Document TypeDiscovery Output

SourceAllianceCorp Confluence · PM Space

OwnerAdrian Bortignon

Generated2026-05-21

AllianceCorp Discovery — Requirements, Fields, Reports, Validation.

Every structured requirement, field, report, validation rule, integration and open action documented across the eleven AllianceCorp departments — extracted from the local Confluence mirror so the HubSpot solution-design team has the substantive content in one place. Companion to the methodology + whiteboards doc.

Business requirements

48 MUST HAVE · 7 Nice to have

1332

Field mappings

106 dept · 1226 shared reference

Validation rules

currently enforced in Salesforce

Reports / dashboards

linked across 9 sections

3rd-party integrations

Open actions

none ticked done in source

Out-of-scope items

flagged for Stage 1 Mission Migrate

User personas listed

across the departments

How to read this doc

Each section below is a consolidated cross-section view (e.g. requirements from all eleven departments in one table). Where useful, the per-department breakdown is preserved with a section pill in the leftmost column. For the three shared reference pages with hundreds of fields each (Leads Fields, Opportunity Fields, Property Stock Fields), the tables are collapsed by default — click to expand.

02Business Requirements

58 requirements. 48 must-haves.

Each row is a documented requirement from one of the eleven section pages. The yellow MUST HAVE pill marks the items that need to land in Stage 1 Mission Migrate; anything Nice to have can park behind a feature flag or wait for Stage 2.

Section	Requirement / user story	Importance	Notes
1. Marketing	Lead Capture via Hubspot Forms As a Marketer, I want hubspot leads to be captured in real time with the correct data and attribution tracking down to an ad level (UTMs) from Facebook, Google, Website and WOM forms	MUST HAVE	Working currently in Hub
1. Marketing	Lead Capture via Zapier As a Marketer, I want Zapier leads to be captured in real time with the correct data and attribution tracking	MUST HAVE	Working currently in Hub
1. Marketing	Lead Scoring As a Marketer, I want to know how engaged leads are by scoring them on certain activities such as: downloading an eBook, watching the masterclass, leaving us a google review, engaging with us on social media, participating in a social media competition, opening/clicking on emails etc.	MUST HAVE	Not present currently but needs assessment on gravity forms. Currently, we have gravity forms and hubspot forms. To assess if lead scoring works with gravity forms. If not, it will be parked for website redesign.
1. Marketing	Database Mining & Allocation As a Marketer, I want to ensure there isn’t any leakage in the database and that we can automatically mine and reopen opportunities based on condition workflows to reallocate to the PECs.	MUST HAVE	Lead scoring should work for these as well. Re-engaged leads - Automatic reallocation Older than 3 months - Manual reallocation Reallocation for Stage 1 will work on std. hubspot process. Stage 2 for allocation transformation mentioned below. Allocation Condition - [Notes](https://docs.google.com/document/d/1hcA9bN1gIT-EhdxSwFJTRCbz-n3oX3SU_suMINmXyrQ/edit?tab=t.0#heading=h.hhid2msobbwd)
1. Marketing	SMS Capability At what points, is Pendula SMS triggered. Any other Pendula capability? Just list the scenarios/forms which we would like to work in future as well.	MUST HAVE	[Notes](https://docs.google.com/document/d/1hcA9bN1gIT-EhdxSwFJTRCbz-n3oX3SU_suMINmXyrQ/edit?tab=t.0#heading=h.hhid2msobbwd)
2. Telesales / PECs	Call Customers via CRM As a PEC, I want to talk to customers using Aircall	MUST HAVE
2. Telesales / PECs	List Prioritisation As a PEC, I want a list of clients that I need to call today automatically ordered by priority based on 1. create date, 2.new lead form date, 3.scheduled call back date and 4.lead scoring in database call drives.	Nice to have	Need prioritisation logic document
2. Telesales / PECs	Dialing Process As a PEC, I want to know who I’m calling, why I’m calling them (based off a tag), how they came to us (lead source), what their recent (ad, website and email) activities have been, when they became a lead (database vs new vs reengaged) and call notes history before I press dial. I also want to be able to input all of the booking requirements easily on the contact record	MUST HAVE	As per B, Use of Tasks to initiate the process.
2. Telesales / PECs	Compliance As a PEC Team Leader, PEC Manager and Executive Director, I want to be able to see upcoming appointments that haven’t met compliance requirements	MUST HAVE
2. Telesales / PECs	Performance As a PEC Team Leader, PEC Manager and Executive Director, I want to be able to see all performance across productivity (talk time and dials), speed to response, connect rate, lead list erosion, dial durations for not connected (to see if PECS are short dialling to get their numbers up), bookings, registrations, DNQ’s, TUR, Masterclass View Rate, Database Bookings, Database Registrations, Booking BC’s and DNQ’s pre booking, booking to app average days and post booking. I want all of this segmented by New/Reengaged Leads vs Database Leads	MUST HAVE	Part of PECs Dashboards
2. Telesales / PECs	Customer Touchpoint Matrix Its lists all the conditions of sending emails to customer during different stages of leads. This already works and should continue to work in Hubspot.	MUST HAVE
3. Discovery	Aircall via CRM Call clients via CRM	MUST HAVE	click to call in records, with auto logging of calls and recordings
3. Discovery	Calendly For bookings with PWPs	MUST HAVE	Integrated booking link on each record, which opens up calendly for booking strategy sessions with PWP’s
3. Discovery	Calendar booking method PECs to book meetings for DC’s via next available.	MUST HAVE	Method for PECs to book meetings with DC’s using a system like Calendly which provides next available slots.
3. Discovery	FINANCE DATA COLLECTION 1 way sync - Hubspot to Google Sheet via lead record > fact find > property strategy tool / rollover > PWP Workbook Finance Assessment Form Financial Position Property Strategy Tool Data (master rules) Tax Rates (master rules) Drop Down (master rules) Mortgage accelerator Money Coach	MUST HAVE	When a PEC updated the “Application Type” field on the lead record to “single” or “joint”, a Finance Data Collection record is automatically created. The sheet auto-populates all relevant financial and personal data from the lead record. When updating the google sheet, it isn’t necessary for the information to go back into the lead. On lead conversion, the finance data collection is transferred to the MasterOpp, where it can be accessed (in a folder). @Chierag Mattoo do you need an example of this form here?
3. Discovery	Broker Finance assessment completed email automation Confirms the broker has completed their appointment with the client. This happens when master opp stage changes from registered to finance assessed.	MUST HAVE	@Chierag Mattoo send current email template to make changes. @Tom McCallum to share template with C.
3. Discovery	DC Section on Lead These sections are what the DC’s fill in from the lead record after completing the registration: [Image: embedded in original Confluence page]	MUST HAVE	Captures all the required DC inputs post registration. What’s crossed off are fields that are not required. Fields will either have a drop down (Booking Sat outcome status) or notes (Sat without registration notes).
4. PWP	AIRCALL VIA CRM Client calls both incoming and outgoing	MUST HAVE	Ability for calls to be made either via CRM or mobile phonconnected to CRM which then auto logs the call
4. PWP	CALENDLY Discovery consultants currently book the Strategy session via calendly through the CRM which then auto updates the booked SS date and time field in the CRM and sends the client confirmation emails etc. After the SS, the WP also books the Property Selection via the calendly link in the CRM which again updates the CRM PS booked date and time etc. The contracts team also use calendly to book a contract signing session with the WP after EOI.	MUST HAVE	For discovery consultants to book strategy sessions with planners and for planners to book their property selections
4. PWP	FINANCE DATA COLLECTION via lead record > fact find > property strategy tool / rollover > PWP Workbook. This document is automatically created (cloned via original doc which lives in g drive) by the CRM once the PEC updates the required financial details in the lead record. A folder is created with the fact find doc within it. Once the lead record is converted to a master opp, the folder link carries over also. The Discovery consultants and WP’s present this finance data collection doc to the client and update their sections accordingly. The DC and WP’s also snip sections from this document into the property weath plan pdf doc which is emailed to the client after the strategy session. Also important to not when the discovery consultant updates the clients financial info in the fact find, it backward updates the CRM.	MUST HAVE	Part of the custom work to be competed. To be reviewed in April
4. PWP	Property Allocation and Selection Process and rules The goal is to provide a prioritized, filtered list of stock options to the wealth planner based on client requirements (such as borrowing capacity and property type) right within the master opportunity record. Essential filters available on the master opp would include the maximum purchase price, the target state(s) for purchase, and the purchase type (SMSF or personal).	MUST HAVE	Upgraded process for the system to provide property stock options based on specific strategy input into the CRM by planner to more effectively reserve stock options and ensure they are not reserving options which do not align with the customer's finance capacity.
4. PWP	Property Reservation Process and rules Reservations could be made three days before the property presentation date and that the client must upload the Expression of Interest (EOI) within three hours of the appointment. If the EOI, ID documents, and other requirements are not submitted correctly and within the allocated time, the stock is automatically opened up to the next person in line.	MUST HAVE	As above.
4. PWP	EOI & Doc sent to Customer Process (using esignature app) The current EOI process involves the wealth planner initiating a separate DocuSign EOI outside of Salesforce. integrate the ROI generation directly into the CRM, where the wealth planner could generate a real-time DocuSign document pre-populated with data from the master opportunity. This automation would ensure data accuracy, reduce data entry, and instantly notify the contracts team upon customer sign-off. Current App is docusign. However we may choose another app with direct connection to Hubspot.	MUST HAVE	Currently the team have to manually import all of the information into DocuSign templates, which takes time and is not productive and also allows for human error.
5. FinAlliance	Email Templates Currently set up in Gmail	MUST HAVE
5. FinAlliance	Calendly Brokers have an account for booking as well as Money Coach	MUST HAVE
5. FinAlliance	Aircall Money Coach, Credit Analyst, Loan Approvals Manager	MUST HAVE
5. FinAlliance	Mercury Integration Rules to trigger an opportunity creation in Mercury when an Opportunity is allocated to an internal broker	MUST HAVE	Mercury X Salesforce document attached Mapping Requirements
5. FinAlliance	Closed Opportunity Automatic task or trigger to the broker noted on the file 48 hours post closure to follow up with client to check if there is still a refi opportunity even if the customer doesn't proceed with a purchase	Nice to have
6. Acquisitions	Stock Updates to Suppliers Email updates to suppliers showing current allocations and stock interest	MUST HAVE
6. Acquisitions	New Stock Alerts Email notifications to PWPs whenever new stock options added	MUST HAVE
6. Acquisitions	Quarterley Builder Performance Report Emails Quarterley emails to builders showing time during stages and other kpi’s such as defects etc.	MUST HAVE
6. Acquisitions	PWP Client Signing Overdue Report - Same as contracts requirement Report to be sent to PWPs daily with all contracts with clients delayed beyond 5 days.	MUST HAVE	PWP visability of clients who have not signed contracts is necessary so they can ensure their sales are finalised and assist Contracts with any client issues
6. Acquisitions	Approval of New Stock Automated Approval required for all new stock options (i.e. new suburb, estate, project) to be sent to Acquisitions Director for final approval	MUST HAVE
6. Acquisitions	Desktop Valuation Estimation of clients completed property (portfolio reviews etc) Add a plugin from Cotality for providing estimates on the ‘property address’ field for current valuation if possible.	Nice to have
7. Accounts	Membership Form Compliance - Automation or Critical Validation Rule When there is a signed membership from client, the field can be syncs to client file with the membership fee amount information, and the amount should be followed the rules if there are any further discount than the normal price, and if anything is wrong, we can received a message to review the record	MUST HAVE	Check docusign automation process with Jim/Sales
7. Accounts	Distributors/Property Manager/SMSF Planner Account in CRM - B to B Creating the Distributors account in CRM with the necessary invoice information and payment request for the Part A and Part B invoice	MUST HAVE	Refer to snapshot1 below. Different types of B2B accounts Distributor, Property Manager and Land Developers: Distributor - 25 (Part A,B,C) land developers - less than 5 Property Manager - less than 20
7. Accounts	Invoice Notification for the Membership Invoice When an Settlement Opps reach sales won and saleswon stage date has a value, an email sent to Account email	MUST HAVE
7. Accounts	Invoice Notification for the Distributor Invoice When the stage payment meet the milestone, an email sent to Account email	MUST HAVE	part of builder invoice pipeline report for salesforce
8. PP Contract	EOI Received Stage New - EOI rejection report: We would need to be able to identify the reason an EOI is being rejected, have a day counter to see how many days it has been since the original submission date. The final outcome as to if it was rectified and processed or rejected and closed EOI Rejection Reminders or Tasks: Every day a reminder goes out to the PWP & CC if EOI rejection not resolved Welcome email gets sent automatically to clients once contracts ordered has been marked off	MUST HAVE	@Tehanni Crisara share what this report looks like and which fields are input by user in the comment section at the bottom of this page. @Chierag Mattoo this report does not exist and will need to be created in hubspot
8. PP Contract	Email Notification New - Contracts email sent to vendors/ builders is an automatic email that will go to them once contracts ordered is marked off in SF		@Tehanni Crisara Has this email template been captured in email temp. section ?If not pls add.. @Chierag Mattoo we do not have this so it will be created as new
8. PP Contract	Email Notification New - Automatic reminders every 2 days is getting sent to builders/vendors until contracts are received		@Tehanni Crisara Has this email template been captured in email temp. section ?If not pls add. @Chierag Mattoo we do not have this so it will be created as new
8. PP Contract	Email Notification When a contract is executed and marked of an automatic email gets sent to he clients solicitor with all the details they need like who the RM is and the email auto populates it self		@Tehanni Crisara Has this email template been captured in email temp. section ?If not pls add. @Chierag Mattoo this template is in the post purchase settlements area as it affects that team
9. Settlement	Call Logging When any call is made through aircall, it must be linked to the record	MUST HAVE
9. Settlement	SMS Logging When any SMS is sent to a client, it must be linked to the record	MUST HAVE
9. Settlement	Milestone Call and Email Updating When a milestone call is made or milestone email is sent, then update a field to let us know the date in which the touchpoint was completed	Nice to have	Same as Point X below
9. Settlement	Client Relationship Notes We currently copy the FORD notes from the master opp into this field, it would be good on creation if those fields mapped directly to the client relationship notes	MUST HAVE	Similar reqt as below. ability to carry forward some info into settlement opp from master opp.
9. Settlement	DC Name We currently copy the DC name from the master opp to the settlement opp, can this be automatically mapped upon creation of the settlement opp	MUST HAVE	Similar reqt as above
9. Settlement	Master Opp Type We currently copy the Type from the master opp to the settlement opp, can this be automatically mapped upon creation of the settlement opp	MUST HAVE	Similar reqt as above
9. Settlement	Investment Journey Steps In this field, we list the unique steps each record must take depending on the title status and property type, could we have this as an automated list in Hubspot so they team just tick the ones that apply to this record	Nice to have	intuitive and used for guidance. There is a master list and every settlement opp has subset of list. Its like jobs to be done.
9. Settlement	Days From Original Title Date This is a counter field that counts how many days from Original Title Date	MUST HAVE
9. Settlement	Client Last Monthly Update If a title update template is sent to a client, could this date update automatically to the date of the email send	Nice to have	Same as Point X above
9. Settlement	Build Deposit Receipt Saved Alert when H&L Build Deposit Paid Date is true and Build Deposit Receipt Saved is blank after 7 days	MUST HAVE	Reminder after 7 days for pp cordinator
9. Settlement	All Deposits Paid Date Update this to TODAY when H&L Land Deposit Paid Date and H&L Build Deposit Paid Date or OTP Deposit Paid Date are marked to true.	MUST HAVE	the All deposit paid date is based on the actual 'last' date which was entered between H&L Land Deposit Paid Date and H&L Build Deposit Paid Date. Or just match OTP Deposit Paid Date to All deposit paid date in case of OTP.
9. Settlement	NEW Saleswon Stage Date Update this to TODAY when all deposits paid is true	MUST HAVE
9. Settlement	All building stages Send alert to post purchase coordinator if date is true but receipt saved is blank after 7 days	MUST HAVE	Reminder after 7 days for pp cordinato
9. Settlement	Handover Date Send alert to post purchase coordinator if practical completion is true (H&L) or actual settlement date is true (OTP) and handover date is blank after 2 weeks	MUST HAVE
11. Broker Channel	Call Customers via CRM As PECS , I want to talk to customers using Aircall	MUST HAVE
11. Broker Channel	Calendly As PECS , I want to book Discovery Workshop using calendly, booking DCs calendar	Nice to have

58 requirements across 11 sections.

03Field Mappings

1332 fields. 106 department-specific, 1226 on shared reference pages.

Department-specific fields are inline below. The three big shared reference tables (Leads Fields, Opportunity Fields, Property Stock Fields) are collapsed because of their length — expand the section you need.

Department-specific fields

1. Marketing 26

#	SF Object	HS Object	Section	Field name	Data type	Options
1	Lead	Contact	Lead Information	First Name	Text
2	Lead	Contact	Lead Information	Last Name	Text
3	Lead	Contact	Lead Information	Email	Text
4	Lead	Contact	Lead Information	Mobile	Number
5	Lead	Contact	Lead Information	UTM Source	Text
6	Lead	Contact	Lead Information	UTM Campaign	Text
7	Lead	Contact	Lead Information	UTM Medium	Text
8	Lead	Contact	Lead Information	UTM Content	Text
9	Lead	Contact	Lead Information	UTM Term	Text
10	Lead	Contact	Lead Information	Funnel Type	Drop Down	Investment, Finance or Blank (most latest)
11	Lead	Contact	Lead Information	Funnel Type (M)	Multi Select	Investment, Finance or Blank (History snapshot)
12	Lead	Contact	Lead Information	1:1 Request Date	Date
13	Lead	Contact	Lead Information	Created Date	Date
14	Lead	Contact	Lead Information	New Lead Form Date	Date
15	Lead	Contact	Paid Masterclass	Attended	Drop down	Yes, No
16	Lead	Contact	Paid Masterclass	Total Time In Live Room	Time
17	Lead	Contact	Paid Masterclass	Webinar Attended Date	Date
18	Lead	Contact	Paid Masterclass	Entered Time	Time
19	Lead	Contact	Paid Masterclass	Exit Time	Time
20	Lead	Contact	Paid Masterclass	Watched URL	Hyperlink
21	Lead	Contact	Paid Masterclass	MCL Payment Information	Drop down	Paid, Refunded
22	Lead	Contact	WOM	WOM Client Referral	Account search
23	Lead	Contact	WOM	WOM Staff Referral	User search
24	Lead	Contact	Lead Information	Lead Source	Drop Down	Google, Facebook, Word of Mouth, Fire Marketing Lead, Website
25	Lead	Contact	Lead Information	Account Engagement Campaign	Text
26	Lead	Contact	Lead Information	Lead Magnet	Drop Down	Skyrocket, Tax, Top Ten Tips, Self Managed Super Fund, Jason & Jen Paid Masterclass, Equity Property Enquiry, Masterclass, Different Property Types, How To Find A Property Hotspot, 6 Essential Principles for Financing Your Portfolio, Bank Broker or Finance Specialist, How To Invest Interstate, How To Get Into The Market Sooner, How To Invest Using Equity, Investment Before Home, FinA - Fast Mortgage Fix, FinA - Questionnaire

4. PWP 2

#	SF Object	HS Object	Section	Field name	Data type	Why / notes	Options
1				First Name	Text
2				Last Name	Text

5. FinAlliance 46

#	Field name	Data type
1	Opportunity Name	Text
2	Planner General Notes_MO	Text
3	Planner To BE Assigned_MO	Text
4	AC Term Deposit Outcome	Text
5	Stage	Drop Down
6	Type	Text
7	Account Name	Text
8	Account Phone	Text
9	Partner Name	Text
10	Partner Phone	Text
11	Partner Email	Text
12	Partner Email	Text
13	Strategy Session / PR Review Date_MO	Date
14	Property Selection Date_MO	Date
15	Property Report URL_CO	Document Link
16	Fact Find Sheet_MO	Document Link
17	Finance Broker \_MO	Drop Down
18	Preliminary Assessment Date_MO	Date
19	Preliminary Assessment Time_MO	Time
20	Potential AC Term Deposit	Text
21	Broker Estimated Next Purchase Date_MO	Date
22	Master Facility, Refi, Costs & Buffer_MO	Text
23	BC Following current purchase_MO	Text
24	Monthly Savings Capacity	Text
25	Activities required for next purchase_MO	Text
26	Finance Risk_MO	Check Box
27	Finance Risk Action Items_MO	Text
28	Available Cash for Deposits_MO	Text
29	Max. Purchase Price - Personal Name_MO	Text
30	Broker Quickli Link_MO	Link/Text
31	Number of Potential Purchases_MO	Text
32	BC & Multi Purchase Comments_MO	Text
33	Current Super Combined Balance_MO	Text
34	SMSF Max Purchase Price_MO	Text
35	SMSF, Contributions and Top Ups_MO	Text
36	Other Comments_MO	Text
37	Number of Potential SMSF Purchases_MO	Text
38	Activities Required for next SMSF_MO	Text
39	SMSF Consultant - Financial Planner_MO	Text
40	SMSF Appointment Date & Time_MO	Date/Time
41	SMSF Appointment Outcome_MO	Drop Down?
42	Entity Names_MO	Text
43	Estimated Rollover date_MO	Text
44	Balance in SMSF post rollover?\_MO	Text
45	SMSF Notes_MO	Text
46	Mercury to HubSpot Integration	Multiple Fields

6. Acquisitions 5

#	Field name	Data type	Why / notes
	(Updated in docs)
1	Valuation Fields (NEW)	Include a date and a value field	This will allow us to map a clients properties capital growth over time
2	Original Rental & Current Rental (NEW)	Include a date and a value field	This will allow us to map a clients properties rental growth over time
3	Defects PCI 1 (New Field - Opportunity)	Inputed by the post purchase team at handover stage
4	Defects PCI 2 (New Field - Opportunity)	Inputed by the post purchase team at handover stage

8. PP Contract 9

#	Field name	Data type	Why / notes
1	Contracts Ordered Date	Date	Mapped from Settlement Opp to Property Stock
2	Contracts Sent Date	Date	Mapped from Settlement Opp to Property Stock
3	Contracts Exchanged Date	Date	Mapped from Settlement Opp to Property Stock
4	Package Price	currency	Mapped from Property Stock to Settlement Opp @Tehanni Crisara is this manually input on prop stock and called as formula on settlement opp?@Chierag Mattoo yes
5	H&L Land Price	currency	Mapped from Property Stock to Settlement Opp. @Tehanni Crisara is this manually input on prop stock and called as formula on settlement opp?@Chierag Mattoo yes
6	H&L Build Price	currency	Mapped from Property Stock to Settlement Opp @Tehanni Crisara is this manually input on prop stock and called as formula on settlement opp?@Chierag Mattoo yes
7	Title Status	picklist	Mapped from Property Stock to Settlement Opp @Tehanni Crisara is this manually input on prop stock and called as formula on settlement opp?@Chierag Mattoo yes
8	Original title date	date	Mapped from Property Stock to Settlement Opp @Tehanni Crisara is this manually input on prop stock and called as formula on settlement opp? @Chierag Mattoo yes
9	Forecast title extension date	date

9. Settlement 14

#	Field name	Data type	Why / notes
1	Package/Contract Price	Currency	Mapped from Property Stock
2	H&L Land Price	Currency	Mapped from Property Stock
3	H&L Build Price	Currency	Mapped from Property Stock
4	Property Stock	Text	Mapped from Property Stock
5	Property Report URL	URL	Mapped from Property Stock
6	Title Status	Picklist	Mapped from Property Stock
7	Original Title Date	Date	Mapped from Property Stock
8	Forecast Title Extension Date	Date	Mapped from Property Stock
9	OTP Deposit Amount	Currency	Mapped from Property Stock
10	H&L Land Deposit Amount	Currency	Mapped from Property Stock
11	H&L Build Deposit Amount	Currency	Mapped from Property Stock
12	State	Picklist	Mapped from Property Stock
13	Distributor	Picklist	Mapped from Property Stock
14	Land supplier	Picklist	Mapped from Property Stock

10. Membership Managements 2

#	SF Object	HS Object	Section	Field name	Data type	Why / notes	Options
1				First Name	Text
2				Last Name	Text

11. Broker Channel 2

#	SF Object	HS Object	Section	Field name	Data type	Why / notes	Options
1				First Name	Text
2				Last Name	Text

Shared reference pages

These pages are linked from multiple departments — Leads Fields is shared by Marketing + Telesales/PECs + Discovery, Opportunity Fields covers the full opp record, Property Stock Fields covers the stock object. The "Needed by" columns indicate which teams flagged a field as required.

