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

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

For the Time, put the time in the main note as there’s no longer Time field in SF.

Time: 9:00 AM

[Meeting notes…]

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.

Also, if WS mentions any Aristotle internal employees (ex: Kristie Leslie, James Chu, Matt Cecil, Alex Roitz, etc.) attending the meetings, tag them as well.

If WS mentioned the exact address, please use this format
City, State (Remaining address details)

Ex.
New York City (229 Ave)
New York City, NY (1285 Broadway St)
New York, NY (399 Avenues of the Americas)

Call with [contact name as dictated] – [Strategy Discussed]
Ex. Call with Arya Stark – Value Equity

If more than one strategy discussed under same Affiliate, use the Affiliate.
Call with [contact name as dictated] – [Affiliate]
Ex. Call with Arya Stark – ACM

If both Strategy and Affiliate are not mentioned, default to Aristotle General.
Ex. Call with Arya Stark – Aristotle General

HOWEVER, if multiple strategies from different affiliates are dictated, including from APC, then prioritize APC in tagging.

For example, strategies dictated were Value Equity from ACM and Core Plus from APC, then Subject should be:
Call with [Contact A] – APC

If Strategies from different Affiliate are dictated, but none from APC, use Aristotle General
Ex. Call with Arya Stark – Aristotle General

For Conference Call: Since we don’t have activity subtype in SF, let’s capture Conference Call in the subject field.
Conference Call with [contact name] – [Strategy Discussed]
Ex. Conference Call with Arya Stark – Value Equity

For call with two contacts:
Call with [Contact A and Contact B] – [Strategy Discussed]
Ex. Conference Call with Arya Stark and Sansa Stark – Value Equity

For Group call with three or more contacts:
Call with [Contact A] and Others – [Strategy Discussed]
Ex. Call with Arya Stark and Others – Value Equity

HOWEVER, if multiple strategies from different affiliates are dictated, including from APC, then prioritize APC in tagging.

If APC or Aristotle Pacific Capital (or aka Pacific Asset Management) was dictated as part of the Strategies Discussed but along with strategies from different affiliates, then tag APC and then tag the strategies from different affiliates in Additional Strategy(s) Discussed.

HOWEVER, if multiple strategies from different affiliates are dictated, including from APC, then prioritize strategies from APC in tagging and put the other strategies dictated from other affiliates under the Additional Strategy(s) Discsussed.

If no Strategy Discussed, leave it blank

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

For the Time, put the time in the main note as there’s no longer Time field in SF.

Time: 9:00 AM

[Meeting notes…]

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.

Also, if WS mentions any Aristotle internal employees (ex: Kristie Leslie, James Chu, Matt Cecil, Alex Roitz, etc.) attending the meetings, tag them as well.

If WS mentioned the exact address, please use this format
City, State (Remaining address details)

Ex.
New York City (229 Ave)
New York City, NY (1285 Broadway St)
New York, NY (399 Avenues of the Americas)

Meeting with [contact name as dictated] – [Strategy Discussed]
Ex. Meeting with Arya Stark – Value Equity

If more than one strategy discussed under same Affiliate, use the Affiliate.
Meeting with [contact name as dictated] – [Affiliate]
Ex. Meeting with Arya Stark – ACM

If both Strategy and Affiliate are not mentioned, default to Aristotle General.
Ex. Meeting with Arya Stark – Aristotle General

HOWEVER, if multiple strategies from different affiliates are dictated, including from APC, then prioritize APC in tagging.

For example, strategies dictated were Value Equity from ACM and Core Plus from APC, then Subject should be:
Meeting with [Contact A] – APC

If Strategies from different Affiliate are dictated, but none from APC, use Aristotle General
Ex. Meeting with Arya Stark – Aristotle General

For meeting with two contacts:
Meeting with [Contact A and Contact B] – [Strategy Discussed]
Ex. Meeting with Arya Stark and Sansa Stark -Value Equity

For Group meeting with three or more contacts:
Meeting with [Contact A] and Others – [Strategy Discussed]
Ex. Meeting with Arya Stark and Others – Value Equity

HOWEVER, if multiple strategies from different affiliates are dictated, including from APC, then prioritize APC in tagging.

If APC or Aristotle Pacific Capital (or aka Pacific Asset Management) was dictated as part of the Strategies Discussed but along with strategies from different affiliates, then tag APC and then tag the strategies from different affiliates in Additional Strategy(s) Discussed.

HOWEVER, if multiple strategies from different affiliates are dictated, including from APC, then prioritize strategies from APC in tagging and put the other strategies dictated from other affiliates under the Additional Strategy(s) Discsussed.

If no Strategy Discussed, leave it blank

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

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

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 mentioned the exact address, please use this format
City, State (Remaining address details)

Ex.
New York City (229 Ave)
New York City, NY (1285 Broadway St)
New York, NY (399 Avenues of the Americas)

Follow-up with [contact name as dictated] – [Strategy Discussed]
Ex. Follow-up with Arya Stark – Value Equity

If more than one strategy discussed under same Affiliate, use the Affiliate.
Follow-up with [contact name as dictated] – [Affiliate]
Ex. Follow-up with Arya Stark – ACM

If both Strategy and Affiliate are not mentioned, default to Aristotle General.
Ex. Follow-up with Arya Stark – Aristotle General

If Strategies from different Affiliate are dictated, use Aristotle General
Ex. Follow-up with Arya Stark – Aristotle General

For meeting with two contacts:
Follow-up with [Contact A and Contact B] – [Strategy Discussed]
Ex. Follow-up with Arya Stark and Sansa Stark -Value Equity

For Group meeting with three or more contacts:
Follow-up with [Contact A] and Others – [Strategy Discussed]
Ex. Follow-up with Arya Stark and Others – Value Equity

If no Strategy Discussed, leave it blank