Last update: 3/31/2026
| TRANSCRIPTION SPECS for Sales Call | |
| DANA Fields | Contents |
| Type | Sales Call (default) |
| Salesperson/ Territory | Pre-populated in DANA |
| Task Description | FA Name – Firm |
| Salesperson Preferences | Pre-populated in DANA |
| Salesperson Timezone | Pre-populated in DANA |
| Special Instructions | Special instructions of WS for Hey DAN specialist |
| Internal Comments | Comments or instructions of Hey DAN specialist |
| Date and Time | As mentioned by WS or recording date if not specified |
| Meeting/Call Type* | Call Types* No Contact Made Voicemail Initial Contact Follow Up (default if not provided) Client Service Meeting Types* *depending on the interaction (call or meeting) |
| Meeting Subtype | In Person Virtual *only used if interaction was a meeting |
| Subject | Call or Meeting (depending on the interaction) For existing activities, make sure to copy the subject of the existing notes. |
| Note Text | Clean verbatim |
| User | Name of the wholesaler who sent the recording |
| Priority | Normal if not specified
*only used for Calls |
| Participants | Name found in Salesforce External for non Brookfield contacts Internal for Brookfield contacts |
| Related To | Investment Vehicles, Accounts, Opportunities, Offices, Teams, or Campaigns mentioned by WS
At least one Investment Vehicle is mandatory, other objects are optional |
| Investment Vehicle | As dictated by the WS May use BII, Opps XII, or SSF IV if no product is provided (leave blank if none provided) |
| Accounts | Name of firm or broker-dealer found in Salesforce (leave blank if none provided) |
| Opportunities | Name of opportunity the FA is linked with (leave blank if none provided) |
| Offices | Name of the office the FA is associated with (leave blank if none provided) |
| Teams | Name of the team the FA is associated with (leave blank if none provided) |
| Campaigns | Name of the campaign the FA is associated with (leave blank if none provided) |
| Create Follow Up | Check box if WS requests a follow up task to be created |
| Subject (Follow Up) | Automatically populated by Salesforce |
| Date (Follow Up) | Date follow up is requested for |
| Description (Follow Up) | Any notes or details related to the Follow Up |
| Owner (Follow Up) | User the WS wants to assign Follow Up to (WS who sent the recording if none provided) |
| Note: | Meetings will be logged with the purple calendar icon and Calls will be logged with the green phone icon. |
| TRANSCRIPTION SPECS for Follow-up | |
| DANA Fields | Contents |
| Note Type | Sales Call |
| Salesperson/ Territory | Pre-populated in DANA |
| Task Description | FA Name – Firm |
| Salesperson Preferences | Pre-populated in DANA |
| Salesperson Timezone | Pre-populated in DANA |
| Special Instructions | Special instructions of WS for Hey DAN specialist |
| Internal Comments | Comments or instructions of Hey DAN specialist |
| Date and Time | As mentioned by WS or next business day if not provided |
| Status | Open |
| Subject | Follow-up |
| Note Text | Clean verbatim |
| Assigned to (User) | Name of the wholesaler or as dictated |
| Priority | Normal if not specified |
| Related To | Investment Vehicles, Accounts, Opportunities, Offices, Teams, or Campaigns mentioned by WS
At least one Investment Vehicle is mandatory, other objects are optional |
| Investment Vehicle | As dictated by the WS May use BII, Opps XII, or SSF IV if no product is provided (leave blank if none provided) |
| Accounts | Name of firm or broker-dealer found in Salesforce (leave blank if none provided) |
| Opportunities | Name of opportunity the FA is linked with (leave blank if none provided) |
| Offices | Name of the office the FA is associated with (leave blank if none provided) |
| Teams | Name of the team the FA is associated with (leave blank if none provided) |
| Campaigns | Name of the campaign the FA is associated with (leave blank if none provided) |
| Participants | Name found in Salesforce External for non Brookfield contacts Internal for Brookfield contacts |
| Reminder | Check box if reminder is requested (leave blank if not specified) |
| Reminder Date Time | As mentioned by WS or blank if none provided |
| Note: | Follow up notes are included on the main note. Format: Follow-up task for [Name]: Task note |
| Note: | Tasks will be logged with the green list icon. |
| TRANSCRIPTION SPECS for Opportunities | |
| DANA Fields | Contents |
| Note Type | Call Log |
| Salesperson/ Territory | Pre-populated in DANA |
| Task Description | FA Name – Firm |
| Salesperson Preferences | Pre-populated in DANA |
| Salesperson Timezone | Pre-populated in DANA |
| Special Instructions | Special instructions of WS for Hey DAN specialist |
| Internal Comments | Comments or instructions of Hey DAN specialist |
| Record Type | Financial Advisor or Firm if no FA name provided |
| Contact | Name of FA |
| Company Name | FA Firm name |
| Close Date | Date specified by WS or next day if no date is specified |
| Stage | Stage dictated by WS or Stage 1 if no stage is specified |
| Opportunity Name | To be autopopulated by system |
| Opportunity Owner | Name of WS – must be edited after Opportunity is created |
| Size (Fund Currency) | Size of opportunity as dictated by WS |
| Investment Vehicle | As dictated by the WS May use BII, Opps XII, or SSF IV if no product is provided (leave blank if none provided) |
| Note: | If required fields are missing, send an email asking for clarification |
Exercise Files