Last update: 4/1/2026
Events
| MFIO Trans Specs | |
| Task Description | [Client name] – [company] – single contact [Client 1 & Client 2] – [company] – 2 contacts [Client 1 & Others] – 3 or more contacts or recording with multiple notes |
| Note Type | Normal – New (Default to all division) |
| Date | As dictated. Use Recording Date if not provided |
| Time | As dictated. Leave blank if not provided |
| Contact Name | Use name found in Salesforce |
| Account Name | As dictated. Leave blank if not provided |
| Location | As dictated. Leave blank if not provided |
| Subject | As dictated. Meeting with [Contact Name] – if not provided |
| Activity Type | One on One (Default) Presentation Networking –None– |
| Type | Meeting (Default) Event/Conference – currently not being used unless specified (waiting for further instructions) –None– |
| Description | Capture notes verbatim |
| Topics | As dictated. Leave blank if not provided |
| Funds | As dictated. Leave blank if not provided (See Products|Funds tab for complete list) |
| Related To | Account name of the attendee/contacts (How it reflects in Salesforce) – Required field It can also be a Campaign Name – It should be specifically mentioned |
| People | Other attendees to the meeting/call (MassMutual employee usually listed in the Directory tab) |
| Investment Specialist | Leave blank if no Investment Specialist in the meeting If the Salesperson is with an investment specialist, but the name was not provided – send a clarification See Current Investment Specialist Records tab for the list of investment specialist already in the system |
Log a Call
| MFIO Trans Specs | |
| Task Description | [Client name] – [company] – single contact [Client 1 & Client 2] – [company] – 2 contacts [Client 1 & Others] – 3 or more contacts or recording with multiple notes |
| Note Type | Call |
| Date | The date when the Call took place. We will use this as well as the “Completion Date” when we enter the notes. |
| Contact Name | Use name found in Salesforce. |
| Account Name | As dictated. Leave blank if none provided |
| Location | As dictated. Leave blank if none provided |
| Subject | A description of the Voicemail so it can be easily identified in a list. For uniformity, we can use “Call with [Attendee’s Name]” |
| Activity Type | –None– Inbound Outbound |
| Comments | Call instructions/notes |
| Funds | Funds mentioned in the call activity |
| Related To | Name of the Account (Firm) with which the contact is related. |
Voicemail
| MFIO Trans Specs | |
| Task Description | [Client name] – [company] – single contact [Client 1 & Client 2] – [company] – 2 contacts [Client 1 & Others] – 3 or more contacts or recording with multiple notes |
| Note Type | Voicemail |
| Date | The date when the voicemail took place. We will use this as well as the “Completion Date” when we enter the notes. |
| Contact Name | Use name found in Salesforce |
| Account Name | As dictated. Leave blank if none provided |
| Location | As dictated. Leave blank if none provided |
| Subject | A description of the Voicemail so it can be easily identified in a list. For uniformity, we can use “Left a Voicemail” |
| Comments | Voicemail instructions/notes |
| Related To | Name of the Account (Firm) with which the contact is related. |
| MFIO Trans Specs | |
| Task Description | [Client name] – [company] – single contact [Client 1 & Client 2] – [company] – 2 contacts [Client 1 & Others] – 3 or more contacts or recording with multiple notes |
| Note Type | |
| Date | The date when the Email took place. We will use this as well as the “Completion Date” when we enter the notes. |
| Contact Name | Use name found in Salesforce. |
| Account Name | As dictated. Leave blank if none provided |
| Location | As dictated. Leave blank if none provided |
| Subject | A description of the Voicemail so it can be easily identified in a list. For uniformity, we can use “Email with [Attendee’s Name]” |
| Comments | Email instructions/notes |
| Related to | Name of the Account (Firm) with which the contact is related. |
Follow-up
| MFIO Trans Specs | |
| Task Description | [Client name] – [company] – single contact [Client 1 & Client 2] – [company] – 2 contacts [Client 1 & Others] – 3 or more contacts or recording with multiple notes |
| Note Type | Follow-up or To-Do |
| Date | The date when the Email took place. We will use this as well as the Completion Date when we enter the notes. |
| Contact Name | Use name found in Salesforce. |
| Account Name | As dictated. Leave blank if not provided |
| Location | As dictated. Leave blank if none provided |
| Subject | A description of the Follow-up/To-Do items so it can be easily identified in a list. For uniformity, we can use “Follow-up with [Attendee’s Name] |
| Due Date | The date when the follow-up or to-do items should be completed If not provided, it will be three (3) business days after the recording was received. |
| Comments | Follow-up or To-do instructions/notes |
| Related To | The name of the Account (Firm) where the contact was related to |
| Priority | Default is “Normal” or as provided |
| Status | Default is “New” or as provided |
CRM Mod
| MFIO Trans Specs | |
| Task Description | [Client name] – [company] – single contact [Client 1 & Client 2] – [company] – 2 contacts [Client 1 & Others] – 3 or more contacts or recording with multiple notes |
| Note Type | CRM Modification (Applicable to DCIO Sales, Wealth Management) |
| Contact Name | Use name found in Salesforce |
| Account Name | Must reflect what is listed in Salesforce |
| Location | Leave Blank |
| CRM Modification | Added: No existing profile in Salesforce Changed: Profile already existing in Salesforce. Updates based on Salesperson’s requests. |
| Description/Comment | Utilized when the MD dictated personal information about the contact (eg hobbies, interests, etc.) Format: [MM/DD/YYYY] – HD/[MD’s Initials] – [Notes] |
| Record Type | Advisor – Investment Analyst Advisor – Team Leader Advisor – Team Member (Commonly used) Client Relationship Manager Executive Divisional External Wholesaler Head of Sales Internal Wholesaler Investment Specialist Other Research/Investment Analyst Sales Support |
| Preferred Name | Populate if provided |
| Title | Populate if provided |
| Mailing Address | Populate if provided |
| Email Address | Populate if provided |
| Phone Number | Populate if provided |
| CRD | Refer to FINRA. Leave blank if not found |
| Contact Type | –None– Prospect Qualified No Opportunity ***Select “Prospect” when creating only the contact profile. |
| AUM | Populate if provided |
| Client Segmentation (Only for DCIO Salespeople) | A B C Center of Influence Non-Retirement (As dictated/provided) |
| Related To | Populate if provided |
Exercise Files