Last update: 4/7/2026
| Meeting Types | |
| Normal New | Description |
| Virtual Individual | For individual online meeting (Zoom, WebEx, Facetime, etc) |
| In Person Group | For face-to-face group meetings. |
| In Person Individual | This is the default Meeting type for Normal-New |
| Opportunities | For opportunities mentioned by W/S |
| Follow-up | For follow-up notes by W/S |
| Virtual Group | For online group meetings (Zoom, WebEx, Facetime, etc) |
| Phone Call | |
| Inbound | |
| Outbound | |
New Meeting
| Dana Field | Default/Value | |
| Type | Normal – New | This Note Type is used for meetings and/or appointments that have not yet been created in the CRM. |
| Task Description | Contact Name – Firm John Smith – ABC Company |
If multiple attendees or multiple notes: John Smith & Other FA/s |
| Task Comments | This is where you can type any immediate clarifications you have for the wholesaler. | |
| Special Instructions | Instructions provided by the wholesaler to Hey DAN. | |
| Internal Comments | To be used as internal comments across HD. | |
| Date & Time | Default to recording date and recording time if not specified.
Time assumptions if explicitly mentioned: |
End time is required and should be 1 hour interval |
| Contacts | As dictated by the wholesaler (if the nickname was dictated, place the nickname) | Location as dictated (If state not dictated, do not include) |
| CRD Number | Provide the CRD. Number as much as possible for easy profile lookup in SF during entry. | |
| Meeting Type | Default is In Person Individual. | Refer to meeting types for additional info. |
| Subject | [Meeting Type] with [FA Name] [Meeting Type] with [FA Name] and [FA Name] – 2 attendees [Meeting Type ] with [Firm Name] – 3 or more attendees |
In Person Meeting with John Smith In Person Group Meeting with John Smith and Dave Smith Virtual Group Meeting with Ameriprise |
| Text | As dictated by the wholesaler (if the nickname was dictated, use the nickname) | |
| Follow-up | Individual or Group Follow-up if there is mentioned |
Follow-up for John Smith Follow-up for Ameriprise |
| Products | Products discussed by the wholesaler, refer to the products list sheet. | Extract from the notes. |
Phone Call
| Dana Field | Default/Value | ||
| Type | Phone Call | Use this note type if WS explicitly mentions that it’s a phone call. | “Had a call with John” “John called me….” |
| Task Description | Contact Name – Firm John Smith – ABC Company |
If multiple attendees or multiple notes: John Smith & Other FA/s |
|
| Task Comments | This is where you can type any immediate clarifications you have for the wholesaler. | ||
| Special Instructions | Instructions provided by the wholesaler to Hey DAN. | ||
| Internal Comments | To be used as internal comments across HD. | ||
| Date & Time | Default to recording date and recording time if not specified.
Time assumptions if explicitly mentioned: |
End time is required and should be 1 hour interval | |
| Contacts | As dictated by the wholesaler (if the nickname was dictated, place the nickname) | Location as dictated (If state not dictated, do not include) | |
| CRD Number | Provide the CRD. Number as much as possible for easy profile lookup in SF during entry. | ||
| Meeting Type | Inbound Phone Call or Outbound Phone Call | Refer to Phone Call meeting types for additional info. | |
| Subject | [Meeting Type] with [FA Name] [Meeting Type] with [FA Name] and [FA Name] – 2 attendees [Meeting] with [Firm Name] – 3 or more attendees |
Inbound Phone Call with John Smith Outbound Phone Call with John Smith |
|
| Text | As dictated by the wholesaler (if the nickname was dictated, place the nickname) | ||
| Products | Products discussed by the wholesaler, refer to the products list sheet. | Extract from the notes. | |
| Call Outcome | Default is Connected Good Call | Call Back Later Left Voicemail Connected Good Call Not Interested Not able to contact |
|
| Status | Default is Completed | Open Started In Progress Completed |
|
| Priority | Default is Normal | Low Normal High |
Exercise Files