Last Updated: 8/6/2025
| Timber Tiles Specs – Meeting Log | ||||
| *IMPORTANT: ACTIVITIES ARE ALWAYS NEW, NO EXISTING ACTIVITIES | ||||
| Field: | Notes/comments | Fields | POTENTIAL CLARIF POINTS | |
| Task Description | 1 or 2 members from the same company = Member – Company Name, Member 1 and Member 2 – Company Name , otherwise = Member 1 & Others – Company (if 3 or more participants) | Contacts | If cannot locate, can create new contact in Contact Management after doing extensive research | |
| Task Comments | Most clarifs can be done here if Deb Alford is there to address it For multiple notes in one recording, be sure to mention which activity it is for before asking the clarification |
Funds discussed | No Funds Discussed for this account | |
| Type | Meeting Log | Description | IF unsure of any term, recording quality, etc. | |
| Note Timezone | Same as Salesperson as Default unless stated otherwise | |||
| Start Date/Time | If there is no date mentioned, the default is the date we received the recording, unless questionable. If provided = use stated time and date If new activity and no time provided = no need to place time, but time assumptions are used here also: Breakfast=8:00 AM, Lunch=12:00 PM, Happy Hour=5 PM, Dinner = 6 PM respectively). |
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| End Date/Time | as stated, otherwise leave blank | |||
| Group: | tick if multiple attendees | |||
| Follow-up box: | Preferred to use if there is a follow-up mentioned | |||
| Meeting Log – Companies | Searched accordingly in the system. If company mentioned is not found or is said to be a new company, will need to add via Company Management | |||
| Meeting Log – Contacts | Searched accordingly in the system. If contact mentioned is not found or is said to be a new client, will need to add via Contact Management | |||
| Meeting Log – Deals | Leave blank | |||
| Activity Type | Leave blank | |||
| Text | Meeting notes go here | |||
| Count Cross-check | write number of note(s) here | |||
| Transcribing Complete | Check box, choose either Proofing or Ready, then Save or Save & New or Save & Clone | |||
| Timber Tiles Specs – Call Log | ||||
| *IMPORTANT: ACTIVITIES ARE ALWAYS NEW CONFERENCE CALL/VIRTUAL MEETING ARE CALL LOGS |
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| Field: | Notes/comments | Fields | POTENTIAL CLARIF POINTS | |
| Task Description | 1 or 2 members from the same company = Member – Company Name, Member 1 and Member 2 – Company Name , otherwise = Member 1 & Others – Company (if 3 or more participants) | Contacts | If cannot locate, can create new contact in Contact Management after doing extensive research | |
| Task Comments | Most clarifs can be done here if Deb Alford is there to address it For multiple notes in one recording, be sure to mention which activity it is for before asking the clarification |
Funds discussed | No Funds Discussed for this account | |
| Type | Call Log | Description | IF unsure of any term, recording quality, etc. | |
| Note Timezone | Same as Salesperson as Default unless stated otherwise | |||
| Start Date/Time | If there is no date mentioned, the default is the date we received the recording, unless questionable. If provided = use stated time and date If new activity and no time provided = no need to place time |
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| End Date/Time | as stated, otherwise leave blank | |||
| Group: | tick if multiple contacts | |||
| Follow-up box: | Preferred to use if there is a follow-up mentioned | |||
| Call Log – Contacts | Add contacts as stated. If not found, can be added under Contact Management | |||
| Call Log – Deals | leave blank | |||
| Call Log – Companies | Searched accordingly in the system. If company mentioned is not found or is said to be a new company, will need to add via Company Management, but in Call Logs, mostly Companies are already existing in the system. | |||
| Activity Type | Leave blank | |||
| Text | This is where your Call Log notes go | |||
| Call Outcome | Depends on choice whether: Busy, Connected, Left live message, Left voicemail, No answer, or Wrong number | |||
| Count Cross-check | write number of note(s) here | |||
