Invesco EMEA

FIELD

INSTRUCTION

ADDITIONAL NOTES

Task Description and Comments

If the recording/note if from the HD App or click the + sign beside Task Description and Comments and type the FA name under Task Description. If there are multiple FAs or multiple notes under 1 task, type in the 1st FA name, et al.

Type

Default: Normal – New

Internal Comment

Type in any observation, clarification, instruction that could be useful for the person who will enter the note

Special Instructions

As specified

Date

As specified or use recording date if not provided

Time

Skip if not provided

Name

Copy/Paste from CRM

Organization

As specified or copy/paste from CRM

Subject

As specified or use default

DEFAULTS:

Meeting

Phone Call

Webinar or Virtual Meeting

Text

Verbatim

Meeting Type

As specified

Meeting Subtype

As specified

Commonly used Subtype:

Investment Strategy Update

Related to/Campaign:

Copy/Paste from CRM

RELATED TO: Firm name

CAMPAIGN: Search in CRM. If multiple listing, clarify.

Meeting Forum:

As specified or use default.

Meeting – Client Site

Phone Call – Virtual

Topic

Leave blank if not specified

Product

As specified

Other Products

Copy/paste from CRM

Status

As specified

DEFAULT: Completed

Meeting Location

As specified