Select ASR’s name if the task was assigned to the ASR. Otherwise, utilize the “Assigned To (Other)” field at the bottom |
| Due Date | Default is the next business date unless specified by the SFM |
| Subject | Follow-up subject format: PIT Task PIT Tasks – 2 PIT Tasks – 2 – Due Date 9/10/19 PIT Task – Due Date 9/10/19 PIT Task – Medium *Only set due date if specific date is mentioned |
| Note | Copy the task from the main note and paste it in here. If there’s more than one contact, the format should be:
Contacts: Call Deen, Denver, Kyle, and Abs. Email them the cheat sheet. |
| Assigned To (Other): | Task assignee |
Exercise Files