Last update: 3/20/2026
| Vision Safe Specs – Meeting | |
| *IMPORTANT: ALWAYS CHECK IF ACTIVITIES ARE ALREADY EXISTING | |
| Field: | Notes/comments |
| Task Description | 1) FA = FA – Firm Name 2) FAs SAME firm = FA1 and FA2 – Firm Name 2) FAs DIFFERENT firm = FA1 and FA2 3) or more Fas, SAME firm = FA1 and Others – Firm Name 4) or more FAs DIFFERENT firm = FA1 and Others |
| Task Comments | All clarifs sent via the clarif tool shall also be sent here. For multiple notes in one recording, be sure to mention which activity it is for before sending the clarification via comments. |
| Type | Meeting |
| Note Timezone | Use as dictated |
| Group | Tick if there are multiple contacts |
| Follow-up | Never used. Plot follow-ups/tasks in a separate note. |
| Date and Time | Populate as dictated. If none is provided, default to the recording date. If time is not provided, use verbal clues for time assumption (ex: Breakfast meeting – 8AM, Lunch meeting – 12PM, Happy Hour – 5PM, Dinner meeting – 6PM) or use the recording time rounded down to the nearest 30-minute increment (e.g. 8:46PM → 8:30 PM) |
| Meeting – Contact | External contact/s who were in the call (can do multiple tagging). |
| Meeting – Lead | External contact (lead) who was in the meeting (can’t do multiple tagging, plot lead/s in separate note/s each). |
| Meeting – Related to Account | Firm name. Leave blank as it auto-populates. |
| Subject | Populate as dictated. Default if none is provided: “[Meeting type] with [Contact] / [Firm if group meeting]” ex: In-person Meeting with John Smith / Branch Meeting with Raymond James Fort Lauderdale |
| Description | Capture meeting notes in smart clean verbatim. |
| Location | Location of the meeting. Fill in as dictated or based on context. Leave blank if none is provided. |
| Vision Safe Specs – Follow-up | |
| *IMPORTANT: ALWAYS CHECK IF ACTIVITIES ARE ALREADY EXISTING | |
| Field: | Notes/comments |
| Task Description | 1 FA = FA – Firm Name 2 FAs SAME firm = FA1 and FA2 – Firm Name 2 FAs DIFFERENT firm = FA1 and FA2 3 or more Fas, SAME firm = FA1 and others – Firm Name 3 or more FAs DIFFERENT firm = FA1 and others |
| Task Comments | All clarifs sent via the clarif tool shall also be sent here. For multiple notes in one recording, be sure to mention which activity it is for before sending the clarification via comments. |
| Type | Follow-up |
| Note Timezone | Never used in follow-ups |
| Group | Tick if there are multiple contacts |
| Follow-up – Contact | External contact/s who the user need/s to follow up with (can do multiple tagging). |
| Assigned To | Populate as dictated. Default if none is provided: Seller name |
| Lead | External contact (lead) who the user need to follow up with (can’t do multiple tagging, plot lead/s in separate note/s each). |
| Related To Account | Firm name. Leave blank as it auto-populates. |
| Contact | External contact/s who the user need/s to follow up with (can do multiple tagging). |
| Subject | Capture follow-up notes in smart clean verbatim (Yes, in the Subject field). |
| Type | Fill in as dictated or based on context. Default if none is provided: Call |
| Due Date | Populate as specified. Default if none is provided: 5 business days from recording date/one week |
| Vision Safe Specs – Contact Management | |
| **only create contacts after extensive research and fully verifying whether they have a profile or not (can be from previous b/d, maiden name, etc.) | |
| Field: | Notes/comments |
| Task Description | 1 FA = FA – Firm Name 2 FAs SAME firm = FA1 and FA2 – Firm Name 2 FAs DIFFERENT firm = FA1 and FA2 3 or more Fas, SAME firm = FA1 and others – Firm Name 3 or more FAs DIFFERENT firm = FA1 and others |
| Task Comments | All clarifs sent via the clarif tool shall also be sent here. For multiple notes in one recording, be sure to mention which activity it is for before sending the clarification via comments. |
| Contact Management – Account | Firm name. |
| Contact Management – Owner | Populate as dictated. Default if none is provided: Seller name |
| Title | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Salutation | Refer to verifiable sources (Team website, calling/business card, etc.) |
| First Name | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Middle Name | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Last Name | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Mailing Street | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Mailing City | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Mailing State/Province | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Mailing Zip/Postal Code | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Mailing Country | Refer to verifiable sources (Team website, calling/business card, etc.) Leave blank if address is in the USA. |
| Mobile Phone | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Business Phone | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Refer to verifiable sources (Team website, calling/business card, etc.) | |
| Vision Safe Specs – Lead Management | |
| **only create leads after it is confirmed that both contact and company has no profiles in Salesforce | |
| Field: | Notes/comments |
| Task Description | 1 FA = FA – Firm Name 2 FAs SAME firm = FA1 and FA2 – Firm Name 2 FAs DIFFERENT firm = FA1 and FA2 3 or more Fas, SAME firm = FA1 and others – Firm Name 3 or more FAs DIFFERENT firm = FA1 and others |
| Task Comments | All clarifs sent via the clarif tool shall also be sent here. For multiple notes in one recording, be sure to mention which activity it is for before sending the clarification via comments. |
| Lead Company | Tag the contact’s firm/account/location |
| Lead Title | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Lead Salutation | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Lead First Name | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Lead Middle Name | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Lead Last Name | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Street | Refer to verifiable sources (Team website, calling/business card, etc.) |
| City | Refer to verifiable sources (Team website, calling/business card, etc.) |
| State/Province | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Zip/Postal Code | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Country | Refer to verifiable sources (Team website, calling/business card, etc.) Leave blank if address is in the USA. |
| Phone | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Lead Mobile Phone | Refer to verifiable sources (Team website, calling/business card, etc.) |
| Lead Email | Refer to verifiable sources (Team website, calling/business card, etc.) |
Exercise Files