Carlyle New and Existing

Field

Instruction

+Task Description and Comments

Task Description

[Contact Name] – [Firm]

Task Comments

+Automated Transcription Result

Copy this to the correct fields

Voice-to-text data

+Special Instructions

Use this to communicate any special instructions to your teammates.

Instructions from the WS if there are any.

Note Fields

Type

• Meeting (default)

Existing?

Tick to search the CRM. Use the following fields:

• Start Date Time

• Subject

• Activity Type

• Event ID (for existing record search)

• Event Owner (for existing record search)

• Event Primary Contact (for existing record search)

Use the characters [*] and [?] for wildcards.

Don’t forget to untick if none found.

Internal Comments

Place instructions/observations for the team.

Note Timezone

Skip

Group

Tick as needed. Skip Group Follow-up tickbox

Interval

Use as needed

Date & Time*

Date:

As specified by WS, otherwise default is the day we received the recording.

Time:

Default: BLANK (Default 8:00 AM in the CRM)

Breakfast: 8:00 AM

Lunch: 12:00 PM

Dinner: 6:00 PM

Happy Hour: 5:00 PM

Follow-Up Date:

Default is two business days from date of processing of note.

+Meeting – Related to Account

Related to Account*

Please do not leave blank. Skip if already tagged in existing notes.

Search parameters are synced to the CRM database (CRM sync).

Please tag the Firm/s of the contact/s.

Please select the correct Firm ID if multiple firms are found.

Please do not leave blank.

+Meeting – Contact

Contact*

Search parameters are synced to the CRM database (CRM sync).

If contact is not found, add the contact manually using the (+) icon. Place the name in brackets [ ], e.g. First name [John], last name [Doe].

For duplicate profiles, please note in the internal comments (for clarification).

+Meeting – Fund

Fund

Search parameters are synced to the CRM database (CRM sync).

Leave blank if none mentioned.

+Meeting – Record Type

Record Type*

Please do not leave blank. Skip if already tagged in existing notes.

Please tag GW Event or GW Task based on selected Note Type

Search parameters are synced to the CRM database (CRM sync).

• Meeting (default) – GW Event

• Call Log – GW Task

• Follow-up – GW Task

• Contact Management – N/A

—–Use the characters [*] and [?] for wildcards when searching—–

+Meeting – Assigned To

Assigned To

Search parameters are synced to the CRM database (CRM sync).

As dictated by WS.

Default is blank.

Meeting Notes

Subject*

Format:
• Appointment with one attendee – Meeting with [FA]
• Appointment with two attendees – Meeting with [FA1] and [FA2]
• Appointment with more than two attendees – Meeting with [Firm], Meeting with [FA1] and Others

• Phone Call – Phone Call with [FA]

• Follow-up – Follow-up Task from [WS]

• If existing, copy the existing subject

Event Subtype

Event

Event Activity Subtype

• In Person

• Virtual

• Branch Event

• PM Travel

• PM Travel (Tag PM as Contact)

Description

Meeting notes to be captured in clean verbatim.

Meeting Type*

Meeting/Call

Activity Type

• Call

• Meeting

• Email

Event ID (for existing record search)

Used for existing record search

Event Owner (for existing record search)

Used for existing record search

Event Primary Contact (for existing record search)

Used for existing record search