Last update: 8/23/2024
| Note Type: | |
| Normal – New | [Default] |
| Normal – Existing | For meetings already in the system. |
| Normal – Scheduled | For future meetings. |
| CRM Modification | For creating or updating of contact profiles. |
| Follow-up | For follow-up EVENTS [Note special instructions/SP PREFERENCES tab] |
| Opportunity | For creating new opportunities or updating existing opportunities. – See OPPORTUNITY tab |
| Special Instructions: | Any specific instructions given by the dictator. |
| Internal Comments: | Use as necessary. |
| Date & Time | As dictated. | Date: If not provided, use the recording date. |
| Contacts: | If not provided or incomplete use [None Specified] on the field missing information ex: No Name: First Name: [None | Last Name: Specified] | Missing Info: First Name: John | Last Name: [None Specified] |
| If full name is provided in relation to the account and information is provided or can be verified through research but not listed in SF, proceed to creating a contact profile with CRM Modification. | |
| Organization: | As dictated. [If organization is not provided but contact has an Agent Account, enter activity in Agent Account and list this as Account Number.] |
| If not provided and there is no Agent Account for the contact, send clarification to WS. | |
| Location: | As dictated. [Skip if not specified.] |
| Spelled: | Tick as needed. |
| Group: | Tick as needed. |
| Act Type: 2021 update | REQUIRED: Select as specified/based on context. |
| –None– | |
| Outbound Phone Call | |
| Inbound Phone Call | |
| Zoom Meeting | |
| Voicemails/Messages | |
| Face to Face | |
| Webinar | |
| State Regulatory Inquiry | |
| Agent Onboarding | |
| Agent Ride-along | |
| Business Meal | |
| Direct Mail/Mailing | |
| Group Classroom | |
| Industry Event | |
| Office Visit | |
| Phone Coaching | |
| Round Table | |
| Sales Strategy Event | |
| Sales Training | |
| Trade Show | |
| Agenda Item | |
| BD Contact Type: REMOVED 08/13/20 | REQUIRED: As dictated or based on context. |
| Face-to-Face | |
| Phone Call | |
| Subject: | Default: Contact Name: Type (for activities with more than one contact or with incomplete name/s write “Name of Organization: Type” [unless specified/based on context] |
| For Outbound Call or Inbound Call — Contact Name: Call (for activities with more than one contact or with incomplete name/s write “Name of Organization: Call” [unless specified/based on context] | |
| For Face to Face — Contact Name: Meeting (for activities with more than one contact or with incomplete name/s write “Name of Organization: Meeting” [unless specified/based on context] | |
| Note: | Clean verbatim – clean up sentences. |
| For follow-ups to the same contact, utilize the Follow-up dropdown options (inside the note) for both individual or group. [Note special instructions/SP PREFERENCES tab] | |
| Territory: | Default: Salesperson’s territory as listed in Preferences top of the page upon checking out the note in Dana. [Unless specified otherwise.] |
| Great Lakes – Bryan Ruddick | |
| Strategic-PA – Tony Armogida | |
| Mid-Atlantic | |
| Strategic-CA | |
| Plains – Mark Bodicky | |
| South – Maureen Carney | |
| added 08/13/20 | Strategic |
| Sales Focus: added 08/13/20 | REQUIRED: Select as specified/based on context. |
| –None– | |
| Appointment Setting/Confirmation | |
| Business Review | |
| Consulting | |
| Customer Service | |
| New Agent Onboarding | |
| Product Discussion | |
| Prospecting | |
| Retention | |
| Technology | |
| Training | |
| Voicemail/Messages/Email | |
| Account Number: | REQUIRED: As found in Salesforce. Merits clarification if not found. – For HO: As dictated. [Skip if not specified] |
| Salesforce Contact Profile/s: | Contacts account profiles/names as seen on Salesforce with System Generated box ticked. ex: Contact: Dennis Boeker | Account Contact Profile: DENNIS 100026812-DENNIS BOEKER. List down by order of added in “Contacts” field. |
| If the ONLY existing contact profile does not have the System Generated box ticked but can be verified with the information provided, use this profile. | |
| Related Parent Campaign: added 08/13/20 | As dictated. [Skip if not specified.] |
| Related Opportunity: added 08/13/20 | As dictated. [Skip if not specified.] |
| Associated Strategic Account: | Default: (none) | Select if mentioned or in relation to the context. [Skip if not specified.] |
| AFP Financial Services (AFI) | |
| Archdiocese of Los Angeles (ARC) | |
| Cabri Funeral Consultants (CFC) | |
| Cairn Partners (O22) | |
| Carriage Services (CAR) | |
| Catholic Funeral Plan (CTH) – Cincinnati | |
| Catholic Funeral Plan (CTH) – Florida | |
| Catholic Funeral Plan (CTH) – Hartford | |
| Catholic Funeral Plan (CTH) – Orange | |
| Catholic Funeral Plan (CTH) – Pittsburgh | |
| Catholic Funeral Plan (CTH) – San Jose | |
| Cypress Lawn (CPL) | |
| Diocese of Phoenix (DIO) | |
| Donato (DNO) | |
| East Lawn (ELN) | |
| Foundation Partners (FOP) | |
| Great Western Funeral Planning (GWF) | |
