Last update: 4/16/2026
| Main Notes | |
| Type | Normal Existing – Visit is already in the SFM’s Calendar Normal-New – Visit needs to be added in the SFM’s Calendar |
| Internal Comments | SFM Instructions for Hey DAN |
| Special Instructions | Action Items for teammates. |
| Date & Time | Normal Existing – Mirror date & time SF;or if date & time needs changing put what was dictated Normal New – Start date&time and End date&time must be filled out (critical) |
| First Name/Last Name | Complete Name as it shows in SF |
| CRD # | Sequence # in SF |
| Organization & Location | Organization & Location (not required) – Provide if there are multiple matches for FA name (non-critical) |
| Visit Type | Normal-Existing – Mirror what’s in SF unless provided. Normal-New – Depends on the FA’s role in the organization found in Salesforce. Also, specified by SFM or by mirroring previous visits that the FA had with the SFM. |
| Focus |
|
| Visit Name | Normal-Existing – Mirror what’s in SF Normal-New – Capture what was dictated or use default visit name: Focus – Firm Name |
| Feedback | Capture dictation in smart and clean verbatim.
1st paragraph (critical) – Capture all details (firm, contact, date & time, location). |
| Marketing Event | Capture the Marketing Event dictated as it appears in SF |
| Opportunity | Capture the Opportunities dictated as they appear in SF Note: If opportunity is not found, send clarification email to SFM. If new opportunity, assign to ISSC. |
| Primary Mandate | Capture as dictated; leave blank if none provided |
| Primary Vehicle | Capture as dictated; leave blank if none provided |
| Additional Owners | CG asscoaites that attended the meeting
Additional Owner Name – Participation Method
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| Offices | Capture the Offices mentioned as they appear in SF |
| Captured Feedback Via | Text – Emailed Notes Voice – received through recordings |
Exercise Files