Last update: 8/27/2026
Task as Meetings
| Logging a Task as Meetings | ||
| For in-person/virtual meeting, phone call, email, etc.
Legend: |
| Fields | Rules of Engagement | |
| Salesperson Preferences | Always review Salesperson Preferences to see if user has any preferences. | |
| Task Description* | [Contact Name] – [firm] = for one contact [Contact Name] and others – [firm] = for multiple contacts with the same firm [Contact Name] and others = for multiple contacts with different firms |
|
| Note Type* | Task | |
| Existing? | Always check if the task is already existing in the activity timeline of the contact profile. If not, then untick the Existing? box. |
|
| Special Instructions | Instructions from the wholesaler that shouldn’t/are not needed to be indicated in the note text. | |
| Internal Comments | Instructions for the next specialist who will be processing the note on the next steps to follow, clarification details needed. | |
| Note Timezone | As is. No need to change this. | |
| Tasks – Contact* | As provided. If not provided, clarify with the salesperson.
If the profile is not found in DANA, check FINRA and Google for important information to create a contact using Contact Management. Make sure Entity is existing; otherwise, send request to Salesforce (salesforce@doubleline.com) for creation/update of accounts/entities as well as any duplicate contacts for merging. |
|
| Tasks – Related To Opportunity | As provided; otherwise, leave it blank.
NOTE: If this field is populated/provided, no need to tag entity to Related to Entity field. |
|
| Tasks – Fund/Product/Strategy | Tag products as provided or as discussed. | |
| Tasks – Assigned To | As provided; otherwise, leave it blank.
NOTE: This field defaults populating the user’s name if not populated. Best practice is to leave this field blank if nothing was specified. |
|
| Tasks – Related To Entity | As provided; otherwise, (Copy company details from primary contact).
NOTE: No need to tag the field if Related To Opportunity field is populated/provided. |
|
| Activity ID (for existing search) Activity Owner (for existing record search) |
This is only utilized as a search field for searching existing notes using their Salesforce IDs. Always leave blank once you clicked and tagged the existing note above the Dana interface or once you’ll be submitting the note to Ready. | |
| Subject* | As dictated. If none provided, follow default format:
[Activity type] with [Contact Name] – [account/firm name] — for one contact |
|
| Type of Activity* | As dictated or based on the context of the note. | |
| Comments | Meeting notes. Capture in smart clean verbatim.
Default: Date & Time: [As provided; otherwise, do not include this in the comments.] Follow-up Task: [Follow-up note] [As provided; otherwise, do not include this in the comments.] |
|
| Status* |
Select Completed if the activity is already done. Otherwise, select other options as applicable. Not Started – For future-dated follow-up tasks In Progress – Currently working/open |
|
| Investment Vehicle* | Important to select value on this field if DoubleLine products are tagged in the Fund/Product/Strategy field.
Mutual Fund – if DoubleLine mutual funds are tagged in the product field. ETF – if DoubleLine ETFs are tagged in the product field. SMA – if DoubleLine SMA products are tagged in the product field. If no DoubleLine products are tagged, select based on the context of the note: ETF SMA CIT UCIT Private Fund DoubleLine Model Cayman Islands Unit Trust LLC |
|
| Due Date | As provided. If not provided, use the recording date. | |
| Hey DAN?* | Always ticked. |
Tasks as Follow-up Tasks
| Logging a Task as Tasks | ||
| For in-person/virtual meeting, phone call, email, etc.
Legend: |
| Fields | Rules of Engagement | |
| Salesperson Preferences | Always review Salesperson Preferences to see if user has any preferences. | |
| Task Description* | [Contact Name] – [firm] = for one contact [Contact Name] and others – [firm] = for multiple contacts with the same firm [Contact Name] and others = for multiple contacts with different firms |
|
| Note Type* | Task | |
| Existing? | Always check if the task is already existing in the activity timeline of the contact profile. If not, then untick the Existing? box. |
|
| Special Instructions | Instructions from the wholesaler that shouldn’t/are not needed to be indicated in the note text. | |
| Internal Comments | Instructions for the next specialist who will be processing the note on the next steps to follow, clarification details needed. | |
| Note Timezone | As is. No need to change this. | |
| Tasks – Contact* | As provided. If not provided, clarify with the salesperson.
If the profile is not found in DANA, check FINRA and Google for important information to create a contact using Contact Management. Make sure Entity is existing; otherwise, send request to Salesforce (salesforce@doubleline.com) for creation/update of accounts/entities as well as any duplicate contacts for merging. |
|
| Tasks – Related To Opportunity | As provided; otherwise, leave it blank.
