Last update: 11/10/2025
MEETING
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EQT Partners |
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FIELD |
INSTRUCTION |
ADDITIONAL NOTES |
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Task Description |
One FA: FA Name – Account Name Multiple FAs: FA Name, et al. |
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Type |
As dictated. |
DEFAULTS: Meetings – Physical Meeting Phone Calls – Call/VC * If not provided, default to Meeting or check notes for clues. |
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Subtype |
As dictated. |
If not provided, default to Regular. |
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Internal Comment |
Type in any observation, clarification, instruction that could be useful for the person who will enter the note |
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Special Instructions |
Verbatim instructions |
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Date |
As specified or use recording date if not provided |
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Time |
Skip if not provided. If existing appointment, update as dictated. |
DEFAULTS: Breakfast – 8AM |
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Funds |
As specified. |
As specified. Maximum of 10 products can be added. Copy the format in Salesforce access is available. |
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Name |
As specified. |
Copy the format in Salesforce if access is available. |
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Organization (Account Name) |
As specified. |
Copy the format in Salesforce if access is available. |
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Location |
As specified. |
Skip if not provided |
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Related to Opportunities |
As specified. |
Skip if not provided. If provided, copy the format in Salesforce if accessible. If the WS instructed to create an opportunity, create a separate note and do the necessary steps (see EQT Partners Creating Opportunities procedure). Once created in Salesforce, copy/paste the Opportunity Name to the activity. |
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Subject |
As specified. If existing appointment, update as dictated. |
Defaults if not mentioned: In person – select Physical Meeting Calls/Virtual – select Call/VC |
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Notes |
Transcribe as dictated. |
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Count Cross-check |
1 |
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Categories |
As specified |
Skip if not provided |
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All-Day Event |
Click only if it was specified as an all-day event
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CONTACT MANAGEMENT
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EQT Partners (PROFILE CREATION – CONTACT RECORD TYPE) |
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FIELD |
INSTRUCTION |
ADDITIONAL NOTES |
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Contacts |
As dictated |
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Organization (Account Name) |
Name of Firm |
If the firm is existing in SF, just copy/paste the format. |
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CRM Modification (Profile) |
Added – FAs to be created in SF. Changed – FAs that need updating. |
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Owner | Contact Owner |
Name of WS |
Make sure both fields are updated. |
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FA’s email address |
Create temporary email if not provided or unable to find through research and inform WS. |
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Investor Contact Type |
Commercial |
Default |
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Country of Residence |
United States of America |
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Contact Preferences |
Leave blank if not provided. |
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EQT Partners (PROFILE CREATION – FINANCIAL ADVISOR RECORD TYPE) |
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FIELD |
INSTRUCTION |
ADDITIONAL NOTES |
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Contacts |
As dictated |
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Organization (Account Name) |
As dictated |
If the firm is existing in SF, just copy/paste the format. |
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CRM Modification (Profile) |
Added – FAs to be created in SF. Changed – FAs that need updating. |
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Owner | Contact Owner |
Name of WS |
Make sure both fields are updated. |
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Email (Primary) |
FA’s email address |
Create temporary email if not provided or unable to find through research and inform WS. |
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CRD # |
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Business Phone/Mobile |
Skip if not provided. |
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Description |
Any other important info provided by the WS. |
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EQT Partners (ACCOUNT CREATION) |
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FIELD |
INSTRUCTION |
ADDITIONAL NOTES |
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Investor Type |
Private Wealth |
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Country |
United States of America |
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Americas Region |
Check WS territory. |
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Coverage Segment |
Other |
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Account Currency |
USD – U.S. Dollar |
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Marketing Compliance Legislation Area |
US |
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EQT Responsible |
Name of WS |
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EQT Partners (CREATING OPPORTUNITY) |
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FIELD |
INSTRUCTION |
ADDITIONAL NOTES |
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Opportunity Name |
Format: Fund Name-Account Name |
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Assigned To/Owner |
Name of Salesperson |
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Fund |
Put the Fund provided |
Only 1 fund is required |
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Stage |
As dictated |
As dictated. Required field. Ask WS if not mentioned. |
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Tier |
As dictated |
As dictated. Required field. Ask WS if not mentioned. |
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Expected Closing Date |
As dictated |
As dictated. Required field. Ask WS if not mentioned.
If not dictated, check Salesforce for available dates especially if the Salesperson says “initial close” or “final close” |
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Bite Size |
As dictated (sample format: 50000). Skip if not mentioned. |
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Fund Currency |
US Dollars |
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EQT Partners (UPDATING OPPORTUNITY) |
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FIELD |
INSTRUCTION |
ADDITIONAL NOTES |
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Opportunity Name |
As dictated |
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Assigned To/Owner |
Name of Salesperson |
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Fund |
As dictated |
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Stage |
As dictated |
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Tier |
As dictated |
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Expected Closing Date |
As dictated |
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Bite Size |
As dictated (sample format: 50000). Skip if not mentioned. |
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Decline Reason |
As dictated |
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Decline Reason Other |
As dictated |
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