Last update: 6/30/2026
| Fields | Existing | Not Existing |
| Task Description | Fill this out if file is received via the Hey DAN app. FORMAT: 1 FA: Name – Firm 2 FA: Name 1 & Name 2 – Firm 3 or more FAs: 1 FA Name/Contact & Others (Ex. John Smith & Others) |
Same |
| Type | Call Log Meeting |
Same |
| Existing tickbox | Tick to verify if the meeting already exists. If existing, leave as is or update the current meeting entry when needed. | If not existing, leave as unticked and create a new meeting entry |
| Special Instruction | Put here any special instructions dictated by WS | Same |
| Internal Comments | Put here additional information that will help in CRM Entry | Same |
| Group | Tick if there are multiple attendees | Same |
| Group Follow-up | Use accordingly for multiple or group ffups | Same |
| Start Date and Time | For existing meetings, use the date and time found on the existing meeting result. For Call Log activities, only activity date will need to be copied from existing meeting result, no field for activity time. | For new activity entries: As specified by WS; if none, use recording date and notify WS about the action taken. Be sure to take note of wholesaler’s timezone. |
| End Date and Time | For existing meetings, use the date and time found on the existing meeting result. | For new activity entries: As specified by WS; if none, leave as blank. |
| Related to Account | As specified by WS | Same |
| Assigned to (Required) | Name of WS | Same |
| Contact | Search for the contact provided by the WS | Same |
| Meeting/Call Log Id (for existing record search) | Copy the ID found on the existing meeting result | Skip or leave as blank |
| Meeting/Call Log Owner (for existing record search) | Input WS name to search for any existing activities that matches the activity details provided by WS | Skip or leave as blank |
| Meeting/Call Log Primary Contact (for existing record search) | Input the FA name provided WS for any existing activities that matches the activity details provided by WS | Skip or leave as blank |
| Subject | Copy from the existing meeting result | Specified by WS. If none, just put a general subject (Ex. In Person Meeting with John Smith, Call with John Smith). For group meetings with all attendees in same firm, format should be General Subject with Firm Name (Ex. In Person Meeting with Wells Fargo, Lunch Meeting with Edward Jones). In case wherein the attendees are from various firms, use the following format, [General Subject] with [1 attendee name] et al. (Ex: Lunch Meeting with William Harman et al., Virtual Meeting with John Smith et al) |
| Location (Meeting only) | Copy from the existing meeting result | Specified by WS, referring to the meeting venue and not the location or office of the contact. If none, skip or leave as blank. |
| Description | Copy the notes found in the existing meeting. NOTE: If there are any additional dictation, separate the description field with a broken line and place the additional notes on top of the broken line and the existing note below that. | Verbatim, Clean Sentences. If the dictation has a follow-up/to-do note, include those in the main note as well. |
| Call Log Status | Always select Completed (for Call Log type only) | Always select Completed (for Call Log type only) |
| Associated Fund | Select the fund/s mentioned | Select the fund/s mentioned |
| Created/Updated by HeyDan | Tick the box | Tick the box |
| Count Cross-check | Indicate the number of notes processed | Indicate the number of notes processed |
| Transcribing Complete | Tick once done | Tick once done |
Exercise Files