Leads Fields (This is a common page for Marketing & Telesales/PECs/DCs)

ID 8880130 · 564 fields

Field label	API name	Data type	Section	Need It By Dcs	Need It By Pecs	Options / values	Notes
1:1 Request ↗	X1_1_Request__c	Picklist (Multi-Select)	Lead Information	N	N		Can be removed
1:1 request date ↗	X1_1_request_date__c	Date	Lead Information	Y	Y		Already Captureed in Marketing Fields
Accallaid Lead Type ↗	Lead_Type__c	Picklist	Lead Information	N	N		Can be removed
Account Engagement Campaign ↗	pi__campaign__c	Text(255)	Lead Information	Y	Y		Already Captureed in Marketing Fields
Account Engagement Comments ↗	pi__comments__c	Long Text Area(32000)	Lead Information	N	N		Can be removed
Account Engagement Conversion Date ↗	pi__conversion_date__c	Date/Time	Lead Information	N	N		Can be removed
Account Engagement Created Date ↗	pi__created_date__c	Date/Time	Lead Information	N	N		Can be removed
Account Engagement First Activity ↗	pi__first_activity__c	Date/Time	Lead Information	N	N		Can be removed
Account Engagement First Referrer ↗	pi__first_touch_url__c	Long Text Area(65000)	Lead Information	N	N		Can be removed
Account Engagement First Referrer Query ↗	pi__first_search_term__c	Text(255)	Lead Information	N	N		Can be removed
Account Engagement First Referrer Type ↗	pi__first_search_type__c	Text(255)	Lead Information	N	N		Can be removed
Account Engagement Grade ↗	pi__grade__c	Text(10)	Lead Information	N	N		Can be removed
Account Engagement Hard Bounced ↗	pi__pardot_hard_bounced__c	Checkbox	Lead Information	N	N		Can be removed
Account Engagement Last Activity ↗	pi__last_activity__c	Date/Time	Lead Information	N	N		Can be removed
Account Engagement Last Scored At ↗	pi__Pardot_Last_Scored_At__c	Date/Time	Lead Information	N	N		Can be removed
Account Engagement Notes ↗	pi__notes__c	Long Text Area(32000)	Lead Information	N	N		Can be removed
Account Engagement Score ↗	pi__score__c	Number(18, 0)	Lead Information	N	N		Can be removed
Account Engagement URL ↗	pi__url__c	URL(255)	Lead Information	N	N		Can be removed
AccountID ↗	AccountID__c	Lookup(Account)	Lead Information	N	N		Can be removed
Ad Studio Campaign ↗	Ad_Studio_Campaign__c	Picklist	Lead Information	N	N		Can be removed
Address ↗	Address	Address	Lead Information	N	N		Can be removed
Adversus Sync ↗	Adversus_Sync__c	Picklist	Lead Information	N	N		Can be removed
Advertising Campaign ↗	Google_Campaign__c	Picklist	Lead Information	N	N		Can be removed
Adwords Copy Source ↗	Adwords_Copy_Source__c	Picklist	Lead Information	N	N		Can be removed
Age Bracket ↗	Age_Bracket__c	Picklist	PEC Booking Data Personal Details	N	Y	--None-- <20 20 - 25 25 - 30 30 - 35 35 - 40 40 - 45 45 - 50 50 - 55 55 - 60 60 - 65 65 - 70 >70
AirCall Last Call Date ↗	AirCall_Last_Call_Date__c	Date/Time	Lead Information	N	N		Can be removed
Annual Income Ex. Super ↗	Annual_Income_Ex_Super__c	Currency(18, 0)
Annual Revenue ↗	AnnualRevenue	Currency(18, 0)
Application type ↗	Application_type__c	Picklist				Joint Single
Are both partners attending? ↗	Partner_Attending__c	Picklist				Yes No NA
Attended ↗	Attended__c	Text(255)					MCL
Attended Workshop ↗	Attended_Workshop__c	Picklist		N	N		Can be removed
Attending 14 Jul 2022 - Moorabbin ↗	Attending_14_Jul_2022_Moorabbin__c	Checkbox		N	N		Can be removed
Automatic Status Change History ↗	Automatic_Status_Change_History__c	Long Text Area(32768)		N	N		Can be removed
Available Cash ↗	Available_Cash__c	Text(25)
Available Cash Details ↗	Available_Cash_Details__c	Long Text Area(1000)
Available Funds ↗	Available_Funds__c	Currency(18, 0)
Booking call duration ↗	Booking_call_duration_del__c	Text(100)					Deleted from SF - Confirmed with Josh
Booking Days Out ↗	Booking_Days_Out__c	Formula (Number)
Booking Fee Amount Received ↗	Booking_Fee_Amount_Received__c	Currency(18, 0)		N	N		Can be removed
Booking Fee Payment Method ↗	Booking_Fee_Payment_Method__c	Picklist		N	N		Can be removed
Booking Fee Received Date ↗	Booking_Fee_Received_Date__c	Date		N	N		Can be removed
Booking Sat Outcome Status ↗	Booking_Sat_Outcome_Status__c	Picklist				No show Sat - Not qualified Sat - No conversion Sat - Registered Sat - Pending
Booking Status ↗	Booking_Status__c	Picklist				Booking Made Booking confirmed Rescheduled attempting Cancelled - no further follow up NQ Pre 1:1
Booking Time ↗	Booking_time__c	Picklist		N	N		Can be removed
Booking Type ↗	Booking_Type__c	Picklist				In office In home Google Meet
Borrowing Capacity Compliance ↗	Borrowing_Capacity2__c	Number(18, 0)
Borrowing Capacity PEC ↗	Borrowing_Capacity__c	Currency(8, 0)
Broker Lead - Financially Qualified ↗	Broker_Lead_Financially_Qualified__c	Picklist		N	N		Can be removed
Broker Lead - Meeting held on computer ↗	Broker_Lead_Meeting_held_on_computer__c	Picklist		N	N		Can be removed
calendar ↗	calendar__c	Date/Time		N	N		Can be removed
CalendlyCreated ↗	Calendly__CalendlyCreated__c	Checkbox
Call Count ↗	Call_Count__c	Number(18, 0)
Call Notes AirCall ↗	Call_Notes_AirCall__c	Long Text Area(32768)					Legacy data
Call Notes History ↗	Call_Notes_History__c	Rich Text Area(131072)
Call Status ↗	Call_Status__c	Picklist		N	N		Can be removed
Car Loan/Lease Repayment P/M - Legacy ↗	Car_Loan_Lease_Repayment_Per_Month__c	Text(25)		N	N		Can be removed
Car Loan/Lease Repayment Per Month ↗	Car_Loan_Lease_Repayment_Per_Month_CUR__c	Currency(18, 0)
Car loans ↗	Car_loans_CUR__c	Currency(18, 0)
Car Loans - Legacy ↗	Car_Loans__c	Text(25)		N	N		Can be removed
Card limits? ↗	Card_limits__c	Picklist				Compliant Not Compliant
Cash Plus Equity ↗	Funds_To_Complete__c	Formula (Currency)
CDP ↗	CDP__c	Picklist		N	N		Can be removed
CDP Compliance Approved ↗	CDP_Compliance_Approved__c	Picklist		N	N		Can be removed
CDP Compliance Notes ↗	CDP_Compliance_Notes__c	Long Text Area(2000)		N	N		Can be removed
CDP Score ↗	CDP_Score__c	Formula (Number)
Change Lead owners ↗	Transfer_Lea__c	Picklist		N	N		Can be removed
Check for partner? ↗	Check_for_partner__c	Picklist		N	N		Can be removed
Citizenship Status ↗	Citizenship_Status__c	Picklist				Permanant Resident Citizen
Click through Email Campaign ↗	Click_through_Email_Campaign__c	Picklist (Multi-Select)		N	N		Can be removed
Client Goals: ↗	Client_Goals__c	Long Text Area(32768)
Client Intent: ↗	Client_Intent__c	Long Text Area(32768)
Client Motivation ↗	Client_Motivation__c	Long Text Area(32768)
Closed Reason ↗	Closed_Reason__c	Picklist				INVALID NUMBER MAX CALLS NOT QUALIFIED FUTURE OP NOT INTERESTED FUTURE OP COMPETITOR DO NOT CALL NOT INTERESTED NO OP NOT QUALIFIED NO OP CDP DUPLICATE REMOVE FROM DIALLER NO DEPOSIT BUT QUALIFIES WITH BC
CM - 6 Essential Principles Downloads ↗	CM_6_Essential_Principles_Downloads__c	Picklist		N	N		Can be removed
CM - Invest First Downloads ↗	CM_Invest_First_Downloads__c	Picklist		N	N		Can be removed
Coach Email Address ↗	Coach_Email_Address__c	Email		N	N		Can be removed
Coaches Contact Details ↗	Coaches_Contact_Details__c	Picklist		N	N		Can be removed
Coaching Session Booked With ↗	Coaching_Session_Booked_With__c	Picklist		N	N		Can be removed
Coaching Session Contact ↗	Coaching_Session_Contact__c	Picklist		N	N		Can be removed
Coaching Session Outcome Status ↗	Coaching_Session_Outcome_Status__c	Picklist		N	N		Can be removed
Coaching Strategy Session Date and Time ↗	Coaching_Strategy_Session_Date_and_Time__c	Date/Time		N	N		Can be removed
Cold Call Opportunity Date ↗	Cold_Call_Opportunity_Date__c	Date/Time		N	N		Can be removed
Cold Call Referrer ↗	Cold_Call_Referrer__c	Picklist		N	N		Can be removed
Cold Call Senior PEC Referred ↗	Cold_Call_Senior_PEC_Referred__c	Checkbox		N	N		Can be removed
Cold Call Source ↗	Cold_Call_Source__c	Text(100)		N	N		Can be removed
Cold Call Status ↗	Cold_Call_Status__c	Picklist		N	N		Can be removed
Combined Credit Card Debt ↗	Combined_Credit_Card_Debt__c	Text(50)		N	N		Can be removed
Combined Household Income ↗	Combined_Household_Income__c	Text(50)		N	N		Can be removed
Combined Liabilities ↗	Combined_Liabilities__c	Text(50)		N	N		Can be removed
Company ↗	Company	Text(255)		N	N		Can be removed
Company Name ↗	Company_Name__c	Text(100)		N	N		Can be removed
Competitor Talking To ↗	Competitor_Talking_To__c	Picklist (Multi-Select)		N	N		Can be removed
Completion status ↗	Completion_status__c	Text(255)		N	N		Can be removed
Compliance Breaches to be Rectified ↗	Compliance_Breaches_to_be_Rectified_Prio__c	Long Text Area(2000)		N	N		Can be removed
Compliance Score ↗	Compliance_Score__c	Formula (Number)
Confirmation Call Duration ↗	Confirmation_Call_Duration__c	Text(100)		N	N		Can be removed
Confirmation Call Held ↗	Confirmation_Call_Held__c	Picklist		N	N		Can be removed
Confirmation call quality and activity c ↗	Confirmation_call_quality_and_activity_c__c	Long Text Area(32768)		N	N		Can be removed
Confirmed Attend 14 Jul 2022 - Moorabbin ↗	Confirmed_Attend_14_Jul_2022_Moorabbin__c	Checkbox		N	N		Can be removed
Confirmed Attend 8 September - Caulfield ↗	Confirmed_Attend__c	Picklist		N	N		Can be removed
Confirmed Event Attendance ↗	Confirmed_for_the_Workshop__c	Picklist		N	N		Can be removed
Contact for Workshop ↗	Contact_for_Workshop__c	Checkbox		N	N		Can be removed
Contact Id from Hubspot ↗	Contact_Id_from_Hubspot__c	Number(18, 0)		N	N		Can be removed
Contact Owner ID ↗	Contact_Owner_ID__c	Text(250)
Conversion Object Name ↗	pi__conversion_object_name__c	Text(255)		N	N		Can be removed
Conversion Object Type ↗	pi__conversion_object_type__c	Text(255)		N	N		Can be removed
Created By ↗	CreatedById	Lookup(User)
Credit Card Debt ↗	Credit_Card_Debt_CUR__c	Currency(18, 0)
Credit Card Debt - Legacy ↗	Credit_Card_Debt__c	Text(25)		N	N		Can be removed
Credit Card Limit ↗	Credit_Card_Limit_CUR__c	Currency(18, 0)
Credit Card Limit - Legacy ↗	Credit_Card_Limit__c	Text(25)		N	N		Can be removed
Credit cards? ↗	Credit_cards__c	Picklist		N	N		Can be removed
Current Generator(s) ↗	smagicinteract__CurrentGenerators__c	Text(100)		N	N		Can be removed
Data.com Key ↗	Jigsaw	Text(20)		N	N		Can be removed
Database Opp Identified ↗	Database_Opp_Identified__c	Checkbox		N	N		Can be removed
Database Opportunity Identified Date ↗	Database_Opportunity_Identified_Date__c	Date		N	N		Can be removed
Date PEC referred Lead to NHB ↗	Date_PEC_referred_Lead_to_NHB__c	Date		N	N		Can be removed
Date Refinance Referred Lead ↗	Date_Refinance_Opportunity_Referred_Lead__c	Date/Time		N	N		Can be removed
Date Specialist Booking Made Date ↗	Date_Specialist_Booking_Made_Date__c	Date		N	N		Can be removed
David Sporting Club ↗	David_Sporting_Club__c	Picklist		N	N		Can be removed
Days between booking and sat ↗	Days_between_booking_and_sat__c	Formula (Number)
Days from lead to book ↗	Days_from_lead_to_book__c	Formula (Number)
Days from Lead to Reg ↗	Days_from_Lead_to_Reg__c	Formula (Number)
Days To PEC Booked ↗	Days_To_PEC_Booked__c	Formula (Number)
DEC Diff Property Types ↗	DEC_Diff_Property_Types__c	Text(10)		N	N		Can be removed
December 1to1 Request ↗	December_1to1_Request__c	Text(100)		N	N		Can be removed
Decision maker attending ↗	Decision_maker_attending__c	Text(100)					Deleted from SF - Confirmed with Josh
Dependents? ↗	Dependents__c	Picklist		N	N		Can be removed
Description ↗	Description	Long Text Area(32000)		N	N		Can be removed
Details about properties ↗	Details_about_properties__c	Long Text Area(32768)		N	N		Can be removed
Dial Attempts ↗	ips_dial_attempts__c	Number(18, 0)
Discovery Session Booked with ↗	Strategy_Session_Booked_with__c	Picklist				Anna Savio David Brown Dean Francis Jason Paetow Nick Koumourou Elliott Daisley Andrew Ritchie Peter Van Nguyen Nigel Kibel Bianca Anton Candice Alley Josh Baker Abeer Muhammad Uma Raj Manny Loupas Eliza Haycroft Sam Rapke Sultan Kirby James Mullany Jayson Robert Pasqualini In home - Gemma Martin Wyatt William Zhu Nicholas Veness Benjamin Smith
Discovery Session Date & Time ↗	Strategy_Session_Date_Time__c	Date/Time
Do Not Call ↗	DoNotCall	Checkbox		N	N		Can be removed
Email ↗	Email	Email
Email Booking Confirmation ↗	Email_Booking_Confirmation__c	Picklist		N	N		Can be removed
Email Booking Reminder ↗	Email_Booking_Reminder__c	Picklist		N	N		Can be removed
Email Opt Out ↗	HasOptedOutOfEmail	Checkbox		N	N		Can be removed
Email Property Selection ↗	Email_Property_Selection__c	Picklist		N	N		Can be removed
Email Update ↗	Email_Update__c	Picklist		N	N		Can be removed
Employment Status ↗	Employment_Status__c	Picklist				Employed full-time Employed part-time Business Owner Unemployed Retired
Employment Type ↗	Employment_Type__c	Picklist				PAYG Self Employed Not Working
Entered Time ↗	Entered_Time__c	Text(255)					MCL
Equity Accessible ↗	Equity_Accessible__c	Formula (Currency)
Equity Accessible: ↗	Equity_Available__c	Number(18, 0)		N	N		Can be removed
Equity position for PPR? ↗	Equity_position_for_PPR__c	Picklist		N	N		Can be removed
Equity positions for any investment prop ↗	Equity_positions_for_any_investment_prop__c	Picklist		N	N		Can be removed
Event comments: ↗	Event_comments__c	Text(100)		N	N		Can be removed
Event Date ↗	Masterclass_Session_Date_and_Time__c	Picklist				Tuesday 22 April 7PM Melbourne Time Thursday 24 April 7PM Melbourne Time Sunday 27 April 11AM Melbourne Time Tuesday 29 April 7PM Melbourne Time Thursday 24 April 1PM Melbourne Time Thursday 24 April 3PM Melbourne Time	MCL
Event Date (TXT) ↗	Event_Date_TXT__c	Text(255)					MCL
Existing Client or New Client? ↗	Existing_Client_or_New_Client__c	Picklist		N	N		Can be removed
Exit Time ↗	Exit_Time__c	Text(255)					MCL
Expected Close Date ↗	Expected_Close_Date__c	Date		N	N		Can be removed
Facebook Lead ID ↗	leadcap__Facebook_Lead_ID__c	Text(64) (External ID) (Unique Case Insensitive)		N	N		Can be removed
Failed Payment Info ↗	Failed_Payment_Info__c	Long Text Area(32768)
Fax ↗	Fax	Phone		N	N		Can be removed
Fax Opt Out ↗	HasOptedOutOfFax	Checkbox		N	N		Can be removed
Finance Compliance Approved ↗	Compliance_Approved__c	Picklist				Yes No
Finance Compliance Notes ↗	Compliance_Notes__c	Long Text Area(2000)
Financial Assessment PEC Call ↗	Financial_Assessment_Call__c	Date/Time		N	N		Can be removed
First Booking Date ↗	First_Meeting_Scheduled__c	Date		N	N		Can be removed
First home or estate agent and or build ↗	First_home_or_estate_agent_and_or_build__c	Picklist		N	N		Can be removed
First Uncon Date ↗	First_Uncon_Date__c	Date		N	N		Can be removed
Fishing Pool ↗	Fishing_Pool__c	Picklist		N	N		Can be removed
Fluid Status ↗	Fluid_Status__c	Picklist		N	N		Can be removed
FOF SR NSW ↗	FOF_SR_NSW__c	Text(10)		N	N		Can be removed
FOF SR VIC ↗	FOF_SR_VIC__c	Text(10)		N	N		Can be removed
FOF TTT NSW ↗	FOF_TTT_NSW__c	Text(10)		N	N		Can be removed
FOF TTT VIC ↗	FoF_TTT_Vic__c	Text(10)		N	N		Can be removed
Franchisee Marketing Fee ↗	Franchisee_Marketing_Fee__c	Currency(18, 0)		N	N		Can be removed
Free Hit ↗	Free_Hit__c	Picklist				None Yes - DM Authorised Yes - JB Authorised Yes - SM Authorised Yes - PN Authorised
Free Hit Reason ↗	Free_Hit_Reason__c	Text(255)
Funnel Type ↗	Funnel_Type__c	Picklist				Investment Finance
Funnel Type (M) ↗	Funnel_Type_M__c	Picklist (Multi-Select)				Investment Finance
Funnel Type1 ↗	Funnel_Type1__c	Picklist		N	N		Can be removed
Funnel Type1 (M) ↗	Funnel_Type1_M__c	Picklist (Multi-Select)		N	N		Can be removed
GCLID ↗	GCLID__c	Text Area(255)		N	N		Can be removed
GCLID Conversion Event Time ↗	GCLID_Conversion_Event_TIme__c	Date/Time		N	N		Can be removed
Gender ↗	Gender__c	Picklist		N	N		Can be removed
Gender Identity ↗	GenderIdentity	Picklist		N	N		Can be removed
General Appointment Compliance Approved ↗	Team_Compliance_Approved__c	Picklist				YES NO
General Appointment Compliance Breaches ↗	Team_Compliance_Breaches__c	Text(255)
Gift Card Mentioned ↗	Gift_Card_Mentioned__c	Checkbox		N	N		Can be removed
Google Analytics Campaign ↗	pi__utm_campaign__c	Text(255)		N	N		Can be removed
Google Analytics Content ↗	pi__utm_content__c	Text(255)		N	N		Can be removed
Google Analytics Medium ↗	pi__utm_medium__c	Text(255)		N	N		Can be removed
Google Analytics Source ↗	pi__utm_source__c	Text(255)		N	N		Can be removed
Google Analytics Term ↗	pi__utm_term__c	Text(255)		N	N		Can be removed
Google Drive Folder ID ↗	Google_Drive_Folder_ID__c	Text(255)		N	N		Can be removed
Google Drive Folder Url ↗	Google_Drive_Url__c	URL(255)		N	N		Can be removed
Google Meet Link ↗	Google_Meet_Link__c	URL(255)
Google Sheet Id ↗	Google_Sheet_Id__c	Text(255)		N	N		Can be removed
Google Sheet Url ↗	Google_Sheet_Url__c	URL(255)		N	N		Can be removed
Have they purchased HL before? ↗	Have_they_purchased_HL_before__c	Text Area(255)		N	N		Can be removed
HIC ↗	HIC__c	Picklist		N	N		Can be removed
Hot Lead ↗	Hot_Lead__c	Checkbox		N	N		Can be removed
Household Income ↗	Household_Income__c	Picklist				50k or less 50k - 80k 80k - 100k 100k - 150k 150k or more
How did you hear about the event ↗	How_did_you_hear_about_the_event__c	Picklist		N	N		Can be removed