| Transcribing Complete | Check box, choose either Proofing or Ready, then Save or Save & New or Save & Clone | |||
| Timber Tiles Specs – Follow-Up | ||||
| *IMPORTANT: ONLY USE IF EXPLICITLY STATED TO SCHEDULE A FOLLOW-UP, PREFERRED TO USE THE BOX FOR FOLLOW-UP, ONLY USE THIS IF REQUESTED OR INSTRUCTED | ||||
| Field: | Notes/comments | |||
| Task Description | 1 or 2 members from the same company = Member – Company Name, Member 1 and Member 2 – Company Name , otherwise = Member 1 & Others – Company (if 3 or more participants) | |||
| Task Comments | Most clarifs can be done here if Deb Alford is there to address it For multiple notes in one recording, be sure to mention which activity it is for before asking the clarification |
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| Type | Follow-up | |||
| Note Timezone | Same as Salesperson as Default unless stated otherwise | |||
| Group: | tick if multiple contacts | |||
| Follow-up – Contact | Add contacts accordingly. If contact is not found in the system, can be added under Contact Management | |||
| Follow-up – Assigned To | Leave blank, unless otherwise stated | |||
| Follow-up – Companies | Searched accordingly in the system. If company mentioned is not found or is said to be a new company, will need to add via Company Management, but in Follow-ups, mostly Companies are already existing in the system. | |||
| Due Date | As stated, otherwise Default is 1 business day from recording date *Adjust accordingly for Canada Holidays |
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| Task Title | As stated, otherwise use Follow-up for [Member name] | |||
| Task Note | Copy from main note the paragraph that contains the follow-up | |||
| Task Type | Either “To-do, Call, or Email” | |||
| Email Reminder | Date of Due Date and 8 AM as default time | |||
| Count Cross-check | write number of note(s) here | |||
| Transcribing Complete | Check box, choose either Proofing or Ready, then Save or Save & New or Save & Clone | |||
| Timber Tiles Specs – Email Log | ||||
| *IMPORTANT: USED ONLY IF DEB SPECIFICALLY MENTIONS THAT IT IS AN EMAILED NOTE OR SENT AN EMAIL ONLY | ||||
| Field: | Notes/comments | |||
| Task Description | 1 or 2 members from the same company = Member – Company Name, Member 1 and Member 2 – Company Name , otherwise = Member 1 & Others – Company (if 3 or more participants) | |||
| Task Comments | Most clarifs can be done here if Deb Alford is there to address it For multiple notes in one recording, be sure to mention which activity it is for before asking the clarification |
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| Type | Email Log | |||
| Note Timezone | Same as Salesperson as Default unless stated otherwise | |||
| Start Date/Time | If there is no date mentioned, the default is the date we received the recording, unless questionable. If provided = use stated time and date If new activity and no time provided = no need to place time |
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| End Date/Time | as stated, otherwise leave blank | |||
| Group: | tick if multiple contacts | |||
| Email Log – Contacts | Add contacts accordingly. If contact is not found in the system, can be added under Contact Management | |||
| Email Log – Deals | Leave blank, unless otherwise stated | |||
| Email Log – Companies | Searched accordingly in the system. If company mentioned is not found or is said to be a new company, will need to add via Company Management, but in Email Logs, mostly Companies are already existing in the system. | |||
| Text | This is where you copy/paste the Emailed Notes | |||
| Count Cross-check | write number of note(s) here | |||
| Transcribing Complete | Check box, choose either Proofing or Ready, then Save or Save & New or Save & Clone | |||
| Timber Tiles Specs – Note | ||||
| *IMPORTANT: USED ONLY IF DEB MENTIONS THAT IT IS A NOTE ADDED OR FOR STICKY NOTES ONLY TYPE OF DICTATION | ||||
| Field: | Notes/comments | |||
| Task Description | 1 or 2 members from the same company = Member – Company Name, Member 1 and Member 2 – Company Name , otherwise = Member 1 & Others – Company (if 3 or more participants) | |||
| Task Comments | Most clarifs can be done here if Deb Alford is there to address it For multiple notes in one recording, be sure to mention which activity it is for before asking the clarification |
