E-mailed Notes

Recorded Notes

Please put contact’s name as dictated and then firm name.
ex. Arya Stark – House of Stark

If no firm was provided, add the firm found in SF.

For multiple notes in one recording .
ex. Arya Stark & Others

Date of the call or meeting. If none is provided, default to the date of recording.

Always set time in ET. Adjust time based on the WS timezone
Pacific Standard Time: +3
Mountain Standard Time: +2
Central Standard Time: +1

There is no Time Field in Salesforce for Meeting Notes. In this case put the time at the top of the meeting notes in this format: Time: 10:00 AM no need to convert time zones just add PST, MST, CST as the case may be for example, Time: 10:00 AM CST

Verify advisor name through SalesForce.

For Contact Names, capture the exact full name as found in Salesforce.

Ex. If WS only mentioned the John Smith but in SF, you found John Arthur Smith. Use John Arthur Smith.

*Fill out the First Name field only for Contacts for ease of copying during entry.

As specified. Leave blank if not dictated.

If only the State was dictated, capture the State only. (California)
If both City and State were dictated, capture both in this format:
City, [Abbreviation of the State] (San Francisco, CA)
If only street address was dictated, capture verbatim

As specified or based on context. Kindly use the defaults below if not specified.

For meeting with a single contact
Meeting with [contact name as dictated]

For meeting with two contacts:
Meeting with [Contact A and Contact B]

For group meeting with three or more contacts:
Meeting with [Contact A] and Others

Put in the text dictated by the Wholesaler in smart verbatim.

Since there’s no time field in SF, if the time is specified by the WS, capture it in the note text. Still populate the time field in DANA but be sure to convert it to ET as DANA time is in ET.

As specified or based on the context.

For virtual meeting or webinar use Remote Conference Call

• In-Person Meeting
• Remote Conference Call
• Outbound Call
• Inbound Call

Recorded Notes

Verify advisor name through SalesForce.

For Contact Names, capture the exact full name as found in Salesforce.

Ex. If WS only mentioned the John Smith but in SF, you found John Arthur Smith. Use John Arthur Smith.

If WS provided the nickname, capture

*Fill out the First Name field only for Contacts for ease of copying during entry.

As specified. Leave blank if not dictated.

If only the State was dictated, capture the State only. (California)
If both City and State were dictated, capture both in this format:
City, [Abbreviation of the State] (San Francisco, CA)
If only street address was dictated, capture verbatim

As specified or based on context. Kindly use the defaults below if not specified.

For meeting with a single contact
Meeting with [contact name as dictated]

For meeting with two contacts:
Meeting with [Contact A and Contact B]

For group meeting with three or more contacts:
Meeting with [Contact A] and Others

Put in the text dictated by the Wholesaler verbatim.

Based on the context of the dictation

• Left VM – if WS left a message
• No Answer – self-explanatory
• Scheduled Meeting – if a meeting got scheduled
• Spoke to Assistant – if WS spoke to CA/Assistant of Advisor
• Spoke to Advisor – if WS briefly spoke with Advisor
For Email Activity use Email Sent
• Spoke to Research/Diligence Team – (maybe use if specified but not encountered yet.

Recorded Notes

Please put contact’s name as dictated and then firm name.
ex. Arya Stark – House of Stark

If no firm was provided, add the firm found in SF.

For multiple notes in one recording .
ex. Arya Stark & Others

Date of the call. If none is provided, default to the date of recording.

Always set time in ET. Adjust time based on the WS timezone
Pacific Standard Time: +3
Mountain Standard Time: +2
Central Standard Time: +1

Example:
If WS is from PST and meeting t

As specified. Leave blank if not dictated.

If only the State was dictated, capture the State only. (California)
If both City and State were dictated, capture both in this format:
City, [Abbreviation of the State] (San Francisco, CA)
If only street address was dictated, capture verbatim

As specified or based on context. Kindly use the defaults below if not specified.

For follow-up with single contacts:
Follow-up with [Contact A]

For follow-up with two contacts:
Follow-up with [Contact A and Contact B]

For follow-up with three or more contacts:
Call with [Contact A] and Others

• Email
• Call
• Other

(leave blank if none specified)

As specified default to wholesaler that called in the notes

Based on the context of the dictation

For Email Activity use Email Sent

Verify advisor name through SalesForce.

For Contact Names, capture the exact full name as found in Salesforce.

Ex. If WS only mentioned the John Smith but in SF, you found John Arthur Smith. Use John Arthur Smith.

*Fill out the First Name field only for Contacts for ease of copying during entry.

Field Sales – Use for Opportunities to acquire a flow of new assets through an intermediary financial advisor, or to secure further funding on an existing investment through an advisor

• Target
• Qualified Interest
• Diligence
• Preliminary Approval
• Won
• Closed
• Investor Onboarded
• Declined (you need to fill out the Decline Reason Category when using this. Use Other and then fill in Decline Explanation if you cannot find a matching category for the reason provided)

Home Office (Institutional/Direct) – Use for Opportunities in which Apollo is attempting to secure distribution for a named Fund via an intermediary firm / platform, or to place a fund on a buy / select / focus list

• Target
• Qualified
• Active Consideration
• Diligence
• Placement Won/Approved
• Live/Allocating
• Closed – Lost
• Declined