How many guests ↗	How_many_guests__c	Text(10)		N	N		Can be removed
How many inv. properties? ↗	How_many_inv_properties__c	Picklist				0 1 2 3 4
How much can you save each month ↗	How_much_can_you_save__c	Text(50)
How Much Deposit Is Missing ↗	How_Much_Deposit_Is_Missing__c	Currency(18, 0)
Hubpspot Owner Updates ↗	Hubpspot_Owner_Updates__c	Number(18, 0)		N	N		Can be removed
Hubspot Link ↗	Hubspot_Link__c	URL(255)		N	N		Can be removed
Hubspot Masterclass USERID ↗	Hubspot_Masterclass_USERID__c	Text(155)		N	N		Can be removed
Hubspot Owner UserId ↗	Hubspot_Owner_UserId__c	Text(155)		N	N		Can be removed
IE Client ↗	IE_Client__c	Picklist		N	N		Can be removed
IE Consultant Compliance Approved ↗	IE_Consultant_Compliance_Approved__c	Picklist		N	N		Can be removed
IE Consultant Compliance Failed Reason ↗	IE_Consultant_Compliance_Failed_Reason__c	Picklist		N	N		Can be removed
IE Consultant Compliance Notes ↗	IE_Consultant_Compliance_Notes__c	Long Text Area(2000)		N	N		Can be removed
IE Current Deposit Progress ↗	Income_Gen_Total__c	Text Area(255)		N	N		Can be removed
IE Monthly Savings Target ↗	Income_Gen_Direct_Debit__c	Text Area(255)		N	N		Can be removed
IE Next Call Date ↗	IE_Next_Call_Date__c	Date/Time		N	N		Can be removed
IE Targeted Purchase Date ↗	Investor_Express_Estimated_Time_into_IP__c	Date		N	N		Can be removed
In office Coaching Session Status ↗	In_office_Coaching_Session_Status__c	Picklist		N	N		Can be removed
Inbound Lead Source ↗	Inbound_Lead_Source__c	Picklist		N	N		Can be removed
Income for both partners? ↗	Income_for_both_partners__c	Picklist		N	N		Can be removed
Income Gen Initial Deposit Amount ↗	Income_Gen_Initial_Deposit_Amount__c	Text(50)		N	N		Can be removed
Income Gen Received Date ↗	Income_Gen_Received__c	Date		N	N		Can be removed
Individual ↗	IndividualId	Lookup(Individual)		N	N		Can be removed
Industry ↗	Industry	Picklist				Agriculture Apparel Banking Biotechnology Chemicals Communications Construction Consulting Education Electronics Energy Engineering Entertainment Environmental Finance Food & Beverage Government Healthcare Hospitality Insurance Machinery Manufacturing Media Not For Profit Other Recreation Retail Shipping Technology Telecommunications Transportation Utilities
Initial Booking with Crown Money ↗	Initial_Booking_with_Crown_Money__c	Date		N	N		Can be removed
Intent towards investment ↗	Intent_towards_investment__c	Text(200)		N	N		Can be removed
Inv 1 Loan Repayments per month ↗	Inv_1_Loan_Repayments_per_month__c	Currency(18, 0)
Inv 2 Loan Repayments per month ↗	Inv_2_Loan_Repayments_per_month__c	Currency(18, 0)
Inv 3 Loan Repayments per month ↗	Inv_3_Loan_Repayments_per_month__c	Number(18, 0)
Inv 4 Loan Repayments per month ↗	Inv_4_Loan_Repayments_per_month__c	Currency(18, 0)
Invalid Campaign Response ↗	Invalid_Campaign_Response__c	Checkbox		N	N		Can be removed
Invest or Home campaign ↗	Invest_or_Home_campaign__c	Picklist		N	N		Can be removed
Investment 1 Mortgage ↗	Investment_1_Mortgage__c	Currency(18, 0)
Investment 1 Rent PW ↗	Investment_1_Rent_PW__c	Currency(18, 0)
Investment 1 Value ↗	Investment_1_Value__c	Currency(18, 0)
Investment 2 Mortgage ↗	Investment_2_Mortgage__c	Currency(18, 0)
Investment 2 Rent PW ↗	Investment_2_Rent_PW__c	Currency(18, 0)
Investment 2 Value ↗	Investment_2_Value__c	Currency(18, 0)
Investment 3 Mortgage ↗	Investment_3_Mortgage__c	Currency(18, 0)
Investment 3 Rent PW ↗	Investment_3_Rent_PW__c	Currency(18, 0)
Investment 3 Value ↗	Investment_3_Value__c	Currency(18, 0)
Investment 4 Mortagage ↗	Investment_4_Mortagage__c	Currency(18, 0)
Investment 4 Mortgage ↗	Investment_4_Mortgage__c	Currency(18, 0)
Investment 4 Rent PW ↗	Investment_4_Rent_PW__c	Currency(18, 0)
Investment 4 Value ↗	Investment_4_Value__c	Currency(18, 0)
Investment income? ↗	Investment_income__c	Picklist		N	N		Can be removed
Investment Intent ↗	Investment_Intent__c	Picklist		N	N		Can be removed
Investment Status ↗	Investment_Status__c	Text(30)		N	N		Can be removed
Investor Express Appointment Date ↗	Investor_Express_Appointment_Date__c	Formula (Date)		N	N		Can be removed
Investor Express Closed/Lost Date ↗	Investor_Express_Closed_Lost_Date__c	Date		N	N		Can be removed
Investor Express Conversion Date ↗	Investor_Express_Conversion_Date__c	Date		N	N		Deleted from SF - Confirmed with Josh
Investor Express Manager Call Notes ↗	Investor_Exp_Call_Notes__c	Long Text Area(32768)		N	N		Can be removed
Investor Express Referral ↗	Money_Coach_Referral__c	Picklist		N	N		Can be deleted - Confirmed with Josh
Investor Express Registration Date ↗	Investor_Express_Registration_Date__c	Date		N	N		Can be removed
Investor Express Status ↗	Investor_Express_Status__c	Picklist		N	N		Deleted from SF - Confirmed with Josh
Investor Express TTT Angle ↗	Investor_Express_TTT_Angle__c	Text(10)		N	N		Can be removed
IP Address ↗	IP_Address__c	Text(50)
Is the lead considering home or IP ↗	Is_the_lead_considering_home_or_IP__c	Long Text Area(32768)		N	N		Can be removed
Is the lead rentvesting? ↗	Is_the_lead_rentvesting__c	Picklist				YES NO N/A
Is this a super only opportunity? ↗	Is_this_a_super_only_opportunity__c	Picklist				YES NO N/A
Is this booking a free hit? ↗	Is_this_booking_a_free_hit__c	Picklist				Yes No
Is this the leads first property? ↗	Is_this_purchase_the_leads_first_propert__c	Picklist		N	N		Can be removed
Last 2yrs Tax Return Completed? (Y/N): ↗	Last_2yrs_Tax_Return_Completed_Y_N__c	Checkbox
Last Call Date ↗	Last_Call_Date__c	Date
Last Call Date > Scheduled Callback ↗	Last_Call_Date_Scheduled_Callback__c	Formula (Checkbox)		N	N		Can be removed
Last Modified By ↗	LastModifiedById	Lookup(User)
Last Transfer Date ↗	LastTransferDate	Date		N	N		Can be removed
Lead Age ↗	Lead_Age__c	Formula (Number)
Lead Assigned Date ↗	Lead_Assigned_Date_del__c	Date
Lead Category ↗	Lead_Category__c	Picklist				OPEN NURTURE CLOSED BOOKED PWP BOOKED IE BOOKED SS (MCL ONLY)
Lead Category Changed Date ↗	Lead_Category_Changed_Date__c	Date
Lead Category MCL ↗	Lead_Category_MCL__c	Picklist				Registered for MCL
Lead Home Address ↗	Lead_Home_Address__c	Text Area(255)		N	N		Can be removed
Lead Industry Formula ↗	Lead_Industry_Formula__c	Formula (Number)
Lead intent on purchasing ↗	Lead_motivation_level__c	Picklist		N	N		Can be removed
Lead Magnet ↗	Lead_Magnet__c	Picklist				Skyrocket Tax Top Ten Tips Equity Self Managed Super Fund Jason & Jen Paid Masterclass Equity Property Enquiry General Property Enquiry Website Masterclass Superplus Strategy Session Free Consult Investor Kit (WOM) Different Property Types How To Find A Property Hotspot 6 Essential Principles for Financing Your Portfolio Bank Broker or Finance Specialist How To Invest Interstate How To Get Into The Property Market Sooner How to Invest Using Equity Investment Before Home FinA - Fast Mortgage Fix FinA - Questionnaire
Lead Occupation Formula ↗	Lead_Occupation_Formula__c	Formula (Number)
Lead Occupation Group ↗	Lead_Occupation_Group__c	Picklist				Accountant Administrator Analyst Apprentice Assistant Auditor Broker Business Owner Clerk Consultant Developer Doctor Driver Engineer Executive Instructor Labourer/Worker Lawyer Manager Nurse Officer Office-worker Operator Programmer Salesperson Solicitor Specialist Surgeon Teacher Technician Therapist Tradesperson
Lead Occupation Industry ↗	Lead_Occupation_Industry__c	Picklist				Accomodation Administration/Support Services Agriculture, Forestry and Fishing Arts and Recreation Banking and Finance Beauty and Hair Construction Education and Training Electricity, Gas, Water and Waste Environment Fitness Food Services Government, Public Administration and Safety Healthcare Hospitality Information Media and Telecommunications Information Technology and Cyber Security Insurance Law Manufacturing Mechanics Mining Professional, Scientific and Technical Services Real Estate Rental and Hiring Retail Trade Social Assistance Transport, Postal and Warehousing Travel Wholesale Trade
Lead or Guest ↗	Lead_or_Guest__c	Picklist		N	N	Lead Guest	Can be removed
Lead Owner ↗	OwnerId	Lookup(User,Group)
Lead Owner First Name ↗	Lead_owner_first_name__c	Formula (Text)
Lead Record Type ↗	RecordTypeId	Record Type
Lead Score ↗	Lead_Score__c	Formula (Number)
Lead Source ↗	LeadSource	Picklist				Adwords Youtube Facebook Marketing - National - Website Marketing - National - Email Word of mouth Partner Portfolio Review Inbound Optin Monster YIP SPI Toolkit Nov News Ltd Home Magazine News Ltd Display AC Marketing 2021 NHB REA Hotspotting Display Cold Call Workshop Accallaid Affiliate Hillside FC HSF Referral - Broker Referral - Kale & Co. Fire Marketing Lead Masterclass VSL PMAX SMS Funnel Bizlead ULeads
Lead Status ↗	Status	Picklist				Open Invalid Number Not Interested Not Answering Not Qualified Booking Made - No Outcome Booking Made - Sat No Conversion Booking Made - Converted Do Not Call
Lead Was Educated ↗	Lead_Educated__c	Checkbox		N	N		Can be removed
Life Stage ↗	Life_Stage__c	Picklist				Couple Approaching Retirement Couple with kids Couple without kids Single Single Approaching Retirement
Life Stage Score ↗	Life_Stage_Score__c	Formula (Number)
Loan Pre Qualified ↗	Loan_Pre_Qualified__c	Picklist				Yes No
Mail Toolkit ↗	Mail_Black_Friday_Toolkit__c	Picklist		N	N		Can be removed
Marketing Campaigns ↗	Marketing_Campaigns__c	Picklist (Multi-Select)		N	N		Can be removed
Marketing Conversation ↗	Marketing_Conversation__c	Date		N	N		Can be removed
Marketing Email Opt Out ↗	Pendula_Extn__Marketing_Email_Opt_Out__c	Checkbox		N	N		Can be removed
Marketing Notes ↗	Marketing_Notes__c	Long Text Area(131072)		N	N		Can be removed
Marketing Nurture Lead Identified ↗	Marketing_Nurture_Lead_Identified__c	Checkbox		N	N		Can be removed
Master Class Video Watched ↗	Master_Class_Video_Watched__c	Picklist				Yes No Attended WorkShop
Master Class Video Watched - PEC ↗	Master_Class_Video_Watched_PEC__c	Picklist				Yes No Workshop
Master Class Video Watched - PWP ↗	Master_Class_Video_Watched_Coach__c	Picklist				Yes No Attended Workshop
Masterclass Attendance ↗	Masterclass_Attendance__c	Picklist		N	N		Can be removed
Masterclass Message ↗	Masterclass_Message__c	Long Text Area(32768)					MCL
Masterclass Nurture ↗	Masterclass_Nurture__c	Checkbox		N	N		Can be removed
Masterclass Outcome ↗	Masterclass_Outcome__c	Picklist				Did Not Attend / No Show Attended, But Did Not Register Registered Registered - DNQ	MCL
Masterclass Qualification Completed By ↗	Hubspot_MasterUsers__c	Lookup(User)					MCL
Masterclass Video Send Date ↗	Masterclass_Video_Send_Date__c	Date/Time		N	N		Can be removed
Masterclass Watch Duration ↗	Masterclass_Watch_Duration__c	Text(255)					MCL
Masterclass Webinar 2023 Watched ↗	Masterclass_2023_Watched__c	Date		N	N		Can be removed
MCL Payment Information ↗	MCL_Payment_Information__c	Picklist				Paid Refunded	MCL
Mitcham SMS ↗	Mitcham_SMS__c	Picklist		N	N		Can be removed
Mobile ↗	MobilePhone	Phone
Mobile Country Code ↗	et4ae5__Mobile_Country_Code__c	Picklist		N	N		Can be removed
Mobile Opt Out ↗	et4ae5__HasOptedOutOfMobile__c	Checkbox		N	N		Can be removed
Monthly Savings Potential ↗	Monthly_Savings_Potential__c	Currency(18, 0)
Motivation Score ↗	Motivation_Score__c	Formula (Number)
Multi Purchase Opportunity Identified ↗	Multi_Purchase_Opportunity_Identified__c	Picklist				1 2 3 4 5
My Propsperity Email ↗	My_Propsperity_Email__c	Picklist		N	N		Can be removed
Name ↗	Name	Name
Salutation	Salutation	Picklist
First Name	FirstName	Text(40)
Last Name	LastName	Text(80)
Needs Score Synced ↗	pi__Needs_Score_Synced__c	Checkbox		N	N		Can be removed
New Home Broker Service Lead ↗	New_Home_Broker_Service_Lead__c	Picklist		N	N		Can be removed
New Lead Form Date ↗	New_Lead_Date__c	Date
Next Call Date ↗	Next_Call_Date__c	Date
Next Call Date and Time ↗	Next_Call_Date_and_Time__c	Date/Time
NHB Property Pres Outcome ↗	NHB_Property_Pres_Outcome__c	Picklist		N	N		Can be removed
NHB 1:1 Session ↗	NHB_1_1_Session__c	Date/Time		N	N		Can be removed
NHB Booking Type ↗	NHB_Booking_Type__c	Picklist		N	N		Can be removed
NHB Broker ↗	NHB_Broker__c	Picklist		N	N		Can be removed
NHB Call Status ↗	NHB_Call_Status__c	Picklist		N	N		Can be removed
NHB First Session Appointment Made Date ↗	NHB_First_Session_Appointment_Made_Date__c	Date/Time		N	N		Can be removed
NHB Location Requested ↗	NHB_Location_Requested__c	Text(50)		N	N		Can be removed
NHB Membership Fee Payable ↗	NHB_Membership_Fee_Payable__c	Currency(18, 0)		N	N		Can be removed
NHB Persona ↗	NHB_Persona__c	Picklist		N	N		Can be removed
NHB Property Pres Booking Type ↗	NHB_Property_Pres_Booking_Type__c	Picklist		N	N		Can be removed
NHB Property Presentation Session ↗	NHB_Property_Presentation_Session__c	Date/Time		N	N		Can be removed
NHB Strategy Session Outcome ↗	NHB_Strategy_Session_Outcome__c	Picklist		N	N		Can be removed
Nick Sporting Club ↗	Nick_Sporting_Club__c	Picklist		N	N		Can be removed
No Answer Count ↗	ips_no_answer_count__c	Number(18, 0)		N	N		Can be removed
No. Dependents ↗	No_Dependents__c	Picklist				0 1 2 3 4 5 6 7 8 9+
No. of Employees ↗	NumberOfEmployees	Number(8, 0)		N	N		Can be removed
Not Interested Date ↗	Not_Interested_Date__c	Date		N	N		Can be removed
Not interested reason ↗	Not_interested_reason__c	Picklist		N	N		Can be removed
Not qualified appointment ↗	Not_qualified_appointment__c	Checkbox		N	N		Can be removed
Not Qualified Reason ↗	Not_Qualified_Reason__c	Picklist				Borrowing Capacity CDP Competitor Divorce Financial Capacity Interested in Buying Own Home Not in Australia Too Old Too Young Unemployed
Notes about financial position for PWP ↗	Financial_Qualification_Notes__c	Long Text Area(2000)
Notes about properties ↗	Notes_about_properties__c	Long Text Area(32768)
Notes from workshop ↗	Notes_from_workshop__c	Long Text Area(32768)		N	N		Can be removed
Notes on loans and credit cards ↗	Notes_on_loans_and_credit_cards__c	Long Text Area(32768)
Notes on the lead profile and rapport ↗	Notes_on_the_lead_profile_and_rapport__c	Long Text Area(32768)
Notes related to income or work ↗	Notes_on_personal_details_or_income__c	Long Text Area(32768)
Notes related to residency or birthplace ↗	Notes_related_to_residency_or_birthplace__c	Long Text Area(32768)
Notes relating to available funds ↗	Notes_relating_to_available_funds__c	Long Text Area(32768)
NOV Coffee with an Expert ↗	NOV_Coffee_with_an_Expert__c	Text(100)		N	N		Can be removed
NQ Booking Actioned ↗	NQ_Booking_Actioned__c	Picklist		N	N		Can be removed
NQ Campaign June ↗	NQ_Campaign_June__c	Picklist		N	N		Can be removed
Number of Dependents ↗	Number_of_Dependents__c	Text(50)
Number of Locations ↗	smagicinteract__NumberofLocations__c	Number(3, 0)		N	N		Can be removed
Nurture Activities Completed ↗	Nurture_Activities_Completed__c	Checkbox
Nurture activities upsold ↗	Nurture_video_upsold__c	Text(100)
Nurture Activity Compliance Approved ↗	Nurture_Activity_Compliance_Approved__c	Picklist				Pass Fail
Nurture Activity Compliance Breaches ↗	Nurture_Activity_Compliance_Breaches__c	Long Text Area(32768)
Nurture call completed ↗	Nurture_call_completed__c	Picklist				Yes No N/A - Short tale booking
Nurture Call Held ↗	Nurture_Call_Held__c	Picklist				Yes No
Nurture pack & USB? ↗	Nurture_pack_USB__c	Picklist		N	N		Can be removed
Nurture Reason ↗	Nurture_Reason__c	Picklist				FINANCE PERSONAL CIRCUMSTANCE INTENT
Occupation Info ↗	Occupation__c	Text(100)
Occupation Score ↗	Occupation_Score__c	Formula (Number)
Office address ↗	Office_address__c	Picklist		N	N		Can be removed
Office location ↗	Appointment_location__c	Picklist		N	N		Can be removed
Opt In Receive Masterclass? ↗	Opt_In_Receive_Masterclass__c	Picklist		N	N		Can be removed
Option That Best Describes You ↗	Option_That_Best_Describes_You__c	Picklist		N	N		Can be removed
Origin Of Birth ↗	Origin_Of_Birth__c	Text(255)
Origin of birth - partner ↗	Origin_of_birth_partner__c	Text(100)
Other Loans Repayments Per Month ↗	Other_Loans_Repayments_Per_Month_CUR__c	Currency(18, 0)
Other Loans Repayments Per Month- Legacy ↗	Other_Loans_Repayments_Per_Month__c	Text(25)
Other Loans Total Amount ↗	Other_Loans_Total_Amount_CUR__c	Currency(18, 0)
Other Loans Total Amount - Legacy ↗	Other_Loans_Total_Amount__c	Text(25)
Other loans? ↗	Other_loans__c	Picklist				Compliant Not Compliant
Own Property Already ↗	Own_Property_Already__c	Picklist				Yes No
Paid Leads 2022 ↗	Paid_Leads_2022__c	Picklist		N	N		Can be removed
Pardot Created Date (No Time) ↗	Pardot_Created_Date_No_Time__c	Formula (Date)		N	N		Can be removed
Partner Account ↗	PartnerAccountId	Lookup(Account)		N	N		Can be removed
Partner Attendance ↗	Partner_Attendance__c	Picklist		N	N		Can be removed
Partner Call Status ↗	Partner_Call_Status__c	Picklist		N	N		Can be removed
Partner Email ↗	Partner_Email__c	Email		N	N		Can be removed
Partner importance communicated ↗	Partner_importance_communicated__c	Text(100)		N	N		Can be removed
