Last update: 4/16/2026
| Type | Normal – New – Creating new activities (ERM / CGMC) Normal – Existing – Existing activities (ERM / CGMC) |
| Internal Comment | Action items for teammates |
| Special Instructions | SFM Instructions |
| Date Start | Convert provided date/time to the wholesaler’s default time zone (kindly refer to the ‘Coverage & Time zone‘ tab
*Eastern Time = +13 hours |
| First Name | Complete name captured in the first name field |
| CGMC Activity Name | Activity Name / Subject in Salesforce |
| Activity Notes | [SFM Initials]: [MEETING NOTES] |
Exercise Files