Activity/ Meeting Notes Transcription Guide

Dana Fields

Classifications and Requirements

Note Type

Normal – New: Meeting/Call/VC/Voicemail/Seminar 

Date 

As specified. Default: Email Date

Time 

As specified

Contact/s

First Name, Last Name

Firm and Address/es

As specified.
Example:  Morgan Stanley Smith Barney – Chicago, IL

• If only city is provided, still input state.
• If only state is provided, put [None Provided] in city.
• If both firm/locations are not provided, put [None Provided] in both fields.

Activity Type

Select as specified.
Meeting/Call/VC/Voicemail/Seminar 

Subject

As specified

Text

As specified

Meeting Topic

As specified

Status

Completed

Result 

• Default for Meeting/Call/VC/Seminar: Spoke with Contact
• Default for Voicemail = Left Voicemail 

Alternatives Relates (tick box)

As specified

ACMS Asset Class

As specified

Client Sentiment

As specified

Product Interest

As specified

Business Interest

As specified

Deployment Transcription Guide

CRM Modification (Put instruction in text field and tick the appropriate modification requested)

Profile

Added/Changed/Merged

Firm /Business Unit

Added/Changed/Merged

Location

Added/Changed/Merged