Partner Program Type ↗	Partner_Program_Type__c	Picklist		N	N		Can be removed
Partner Score ↗	Partner_Score__c	Formula (Number)
Partner/Decision Maker Attending? ↗	Partner_is_coming_If_not_is_the_decisio__c	Picklist		N	N		Can be removed
PEC - Refinance Referrals ↗	PEC_Refinance_Referrals__c	Checkbox		N	N		Can be removed
PEC Booking Made Date ↗	PEC_Booking_Made_Date__c	Date/Time
PEC Completed Call Compliance Recommend ↗	PEC_completed_compliance_recommendations__c	Picklist				Yes No
PEC completed PWP Recommendations ↗	PEC_completed_PWP_Recommendations__c	Picklist				No	Deleted from SF - Confirmed with Josh
PEC Compliance Approved (IE Bookings) ↗	PEC_Compliance_Approved_IE_Bookings__c	Picklist		N	N		Can be removed
PEC Compliance Notes (IE Bookings) ↗	PEC_Compliance_Notes_IE_Bookings__c	Long Text Area(2000)		N	N		Can be removed
PEC First Contact Date ↗	PEC_First_Contact_Date__c	Date
PEC First Contact Date and Time ↗	PEC_First_Contact_Date_and_Time__c	Date/Time
PEC Hot Lead ↗	PEC_Hot_Lead__c	Checkbox		N	N		Can be removed
PEC Notes of Action Taken: ↗	PEC_Notes_of_Action_Taken__c	Long Text Area(32768)		N	N		Can be removed
PEC Rectified (IE Bookings) ↗	PEC_Rectified_IE_Bookings__c	Checkbox		N	N		Can be removed
PEC Required Action Taken ↗	PEC_Required_Action_Taken__c	Picklist		N	N		Can be removed
PEC Scheduled 20 Min Consult Date & Time ↗	PEC_Scheduled_20_Minute_Consult_Date_T__c	Date/Time		N	N		Can be removed
PEC Speed to Response ↗	PEC_Speed_to_Response__c	Formula (Text)
Persona ↗	Persona__c	Picklist		N	N		Can be removed
Personal Purchasing Power ↗	Personal_Purchasing_PowerFormula__c	Formula (Text)		N	N		Can be removed
Phone ↗	Phone	Phone
Portfolio Structure - Modest Income ↗	Portfolio_Structure_Modest_Income__c	Text(50)
Position ↗	Position__c	Text(50)
Potential Monthly Savings ↗	Potential_Monthly_Savings__c	Text(150)
PPR Loan repayments per month ↗	PPR_Loan_repayments_per_month_CUR__c	Currency(18, 0)
PPR Loan repayments per month - Legacy ↗	PPR_Loan_repayments_per_month__c	Number(18, 0)		N	N		Can be removed
PPR Mortgage ↗	PPR_Mortgage_2__c	Currency(18, 0)
PPR Mortgage - Legacy ↗	PPR_Mortgage__c	Text(25)		N	N		Can be removed
PPR Value ↗	PPR_Value_2__c	Currency(18, 0)
PPR Value - Legacy ↗	PPR_Value__c	Text(25)		N	N		Can be removed
PPR VS IP ↗	PPR_Lead__c	Checkbox
Previous Call Notes IP Scape ↗	Call_Notes__c	Rich Text Area(32768)					Legacy?
Previous Lead Owner ↗	Previous_Lead_Owner__c	Lookup(User)
Primary ↗	smagicinteract__Primary__c	Picklist		N	N		Can be removed
Product Interest ↗	smagicinteract__ProductInterest__c	Picklist		N	N		Can be removed
Profile Analysis ↗	Profile_Analysis__c	Picklist				EXCELLENT LEAD PROFILE VERY GOOD LEAD PROFILE SATISFACTORY LEAD PROFILE POOR LEAD PROFILE VERY POOR LEAD PROFILE
Profile Analysis ↗	Profile_Analysis_Formula__c	Formula (Text)
Profile Score Formula ↗	Profile_Score_Formula__c	Formula (Number)
Pronouns ↗	Pronouns	Picklist		N	N		Can be removed
Property FAQ - Not impact lifestyle ↗	Property_FAQ_Not_impact_lifestyle__c	Text(50)		N	N		Can be removed
Property Selection Email Date ↗	Property_Selection_Email__c	Date/Time		N	N		Can be removed
Property Specialist Name ↗	Property_Specialist_Name__c	Picklist		N	N		Can be removed
Property under construction? ↗	Property_under_construction__c	Picklist		N	N		Can be removed
Property/Living Status ↗	Property_Living_Status__c	Picklist		N	N		Can be removed
PropertyFAQ - Payoffhomeloan ↗	PropertyFAQ__c	Text(50)		N	N		Can be removed
Purchasing Power ↗	Purchasing_Power__c	Picklist		N	N		Can be removed
PWP Allocation ↗	PWP_Allocation__c	Picklist				Shantell Sinclair Martin Wyatt Nick Koumourou David Brown Anna Savio Elliott Daisley Nigel Kibel Abeer Muhammed William Zhu
PWP Appointment Sat NQ Reason ↗	PWP_Appointment_Sat_NQ_Reason_DNQ__c	Picklist				No Intent Educated Financial Capacity SMSF Only Opp CDP Third Party Occupation Separated or Divorced Lead Provided Misinformation Further Financials Not Discovered Deposit less than $40k Engagement
PWP Call Compliance Fail Reason ↗	PWP_Call_Compliance_Fail_Reason_Pre_NQ__c	Picklist				No Intent Educated Financial Capacity SMSF Only Opp CDP Third Party Occupation Non-Finalised Matter Further Financials Not Discovered Deposit less than $40k	Can be deleted - Confirmed with Josh
PWP Compliance Notes ↗	Quality_Call_Notes__c	Long Text Area(1000)					Deleted from SF - Confirmed with Josh
PWP Compliance Result ↗	Quality_Score__c	Picklist				Pass - Weak Pass - Average Pass - Strong Fail	Can be deleted - Confirmed with Josh
QA Opportunity Analysis ↗	QA_Opportunity_Analysis__c	Picklist				WEAK MID-STRENGTH GOOD
QA Opportunity Notes ↗	QA_Opportunity_Notes__c	Long Text Area(32768)
QLD Funnel Split Test ↗	QLD_Funnel_Split_Test__c	Checkbox		N	N		Can be removed
Quality Breaches to be Rectified ↗	Quality_Breaches_to_be_Rectified__c	Long Text Area(32768)		N	N		Can be removed
Quality Compliance Officer ↗	Quality_Compliance_Officer__c	Picklist		N	N		Can be removed
Quality Rating ↗	Quality_Rating__c	Picklist				Weak Average Strong
Quickli Link ↗	Quickli_Link__c	Long Text Area(32768)
Quiz signed up ↗	Quiz_signed_up__c	Picklist		N	N		Can be removed
Rating ↗	Rating	Picklist				Hot Warm Cold
Re-engaged lead identified ↗	Re_engaged_lead_identified__c	Checkbox		N	N		Can be removed
Re-Engagement Time Period ↗	Re_Engagement_Time_Period__c	Formula (Number)		N	N		Can be removed
Re-Registration Requested Time ↗	Re_Registration_Requested_Time__c	Picklist				Upcoming Tuesday Upcoming Thursday Upcoming Sunday	MCL
Rebranded Webinar - Hot Lead ↗	Rebranded_Webinar_Hot_Lead__c	Picklist		N	N		Can be removed
Recent Campaign ↗	Recent_Campaign__c	Text(200)		N	N		Can be removed
Referral Submission Date ↗	Referral_Submission_Date__c	Date		N	N		Can be removed
Referred By Affiliate ↗	Referred_By_Affiliate__c	Lookup(Affiliate Network)		N	N		Can be removed
Registered for Workshop ↗	Registered_for_the_Event__c	Checkbox		N	N		Can be removed
Registration Opportunity ↗	Registration_Opportunity__c	Picklist		N	N		Can be removed
Registration point ↗	Registration_point__c	Number(18, 0)		N	N		Can be removed
Registration Type ↗	Registration_Type__c	Picklist				Standard Registration Portfolio Review WOM SMSF Only Free Hit Masterclass Registration Rollover FinAlliance
Reminder call complete ↗	Reminder_call_complete__c	Picklist
Reminder call date ↗	Reminder_call_date__c	Date				Attempted - sent SMS/Email Connected
Rent paid per week ↗	Rent_paid_per_week_CUR__c	Currency(18, 0)
Rent Paid Per Week - Legacy ↗	Rent_Paid_Per_Week__c	Text(25)
Rentvesting Score ↗	Rentvesting_Score__c	Formula (Number)
Requested booking date ↗	Requested_booking_date__c	Date		N	N		Can be removed
Requested booking time ↗	Requested_booking_time__c	Picklist		N	N		Can be removed
Reschedule Campaign Response ↗	Reschedule_Campaign_Response__c	Text(10)		N	N		Can be removed
Responded to Skyrocket 25 SMS Campaign ↗	Responded_to_Skyrocket_25_SMS_Campaign__c	Checkbox		N	N		Can be removed
Responded to SMS Campaign ↗	Responded_to_SMS_Campaign__c	Picklist		N	N		Can be removed
Sat No Conversion Campaign ↗	Sat_No_Conversion_Campaign__c	Picklist		N	N		Can be removed
Sat NQ Details ↗	Sat_NQ_Details__c	Text Area(255)
Sat Quality Rating ↗	Sat_Quality_Rating__c	Picklist				1A Educated / Both Partners 1B PR / 1 or both partners / Single Educated 1C Referral /educated / Both Partners 1D educated / Single / DM (partner) 1E referral / educated / single / DM (partner) 2A educated / 1 partner 2B both partners / not educated (cold) 2C referral / educated / 1 partner 2D Single / Not educated / DM (partner) 2E referral / single / not educated / DM (partner) 3A 1 partner / not educated 3B Skype
Sat without registration notes: ↗	NQ_Outcome_Notes__c	Long Text Area(32768)
Savings towards Investments? ↗	Willing_to__c	Picklist				Complaint Not Compliant
Savings? ↗	Savings__c	Picklist				Compliant Not Complaint
Scheduled Callback ↗	Scheduled_Callback__c	Date/Time
Second booking Date ↗	Second_booking_Date__c	Date
Self Employed Last year’s tax? ↗	Self_Employed_Last_year_s_tax__c	Picklist				Complaint Not Complaint
Self Employed/PAYG? ↗	Self_Employed_PAYG__c	Picklist				Complaint Not Compliant
Sent calendar invite ↗	Sent_calendar_invite__c	Checkbox
Sent promotional email ↗	Sent_promotional_email__c	Checkbox		N	N		Can be removed
Service Magnet ↗	Service_Magnet__c	Picklist		N	N		Can be removed
Service Package Discussed ↗	Service_Package_Discussed__c	Picklist		N	N		Can be removed
Shares Value ↗	Shares_Value_CUR__c	Currency(18, 0)
Shares Value - Legacy ↗	Shares_Value__c	Text(50)		N	N		Can be removed
SIC Code ↗	smagicinteract__SICCode__c	Text(15)		N	N		Can be removed
Skyrocket Feb Download ↗	Skyrocket_Feb_Download__c	Text(200)		N	N		Can be removed
SMS Opt Out ↗	smagicinteract__SMSOptOut__c	Checkbox		N	N		Can be removed
SMSF Email ↗	SMSM_Email_engagement__c	Text(50)		N	N		Can be removed
SMSF Purchasing Power ↗	SMSF_Purchasing_PowerFormula__c	Formula (Text)		N	N		Can be removed
Source URL ↗	Source_URL__c	Long Text Area(1500)		N	N		Can be removed
Specialist 1:1 Appointment date/time ↗	Specialist_1_1_Appointment_date_time__c	Date/Time		N	N		Can be removed
Specific education the lead would like ↗	Specific_education_the_lead_would_like__c	Long Text Area(32768)		N	N		Can be removed
SPI Toolkit ↗	SPI_Toolkit__c	Picklist		N	N		Can be removed
Spouse Age Bracket ↗	Spouse_Age_Bracket__c	Picklist				<20 20 - 25 25 - 30 30 - 35 35 - 40 40 - 45 45 - 50 50 - 55 55 - 60 60 - 65 65 - 70 >70
Spouse Employment Type ↗	Spouse_Employment_Type__c	Picklist				PAYG Self Employed Not Working
Spouse Ex Super Annual Income ↗	Spouse_Ex_Super_Annual_Income_CUR__c	Currency(18, 0)
Spouse Ex Super Annual Income - Legacy ↗	Spouse_Ex_Super_Annual_Income__c	Text(70)
Spouse Name ↗	Spouse_Name__c	Text(50)
Spouse Occupation Group ↗	Spouse_Occupation_Group__c	Picklist				Tradesperson Salesperson Executive Manager Operator Analyst Specialist Officer Office-worker Assistant Accountant Nurse Doctor Surgeon Therapist Teacher Business Owner Instructor Labourer/Worker Apprentice Programmer Developer Solicitor Lawyer Driver Administrator Clerk Technician Broker Engineer Consultant Auditor
Spouse Occupation Industry ↗	Spouse_Occupation_Industry__c	Picklist				Agriculture, Forestry and Fishing Environment Mining Manufacturing Electricity, Gas, Water and Waste Construction Wholesale Trade Retail Trade Accomodation Travel Hospitality Food Services Transport, Postal and Warehousing Information Media and Telecommunications Banking and Finance Insurance Law Rental and Hiring Real Estate Professional, Scientific and Technical Services Administration/Support Services Education and Training Healthcare Social Assistance Arts and Recreation Government, Public Administration and Safety Beauty and Hair Fitness Mechanics Information Technology and Cyber Security
Spouse Occupation Info ↗	Spouse_Occupation__c	Text(100)
State ↗	State__c	Picklist				VIC NSW QLD WA ACT TAS NT SA
State Lead Form ↗	State_Lead_Form__c	Picklist		N	N		Can be removed
Strategy Session Date ↗	Strategy_Session_Date__c	Formula (Date)		N	N		Can be removed
Strategy Session Request Received Date ↗	Strategy_Session_Received_Date__c	Date		N	N		Can be removed
Strategy Session Sat date ↗	Strategy_Session_Sat_date__c	Date		N	N		Can be removed
Strategy session Sat with ↗	Stategy_session_Sat_with__c	Picklist		N	N		Can be removed
Strategy Session Time ↗	Strategy_Session_Time__c	Formula (Time)		N	N		Can be removed
Strategy Type ↗	Strategy_Type__c	Picklist				Mortgage Reduction Rollover Portfolio Grade Strategy
Super Only Score ↗	Super_Only_Score__c	Formula (Number)
Superannuation ↗	Superannuation_CUR__c	Currency(18, 0)
Superannuation - Legacy ↗	Superannuation__c	Text(50)		N	N		Can be removed
Superannuation? ↗	Superanuation__c	Picklist				No values found?
Sync with Googlesheet ↗	Sync_with_Googlesheet__c	Checkbox		N	N		Can be removed
TBA Qualifying Finance ↗	TBA_Subject_to_Finance__c	Picklist		N	N		Can be removed
Team Leader Analysis ↗	Team_Leader_Analysis__c	Picklist				PVN - Gold PVN - OK PVN - Borderline Ritchie - Gold Ritchie - OK Ritchie - Borderline
Telemarketing Manager Notes ↗	Telemarketing_Manager_Notes__c	Long Text Area(32768)		N	N		Can be removed
Terry Ryder Webinar Attendee ↗	Terry_Ryder_Webinar_Attendee__c	Picklist		N	N		Can be removed
TEST ↗	TEST__c	Formula (Text)		N	N		Can be removed
Third Booking Date ↗	Third_Booking_Date__c	Date/Time		N	N		Can be removed
Time commited ↗	time_commited__c	Text(100)		N	N		Can be removed
Title ↗	Title	Text(128)		N	N		Can be removed
TM - Conf call done ↗	Conf_call_done__c	Text(100)		N	N		Can be removed
TM - Personal Touch ↗	TM_Personal_Touch__c	Text(150)		N	N		Can be removed
TM Quality Check ↗	Lead_Quality_Check__c	Text(100)		N	N		Can be removed
Total time in live room ↗	Total_time_in_live_room__c	Text(255)					MCL
Training Recommended ↗	Training_Recommended__c	Long Text Area(32768)		N	N		Can be removed
Tuck in call complete ↗	Tuck_in_call_complete__c	Picklist				Attempted - Sent SMS/Email Connected
Tuck in call date ↗	Tuck_in_call_date__c	Date
Turn Up Incentive ↗	Turn_Up_Incentive__c	Checkbox		N	N		Can be removed
Type of property ↗	Type_of_property__c	Text(50)
Unconditional Addresses ↗	Unconditional_Address__c	Long Text Area(32768)		N	N		Can be removed
Unconditional No. ↗	Unconditional_No__c	Picklist		N	N		Can be removed
UTM Campaign ↗	UTM_Campaign__c	Long Text Area(32768)
UTM Content ↗	UTM_Content__c	Long Text Area(32768)
UTM Medium ↗	UTM_Medium__c	Long Text Area(32768)
UTM Source ↗	UTM_Source__c	Long Text Area(32768)
UTM Term ↗	UTM_Term__c	Long Text Area(32768)
VIP Lead ↗	VIP_Lead__c	Checkbox		N	N		Can be removed
VIP SMS Campaign Response ↗	VIP_SMS_Campaign_Response__c	Text(10)		N	N		Can be removed
VSL - Any questions for our team? ↗	VSL_Any_questions_for_our_team__c	Long Text Area(32768)		N	N		Can be removed
Watched URL ↗	Watched_URL__c	Long Text Area(45124)					MCL
Webinar Attended Date ↗	Webinar_Attended_Date__c	Text(255)					MCL
Webinar Attending ↗	Webinar_Attending__c	Picklist		N	N		Can be removed
Webinar Lead Source ↗	Webinar_Lead_Source__c	Picklist		N	N		Can be removed
Website ↗	Website	URL(255)		N	N		Can be removed
Welcome Pack Sent ↗	Welcome_Pack_Sent__c	Checkbox		N	N		Can be removed
What can lead purchase in personal name? ↗	What_can_lead_purchase_in_personal_name__c	Picklist				ONE ESTABLISHED ONLY ONE HOUSE AND LAND ONLY ONE HOUSE AND LAND AND ONE ESTABLISHED TWO HOUSE AND LAND AND ABOVE
What can lead purchase in super? ↗	What_can_lead_purchase_in_super__c	Picklist				ONE ESTABLISHED ONLY ONE OTP ONLY
What Is Your Current Savings? ↗	What_Is_Your_Current_Savings__c	Picklist				$0 - $50k $50k - 100k $100k - 150k $150k - 200k $200k - 250k $250k - 300k $300k+
When are you looking to buy? ↗	When_are_you_looking_to_buy__c	Text(50)
With Income Gen ↗	With_Income_Gen__c	Formula (Currency)
Without Income Gen ↗	Savings_Without_IncomeGen__c	Formula (Currency)
WOM Client Referral ↗	WOM_Client_Referral__c	Lookup(Account)
WOM Opp Identified ↗	WOM_Opp_Identified__c	Date
WOM Referral 121 Booked Date ↗	WOM_Referral_121_Booked_Date__c	Date/Time		N	N		Can be removed
WOM Referral/s Provided ↗	WOM_Referral_s_Provided__c	Date		N	N		Can be removed
WOM Staff Referral ↗	WOM_Staff_Referral__c	Picklist				Abeer Muhummad AC Staff Referred Andrew Ritchie Angelo Kaneko Anna Savio Anthony Green Ben Alon Bianca Anton Candice Alley Cassandra Kassiotis Cassandra Scarpino Chris Pharr David Brown Dean Francis Dennis Moon Dunya Husaini Elliott Daisley Howie Wang Jackey Ye Jackson Webster Jamie Fyfe Jason Paetow Jenelle Paetow Jim Chara Josh Baker Kevin Garden Martin Wyatt Nancy Pinner Natalie Ravaneschi Nick Koumourou Nigel Kibel Peter Nguyen Rosamund Davison Shai Skinner Stefan Mittiga Tehanni Crisara Travis Emmins Jakob van der Vliet Mitchell Botte Jackie Ross Lee-Anne Cole Samuel Rolfe Luca Pantaleo Patrick Nong Harrison Davie Joli Ferrara William Zhu Shantell Sinclair Sarah Khalil Priscilla Toa Nicholas Veness Rania Esho Pavlos Zougras Harrison Truscott Benjamin Copeland Bernard Smith Asha Carroll Tamica Ferdinands Teale Collison Benjamin Smith
Workshop - Requested Call Time ↗	Workshop_Requested_Call_Time__c	Text Area(255)		N	N		Can be removed
Workshop Lead Source ↗	Workshop_Lead_Source__c	Picklist		N	N		Can be removed
Workshop Location Attending ↗	Workshop_Location_Attending__c	Picklist		N	N		Can be removed
Workshop Magnet ↗	Workshop_Magnet__c	Text(20)		N	N		Can be removed
Workshop Outcome ↗	Workshop_Outcome_2022__c	Picklist		N	N		Can be removed
Workshop Referrer ↗	Workshop_Referrer__c	Text(30)		N	N		Can be removed
Wrap Code Outcome ↗	Wrap_Code_Outcome__c	Text(255)		N	N		Can be removed
Youtube Video Source ↗	Advertising_Lead_Magnet__c	Picklist		N	N		Can be removed
ZOOM Meeting ID ↗	ZOOM_Meeting_ID__c	Picklist		N	N		Can be removed