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| Type | Note | |||
| Note Timezone | Same as Salesperson as Default unless stated otherwise | |||
| Group: | tick if multiple contacts | |||
| Note – Contacts | Add contacts accordingly. If contact is not found in the system, can be added under Contact Management | |||
| Note – Deals | Leave blank, unless otherwise stated | |||
| Note – Companies | Searched accordingly in the system. If company mentioned is not found or is said to be a new company, will need to add via Company Management, but in Note, mostly Companies are already existing in the system. | |||
| Text | This is where you place dictated Notes | |||
| Count Cross-check | write number of note(s) here | |||
| Transcribing Complete | Check box, choose either Proofing or Ready, then Save or Save & New or Save & Clone | |||
| Timber Tiles Specs – Email Return | |
| *IMPORTANT: RARELY USED BUT USE ACCORDINGLY IF MENTIONED BY DEB AS THE TYPE OF NOTE IN HER DICTATION | |
| Field: | Notes/comments |
| Special Instructions | As dictated by Deb Alford, leave blank if none |
| Internal Comments | As provided |
| Note Timezone | Same as Salesperson as Default unless stated otherwise |
| Type | Email Return |
| Count Cross-check | write number of note(s) here |
| Transcribing Complete | Check box, choose either Proofing or Ready, then Save or Save & New or Save & Clone |
| Timber Tiles Specs – Deal | |
| *IMPORTANT: RARELY USED BUT USE ACCORDINGLY IF MENTIONED BY DEB AS THE TYPE OF NOTE IN HER DICTATION, SIMILAR TO OPPORTUNITY IN OTHER ACCOUNTS | |
| Field: | Notes/comments |
| Task Description | 1 or 2 members from the same company = Member – Company Name, Member 1 and Member 2 – Company Name , otherwise = Member 1 & Others – Company (if 3 or more participants) |
| Task Comments | Most clarifs can be done here if Deb Alford is there to address it For multiple notes in one recording, be sure to mention which activity it is for before asking the clarification |
| Type | Deal |
| Note Timezone | Same as Salesperson as Default unless stated otherwise |
| Group: | tick if multiple contacts |
| Deal – Contacts | Use contact provided. If contact is not in system, can add via Contact Management |
| Deal – Products | as stated, otherwise leave blank |
| Deal – Companies | Searched accordingly in the system. If company mentioned is not found or is said to be a new company, will need to add via Company Management |
| Create Date | As stated, if none provided = clarif to Deb |
| Name | As stated, if none provided = use default format of Company Name – Product Name – Amount |
| Description | This is where the notes goes |
| Deal Type | As stated, if none provided = use default New Business |
| Deal Stage | As stated, choose accordingly from the options given via the dropdown list on the field – Appointment Scheduled, Qualified To Buy, Presentation Scheduled, Decision Maker Bought-In, Contract Sent, Closed Won, and Closed Lost |
| Pipeline | Sales Pipeline or None |
| Close Date | As stated, if none provided = default to end of current quarter (Q1 = March 31, etc.) |
| Amount | As provided. If questionable, clarif to Deb |
| Lost Reason | Use if provided |
| Won Reason | Use if provided |
| Count Cross-check | write number of note(s) here |
| Transcribing Complete | Check box, choose either Proofing or Ready, then Save or Save & New or Save & Clone |
| Timber Tiles Specs – Company Management | |
| **only create companies after extensive research and fully verifying whether they have a profile or not | |
| Field: | Notes/comments |
| Name | As stated or provided or searched on website, etc. |
| Company Domain Name | As stated or provided or searched on website, etc. |
| Street Address | Dictated by Deb or searchable on website, etc. |
| Street Address 2 | Dictated by Deb or searchable on website, etc. |
| City | Dictated by Deb or searchable on website, etc. |
| State/Region | Dictated by Deb or searchable on website, etc. |
| Postal Code | Dictated by Deb or searchable on website, etc. |
| Count Cross-check | write number of note(s) here |
| Transcribing Complete | Check box, choose either Proofing or Ready, then Save or Save & New or Save & Clone |