NOTE: If this field is populated/provided, no need to tag entity to Related to Entity field. |
|
| Tasks – Fund/Product/Strategy | Tag products as provided or as discussed. | |
| Tasks – Assigned To | As provided; otherwise, leave it blank.
NOTE: This field defaults populating the user’s name if not populated. Best practice is to leave this field blank if nothing was specified. |
|
| Tasks – Related To Entity | As provided; otherwise, (Copy company details from primary contact).
NOTE: No need to tag the field if Related To Opportunity field is populated/provided. |
|
| Activity ID (for existing search) Activity Owner (for existing record search) |
This is only utilized as a search field for searching existing notes using their Salesforce IDs. Always leave blank once you clicked and tagged the existing note above the Dana interface or once you’ll be submitting the note to Ready. | |
| Subject* | As dictated. If none is provided, follow default format – Email/Call | |
| Type of Activity* | Email or Call depending on the follow-up task. | |
| Comments | [Follow-up note] | |
| Status* | Not Started – For future-dated tasks as meetings In Progress – Currently working/open follow-up tasks |
|
| Investment Vehicle* | Important to select value on this field if DoubleLine products are tagged in the Fund/Product/Strategy field.
Mutual Fund – if DoubleLine mutual funds are tagged in the product field. ETF – if DoubleLine ETFs are tagged in the product field. SMA – if DoubleLine SMA products are tagged in the product field. If no DoubleLine products are tagged, select based on the context of the note: ETF SMA CIT UCIT Private Fund DoubleLine Model Cayman Islands Unit Trust LLC |
|
| Due Date | As provided. If not provided, use the next business day. | |
| Hey DAN?* | Always ticked. |
| Logging/Updating a Meeting | ||
| For Events (Ex: Client Event/Conference/Seminar)
Legend: |
| Fields | Rules of Engagement | |
| Salesperson Preferences | Always review Salesperson Preferences to see if user has any preferences. | |
| Task Description* | [Contact Name] – [firm] = for one contact [Contact Name] and others – [firm] = for multiple contacts with the same firm [Contact Name] and others = for multiple contacts with different firms |
|
| Note Type* | Meeting | |
| Existing? | Always check if the meeting is already existing in the activity timeline of the contact profile. If not, then untick the Existing? box. |
|
| Special Instructions | Instructions from the wholesaler that shouldn’t/are not needed to be indicated in the note text. | |
| Internal Comments | Instructions for the next specialist who will be processing the note on the next steps to follow, clarification details needed. | |
| Note Timezone | As is. No need to change this. | |
| Date* | As provided. If none is provided and the note is not existing in the system, use the recording date. | |
| Time* | As provided. The time zone shown in Dana will default to the time zone of the user in Salesforce. If none is provided, use 8:00 AM. If provided another time zone from the set time zone of the user, we will convert the time to the time zone set in the user’s Dana profile. Ex: Time Assumptions: Breakfast – 8:00 AM |
|
| Meeting – Assigned To | As provided; otherwise, leave it blank.
NOTE: This field defaults populating the user’s name if not populated. Best practice is to leave this field blank if nothing was specified. |
|
| Tasks – Related To Opportunity | As provided; otherwise, leave it blank.
NOTE: If this field is populated/provided, no need to tag entity to Related to Entity field. |
|
| Meeting – Fund/Product/Strategy | Tag products as provided or as discussed. | |
| Meeting – Related To Entity | As provided; otherwise, (Copy company details from primary contact).
NOTE: No need to tag the field if Related To Opportunity field is populated/provided. |
|
| Meeting – Contact* | As provided. If not provided, clarify with the salesperson.
If the profile is not found in DANA, check FINRA and Google for important information to create a contact using Contact Management. Make sure Entity is existing; otherwise, send request to Salesforce (salesforce@doubleline.com) for creation/update of accounts/entities as well as any duplicate contacts for merging. |
|
| Activity ID (for existing search) Activity Owner (for existing record search) |
This is only utilized as a search field for searching existing notes using their Salesforce IDs. Always leave blank once you clicked and tagged the existing note above the Dana interface or once you’ll be submitting the note to Ready. | |
| Subject* | As dictated. If none provided, follow default format:
[Activity type] with [Contact Name] – [account/firm name] — for one contact |
|
| Type of Activity* | As dictated or based on the context of the note. | |
| Description | Meeting notes. Capture in smart clean verbatim.