Opportunity Fields

ID 23756801 · 524 fields

Field label	API name	Data type	Need It By Accounts	Need It By Acquisitions	Need It By Dcs/Wps	Need It By Fina / Broker	Need It By Membership	Need It By Pp Contract	Options / values
1st Purchase Price Point_MO ↗	X1st_Purchase_Price_Point__c	Number(6, 2)	N	Y	Y		Y
1st Purchase Type_MO ↗	X1st_Purchase_Type__c	Picklist	N	Y	Y		Y
2nd Purchase Price Point_MO ↗	X2nd_Purchase_Price_Point__c	Number(6, 2)	N	Y	Y		Y
2nd Purchase Type_MO ↗	X2nd_Purchase_Type__c	Picklist	N	Y	Y		Y
3rd Purchase Price Point_MO ↗	X3rd_Purchase_Price_Point__c	Number(6, 2)	N	Y	Y		Y
3rd Purchase Type_MO ↗	X3rd_Purchase_Type__c	Picklist	N	Y	Y		Y
4th Purchase Price Point_MO ↗	X4th_Purchase_Price_Point__c	Number(6, 2)	N	Y	Y		Y
4th Purchase Type_MO ↗	X4th_Purchase_Type__c	Picklist	N	Y	Y		Y
5th Purchase Price Point_MO ↗	X5th_Purchase_Price_Point__c	Number(6, 2)	N	Y	Y		Y
5th Purchase Type_MO ↗	X5th_Purchase_Type__c	Picklist	N	Y	Y		Y
6th Purchase Price Point_MO ↗	X6th_Purchase_Price_Point__c	Number(6, 2)	N	Y	Y		Y
6th Purchase Type_MO ↗	X6th_Purchase_Type__c	Picklist	N	Y	Y		Y
70% rev - additional rev_SO ↗	SO_Total_Rev_less_additional_comms__c	Formula (Currency)	N	N	N		N		N
70% Revenue_SO ↗	X70_Revenue__c	Formula (Currency)	N	N	N		N
AC Term Deposit Amount_MO ↗	AC_Term_Deposit_Amount__c	Currency(18, 0)	Y	N	Y		Y
AC Term Deposit Notes_MO ↗	Income_Gen_Investor_Express_Comments__c	Text Area(255)	Y	N	Y		Y
AC Term Deposit Outcome ↗	AC_Term_Deposit_Outcome__c	Picklist	Y	N	Y	Y	Y
AC Val Contribution_SO ↗	AC_Val_Contribution__c	Currency(18, 0)	N	Y	N		N
Account Email ↗	Account_Email_Cal__c	Formula (Text)	N	N	Y		Y
Account Email ↗	Account_Email__c	Email	Y	N	Y		Y
Account First Name Calc ↗	Account_First_Name_Calc__c	Formula (Text)	N	N	Y		Y
Account Last Name ↗	Account_Last_Name__c	Formula (Text)	N	N	Y		Y
Account Name ↗	AccountId	Lookup(Account)	Y	N	Y	Y	Y	Y
Account Name Email ↗	Account_Name_Email__c	Email	Y	N	Y		Y
Account Name Mobile ↗	Account_Name_Mobile__c	Formula (Text)	Y	N	Y		Y
Account Phone ↗	Account_Phone_Cal__c	Formula (Text)	N	N	Y	Y	Y
Account Phone ↗	Account_Phone__c	Phone	N	N	Y		Y
Acq Fee Reduced/Waived Reason_SO ↗	Acquisitions_Fee_Reduced_Waived_Reason__c	Picklist	N	N	N		N
Acquisitions / Contract Signing Date ↗	Acquisitions_Meeting_Date__c	Date/Time	N	N	N		N
Acquisitions Fee Amount Received_SO ↗	Acquisitions_Fee_Amount_Received__c	Currency(16, 2)	Y	N	N		N
Acquisitions Fee Days Overdue_SO ↗	Acquisitions_Fee_Days_Overdue__c	Formula (Number)	N	N	N		N
Acquisitions Fee Due Date_SO ↗	Acquisitions_Fee_Due_Date__c	Date	Y	N	N		N
Acquisitions Fee Invoice Status_SO ↗	Acquisitions_Fee_Invoice_Status__c	Picklist	Y	N	N		N
Acquisitions Fee Payment Plan_SO ↗	Acquisitions_Fee_Payment_Plan__c	Checkbox	Y	N	N		N
Acquisitions Fee Reduced/Waived_SO ↗	Acquisitions_Fee_Reduced_Waived__c	Checkbox	Y	N	N		N
Acquisitions Stage_SO ↗	Acquisitions_Stage__c	Picklist	N	Y	N		N
Acquisitions Strategy Notes_MO ↗	Proposed_Property_Strategy_Notes__c	Long Text Area(131000)	N	N	N		N
ACS Actual Settlement Date_SO ↗	ACS_Actual_Settlement_Date_SO__c	Date	Y	Y	N		Y	Y
ACS Build Contract Ordered Date_SO ↗	ACS_Build_Contract_Ordered_Date_SO__c	Date	N	Y	N		N	Y
ACS Build Contract Received Date_SO ↗	ACS_Build_Contract_Received_Date_SO__c	Date	N	Y	N		N	Y
ACS Build Contract Signed Date_SO ↗	ACS_Build_Contract_Signed_Date_SO__c	Date	N	Y	N		N	Y
ACS Build Deposit Amount_SO ↗	ACS_Build_Deposit_SO__c	Formula (Currency)	Y	Y	N			Y
ACS Build Deposit Due Date_SO ↗	ACS_Land_Deposit_Due_Date__c	Date	Y	Y	N			Y
ACS Build Deposit Paid Date_SO ↗	ACS_Build_Deposit_Paid_Date_SO__c	Date	Y	Y	N			Y
ACS Client Development Contribution_SO ↗	ACS_Client_Development_Contribution_SO__c	Currency(18, 0)	Y	Y	N			Y
ACS Client Interest Rate_SO ↗	ACS_Client_Interest_Rate__c	Percent(15, 2)	Y	Y	N			Y
ACS Contract Updates_SO ↗	ACS_Contract_Updates_SO__c	Long Text Area(32768)	N	Y	N			Y
ACS Expected Land Holding Period_SO ↗	ACS_Expected_Land_Holding_Period_SO__c	Formula (Number)	N	Y	N			Y
ACS Finance & Deposit Notes_SO ↗	ACS_Finance_Deposit_Notes_SO__c	Long Text Area(32768)	Y	Y	N			Y
ACS Finance Approved Date_SO ↗	ACS_Finance_Approved_Date_SO__c	Date	N	Y	N			Y
ACS Finance Approved Loan Amount_SO ↗	ACS_Finance_Approved_Loan_Amount_SO__c	Currency(18, 0)	Y	Y	N			Y
ACS Finance Due Date_SO ↗	ACS_Finance_Due_Date_SO__c	Date	N	Y	N			Y
ACS Finance Extension Date_SO ↗	ACS_Finance_Extension_Date_SO__c	Date	N	Y	N			Y
ACS Finance Submitted_SO ↗	ACS_Finance_Submitted_SO__c	Date	N	Y	N			Y
ACS Land Contract Ordered Date_SO ↗	ACS_Land_Contract_Ordered_Date__c	Date	N	Y	N			Y
ACS Land Contract Received Date_SO ↗	ACS_Land_Contract_Received_Date_SO__c	Date	N	Y	N			Y
ACS Land Contract Signed Date_SO ↗	ACS_Land_Contract_Signed_Date_SO__c	Date	N	Y	N			Y
ACS Land Deposit Amount_SO ↗	ACS_Land_Deposit_Amount_SO__c	Formula (Currency)	Y	Y	N			Y
ACS Land Deposit Due Date_SO ↗	ACS_Land_Deposit_Due_Date_SO__c	Date	Y	Y	N			Y
ACS Land Deposit Paid Date_SO ↗	ACS_Land_Deposit_Paid_Date_SO__c	Date	Y	Y	N			Y
ACS RDFC Paid Date_SO ↗	ACS_Client_Dev_Paid_Date__c	Date	Y	Y	N			Y
ACS Settlement Date_SO ↗	ACS_Settlement_Date_SO__c	Date	Y	Y	N			Y
ACS Settlement Extension Date \_SO ↗	ACS_Settlement_Extension_Date_SO__c	Date	N	Y	N			Y
ACS Valuation Access Details_SO ↗	ACS_Valuation_Access_Details_SO__c	Long Text Area(32768)	N	N	N		N	Y
Activities required for next purchase_MO ↗	Activities_required_for_next_purchase__c	Long Text Area(32768)	N	N	Y	Y	Y
Activities required for next SMSF_MO ↗	Activities_required_for_next_SMSF__c	Long Text Area(5000)	N	N	Y	Y	Y
Actual Property Address_SO ↗	Actual_Property_Address_SO__c	Long Text Area(32768)	Y	Y	N		Y
Actual Property Manager_SO ↗	Property_Manager__c	Picklist	Y	Y	N		Y	Y
Actual Rent Per Week_SO ↗	Actual_Rent_Per_Week__c	Currency(16, 2)	Y	Y	N		Y	Y
Actual Settlement Date PS ↗	Actual_Settlement_Date_PS__c	Formula (Date)	Y	Y	N		Y
Actual Settlement Date_SO ↗	Land_Settlement_Date__c	Date	Y	Y	N		Y
Additional Costs_SO ↗	Additional_Costs_SO__c	Long Text Area(32768)	N	N	N		N
Additional Revenue(Incl in Total)\_SO ↗	Additional_Revenue_Inclusive_in_Total__c	Formula (Currency)	N	Y	N		N
Agreed Comms Adjustment (AC Cont.)\_SO ↗	Agreed_Commission_Adjustment1__c	Currency(18, 0)	Y	Y	N		N
All Contracts Executed_SO ↗	All_Contracts_Executed__c	Date	N	Y	N		N	Y
All Contracts Signed By Client_SO ↗	All_Contracts_Signed_By_Client__c	Date	N	Y	N		N	Y
All Deposits Paid Date_SO ↗	All_Deposits_Paid_Date__c	Date	Y	Y	N		N	Y
Available Cash for Deposits_MO ↗	Available_Cash_for_Deposits_MO__c	Currency(18, 0)	N	N	Y	Y	Y	Y
Available Funds ↗	Available_Funds__c	Currency(18, 0)	N	N	Y		Y	Y
Balance in SMSF post rollover?\_MO ↗	Balance_in_SMSF_post_rollover__c	Currency(18, 0)	N	N	Y	Y	Y
Base Stage Receipt Saved_SO ↗	Base_Stage_Receipt_Saved__c	Checkbox	Y	N	N		N
BC & Mulit Purchase Comments_MO ↗	Property_Purchase_Price_Comments__c	Long Text Area(131072)	N	N	Y	Y	Y
BC After This Purchase_MO ↗	Borrowing_Capacity_After_This_Purchase__c	Currency(18, 0)	N	N	Y		Y
BC following current purchases_MO ↗	BC_following_current_purchases__c	Currency(18, 0)	N	N	Y	Y	Y
Booking Criteria Met_MO ↗	MO_Booking_Criteria_Met__c	Picklist	N	N	Y		Y
Booking Sat Outcome Status ↗	Booking_Sat_Outcome_del__c	Picklist	N	N	N		Y
Borrowing Capacity Notes_MO ↗	Borrowing_Capacity_Notes__c	Text Area(255)	N	N	Y		Y
Broker Details_SO ↗	Broker_Details__c	Picklist	N	Y	N		Y	Y
Broker Estimated Next Purchase Date_MO ↗	Broker_Estimated_Next_Purchase_Date__c	Date	N	N	N	Y	Y
Broker Quickli Link_MO ↗	Broker_Quickli_Link__c	URL(255)	N	Y	Y	Y	Y
Build Contract Received Date_SO ↗	Build_Contract_Received_Date__c	Date	N	Y	N			Y
Build Contract Signed By Client_SO ↗	Build_Contracts_Released_Date__c	Date	N	Y				Y
Build Contracts Exchanged Date_SO ↗	Build_Contracts_Exchanged_Date__c	Date	N	Y				Y
Build Contracts Received_SO ↗	Build_Contracts_Received__c	Picklist	N	Y				Y
Build Deposit Receipt Saved_SO ↗	Build_Deposit_Receipt_Saved__c	Checkbox	Y	Y
Build Deposit Refunded?\_SO ↗	Build_Deposit_Refunded__c	Date	Y	N
Build Timeframe Calc Method_SO ↗	Build_Timeframe_Calc_Method__c	Picklist	N	Y			Y
Build Timeframe Per Contract_SO ↗	Build_Timeframe_Per_Contract__c	Number(18, 0)	N	Y
Building and Pest Due Date_SO ↗	Building_and_Pest_Due_Date__c	Date	N	Y			N
Building and Pest Inspection_SO ↗	Building_and_Pest_Inspection_Ordered__c	Date	N	Y			N
Building Inspector_SO ↗	Property_Inspector_SO__c	Picklist	N	Y			N
Cancellation Approved By_SO ↗	Cancellation_Approved_By__c	Picklist	Y	N			Y	Y
Cancellation Summary_SO ↗	Cancellation_Summary__c	Long Text Area(10000)	Y	Y			Y	Y
Client 10% Deposit Released Date_SO ↗	Client_10_Deposit_Released_Date_SO__c	Date	Y	Y
Client Concerns_MO ↗	Client_Concerns_MO__c	Text Area(255)	N	N	Y		Y
Client Fee Changes or Notes_SO ↗	Membership_Notes__c	Long Text Area(5000)	Y	N
Client Folder Location_SO ↗	Client_Folder_Location__c	Long Text Area(32768)	Y	Y			Y	Y
Client Holding Cost Balance_SO ↗	Client_Holding_Cost_Balance_SO__c	Currency(18, 0)	Y	N
Client Interest Rate_SO ↗	Client_Interest_Rate_SO__c	Percent(18, 0)	Y	Y
Client Last Monthly Update_SO ↗	Client_Last_Title_Update__c	Date	N	N			Y
Client Lives (Region + State)\_MO ↗	Client_Lives_Region_State__c	Text(255)	N	N	Y		Y
Client monthly savings capacity_MO ↗	Client_monthly_savings_capacity__c	Currency(18, 0)	N	N	Y		Y
Client Notes - Fin. Info - Nurture_MO ↗	PWP_Finance_Qualification__c	Long Text Area(4500)	Y	N	N		Y
Client Relationship Notes_SO ↗	Client_Relationship_Notes__c	Long Text Area(5000)	N	Y			Y
Close Date ↗	CloseDate	Date	N	N			N
Closed Lost Cause Category_MO ↗	Closed_Lost_Description__c	Picklist	N	Y	Y		Y
Comm Exclusion_SO ↗	Comm_Exclusion__c	Checkbox	N	N			N
Commission Notes/Rebates_SO ↗	Commission_Notes_Rebates__c	Text Area(255)	Y	Y
Congratulations - Leased Email_SO ↗	SO_Congratulations_Leased_Email__c	Date	N	N			Y
Congratulations You Have Settled Call_SO ↗	SO_Congratulations_you_have_settled_call__c	Date	N	N			Y
Construction Check In Call\_ SO ↗	Construction_Check_In_Call_SO__c	Date	N	N
Construction Red Flag Case Notes_SO ↗	Construction_Red_Flag_Case_Notes__c	Long Text Area(32768)	N	Y			Y
Construction Red Flag_SO ↗	Construction_Red_Flag_Identified__c	Checkbox	N	Y			Y
Construction Stage_SO ↗	CONSTRUCTION_STAGE__c	Picklist	N	Y			Y
Contact Id from Hubspot MO ↗	Contact_Id_from_Hubspot_MO__c	Number(18, 0)	N	N
Contract ↗	ContractId	Lookup(Contract)	N	N				Y
Contract Meeting Not Converted Reason_SO ↗	Contract_Meeting_Not_Converted_Reason_SO__c	Picklist	N	N				Y
Contract Signing Date and Time_MO ↗	Contract_Signing_Date_and_Time__c	Date/Time	N	N	Y - MAYBE DEPENDING ON IF CONTRACTS USE IT		Y	Y
Contract Signing Session Outcome_SO ↗	Contract_Signing_Session_Outcome_SO__c	Picklist	N	N				Y
Contract Sunset Date_SO ↗	Contract_Sunset_Date__c	Date	N	N				Y
Contract Terms_SO ↗	Contract_Terms__c	Picklist	N	N				Y
Contract Unconditional Date_SO ↗	SO_Contract_Unconditional_Date__c	Date	N	Y
Contract Updates_SO ↗	Contract_Updates__c	Long Text Area(32768)	N	Y				Y
Contracts Email Sent Date_SO ↗	Conditional_Purchase_Advice_Sent_Date__c	Date	N	Y				Y
Contracts Intro Call Complete_SO ↗	Contracts_Intro_Call_Complete_SO__c	Date	N	N				Y
Contracts Ordered Date_SO ↗	Contracts_Ordered_Date__c	Date	N	Y				Y
Contracts Signing Session Status_MO ↗	Contracts_Signing_Session_Status__c	Picklist	N	Y				Y
Conveyancer Contact_SO ↗	Conveyancer_Contact__c	Picklist	N	Y			Y	Y
Conveyancer Details_SO ↗	Conveyancer_Details__c	Picklist	N	Y			Y	Y
Created By ↗	CreatedById	Lookup(User)	Y	Y	Y		Y
Current Equity Available Notes_MO ↗	Current_Equity_Available_Notes__c	Text Area(255)	N	N	Y		Y
Current Super Combined Balance_MO ↗	Current_Super_Combined_Balance__c	Currency(18, 0)	N	N	Y	Y	Y
Date Notified of Cancellation_SO ↗	Cancellation_Date__c	Date	Y	Y			Y	Y
Days from EOI Received ↗	Days_from_EOI_Received__c	Formula (Number)	Y	Y			Y
Days From Original Title Date_SO ↗	Days_From_Original_Title_Date_SO__c	Formula (Number)	N	Y			Y
Days in Current Stage ↗	Days_in_Current_Stage__c	Number(18, 0)	N	Y			Y
Days in Current Stage_SO ↗	Days_in_Current_Stage_Formula__c	Formula (Number)	N	Y			Y
Days since Settlement_SO ↗	Days_since_Settlement__c	Formula (Number)	N	N
DC Name_SO ↗	DC_Name__c	Picklist	Y	N			Y	Y
Delayed Purchase - Detailed Notes_MO ↗	Detailed_Reason_Why_Not_Active__c	Text Area(255)	N	N	Y		Y
Delayed Purchase Reason_MO ↗	Non_Active_Category__c	Picklist	N	N	Y		Y
Deposit Details Sent Date_SO ↗	Deposit_Details_Sent_Date__c	Date	Y	N
Deposit Method_SO ↗	Deposit_Pay_Det__c	Picklist	Y	N				Y
Deposit Pay Details Notes_SO ↗	Deposit_Pay_Details__c	Long Text Area(15000)	Y	N
Description ↗	Description	Long Text Area(32000)	N	Y			Y
Details Relating to Nomination_SO ↗	Details_Relating_to_Nomination__c	Text(255)	N	N			Y	Y
Details Relating to Replacement_SO ↗	Details_Relating_to_Replacement__c	Text Area(255)	N	N			Y	Y
Developer Updates_SO ↗	Construction_Notes__c	Long Text Area(131000)	N	Y			Y
Discovery Consultant Name_MO ↗	Discovery_Consultant_Name__c	Picklist	Y	N	Y		Y
Discovery Session Booked with MO ↗	Discovery_Session_Booked_with_MO__c	Picklist	N	N	Y		Y
Distributor_SO ↗	Distributor_PS__c	Formula (Text)	Y	Y			Y	Y
Do Not Survey_SO ↗	Do_Not_Survey__c	Checkbox	N	N			Y
Dreams (FORD)\_MO ↗	Dreams_FORD__c	Text Area(255)	N	N	Y		Y
Email 1: Welcome from MD ↗	Email_1_Welcome_from_MD__c	Date	N	N
Email 2: Preparing for your purchase ↗	Email_2_Preparing_for_your_purchase__c	Date	N	N
Email 3: MD Tips for successful property ↗	Email_3_MD_Tips_for_a_successful_proper__c	Date	N	N
Email 4 : Congratulations on your purcha ↗	Email_4_Congratulations_on_your_purcha__c	Date	N	N
Email Update_MO ↗	Email_Update__c	Picklist	N	N
Entity Names_MO ↗	Entity_Names__c	Text Area(255)	Y	N		Y	Y
EOI Payment Received from Client_SO ↗	EOI_Payment_Received_from_Client__c	Currency(4, 2)	Y	N				Y
EOI Payment Sent to Distributor_SO ↗	EOI_Payment_Sent_to_Distributor__c	Currency(18, 0)	Y	N				Y
EOI Processing Date_MO ↗	EOI_Processing_Date_MO__c	Date	Y	N	Y		Y	YY
EOI Received Date_SO ↗	Date_Purchased__c	Date	Y	Y			Y	Y
EOI Refund from Distributor Received_SO ↗	EOI_Refund_from_Distributor_Received__c	Currency(18, 0)	Y	N			Y	Y
EOI Refund Paid to Client_SO ↗	EOI_Refund_Paid_to_Client__c	Currency(18, 0)	Y	N				Y
EOI Replacement Date_SO ↗	EOI_Replacement_Date__c	Date	Y	N			Y	Y
EOI Score ↗	EOI_Score__c	Formula (Number)	N	N
EOI to Contracts Signed Timeframe ↗	EOI_to_Contracts_Signed_Timeframe__c	Formula (Number)	N	Y
Equity Release Application Notes_SO ↗	SO_Equity_Release_Application_Notes__c	Text Area(255)	N	N
Equity Release Application Status_SO ↗	SO_Equity_Release_Application_Status__c	Picklist	Y	N
Equity Release Expected Date_SO ↗	Equity_Release_Expected_Date__c	Formula (Date)	N	N
Equity Release Lodged Date_SO ↗	SO_Equity_Release_Lodged_Date__c	Date	N	N
Equity Release Settled Date_SO ↗	Refinance_Application_Approved_Date__c	Date	Y	N
Equity Release Settlement Amount_SO ↗	SO_Equity_Release_Settlement_Amount__c	Currency(16, 2)	Y	N
Est. SW Month_SO ↗	SO_Est_SW_Month__c	Picklist	N	N			Y
Established Acq Invoice Number_SO ↗	Established_Acquisitions_Invoice_Number__c	Text Area(255)	Y	N
Established Acquisitions Fee Ex GST_SO ↗	Established_Acquisitions_Fee_Ex_GST__c	Formula (Currency)	Y	Y
Established Acquisitions Fee Received_SO ↗	Established_Acquisitions_Fee_Received__c	Date	Y	N
Estate ↗	Estate_PS_del__c	Formula (Text)	N	Y
Estimated No of Property Purchases_MO ↗	Estimated_Number_of_Property_Purchases__c	Number(18, 0)	N	Y	Y		Y
Estimated Rollover date_MO ↗	Estimated_Rollover_date__c	Date	N	N	Y	Y	Y
Executed Contracts Sent Date_SO ↗	Executed_Contracts_Sent_Date__c	Date	N	N
Expected Delayed Purchase Date:\_MO ↗	Expected_Reactivation_Date__c	Date	N	N	Y		Y
Expected Revenue ↗	ExpectedRevenue	Currency(16, 2)	N	N
Expected Settlement Date ↗	Expected_Settlement_Date_PS__c	Formula (Date)	N	Y
Expected Settlement Date_SO ↗	Expected_Settlement_Date__c	Date	N	Y
Expected Valuation Access Date_SO ↗	Valuation_Access_Date__c	Date	N	N
FA Sent to Builder_SO ↗	FA_Sent_to_Builder__c	Checkbox	Y	N
Fact Find Sheet_MO ↗	Fact_Find_Sheet_MO__c	URL(255)	N	N	Y	Y	Y
Family (FORD)\_MO ↗	Family_FORD__c	Text Area(255)	N	N	YY		Y
Fees Waived_SO ↗	Fees_Waived__c	Date	Y	N			Y
FinAlliance Mercury Status ↗	FinAlliance_Mercury_Status__c	Text(200)	N	N		Y
Finance Actual Date_SO ↗	Finance_Unconditional_Actual_Date__c	Date	Y	Y
Finance Application Notes_SO ↗	Finance_Application_Notes__c	Long Text Area(100000)	N	Y	Y		Y
Finance approved call_SO ↗	SO_Finance_approved_call__c	Date	N	N
Finance Broker Contact_SO ↗	Finance_Broker_Contact__c	Picklist	N	Y			Y	Y
Finance Broker_MO ↗	Finance_Broker__c	Picklist	N	Y	Y	Y	Y
Finance Due Date_SO ↗	Finance_Unconditional_Date_Per_Contract__c	Date	N	Y
Finance Ext Date_SO ↗	Finance_Unconditional_Extension_Date__c	Date	N	Y
Finance Risk Action Items_MO ↗	Finance_Risk_Action_Items__c	Text Area(255)	N	Y	Y	Y	Y
Finance Risk_MO ↗	Tight_Deal__c	Checkbox	N	Y	Y	Y	Y
First Purchase Opportunity_MO ↗	First_Purchase_Opportunity__c	Lookup(Opportunity)	Y	N	Y		Y
Fix/Plaster Set_SO ↗	Fix__c	Date	Y	Y			Y
Fixing Stage Receipt Saved_SO ↗	Fixing_Stage_Receipt_Saved__c	Checkbox	Y	N
Forecast Category ↗	ForecastCategoryName	Picklist	N	N			Y
Forecast Rent Per Week_SO ↗	Forecast_Rent_Per_Week__c	Currency(16, 2)	N	Y			Y
Forecast Title Extension Date Changed ↗	Forecast_Title_Extension_Date_Changed__c	Number(3, 0)	N	Y
Forecast Title Extension Date_SO ↗	Title_Completion_Ext_Due_PS__c	Formula (Date)	N	Y
Frame Stage Receipt Saved_SO ↗	Frame_Stage_Receipt_Saved__c	Checkbox	Y	N			Y
Frame/Brickworks_SO ↗	Frame__c	Date	Y	Y			Y
GCLID ↗	GCLID__c	Text Area(255)	N	N
Google Review Request Follow Up_MO ↗	MO_Google_Review_Request_Follow_Up__c	Date/Time	N	N	N		N
Google Review Request_MO ↗	MO_Google_Review_Request__c	Date/Time	N	N	N		N
H&L Build Deposit Amount_SO ↗	H_L_Build_Deposit_Amoun_PS__c	Formula (Currency)	N	Y			Y
H&L Build Deposit Due Date ↗	H_L_Build_Deposit_Due_Date__c	Date	N	Y			Y	Y
H&L Build Deposit Paid Date_SO ↗	H_L_Build_Deposit_Paid_Date__c	Date	Y	Y			Y	Y
H&L Build Price_SO ↗	H_L_Build_Price_PS__c	Formula (Currency)	N	Y			Y	Y
H&L Land Deposit Amount(Opp) ↗	H_L_Land_Depoist_Amount__c	Currency(16, 2)	N	Y				Y
H&L Land Deposit Amount_SO ↗	H_L_Land_Deposit_Amoun_PS__c	Formula (Currency)	N	Y				Y
H&L Land Deposit Paid Date_SO ↗	H_L_Land_Deposit_Paid_Date__c	Date	Y	Y				Y
H&L Land Price(Opp) ↗	H_L_Land_Price__c	Currency(16, 2)	N	Y			Y	Y
H&L Land Price_SO ↗	H_L_Land_Price_PS__c	Formula (Currency)	N	Y			Y	Y
Handover Date_SO ↗	Property_Leased_Date__c	Date	Y	Y			Y
Handover Email Sent_SO ↗	Handover_Email_Sent__c	Checkbox	N	N			Y
Handover Survey Complete_SO ↗	Handover_Survey_Complete__c	Checkbox	N	N
Help Save/Convert Reg/EOI_MO ↗	Request_to_Save_Cancelled_Rego__c	Checkbox	N	N
How is the membership fee being paid?\_SO ↗	How_is_the_membership_fee_being_paid__c	Picklist	Y	N
HS Masterclass UId MO ↗	HS_Masterclass_UId_MO__c	Text(155)	N	N
HS Owner Updates MO ↗	HS_Owner_Updates_MO__c	Number(18, 0)	N	N
HS Owner UserId MO ↗	HS_Owner_UserId_MO__c	Text(155)	N	N
Important Notes_SO ↗	Important_Notes__c	Long Text Area(32768)	N	N			Y
Income Gen / Investor Express Status_MO ↗	Income_Gen_Status__c	Picklist	Y	N	N
Intro Call Made Date_SO ↗	Intro_Call_Made_Date__c	Date	N	N			Y
Intro Email Sent Date_SO ↗	Intro_Email_Sent_Date__c	Date	N	N			Y
Intro Text Sent_SO ↗	Intro_Text_Sent_SO__c	Checkbox	N	N
Investment 1 Mortgage ↗	Investment_1_Mortgage__c	Currency(18, 0)	N	N			Y
Investment 1 Retal Income (Weekly) ↗	Investment_1_Retal_Income_Weekly__c	Currency(18, 0)	N	N			Y
Investment 1 Value ↗	Investment_1_Value__c	Currency(18, 0)	N	N			Y
Investment 2 Loan Repayments (Monthly) ↗	Investment_2_Loan_Repayments_Monthly__c	Number(18, 0)	N	N			Y