| Independent Funeral Planning (IFP) | |
| Memorial Services Association (MSA) – Boeker | |
| Memorial Services Association (MSA) – Golden Considerations | |
| Memorial Services Association (MSA) – Premier Planning | |
| Memorial Services Association (MSA) – SCNA | |
| Park Lawn (SAA) | |
| Precoa (COA) | |
| Purple Cross Agency (PCA) | |
| StoneMor Partners (SMO) | |
| Tetrick (TET) | |
| Trust 100 (T10) | |
| Turlock (TMP) | |
| Vantage Point Preneed (VPP) | |
| Note Only: | For instructions like “note on the account level” or “enter a note,” tick box. |
| Repeat This Task: added 08/13/20 | Default: (none) [Skip if not specified.] |
| After due date | |
| After date completed | |
| (Task Closed) | |
| Recurrence Interval: added 08/13/20 | As dictated. [Skip if not specified.] |
| Create Recurring Series of Tasks: added 08/13/20 | Tick box if dictated. [Skip if not specified.] |
| State Regulatory Escalation: added 08/13/20 | Tick box if dictated. [Skip if not specified.] |
| 2021 Premium Temp: | Default: (none) [Skip if not specified.] |
| Green | |
| Yellow | |
| Red | |
| 2021 R2G Temp: | Default: (none) [Skip if not specified.] |
| Green | |
| Yellow | |
| Red | |
| Assigned To: | REQUIRED: Name of WS |
| Count Cross-check: | Number of notes and follow-up. |
| Transcribing Complete: | Tick when done. |
| GENERAL WRITING GUIDELINES | |
| 1. Clean verbatim – clean up sentences. | |
| 2. OMIT: repeated words, fillers, false start, change of thought, retractions. | |
| 3. CAPITALIZE: products and proper nouns (Researched; when in doubt, Do Not Capitalize.) | |
| 4. NUMBERS – refer to APA Style Guide | |
| http://grammar.ccc.commnet.edu/grammar/numbers.htm | |
| http://www.grammarbook.com/numbers/numbers.asp | |
| Ex: | |
| 1-9 – spell out; 10 above, use figures | |
| $15 million, NOT $15,000,000 or $15 million dollars 🙂 | |
| 5. Use of hyphens (punctuation mark); bullets or numbers (multiple contacts/firms) | |
| (Client specs supersede writing guidelines) | |
Follow-up
| Type: added 08/13/20 | REQUIRED: Select as specified/based on context. |
| –None– | |
| Outbound Phone Call | |
| Inbound Phone Call | |
| Zoom Meeting | |
| Voicemails/Messages | |
| Face to Face | |
| Webinar | |
| State Regulatory Inquiry | |
| Assigned To: | Internal if assigned to. [Skip if for SP] External Wholesaler |
| Due Date: | Next working day [unless specified.] |
| Subject: | “Follow-up for name of person assigned to” [unless specified.] |
| Text: | As dictated. |
| Territory: added 08/13/20 | Default: Salesperson’s territory as listed in Preferences top of the page upon checking out the note in Dana. [Unless specified otherwise.] |
| Great Lakes – Bryan Ruddick | |
| Strategic-PA – Tony Armogida | |
| Mid-Atlantic | |
| Strategic-CA | |
| Plains – Mark Bodicky | |
| South – Maureen Carney | |
| Strategic | |
| Account: | REQUIRED: As found in Salesforce. – For HO: As dictated. [Skip if not specified] |
| Salesforce Contact Profile/s: | Contacts account profiles/names as seen on Salesforce with System Generated box ticked. ex: Contact: Dennis Boeker | Account Contact Profile: DENNIS 100026812-DENNIS BOEKER. List down by order of added in “Contacts” field. |
| Related Parent Campaign: added 08/13/20 | As dictated. [Skip if not specified.] |
| Related Opportunity: added 08/13/20 | As dictated. [Skip if not specified.] |
| Associated Strategic Account: added 08/13/20 | Default: (none) | Select if mentioned or in relation to the context. [Skip if not specified.] |
| AFP Financial Services (AFI) | |
| Archdiocese of Los Angeles (ARC) | |
| Cabri Funeral Consultants (CFC) | |
| Cairn Partners (O22) | |
| Carriage Services (CAR) | |
| Catholic Funeral Plan (CTH) – Cincinnati | |
| Catholic Funeral Plan (CTH) – Florida | |
| Catholic Funeral Plan (CTH) – Hartford | |
| Catholic Funeral Plan (CTH) – Orange | |
| Catholic Funeral Plan (CTH) – Pittsburgh | |
| Catholic Funeral Plan (CTH) – San Jose | |
| Cypress Lawn (CPL) | |
| Diocese of Phoenix (DIO) | |
| Donato (DNO) | |
| East Lawn (ELN) | |
| Foundation Partners (FOP) | |
| Great Western Funeral Planning (GWF) | |
| Independent Funeral Planning (IFP) | |
| Memorial Services Association (MSA) – Boeker | |
| Memorial Services Association (MSA) – Golden Considerations | |
| Memorial Services Association (MSA) – Premier Planning | |
| Memorial Services Association (MSA) – SCNA | |
| Park Lawn (SAA) | |
| Precoa (COA) | |
| Purple Cross Agency (PCA) | |
| StoneMor Partners (SMO) | |
| Tetrick (TET) | |
| Trust 100 (T10) | |
| Turlock (TMP) | |
| Vantage Point Preneed (VPP) | |
| Sales Focus: added 08/13/20 | Select as specified/based on context. |
| –None– | |
| Consulting | |
| Customer Service | |
| New Agent Onboarding | |
| Product Discussion | |
| Prospecting | |
| Quarterly Business Review | |
| Retention | |
| Technology | |
| Training | |
| Voicemail/Messages/Email | |
| Assigned To: | Default: SP Name [unless specified.] |
| Status: added 08/13/20 | Default: Open [unless specified or based on context.] |
| Open | |
| Completed |