[Follow-up Task: [Follow-up note] [As provided; otherwise, do not include this in the comments.] |
|
| Location | Event location. Capture as dictated; otherwise, leave it blank. | |
| Hey DAN?* | Always ticked. |
| Logging/Updating an Opportunity | ||
Legend: * – Required Field (you cannot submit a note without putting values to these fields) |
| Fields | Rules of Engagement | |
| Salesperson Preferences | Always review Salesperson Preferences to see if user has any preferences. | |
| Task Description* | [Contact Name] – [firm] = for one contact [Contact Name] and others – [firm] = for multiple contacts with the same firm [Contact Name] and others = for multiple contacts with different firms |
|
| Note Type* | Opportunity | |
| The Hey DAN Team should check the activity timeline in the contact profile to see if there’s already an existing meeting placeholder. If there is, the Hey DAN Team should proceed with the following steps: 1. Locate the correct meeting placeholder in the activity timeline. 2. Pull up the meeting record. 3. Update the meeting fields as necessary or as requested by the salesperson. 4. Click Save. Existing? | Always check if the opportunity is already existing in the activity timeline of the contact profile. If not, then untick the Existing? box. |
|
| Special Instructions | Instructions from the wholesaler that shouldn’t/are not needed to be indicated in the note text. | |
| Internal Comments | Instructions for the next specialist who will be processing the note on the next steps to follow. | |
| Note Timezone | Not Applicable | |
| Opportunity – Record Type* | Dependent on the user’s territory and product/s they can sell. Populate as provided or based on the context of the note. | |
| Opportunity – Entity Name* |
As provided; otherwise, leave it blank.
NOTE: You can update the Contact’s roles via the Contacts field for Standard Opportunity |
|
| Opportunity – Company Name* | As provided; otherwise, (Copy company details from primary contact) | |
| Opportunity – Fund/Product/Strategy* | As provided. | |
| Opportunity ID (for existing record search) | These fields only utilized as search fields for searching existing opportunities in their CRM. Always leave blank once you clicked and tagged the existing note above the Dana interface or once you’ll be submitting the note to Ready. | |
| Opportunity Owner (for existing meet search) | ||
| Opportunity Name* | As provided. If none is provided, can use default format – “[Fund/Product/Strategy] – [Amount] – [Account Name]” | |
| Close Date* | As provided. If none is provided, the HD Team can default to six months from opportunity creation/inception date. | |
| Type* | Select either Existing or New Client. | |
| Stage* | As provided. If none is provided, clarify with the user. | |
| Amount* | As provided. If none is provided, clarify with the user. | |
| Inception Date* | Can default to date of the recording. | |
| Hey DAN?* | Always ticked. |
| Creating/Updating a Contact Profile | ||
Legend * – Required Field (you cannot submit a note without putting values to these fields) |
| Fields | Rules of Engagement | |
| Task Description* | [Contact Name] – [firm] = for one contact [Contact Name] and others – [firm] = for multiple contacts with the same firm [Contact Name] and others = for multiple contacts with different firms |
|
| Note Type* | Contact Management for creating or updating contacts | |
| The Hey DAN Team should check the activity timeline in the contact profile to see if there’s already an existing meeting placeholder. If there is, the Hey DAN Team should proceed with the following steps: 1. Locate the correct meeting placeholder in the activity timeline. 2. Pull up the meeting record. 3. Update the meeting fields as necessary or as requested by the salesperson. 4. Click Save. Existing? | If Contact is already created but needs update on information except for firm update, tick Existing? box. |
|
| Special Instructions | Instructions from the wholesaler that shouldn’t/are not needed to be indicated in the note text. | |
| Internal Comments | Instructions for the next specialist who will be processing the note on the next steps to follow, clarification details needed. | |
| Note Timezone | As is. No need to change this. | |
| Contact Management – Entity Name* | As provided. If none, check for existing entity in the system. | |
| Contact Management – Record Type* | Use MARS – 01230000001aKvIAAU or Others 01230000001aKvJAAU depending on the existing Record Type of the Entity. | |
| Contact Id (for existing search) Contact Owner (for existing record search) |
Leave blank. | |
| First Name* | As dictated or showing on FINRA site/company website. | |
| Last Name* | As dictated or showing on FINRA site/company website. | |
| Mobile* | As provided or based on research. Can use branch phone number. | |
| Email* | As provided or based on research. | |
| Hey DAN?* | Always ticked. |