Investment 2 Mortgage ↗	Investment_2_Mortgage__c	Currency(18, 0)	N	N			Y
Investment 2 Rental Income (Weekly) ↗	Investment_2_Rental_Income_Weekly__c	Currency(18, 0)	N	N			Y
Investment 2 Value ↗	Investment_2_Value__c	Currency(18, 0)	N	N			Y
Investment Journey Steps_SO ↗	Investment_Journey_Steps__c	Long Text Area(5000)	N	N
Is H&L Opportunity ↗	Is_H_L_Opportunity__c	Formula (Checkbox)	N	N
Is OTP Opportunity ↗	Is_OTP_Opportunity__c	Formula (Checkbox)	N	N
Key Terms and Finance Triggers_SO ↗	Key_Terms_and_Finance_Triggers__c	Text(255)	N	N
Land Commission Amount Received_SO ↗	Land_Commission_Amount_Received__c	Currency(16, 2)	Y	Y
Land Commission Due At_SO ↗	Land_Commission_Due_At__c	Picklist	Y	Y
Land Commission Due Date_SO ↗	Land_Commission_Due_Date__c	Date	Y	Y
Land Commission Ex GST(Opp) ↗	Land_Commission_Ex_GST__c	Currency(18, 0)	Y	Y
Land Commission Ex GST_SO ↗	Land_Commission_Ex_GST_PS__c	Formula (Currency)	Y	Y
Land Commission Invoice Number_SO ↗	Land_Commission_Invoice_Number__c	Text Area(255)	Y	N
Land Commission Invoice Status_SO ↗	Land_Commission_Invoice_Status__c	Picklist	Y	N
Land Commission Recieved Date_SO ↗	Land_Commission_Recieved_Date__c	Date	Y	Y
Land Contract Received Date_SO ↗	Land_Contract_Received_Date__c	Date	N	Y				Y
Land Contract Signed By Client_SO ↗	Contracts_Released_Date__c	Date	N	Y				Y
Land Contracts Exchanged Date_SO ↗	Contracts_Exchanged_Date__c	Date	N	Y				Y
Land Contracts Received_SO ↗	Dig_Contracts_sent_to_broker__c	Picklist	N	Y				Y
Land Deposit Due Date_SO ↗	H_L_Land_Due_Date__c	Date	N	Y				Y
Land Deposit Ext Date_SO ↗	Land_Deposit_Ext_Date__c	Date	N	Y				Y
Land Deposit Refunded?\_SO ↗	Land_Deposit_Refunded__c	Date	N	N
Land Supplier ↗	Land_Supplier_PS__c	Formula (Text)	Y	Y
Last Modified By ↗	LastModifiedById	Lookup(User)	N	Y			Y
Lead Source ↗	LeadSource	Picklist	N	N			Y
Less than Broker estimate state why?\_MO ↗	Less_than_Broker_estimate_state_why_MO__c	Text Area(255)	N	N	N
Location ↗	Location__c	Picklist (Multi-Select)	N	Y			Y
Lock up Stage Receipt Saved_SO ↗	Lock_up_Stage_Receipt_Saved__c	Checkbox	Y	N
Lock Up/Roof Cover_SO ↗	Lock_Up_Enclosed__c	Date	Y	Y			Y
Lost Opportunity Date_MO ↗	Lost_Opportunity_Date__c	Date	Y	N	Y		Y
Manager Override_MO ↗	Manager_Override__c	Number(2, 0)	N	N	Y
Master Account Email ↗	Master_Account_Email__c	Email	N	N	Y		Y	Y
Master Facility, Refi, Costs & Buffer_MO ↗	Refinance_Cash_Out_Comments__c	Text Area(255)	N	N	Y	Y	Y	Y
Master Opp Type_SO ↗	Master_Opp_Type__c	Picklist	N	N			Y	Y
Master Opportunity Link ↗	Master_Opportunity_Link__c	Formula (Text)	N	N			Y	Y
Master Opportunity Owner ↗	Master_Opportunity_Owner__c	Formula (Text)	N	N			Y	Y
Master Opportunity_SO ↗	Master_Opportunity__c	Lookup(Opportunity)	Y	N			Y	Y
Max Price Audit Result(<650kPers/Sup)\_MO ↗	Max_Price_Audit_Outc_600k_Pers_Super__c	Text Area(255)	N	N	N		Y
Max. Purchase Price - Personal Name_MO ↗	Max_Borrowing_Capacity__c	Currency(18, 0)	N	Y	Y	Y	Y
MCL Payment Information MO ↗	MCL_Payment_Information_MO__c	Picklist	N	N	N
MCL Qualification Completed By_MO ↗	HS_MasterClass_Users_MO__c	Lookup(User)	N	N	N
Membership Fee Amount Payable EX GST_SO ↗	Membership_Fee_Form_Amount__c	Currency(18, 0)	Y	N			Y
Membership Fee Amount Received_SO ↗	Membership_Fee_Amount_Received__c	Currency(18, 0)	Y	N			Y
Membership Fee CanX Remaining Collect_SO ↗	Membership_Fee_CanX_Remaining_Collection__c	Checkbox	Y	N
Membership Fee CanX Remaining Reason_SO ↗	Membership_Fee_CanX_Remaining_Reason__c	Text Area(255)	Y	N
Membership Fee Days Overdue_SO ↗	Membership_Fee_Days_Overdue__c	Formula (Number)	Y	N
Membership Fee Due Date_SO ↗	Membership_Fee_Due_Date__c	Date	Y	N
Membership Fee Inv. No_SO ↗	Membership_Fee_Inv_No__c	Text(20)	Y	N
Membership Fee Invoice Status_SO ↗	Membership_Fee_Invoice_Status__c	Picklist	Y	N
Membership Fee Payment Plan_SO ↗	Membership_Fee_Payment_Plan__c	Checkbox	Y	N
Membership Fee Received Date_SO ↗	Membership_Fee_Received_Date__c	Date	Y	N
Membership Type ↗	Membership_Type__c	Picklist	Y	N
Monthly Savings Capacity_MO ↗	Monthly_Savings_Capacity__c	Text(255)	N	N		Y	Y
NEW Saleswon Stage Date_SO ↗	NEW_Saleswon_Stage_Date__c	Date	Y	Y			Y
Next Step ↗	NextStep	Text(255)	N	N
Next Step Due Date_SO ↗	Next_Step_Due_Date__c	Date	N	N
No of Prospects ↗	No_of_Prospects__c	Roll-Up Summary (COUNT WOM Prospecting Object)	N	N
No. of EOI's Processed_MO ↗	No_of_EOI_s_Processed__c	Number(18, 0)	N	N	Y		Y
Nomination Status_SO ↗	Nomination_Status__c	Picklist	N	N
Nomination_SO ↗	Nomination_Form_Received__c	Checkbox	N	Y
Notes to Planner_MO ↗	Notes_to_Planner__c	Long Text Area(5000)	N	N	Y		Y
Number of allowed stock allocations_MO ↗	Number_of_allowed_stock_allocations__c	Formula (Number)	N	Y	YY		Y
Number of Potential Purchases_MO ↗	Number_of_Potential_Purchases__c	Number(18, 0)	N	Y	Y	Y	Y
Number of Potential SMSF Purchases_MO ↗	Number_of_SMSF_Purchases__c	Number(18, 0)	N	Y	Y	Y	Y
Number of Title Extensions_SO ↗	Number_of_Title_Extensions_SO__c	Formula (Number)	N	Y
Occupation (FORD)\_MO ↗	Occupation_FORD__c	Text Area(255)	N	N	Y		Y
Opportunity Finance Number ↗	Opportunity__c	Lookup(Opportunity)	N	N			Y
Opportunity Name ↗	Name	Text(120)	Y	Y		Y	Y	Y
Opportunity Owner ↗	OwnerId	Lookup(User)	Y	Y			Y
Opportunity Owner Log_MO ↗	Opp_Owner_Log__c	Rich Text Area(32768)	N	N	Y		Y
Opportunity Record Type ↗	RecordTypeId	Record Type	Y	N			Y	Y
Opportunity Score ↗	IqScore	Number(9, 0)	N	N
Opportunity Status ↗	Opportunity_Status__c	Picklist	N	N			Y
Original Title Date_SO ↗	Title_Completion_Due_PS__c	Formula (Date)	N	Y
Other Comments_MO ↗	Other_Comments__c	Long Text Area(131072)	N	N	N	Y	Y
OTP Complete_SO ↗	OTP_Completion__c	Picklist	N	N			Y
OTP Deposit Amount_SO ↗	OTP_Deposit_Amount_PS__c	Formula (Currency)	N	Y			Y	Y
OTP Price ↗	OTP_Price_PS__c	Formula (Currency)	N	Y			Y	Y
OTP/Est Deposit Amount(Opp) ↗	OTP_Est_Depoist_Amount__c	Currency(16, 2)	N	Y			Y
OTP/Est Deposit Due date_SO ↗	OTP_Est_Deposit_Due_date__c	Date	N	Y
OTP/Est Deposit Paid Date_SO ↗	OTP_Est_Deposit_Paid_Date__c	Date	N	Y
Overdue Invoice_SO ↗	Overdue_Invoice__c	Checkbox	N	N
Package/Contract Price(Opp) ↗	Package_Contract_Price__c	Currency(16, 2)	N	Y			Y	Y
Package/Contract Price_SO ↗	Package_Contract_Price_PS__c	Formula (Currency)	N	Y			Y	Y
Part A Amount Received_SO ↗	Part_A_Amount_Received__c	Currency(14, 4)	Y	Y			Y
Part A Due at(Opp) ↗	Part_A_Due_at__c	Picklist	Y	Y
Part A Due At_SO ↗	Part_A_Due_At_PS__c	Formula (Text)	Y	Y
Part A Due Date_SO ↗	Part_A_Due_Date__c	Date	Y	Y
Part A Invoice Number_SO ↗	Invoice_Number__c	Text(255)	Y	N
Part A Invoice Status_SO ↗	Part_A_Invoice_Status__c	Picklist	Y	Y
Part A Payment Ex GST(Opp) ↗	Part_A_Payment_EX_GST__c	Currency(16, 2)	Y	Y
Part A Payment Ex GST_SO ↗	Part_A_Payment_Ex_GST_PS__c	Formula (Currency)	Y	Y
Part A Received Date_SO ↗	Part_A_Received_Date__c	Date	Y	Y
Part B Amount Received_SO ↗	Part_B_Amount_Received__c	Currency(16, 2)	Y	Y
Part B Due at(Opp) ↗	Part_B_Due_at__c	Picklist	Y	Y
Part B Due At_SO ↗	Part_B_Due_At_PS__c	Formula (Text)	Y	Y
Part B Due Date_SO ↗	Part_B_Due_Date__c	Date	Y	Y
Part B Invoice Number_SO ↗	Part_B_Invoice_Number__c	Text(225)	Y	N
Part B Invoice Status_SO ↗	Part_B_Invoice_Status__c	Picklist	Y	N
Part B Payment Ex GST(Opp) ↗	Part_B_Payment_Ex_GST__c	Currency(16, 2)	Y	Y
Part B Payment Ex GST_SO ↗	Part_B_Payment_Ex_GST_PS__c	Formula (Currency)	Y	Y
Part B Received Date_SO ↗	Part_B_Received_Date__c	Date	Y	Y
Part C Amount Received_SO ↗	Part_C_Amount_Received__c	Currency(16, 2)	Y	Y
Part C Due At_SO ↗	Part_C_Due_At__c	Formula (Text)	Y	Y
Part C Due Date_SO ↗	Part_C_Due_Date__c	Date	Y	Y
Part C Invoice Number_SO ↗	Part_C_Invoice_Number__c	Text(20)	Y	N
Part C Invoice Status_SO ↗	Part_C_Invoice_Status__c	Picklist	Y	Y
Part C Payment Ex GST_SO ↗	Part_C_Payment_Ex_GST__c	Formula (Currency)	Y	Y
Part C Received Date_SO ↗	Part_C_Received_Date__c	Date	Y	Y
Partner Account ↗	PartnerAccountId	Lookup(Account)	N	N			Y
Partner Email ↗	Partner_Email__c	Email	Y	N		Y	Y	Y
Partner Email_MO ↗	Partner_Email_AC__c	Formula (Text)	N	N	Y	Y	Y
Partner Name ↗	Partner_Name__c	Text(200)	Y	N		Y	Y	Y
Partner Name_MO ↗	Partner_Name_AC__c	Formula (Text)	N	N	Y		Y
Partner Phone ↗	Partner_Phone__c	Phone	N	N			Y	Y
Partner Phone_MO ↗	Partner_Phone_AC__c	Formula (Text)	N	N	Y	Y	Y
PCI Date_SO ↗	Expected_PCI_Date__c	Date	N	N			Y
Pending Replacement Date ↗	Pending_Replacement_Date__c	Date	N	Y			Y
Pending Replacement_SO ↗	Pending_Replacement__c	Checkbox	N	Y			Y	Y
Permit Approved/Site Start_SO ↗	Site_Start__c	Date	N	Y			Y
Planner General Notes_MO ↗	Coach_Notes__c	Long Text Area(32500)	N	N		Y	Y
Planner notes to Portfolio Manager_MO ↗	Planner_notes_to_Portfolio_Manager__c	Text Area(255)	N	N	Y		Y
Planner To Be Assigned_MO ↗	Planner_To_Be_Assigned__c	Picklist	N	N	Y	Y	Y
PM Referral Amount Ex GST_SO ↗	SO_PM_Referral_Payment_Amount__c	Currency(18, 0)	Y	N
PM Referral Fee Amount Received_SO ↗	SO_PM_Referral_Fee_Amount_Received__c	Currency(18, 0)	Y	N
PM Referral Fee Received Date_SO ↗	SO_PM_Referral_Payment_Date__c	Date	Y	N
PM Referral Invoice Number_SO ↗	SO_PM_Referral_Invoice_Number__c	Text(10)	Y	N
Post Purchase Amount Received_SO ↗	Post_Purchase_AMount_Received__c	Currency(18, 0)	Y	N
Post Purchase Fee days overdue_SO ↗	Post_Purchase_Fee_days_overdue__c	Formula (Number)	Y	N
Post Purchase Fee Due Date_SO ↗	Post_Purchase_Fee_Due_Date__c	Date	Y	N
Post Purchase Fee Invoice Status_SO ↗	Post_Purchase_Fee_Invoice_Status__c	Picklist	Y	N
Post Purchase Fee Payable EX GST_SO ↗	Post_Purchase_Fee_Payable__c	Currency(18, 0)	Y	N
Post Purchase Fee Payment Plan_SO ↗	Post_Purchase_Fee_Payment_Plan__c	Checkbox	Y	N
Post Purchase Fee Received Date_SO ↗	Post_Purchase_Fee_Received_Date__c	Date	Y	N
Post Purchase Invoice Number_SO ↗	Client_Invoice_Number__c	Text Area(255)	Y	N
Post Purchase Services Coordinator_SO ↗	Client_Relationship_Manager__c	Picklist	Y	N				Y
Potential AC Term Deposit ↗	Potential_Income_Gen_Amount__c	Currency(18, 0)	N	N		Y	Y
Potential AC Term Deposit Notes ↗	Income_Gen_After_Purchase__c	Long Text Area(32768)	Y	N			Y
Potential Savings (Monthly) ↗	Potential_Savings_Monthly__c	Currency(18, 0)	N	N			Y
PP Fee CanX Remaining Collect_SO ↗	Post_Purchase_Fee_CanX_Remaining_Collect__c	Checkbox	Y	N
PP Fee CanX Remaining Reason_SO ↗	Post_Purchase_Fee_CanX_Remaining_Reason__c	Text Area(255)	Y	N
PPR Loan Repayments (Monthly) ↗	PPR_Loan_Repayments_Monthly__c	Number(18, 0)	Y	N			Y
Practical Completion_SO ↗	Practical_Completion__c	Date	N	Y			Y
Pre SS Closure Reason_MO ↗	Pre_SS_Closure_Reason__c	Picklist	N	N	Y		Y
Preliminary Assessment Date_MO ↗	Preliminary_Assessment_Date__c	Date	N	N	Y	Y	Y
Preliminary Assessment Time_MO ↗	Preliminary_Assessment_Time__c	Time	N	N	Y	Y	Y
Prepare for Construction Email_SO ↗	SO_Prepare_for_Construction_Email__c	Date	N	N			Y
Prepare for finance call_SO ↗	SO_Prepare_for_finance_call__c	Date	N	N
Prepare for finance Email_SO ↗	SO_Prepare_for_finance_Email__c	Date	N	N
Prepare for Handover Call_SO ↗	SO_Prepare_for_Handover_Call__c	Date	N	N
Prepare for settlement call_SO ↗	SO_Prepare_for_settlement_call__c	Date	N	N
Preparing for Handover Email Sent_SO ↗	Handover_Email_Sent_Date_SO__c	Date	N	N			Y
Previous Opportunity Owner_MO ↗	Previous_Opportunity_Owner__c	Text(100)	N	N	Y		Y
Price Book ↗	Pricebook2Id	Lookup(Price Book)	N	N
Price increase in place_SO ↗	Price_increase_in_place__c	Picklist	N	N			Y
Primary Campaign Source ↗	CampaignId	Lookup(Campaign)	N	N			Y
Private ↗	IsPrivate	Checkbox	N	N
Probability (%) ↗	Probability	Percent(3, 0)	N	N
Project ↗	Project__c	Formula (Text)	N	Y
Project Status_SO ↗	Project_Status__c	Picklist	N	Y
Project Weeks_SO ↗	Project_Weeks__c	Formula (Number)	N	Y
Property Manager Details_SO ↗	Property_Manager_Details__c	Picklist	Y	Y			Y
Property Manager Required Reason_SO ↗	Property_Manager_Required_Reason_SO__c	Formula (Text)	N	N
Property Report URL_SO ↗	Property_Report_URL__c	Formula (Text)	N	Y		Y	Y	Y
Property Selection Date_MO ↗	Property_Presentation_Date__c	Date/Time	N	Y	Y	Y	Y
Property Selection Status_MO ↗	Property_Presetation_Status__c	Picklist	N	N	Y		Y
Property Stock Name_MO ↗	Property_Stock_Name_MO__c	Formula (Text)	Y	Y	Y		Y
Property Stock_SO ↗	Property_Stock__c	Lookup(Property Stock)	N	Y			Y	Y
Property Strategy Notes_MO ↗	Purchase_Strategy_Post_Strategy_Session__c	Long Text Area(32768)	N	N	Y		Y
Property Type ↗	Property_Type_PS__c	Formula (Text)	N	Y			Y	Y
Property Type for Next Purchase_MO ↗	Property_Type_for_Next_Purchase__c	Text Area(255)	N	N	Y		Y
Property Type(Opp)\_SO ↗	Property_Type__c	Picklist	N	Y			Y
Prospect Created and F/Up Scheduled_SO ↗	Prospect_Created_and_F_Up_Scheduled_SO__c	Checkbox	N	N
Purchase Advice Sent_SO ↗	Purchase_Advice_Sent__c	Checkbox	N	N
Purchase Finance Application Status_SO ↗	SO_Purchase_Finance_Application_Status__c	Picklist	N	N
Purchase Finance Lodged Date_SO ↗	SO_Purchase_Finance_Lodged_Date__c	Date	N	N
Purchase Finance Notes_SO ↗	SO_Purchase_Finance_Notes__c	Text Area(255)	N	N
Purchase Finance Settlement Amount_SO ↗	SO_Purchase_Finance_Settlement_Amount__c	Currency(16, 2)	N	N
Purchase no. with AC?\_SO ↗	Is_this_the_client_s_first_open_property__c	Picklist	N	N
PWP Estimated Next Purchase Date_MO ↗	Client_Estimated_Next_Purchase_Date__c	Date	N	N	Y		Y
PWP Workbook Completed?\_MO ↗	PWP_Workbook_Completed_MO__c	Text Area(255)	N	N	Y
Quantity ↗	TotalOpportunityQuantity	Number(16, 2)	N	N			Y
Quickli Link ↗	Quickli_Link__c	Long Text Area(32768)	N	N			Y
RDFC Due Date_SO ↗	RDFC_Due_Date_SO__c	Date	Y	Y				Y
RDFC Refund Date_SO ↗	RDFC_Refund_Date_SO__c	Date	Y	Y				Y
Re-Engagement Date_MO ↗	Re_Engagement_Date_MO__c	Date	N	N	Y		Y
Rebate Approved_SO ↗	Rebate_Approved__c	Currency(18, 0)	Y	Y
Reccomended Property Manager_SO ↗	Reccomended_Property_Manager__c	Picklist	N	Y
Record Type ID (18-Digit) ↗	Record_Type_ID_18_Digit__c	Formula (Text)	N	N
Record Type Name ↗	Record_Type_Name__c	Formula (Text)	N	N			Y	Y
Recreation (FORD)\_MO ↗	Recreation_FORD__c	Text Area(255)	N	N	Y		Y
Red Flag Action Items_SO ↗	Actionable_Items__c	Long Text Area(32768)	N	Y			Y
Red Flag Case Manager_SO ↗	Red_Flag_Owner__c	Picklist	N	Y			Y
Red Flag Case Notes_SO ↗	RED_FLAG_Notes__c	Long Text Area(32768)	N	Y			Y
Red Flag Category_SO ↗	Why_is_this_a_Redflag__c	Picklist (Multi-Select)	N	Y			Y
Red Flag Identified Date_SO ↗	RED_FLAG__c	Date	N	Y			Y
Red Flag Status_SO ↗	Red_Flag_Status_SO__c	Picklist	N	Y			Y
Red Flag Type_SO ↗	Why_is_this_a_construction_red_flag__c	Picklist	N	Y			Y
Registration Type ↗	Registration_Type_del__c	Picklist	N	N CHANGE TO TITLE STAUS (REGISTERED OR UNREGISTERED)
Rental Appraisal Sent to Broker_SO ↗	Rental_Appraisal_Sent_to_Broker__c	Date	N	N
Replacement Status_SO ↗	Replacement_Outcome_Required_SO__c	Picklist	N	N			Y	Y
Salesforce Opp ID Mercury ↗	Salesforce_Opp_ID_Mercury__c	Formula (Text)	N	N		Y
SalesWon Score ↗	SalesWon_Score__c	Formula (Number)	N	N
SalesWon Stage Date ↗	SalesWon_Stage_Date__c	Date	N	Y			Y
Saleswon Survey Complete_SO ↗	Saleswon_Survey_Complete__c	Checkbox	N	N			Y
Settlement Count ↗	Settlement_Count__c	Number(2, 0)	N	N
Settlement DP Count ↗	Settlement_DP_Count__c	Number(2, 0)	N	N
Settlement Email Sent Date_SO ↗	Settlement_Email_Sent_Date__c	Date	N	N
Settlement Email Sent to Builder_SO ↗	Settlement_Email_Sent_to_Builder__c	Checkbox	N	N
Settlement Extension Date_SO ↗	Settlement_Extension_Date__c	Date	N	Y
Settlement PAR Count ↗	Settlement_PAR_Count__c	Number(2, 0)	N	N
Settlement Survey Complete_SO ↗	Settlement_Survey_Complete__c	Checkbox	N	N
Settlement UCW Count ↗	Settlement_UCW_Count__c	Number(2, 0)	N	N
Shares Value ↗	Shares_Value__c	Text(50)	Y	N			Y
Slab/Base_SO ↗	Slab_Base__c	Date	B	Y			Y
SMSF ↗	SMSF__c	Picklist	Y	N			Y
SMSF Appointment Date & Time_MO ↗	SMSF_Appointment_Date_TIme__c	Date/Time	N	N	Y	Y	Y
SMSF Appointment Outcome_MO ↗	SMSF_Appointment_Outcome__c	Picklist	N	N	Y	Y	Y
SMSF Comments_SO ↗	SMSF_Comments__c	Text Area(255)	N	N			Y
SMSF Consultant / Financial Planner_MO ↗	SMSF_Set_Up_By__c	Picklist	N	N	Y	Y	Y
SMSF Deposit Funds Available_SO ↗	SMSF_Deposit_Funds_Available__c	Date	Y	N
SMSF Entity Name_SO ↗	SMSF_Entity_Name__c	Text(150)	Y	N			Y	Y
SMSF Funds Available Date_SO ↗	SMSF_Funds_Available_Date__c	Date	Y	N
SMSF Funds Expected Date_SO ↗	SMSF_Funds_Expected_Date__c	Formula (Date)	N	N
SMSF Max Purchase Price_MO ↗	SMSF_Max_Purchase_Price__c	Number(18, 0)	N	Y	Y	Y	Y
SMSF Notes_MO ↗	SMSF_Notes__c	Long Text Area(3000)	Y	N	Y	Y	Y
SMSF Planner Details_SO ↗	SMSF_Planner_Details__c	Picklist	Y	N			Y	Y
SMSF Planner_SO ↗	SMSF_Planner__c	Picklist	Y	N				Y
SMSF Purchase_SO ↗	SMSF_Purchase__c	Picklist	N	N				Y
SMSF, Contributions and Top Ups_MO ↗	SMSF_Contributions_and_Top_Ups__c	Long Text Area(32768)	N	N	Y	Y	Y
SP Broker Confirmation Received Date_SO ↗	Broker_Confirmation_Received_Date_SO__c	Date	N	N				Y
SS Confirmation Call Date_MO ↗	SS_Confirmation_Call_Date__c	Date	N	N	Y
Stage ↗	StageName	Picklist	N	Y		Y	Y	Y
Stage Days ↗	Stage_Days_1__c	Formula (Number)	N	Y
Stage Status_SO ↗	Stage_Status__c	Picklist	N	Y			Y
State_SO ↗	State_PS__c	Formula (Text)	N	Y			Y	Y
Status ↗	Status__c	Formula (Text)	N	Y
Strategy Session / PR Review Date_MO ↗	Coaching_Session_Date__c	Date/Time	N	N	Y	Y	Y
Strategy Session Booked with ↗	Strategy_Session_Booked_with_del__c	Picklist	N	N	Y		Y
Strategy/PR Session Status_MO ↗	Coaching_Session_Status__c	Picklist	N	N	Y		Y
Suburb(Opp) ↗	Suburb__c	Text(255)	N	Y			Y
Super Plus_SO ↗	Super_Plus_SO__c	Formula (Checkbox)	Y	Y				Y
Superannuation ↗	Superannuation__c	Text(50)	N	N			Y
Synced Quote ↗	SyncedQuoteId	Lookup(Quote)	N	N
Target No. of Pers. Purchases in PSS_MO ↗	No_of_Personal_Purchases_in_this_PSS__c	Number(18, 0)	N	Y	Y		Y
Targeted No. of Purchases for Client_MO ↗	Targeted_No_of_Purchases_for_Client_MO__c	Number(18, 0)	N	Y	Y		Y
Targeted No. of SMSF Purchases in PSS_MO ↗	No_of_SMSF_Purchases_in_this_PSS__c	Number(18, 0)	N	Y	Y		Y
Targeted Number Of Sales_MO ↗	Targeted_Number_Of_Sales__c	Picklist	N	N	Y		Y
Title Completion Due(Opp) ↗	Land_Titles_Due__c	Date	N	Y	N
Title Completion Ext. Date(Opp) ↗	Land_Title_Extension_Date__c	Date	N	Y	N
Title Escalation Manager_SO ↗	Title_Escalation_Manager_SO__c	Picklist	N	N
Title Process Email (Date)\_SO ↗	SO_Title_Process_Email_Date__c	Date	N	N
Title Status (Opp) ↗	Land_Title_Status__c	Picklist	Y	Y
Title Status_SO ↗	Title_Status_PS__c	Formula (Text)	Y	Y				Y
Title Update Notes_SO ↗	Title_Update_Notes_SO__c	Text Area(255)	N	N			Y
Title Update Progress_SO ↗	Title_Update_Progress__c	Long Text Area(15000)	N	N
Total Accrued Client Revenue_SO ↗	Total_Accrued_Client_Revenue__c	Formula (Currency)	N	N
Total Max Price Increase_MO ↗	Total_Max_Price_Increase__c	Number(16, 2)	N	N	Y		Y
Total Opp Amount ↗	Amount	Currency(16, 2)	Y	N
Total Revenue_SO ↗	Total_Revenue__c	Formula (Number)	Y	Y
Trust Payment Ref_SO ↗	Trust_Payment_Ref__c	Text(50)	N	N				Y
Type ↗	Type	Picklist	N	Y		Y
Valuation Access Contact_SO ↗	Valuation_Access_Contact__c	Text Area(255)	N	N
VIP/High Information Client_SO ↗	VIP_High_Information_Client__c	Checkbox	N	N
Weeks since Settlement_SO ↗	Weeks_since_Settlement__c	Formula (Number)	N	N
Welcome Email Sent Date_SO ↗	Welcome_Email_Sent_Date__c	Date	N	N				Y
Welcome Email Sent_SO ↗	Welcome_Email_Sent__c	Checkbox	N	N				Y
When can client be contacted again?\_MO ↗	When_can_the_client_be_contacted_again__c	Long Text Area(32768)	N	N	Y		Y
Why was this opportunity closed/lost?\_MO ↗	Detailed_honest_reason_why_this_opportun__c	Text Area(255)	N	Y	Y		Y
Why were fees waived?\_SO ↗	Why_were_fees_waived__c	Picklist	Y	N
Will this client provide a WOM?\_SO ↗	Will_this_client_provide_a_WOM_SO__c	Picklist	N	N			Y
WOM AC Staff Member Paid Date_SO ↗	WOM_AC_Staff_Member_Paid_Date__c	Date	Y	N			Y
WOM Client Paid Date_SO ↗	WOM_Client_Paid_Date__c	Date	Y	N			Y
WOM Opp Lost_MO ↗	WOM_Opp_Lost__c	Date	N	N	Y		Y
WOM Referral Provided_MO ↗	Referral_Provided__c	Date	Y	N	Y		Y

Property Stock Fields

ID 53739521 · 138 fields

Field label	API name	Data type	Need It By Acquisitions	Notes
AC Val Contribution ↗	AC_Val_Contribution__c	Formula (Currency)	Y
Acquisitions & Partnership Manager ↗	Acquisitions_Partnership_Manager__c	Picklist	Y
ACS Build Deposit ↗	ACS_Build_Deposit__c	Currency(18, 0)	Y
ACS Build Deposit Terms ↗	ACS_Build_Deposit_Terms__c	Text Area(255)	N	I dont believe we need this as is a standard term
ACS Build Price ↗	ACS_Build_Price__c	Currency(18, 0)	Y
ACS Expected Land Holding Period Months ↗	ACS_Expected_Land_Holding_Period_Months__c	Number(18, 0)	Y	Manual Entry number (currently auto calc / uneditable)
ACS Feasibility Link ↗	ACS_Feasibility_Link__c	URL(255)	Y
ACS Land Deposit ↗	ACS_Land_Deposit__c	Currency(18, 0)	Y
ACS Land Deposit Terms ↗	ACS_Land_Deposit_Terms__c	Text Area(255)	Y
ACS Land Price ↗	ACS_Land_Price__c	Currency(18, 0)	Y
ACS Settlement Terms ↗	ACS_Settlement_Terms__c	Picklist	Y
ACS STF Days ↗	ACS_STF_Days__c	Picklist	Y
Actual Settlement Date ↗	Actual_Settlement_Date__c	Date	Y
Actual Settlement Date ↗	Actual_Settlement_Date_Opp__c	Formula (Date)	?	Not sure if this is required or not? Check with CS team
Additional Commentary ↗	Additional_Commentary__c	Rich Text Area(32768)	Y
Additional Revenue (Inclusive in Total) ↗	Additional_Revenue_Inclusive_in_Total__c	Currency(18, 0)	Y
Agreed Commission Adjustment ↗	Agreed_Commission_Adjustment__c	Formula (Currency)	Y
Allocation 1 ↗	Allocation_1__c	Text(100)	Y
Allocation 2 ↗	Allocation_2__c	Text(100)	Y
Allocation 3 ↗	Allocation_3__c	Text(100)	Y
Allocation Type 1 ↗	Allocation_Type_1__c	Picklist	Y
Allocation Type 2 ↗	Allocation_Type_2__c	Picklist	Y
Allocation Type 3 ↗	Allocation_Type_3__c	Picklist	Y
Bathrooms ↗	Bathroom__c	Picklist	Y
Bedrooms ↗	Bedrooms__c	Picklist	Y
Build Commission Ex GST ↗	Build_Commission_Ex_GST__c	Currency(18, 0)	Y
Builder/Distributor ↗	Distributor__c	Picklist	Y
Client Name ↗	Client_Name_1__c	Text(50)	Y
Client Name 2 ↗	Client_Name_2__c	Text(50)	Y
Client Name 3 ↗	Client_Name_3__c	Text(50)	Y
Complete ↗	Complete__c	Checkbox	N	Not necessary
Contracts Exchanged Date ↗	Contracts_Exchanged_Date__c	Formula (Date)	Y
Contracts Ordered Date ↗	Contracts_Ordered_Date__c	Formula (Date)	Y
Contracts Released Date ↗	Contracts_Released_Date__c	Formula (Date)	Y
Created By ↗	CreatedById	Lookup(User)	Y
Date of Appointment ↗	Date_of_Appointment_1__c	Date	Y
Date of Appointment 2 ↗	Date_of_Appointment_2__c	Date	Y
Date of Appointment 3 ↗	Date_of_Appointment_3__c	Date	Y
Deposit Terms ↗	Deposit_Terms__c	Text(100)	Y
Developer Terms ↗	Developer_Terms__c	Text(250)	Y
Docs Required ↗	Docs_Required__c	Text(255)	CS TEAM	Not aware of this field, check with Tehanni if required
Established Acquisitions Fee Ex GST ↗	Established_Acquisitions_Fee_Ex_GST__c	Currency(18, 0)	Y
Exclusive Date ↗	Exclusive_Date__c	Date	Y
Expected Settlement Date ↗	Expected_Settlement_Date__c	Date	Y
Expected Settlement Date ↗	Expected_Settlement_Date_Opp__c	Formula (Date)	Y
FinanceAssessmentDate ↗	FinanceAssessmentDate__c	Date	CS TEAM
Garage ↗	Garage__c	Picklist	Y
Gross Rev Per Sale ↗	Gross_Rev_Per_Sale__c	Formula (Currency)	Y
H&L Build Deposit Amount ↗	H_L_Build_Deposit_Amount__c	Currency(18, 0)	Y
H&L Build Deposit Paid Date ↗	H_L_Build_Deposit_Paid_Date__c	Formula (Date)	CS TEAM
H&L Build Price ↗	H_L_Build_Price__c	Currency(18, 0)	Y
H&L Land Deposit Amount ↗	H_L_Land_Deposit_Amount__c	Currency(18, 0)	Y
H&L Land Deposit Paid Date ↗	H_L_Land_Deposit_Paid_Date__c	Formula (Date)	CS TEAM
H&L Land Price ↗	H_L_Land_Price__c	Currency(18, 0)	Y
Hold Details ↗	Hold_Details__c	Picklist	Y
House Size ↗	House_Size__c	Text(10)	Y
Land Commission Ex GST ↗	Land_Commission_Ex_GST__c	Currency(18, 0)	Y
Land Size ↗	Land_Size__c	Text(10)	Y
Land Supplier ↗	Land_Supplier__c	Picklist	Y
Last Modified By ↗	LastModifiedById	Lookup(User)	Y
Lot Number ↗	Street_Address__c	Text(100)	Y
Number of Title Extensions ↗	Number_of_Title_Extensions_SO__c	Number(18, 0)	Y
OTP Deposit Amount ↗	OTP_Deposit_Amount__c	Currency(18, 0)	Y
OTP Deposit Paid Date ↗	OTP_Deposit_Paid_Date__c	Formula (Date)	Y
OTP Price ↗	OTP_Price__c	Currency(18, 0)	Y
Outcome Required By ↗	Outcome_Required_By_1__c	Formula (Date)	CS TEAM
Outcome Required By 2 ↗	Outcome_Required_By_2__c	Formula (Date)	CS TEAM
Outcome Required By 3 ↗	Outcome_Required_By_3__c	Formula (Date)	CS TEAM
Owner ↗	OwnerId	Lookup(User,Group)	CS TEAM
Package/Contract Price ↗	Package_Contract_Price__c	Formula (Currency)	Y
Part A Due At ↗	Part_A_Due_At__c	Picklist	Y
Part A Payment Ex GST ↗	Part_A_Payment_Ex_GST__c	Currency(18, 0)	Y
Part B Due At ↗	Part_B_Due_At__c	Picklist	Y
Part B Payment Ex GST ↗	Part_B_Payment_Ex_GST__c	Currency(18, 0)	Y
Part C Due At ↗	Part_C_Due_At__c	Picklist	Y
Part C Payment Ex GST ↗	Part_C_Payment_Ex_GST__c	Currency(18, 0)	Y
Preferred Valuer ↗	Preferred_Valuer__c	Text(100)	Y
Preferred Valuers ↗	Preferred_Valuers__c	Text Area(255)	Y
Priority Sale Required ↗	Priority_Sale_Required__c	Checkbox	Y
Project ↗	Estate__c	Picklist	Y
Property Coach Name ↗	Property_Coach_Name__c	Formula (Text)	?	Check if required (may be obselite field)
Property Full Name ↗	Property_Full_Name__c	Formula (Text)	?	We have a field ‘Property Name’ may be obselite?
Property Management Referal Fee ↗	Property_Management_Referal_Fee__c	Currency(16, 2)	ROS TO CONFIRM?
Property Manager Required Reason ↗	Property_Manager_Required_Reason__c	Picklist	ROS TO CONFIRM?
Property Name ↗	Name	Text(80)	Y
Property Presenation Date 1 ↗	Property_Presenation_Date_1__c	Date	Y
Property Presenation Date 2 ↗	Property_Presenation_Date_2__c	Date	Y
Property Presenation Date 3 ↗	Property_Presenation_Date_3__c	Date	Y
Property Report ↗	Property_Report__c	Text(255)	Y
Property Report URL ↗	Property_Report_URL__c	Formula (Text)	Y
Property Status ↗	Stage__c	Picklist	CS TO CONFIRM
Property Stock Allocations ↗	Property_Stock_Allocations__c	Roll-Up Summary (COUNT Property Stock Allocation)	Y
Property Type ↗	Property_Type__c	Picklist	Y
Proposed Rent Per Week ↗	Proposed_Rent_Per_Week__c	Currency(16, 2)	Y
Reccomended Property Manager ↗	Reccomended_Property_Manager__c	Picklist	Y
Region ↗	Region__c	Picklist	Y	Change Region to ‘Suburb’ - This has been done by Tom
Report Creator ↗	Report_Creator__c	Picklist	N	Not necessary due to APM field
Reservation No Longer Required ↗	Reservation_No_Longer_Required__c	Checkbox	CS TO CONFIRM
Reservation NR - Count ↗	Reservation_NR_Count__c	Roll-Up Summary (COUNT Property Stock Allocation)	Y
Reserved by Coach ↗	Reserved_by_Coach__c	Lookup(User)	CHECK IF DOUBLE UPS
Reserved by Coach 1 ↗	Reserved_by_Coach_1__c	Picklist	Y
Reserved by Coach 2 ↗	Reserved_by_Coach_2__c	Picklist	Y
Reserved by Coach 3 ↗	Reserved_by_Coach_3__c	Picklist	Y
Rollover Compliant ↗	Rollover_Compliant__c	Checkbox	Y
Sale Type ↗	Sale_Type__c	Picklist	Y
SalesWon Stage Date ↗	SalesWon_Stage_Date__c	Formula (Date)	CS TO CONFIRM
Settlement Opportunity ↗	Settlement_Opportunity__c	Lookup(Opportunity)	CS TO CONFIRM
Sold By AC ↗	Sold_By_AC__c	Date	CS TO CONFIRM
Sold By AC - Count ↗	Sold_By_AC_Count__c	Roll-Up Summary (COUNT Property Stock Allocation)	CS TO CONFIRM
Sold By Other ↗	Sold_By_Other__c	Date	CS TO CONFIRM
Sold By Other - Count ↗	Sold_By_Other_Count__c	Roll-Up Summary (COUNT Property Stock Allocation)	CS TO CONFIRM
Specifications ↗	Specifications__c	Picklist	Y
Stage Release ↗	Stage_Release__c	Text(250)	Y
State ↗	State__c	Picklist	Y
Stock Allocation - Count ↗	Stock_Allocation_Count__c	Roll-Up Summary (COUNT Property Stock Allocation)	Y
Super Plus ↗	Super_Plus__c	Checkbox	Y
Title Completion Due ↗	Title_Completion_Due__c	Date	Y
Title Completion Ext Due ↗	Title_Completion_Ext_Due__c	Date	Y
Title Status ↗	Title_Status__c	Picklist	Y
Total Opp Amount ↗	Total_Opp_Amount__c	Formula (Currency)	Y
Total Revenue ↗	Total_Revenue__c	Formula (Currency)	Y
Total Valuation 1 ↗	Valuation_1__c	Currency(18, 0)	Y
Total Valuation 2 ↗	Valuation_2__c	Currency(18, 0)	Y
Total Valuation 3 ↗	Valuation_3__c	Currency(18, 0)	Y
Valuation Build 1 ↗	Valuation_Build_1__c	Currency(18, 0)	Y
Valuation Build 2 ↗	Valuation_Build_2__c	Currency(18, 0)	Y
Valuation Build 3 ↗	Valuation_Build_3__c	Currency(18, 0)	Y
Valuation Company 1 ↗	Valuation_Company_1__c	Text(250)	Y
Valuation Company 2 ↗	Valuation_Company_2__c	Text(250)	Y
Valuation Company 3 ↗	Valuation_Company_3__c	Text(250)	Y
Valuation Date 1 ↗	Valuation_Date_1__c	Date	Y
Valuation Date 2 ↗	Valuation_Date_2__c	Date	Y
Valuation Date 3 ↗	Valuation_Date_3__c	Date	Y
Valuation Land 1 ↗	Valuation_Land_1__c	Currency(18, 0)	Y
Valuation Land 2 ↗	Valuation_Land_2__c	Currency(18, 0)	Y
Valuation Land 3 ↗	Valuation_Land_3__c	Currency(18, 0)	Y
Variations ↗	Variations__c	Text(100)	Y
Yield ↗	Yield__c	Percent(3, 2)	Y

04Validation Rules

70 rules from Salesforce — every one needs a HubSpot decision.

These are validation rules currently active on the Salesforce side. For each, the HubSpot equivalent might be a property-validation rule, a workflow blocker, a required-field setting on a form, or just "drop it." The "Out-of-scope flag" column carries the source page's own assessment.

Section	Rule name	Error location	Error message	Out-of-scope flag
2. Telesales / PECs 3. Discovery	Affiliate_Referrals ↗		If Lead Source is Affiliate, then Referred by & Referral submission must not be blank	Y
2. Telesales / PECs 3. Discovery	Booking_is_made_for_a_joint_application ↗		When a loan application is joint the following fields need to be completed: Spouse Name, Partner Email, Spouse Employment Type, Spouse Occupation, Spouse Ex Super Annual Income	Y
2. Telesales / PECs 3. Discovery	BOOKING_QA_Appointment_Location ↗		When in a booking is marked as 'in office' you must select the 'appointment location' in order to save the record.	Y
2. Telesales / PECs 3. Discovery	Booking_Status_cant_be_blank ↗		If you've made a booking, change the Booking Status to either Booking Made or Booking Confirmed	Y
2. Telesales / PECs 3. Discovery	Call_Status_Validation ↗		If Booking is Confirmed Master Class Video Watched PEC must be completed.	Y
2. Telesales / PECs 3. Discovery	Closed_Reason_Must_be_True ↗		When LEAD CATEGORY is CLOSED, you must enter a CLOSED REASON	Y
2. Telesales / PECs 3. Discovery	Create_Leads ↗		ONLY MARKETING USER CAN CREATE A LEAD	Y
2. Telesales / PECs 3. Discovery	Did_partners_attend ↗		Please select if the Partner attended the Strategy Session	Y
2. Telesales / PECs 3. Discovery	Google_Link_Booking_Made ↗		The Google Meet Link field cannot be blank if Booking Status is Booking Made - paste your Google Meet Link in!	Y
2. Telesales / PECs 3. Discovery	Lead_Category_Must_be_True ↗		Lead Category Cannot Be Blank	Y
2. Telesales / PECs 3. Discovery	Mandatory_Fields_When_Booking_is_Made_1 ↗		When A booking is made, the following fields must be updated: Booking Status, PEC Booking Made Date, Booking Type, Strategy Session Date & Time, Strategy Session Booked With, Borrowing Capacity, CDP Lead occupation group Lead occupation industry	Y
2. Telesales / PECs 3. Discovery	Mandatory_Fields_When_Booking_is_Made_2 ↗		The following fields must be updated: Origin of Birth, Age Bracket, Employment Type, Occupation, Annual Ex. Super Income, Available Cash Details, Car Loans Lead intent on purchasing Life stage Is the lead rentvesting Super only op	Y
2. Telesales / PECs 3. Discovery	Mandatory_Fields_When_Booking_is_Made_3 ↗		When A booking is made, the following fields must be updated: Other Loand Total, Other Loans Repayments Per Month, Credit Card Limit, Credit Card Debt, Superannuation, Shares Value, No of Dependents, Rent Paid Per Week, PPR Value, PPR Mortgage	Y
2. Telesales / PECs 3. Discovery	Mandatory_Fields_When_Booking_is_Made_4 ↗		When A booking is made, below field must be populated: PPR Loan repayments per month, Car Loan/Lead Repayment Per Month, Application Type	Y
2. Telesales / PECs 3. Discovery	Masterclass_Watched ↗		Broker Assist Qualifications Required - please fill out fields below: Partner Attendance, Masterclass Video Watched, Broker Lead Financially Qualified & Broker Lead Meeting Held on Computer	Y
2. Telesales / PECs 3. Discovery	Masterclass_watched_PWP ↗		Please update whether or not the client watched the masterclass video.	Y
2. Telesales / PECs 3. Discovery	Mobile_should_be_11_digit ↗		Please Insert 11 Digit Mobile number	Y
2. Telesales / PECs 3. Discovery	Nurture_Reason_Must_be_True ↗		When LEAD CATEGORY is NURTURE, you must enter a NURTURE REASON	Y
2. Telesales / PECs 3. Discovery	Nurture_scheduled_callback_greater_12m ↗		If Lead Category is NURTURE, Scheduled call back must be no greater than 12 months	Y
2. Telesales / PECs 3. Discovery	Nurture_validation ↗		Please select NURTURE REASON and SCHEDULED CALLBACK	Y
2. Telesales / PECs 3. Discovery	PEC_Booking_Made_Date ↗		You can't process a booking if the Strategy Session Date and Time are filled with a date that's previous to the PEC Booking Made Date	Y
2. Telesales / PECs 3. Discovery	PWP_Force_Investor_Express_Referral ↗		If Booking Sat Outcome Status is Sat - Not Qualified, then the planner must select whether this record should be referred to the investor express department.	Y
2. Telesales / PECs 3. Discovery	PWP_NQ_Comments_SatNoConv ↗		If the booking sat outcome is either not qualified, pending or no conversion, please complete these notes to ensure that management can follow up accordingly.	Y
2. Telesales / PECs 3. Discovery	PWP_NQ_Comments_SatNQ ↗		If the booking sat outcome is either not qualified, pending or no conversion, please complete these notes to ensure that management can follow up accordingly.	Y
2. Telesales / PECs 3. Discovery	PWP_NQ_Comments_SatPending ↗		If the booking sat outcome is either not qualified, pending or no conversion, please complete these notes to ensure that management can follow up accordingly.	Y
2. Telesales / PECs 3. Discovery	PWP_REGISTRATION_TYPE ↗		Registration Type must be filled in when the SAT outcome is 'Sat - Registered'	Y
2. Telesales / PECs 3. Discovery	State_must_be_true ↗		Please input the state in which the lead lives	Y
2. Telesales / PECs 3. Discovery	Strategy_Type_Must_Not_be_Blank ↗		Strategy Type Must Not Be Blank	Y
2. Telesales / PECs 3. Discovery	Tuck_in_and_reminder_dates_must_be_true ↗		You must enter the Tuck In & Reminder Call dates. Dates must be in the future	Y
2. Telesales / PECs 3. Discovery	Update_PWP_Sat_Not_Qualified_Reason ↗		Please complete the drop down called ‘PWP Sat Not Qualified Reason’	Y
2. Telesales / PECs 3. Discovery	Updated_PWP_Failed_Compliance_Result ↗		Please complete the field called ‘PWP Call Compliance Fail Reason’	Y
2. Telesales / PECs 3. Discovery	When_CLOSED_REASON_is_NO_DEPOSIT ↗		When Closed Reason is 'No Deposit But Qualifies With BC', you must fill out field 'How Much Deposit Is Missing'	Y
2. Telesales / PECs 3. Discovery	WOM_Referral ↗		You must complete either the Client or Staff name who referred you this lead	Y
4. PWP	Contract_Signing_by_Customer_must_fill ↗	Contract Signing Session Required?	Pls populate this before saving settlement opp	(This is client services)
4. PWP	AC_Term_Deposit_section_is_mandatory ↗	AC Term Deposit Amount_MO	Populate all fields in AC Term Deposit Section	Only if broker has indicated an amount over 50K in funds available for term deposit (finance tab)
4. PWP	CONTRACT_SIGNING_MEETING_NOT_CONVERTED ↗	Contract Meeting Not Converted Reason_SO	You must complete the reason why they contract meeting was not converted	(This is client services)
4. PWP	CS_WOM_INTRO_CALL_ACTIVITY ↗	Will this client provide a WOM?\_SO	Please complete the WOM fields	(This is client services)
4. PWP	PWP_BOOKING_CRITERIA_MET ↗	Booking Criteria Met_MO	Update whether or not this booking met the criteria	When marking SS outcome to any SAT outcomes.
4. PWP	Fields_cannot_be_edited_in_H_L_and_OTP ↗	Top of Page	Fields_cannot_be_edited_in_H&L_and_OTP for SALES TEAM MEMBER	(This is client services)
4. PWP	GENERAL_PARTNER_ACCOUNT_CANT_BE_BLANK ↗	Top of Page	Partner_Information_Cannot_Be_Empty	(This is client services)
4. PWP	GENERAL_ACCOUNT_NAME_CANT_BE_BLANK ↗	Account Name	Account Cannot be Empty	(This is client services)
4. PWP	PWP_PURCHASE_PRICE_AND_TYPE_FOR_6_SALES ↗	Top of Page	Please Update Purchase Price Point And Purchase Type For All 6 Targeted Sales	Based on how many sales the planner has indicated will be sold to the client
4. PWP	PWP_PURCHASE_PRICE_AND_TYPE_FOR_5_SALES ↗	Top of Page	Please Update Purchase Price Point And Purchase Type For All 5 Targeted Sales	Based on how many sales the planner has indicated will be sold to the client
4. PWP	PWP_PURCHASE_PRICE_AND_TYPE_FOR_4_SALES ↗	Top of Page	Please Update Purchase Price Point And Purchase Type For All 4 Targeted Sales	Based on how many sales the planner has indicated will be sold to the client
4. PWP	PWP_PURCHASE_PRICE_AND_TYPE_FOR_3_SALES ↗	Top of Page	Please Update Purchase Price Point And Purchase Type For All 3 Targeted Sales	Based on how many sales the planner has indicated will be sold to the client
4. PWP	PWP_PURCHASE_PRICE_AND_TYPE_FOR_2_SALES ↗	Top of Page	Please Update Purchase Price Point And Purchase Type For All 2 Targeted Sales	Based on how many sales the planner has indicated will be sold to the client
4. PWP	PWP_PURCHASE_PRICE_AND_TYPE_FOR_1_SALE ↗	Top of Page	Please Update Purchase Price Point And Purchase Type For All Targeted Sales	Based on how many sales the planner has indicated will be sold to the client
4. PWP	DISCOVERY_UPDATE_DREAMS_FOR_FORD_NOTES ↗	Dreams (FORD)\_MO	Please complete the field Dreams (FORD)
4. PWP	DISCOVERY_UPDATE_RECREATION_FOR_FORD ↗	Recreation (FORD)\_MO	Please complete the field Recreation (FORD)
4. PWP	DISCOVERY_UPDATE_OCCUPATION_FOR_FORD ↗	Occupation (FORD)\_MO	Please complete the field Occupation FORD
4. PWP	PWP_COMPLETE_THE_PROPERTY_WEALTH_PLAN ↗	Top of Page	Please complete the Property Wealth Plan section of this record after Property Selection Session is Converted. This information will help you and the Portfolio Management team follow up with the client for their next purchase.
4. PWP	PWP_FINANCE_RISK_NOTES_FOR_TIGHT_DEAL ↗	Finance Risk_MO	You must complete Finance Risk Action Items as you have identified this deal as a Finance Risk
4. PWP	BROKER_UPDATE_PROPERTY_WEALTH_PLAN ↗	PWP Estimated Next Purchase Date_MO	Please complete all fields in the PWP Information section
4. PWP	PWP_BROKER_SMSF_NEXT_PURCHASE_FIELDS ↗	Activities required for next SMSF_MO	Please fill out Activities required for next SMSF, Broker Estimated Next Purchase Date, BC following current purchases and Activities required for next purchase
4. PWP	PWP_UPDATE_SS_OR_PR_DATE_ON_CREATION ↗	Strategy Session / PR Review Date_MO	You just created a master opp. please update the Strategy Session/PR Date and Time
4. PWP	DISCOVERY_UPDATE_FAMILY_FOR_FORD_NOTES ↗	Family (FORD)\_MO	Please complete the field Family (FORD)
4. PWP	DISCOVERY_UPDATE_DC_NAME_ON_CREATION ↗	Discovery Consultant Name_MO	Please select a Discovery Consultant name
4. PWP	PWP_NUMBER_OF_EOIS_PROCESSED ↗	No. of EOI's Processed_MO	Please input No. of EOIs Processed
4. PWP	PWP_PROPERTY_PRES_PAST_NOT_OUTCOME ↗	Property Selection Status_MO	Please input the outcome of the Property Selection Session
4. PWP	PWP_STRATEGY_HELD_UPPDATE_PS_DATE ↗	Property Selection Date_MO	Please input a date into the the Property Selection Date field
4. PWP	PWP_PROPERTY_AND_ACQUISITIONS_SECTION ↗	Top of Page	Please complete all fields within the PROPERTY AND ACQUISITIONS section
4. PWP	PWP_DISCOVERY_CLOSED_NOTES_CONTACT_AGAIN ↗	When can client be contacted again?\_MO	When opp is lost this field must be completed.
4. PWP	PWP_DISCOVERY_SMSF_APPT_DATE_AND_TIME ↗	SMSF Appointment Date & Time_MO	Please indicate the day and time for the SMSF Appointment.
4. PWP	DISCOVERY_UPDATE_PLANNER_TO_BE_ASSIGNED ↗	Planner To Be Assigned_MO	Please update the Planner to be assigned field
4. PWP	BROKER_UPDATE_PRELIMINARY_FINANCE_ASSES ↗	Top of Page	Please fill out all required fields in the Preliminary Finance Assessment section
4. PWP	PWP_UPDATE_DELAYED_PURCHASE_REASON ↗	Delayed Purchase Reason_MO	If the Master Opportunity Stage is changed to 'Delayed Purchase' Ensure Delayed Purchase Reason is updated
4. PWP	PWP_DISCOVERY_CLOSED_LOST_WHY_LOST ↗	Why was this opportunity closed/lost?\_MO	When opp is lost this field must be completed.
4. PWP	PWP_DISCOVERY_CLOSED_LOST_CATEGORY ↗	Closed Lost Cause Category_MO	When opp is lost this field must be completed.
4. PWP	PWP_DISCOVERY_CLOSED_LOST_DATE ↗	Lost Opportunity Date_MO	When opp is lost this field must be completed.
4. PWP	PWP_UPDATE_DELAYED_PURCHASE_DATE ↗	Expected Delayed Purchase Date:\_MO	If the Master Opportunity Stage is changed to 'Delayed Purchase' Ensure Expected Delayed Purchase Reactivation Date is Updated.

70 validation rules currently enforced in Salesforce — these need to be reassessed for HubSpot, kept, parked, or replaced with workflow-based equivalents.

05Reporting Requirements

51 dashboards and reports referenced — each one needs a HubSpot equivalent.

The Confluence pages embed Salesforce dashboard + individual-report links per department. Below is the consolidated list with the named SF deep-links preserved. The downstream task is to identify which of these are still load-bearing for daily ops vs. legacy reports nobody runs anymore, then build HubSpot equivalents for the survivors.

1. Marketing 6

#	Report / dashboard + linked Salesforce records
1	AIIMS - Rolling Conversions Dashboard AIIMS - ROLLING CONVERSIONS \ Salesforce Lead Volume Bookings Future Bookings Registrations Lead:Booking Booking Status Booking:Reg Turn Up Rate QSAT to Reg Leads by Category Closed Reason Nurture Reason
2	Hubspot - Rolling Conversions Dashboard HUBSPOT - ROLLING CONVERSIONS \ Salesforce Lead Volume Bookings Future Bookings Registrations Lead:Booking Booking Status Booking:Reg Turn Up Rate QSAT to Reg Leads by Category Closed Reason Nurture Reason
3	Lead Volume By Day Dashboard LEAD VOLUME BY DAY - CS \ Salesforce New Lead Volume ex Re-engaged New Lead Volume Total Lead Volume (INC Re-engaged) AIIMS Facebook AIIMS Google EMBR King Kong Facebook AC Marketing
4	Daily PEC Activity Dashboard (Marketing Use) (MARKETING) DAILY PEC TEAM RESULTS MANAGEMENT \ Salesforce Leads called today Leads in list not called today PWP appointments made today PWP bookings month to date Turn up rate month to date Masterclass watched this month Individual reg this month Sat outcomes this month Total Registrations Database bookings - this month Database regos - this month
6	Paid MCL Dashboard Paid MCL Dashboard \ Salesforce Paid MC Leads Paid MC Registrations (OC) Paid MC Registrations (DNQ) Paid MC TUR (Events) Paid MC Bookings Paid MC Future Bookings Paid MC Registrations (PECs) Paid MC TUR (PECs) Paid MC Lead:Booking Paid MC Booking:Reg Paid MC - Closed Reason Paid MC Lead Category
7	Fin A - Rolling Conversions Dashboard Fin A Rolling Conversions Lead volume Bookings Future bookings Registrations Lead:Booking Booking: Reg Turn up rate Qsat:Reg Leads by category Closed Reason

2. Telesales / PECs 1

#	Report / dashboard + linked Salesforce records
1	Total Leads by Lead Magnet by Timeframes

3. Discovery 5

#	Report / dashboard + linked Salesforce records
1	[Discovery performance](https://d28000001hz6leaa.lightning.force.com/lightning/r/Dashboard/01Z0K000000X4pQUAS/view) Discovery performance
2	[Discovery Pipeline](https://d28000001hz6leaa.lightning.force.com/lightning/r/Dashboard/01Z0K000000X4pGUAS/view) Discovery Pipeline
3	[Discovery Sales Report](https://d28000001hz6leaa.lightning.force.com/one/one.app#eyJjb21wb25lbnREZWYiOiJkZXNrdG9wRGFzaGJvYXJkczpkYXNoYm9hcmQiLCJhdHRyaWJ1dGVzIjp7ImRhc2hib2FyZElkIjoiMDFaSVQwMDAwMDBPdWZNMkFTIiwiZGlzcGxheU1vZGUiOiJlZGl0IiwicmVmZXJyZXJJZCI6IjAwT0lUMDAwMDBCNnVxQzJBUiIsImRhc2hib2FyZE9yaWdpbmF0b3IiOiJuZXdSZXBvcnRSdW5QYWdlIn0sInN0YXRlIjp7fX0%3D) Discovery Sales Report
4	[Allocation ](https://docs.google.com/spreadsheets/d/1cG43Yzh3FMviyVMrWN5XNBVht81FxlzGQGUu8oZ67q0/edit?gid=1881317036#gid=1881317036) Allocation
5	[Broker session booked](https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OOY000001kF0H2AU/view) Broker session booked

4. PWP 6

#	Report / dashboard + linked Salesforce records
1	[PWP WEEKLY PERFORMANCE REPORT](https://d28000001hz6leaa.lightning.force.com/lightning/r/Dashboard/01ZOY000003yuFJ2AY/view) PWP WEEKLY PERFORMANCE REPORT
2	[SS PERFORMANCE DASHBOARD](https://d28000001hz6leaa.lightning.force.com/one/one.app#eyJjb21wb25lbnREZWYiOiJkZXNrdG9wRGFzaGJvYXJkczpkYXNoYm9hcmQiLCJhdHRyaWJ1dGVzIjp7ImRhc2hib2FyZElkIjoiMDFaMEswMDAwMDBYNHJsVUFDIiwiZGlzcGxheU1vZGUiOiJlZGl0IiwicmVmZXJyZXJJZCI6IjAwTzBLMDAwMDBCUFhzU1VBWCIsImRhc2hib2FyZE9yaWdpbmF0b3IiOiJuZXdSZXBvcnRSdW5QYWdlIn0sInN0YXRlIjp7fX0%3D) SS PERFORMANCE DASHBOARD
3	[PWP CLIENT DASHBOARD](https://d28000001hz6leaa.lightning.force.com/lightning/r/Dashboard/01ZOY000004mPMo2AM/view) PWP CLIENT DASHBOARD
4	[SALES WOM DASHBOARD](https://d28000001hz6leaa.lightning.force.com/lightning/r/Dashboard/01ZOY0000043zSr2AI/view) SALES WOM DASHBOARD
5	[QRT V QRT DASHBOARD](https://d28000001hz6leaa.lightning.force.com/lightning/r/Dashboard/01ZOY000005G3K12AK/view?queryScope=userFolders) QRT V QRT DASHBOARD
6	[MAX PP DASH](https://d28000001hz6leaa.lightning.force.com/lightning/r/Dashboard/01ZIT000000X8A22AK/view?queryScope=userFolders) MAX PP DASH

5. FinAlliance 2

#	Report / dashboard + linked Salesforce records
1	External Brokers - Partner Community Folder
1	Broker Opportunity Tracking Report

6. Acquisitions 15

#	Report / dashboard + linked Salesforce records
1	[Supplier Stock Update - Creative Homes](https://d28000001hz6leaa.lightning.force.com/lightning/r/sObject/00OOY000003spv32AA/view?queryScope=userFolders) Supplier Stock Update - Creative Homes
2	[Supplier Contracts Update - Oreana](https://d28000001hz6leaa.lightning.force.com/lightning/r/sObject/00OOY000003shXh2AI/view?queryScope=userFolders) Supplier Contracts Update - Oreana
3	[ACQ REV -Land Rev Settled with SW >Jan26](https://d28000001hz6leaa.lightning.force.com/lightning/r/sObject/00OOY000003nQxJ2AU/view?queryScope=userFolders) ACQ REV -Land Rev Settled with SW >Jan26
4	[ACQ Rev - Additional Revenue at SW](https://d28000001hz6leaa.lightning.force.com/lightning/r/sObject/00OOY000003nRTZ2A2/view?queryScope=userFolders) ACQ Rev - Additional Revenue at SW
5	[JF - Stock List Price Ranges](https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OOY000001nCDy2AM/view) JF - Stock List Price Ranges
6	[JF - Stock List by State](https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OOY000001u1X82AI/view) JF - Stock List by State
7	[JF - Super Stock Price Ranges](https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OOY0000029oR32AI/view) JF - Super Stock Price Ranges
8	[ACQ - PENDING REPLACEMENTS](https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OOY000002tBw92AE/view) ACQ - PENDING REPLACEMENTS
9	[New Property Stocks Created - Last Month](https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00O0K00000BPHsgUAH/view) New Property Stocks Created - Last Month
10	[PENDING CANCELLATIONS - WITHOUT APPROVAL](https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OIT00000BQBin2AH/view) PENDING CANCELLATIONS - WITHOUT APPROVAL
11	[JF - Valuations Report 30 Days](https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OOY000002X0052AC/view) JF - Valuations Report 30 Days
12	[JF - Upcoming PPs (Next 14 Days)](https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OOY000002ki1h2AA/view) JF - Upcoming PPs (Next 14 Days)
13	[STRATEGY SESSIONS BOOKED FOR THIS MONTH](https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OIT00000BPcsw2AD/view) STRATEGY SESSIONS BOOKED FOR THIS MONTH
14	[Upcoming Personal Property Selections](https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OOY000003jVNh2AM/view) Upcoming Personal Property Selections
15	[Upcoming SMSF Property Selection](https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OOY000003qYdN2AU/view) Upcoming SMSF Property Selection

8. PP Contract 14

#	Report / dashboard + linked Salesforce records
1	CONTRACTS SENT BUT NOT SIGNED https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OIT00000BProR2AT/view
	Contracts Issued This Month
	Contracts Signed this Month http://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OIT00000BPtFD2A1/view
	EOI RECEIVED - BUT CONTRACT NOT ORDERED
	EOI RECEIVED - BUT CONTRACT NOT ORDERED https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OIT00000BProC2AT/view
	CONTRACTS ORDERED BUT NOT SENT TO CLIENT https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OIT00000BProM2AT/view
	CONTRACTS NOT RECEIVED FROM SUPPLIER AVG https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OOY000002ASt72AG/view
	CONTRACTS ORDERED BUT NOT SENT TO CLIENT https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OIT00000BProM2AT/view
	CONTRACTS SENT BUT NOT SIGNED https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OIT00000BProR2AT/view
	CONTRACTS SIGNED BUT NOT EXCHANGED https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OIT00000BQKvy2AH/view
	EOI Payment Tracker 2026
	PENDING CANCELLATIONS - WITHOUT APPROVAL
	PENDING REPLACEMENTS https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OIT00000BPsZL2A1/view
	Approved Cancellations, Not Closed https://d28000001hz6leaa.lightning.force.com/lightning/r/Report/00OOY0000036WLF2A2/view

10. Membership Managements 1

#	Report / dashboard + linked Salesforce records
1	Total Leads by Lead Magnet by Timeframes

11. Broker Channel 1

#	Report / dashboard + linked Salesforce records
1	Total Leads by Lead Magnet by Timeframes

51 reports/dashboards referenced across the space.

06Integrations

3rd-party tooling currently connected per department.

Includes Aircall (telephony — see also section 10), Pendula (SMS), Zapier, Calendly, Mercury, Stripe, GONG, Quickli, Salesforce, and others. Most of these need to stay connected or have a HubSpot-native equivalent identified.

Section	Application	Used by / purpose
1. Marketing	Zapier	Marketing to bring in EMBR Leads
2. Telesales / PECs	Website	All PECS
2. Telesales / PECs	Aircall	CTI (Call and Text)
2. Telesales / PECs	Pendula	SMS app triggered text to customer
3. Discovery	Website	All DCs and WPs
3. Discovery	Aircall via CRM
3. Discovery	Calendly app
3. Discovery	Google Sheets (Custom)
4. PWP	CALENDLY	All PWPS
4. PWP	AIRCALL	All PWPS
4. PWP	GONG	All PWPS
4. PWP	GOOGLE SUITE	ALL PWPS
4. PWP	DOCUSIGN (if possible)	ALL PWPS
5. FinAlliance	Mercury	All Team
5. FinAlliance	Quickli	All Brokers
5. FinAlliance	Aircall	Money Coach, Credit Analyst, Loan Approvals
6. Acquisitions	Coefficient	Acquisitions (Sending exel reports to external suppliers)
7. Accounts	None
8. PP Contract	Docusign	All Post purchase team - contracts & settlements
8. PP Contract	Hubspot & Gmail email integration	All Post purchase team - contracts & settlements.
8. PP Contract	Calendly	All Post purchase team - contracts & settlements
8. PP Contract	Aircall (specifically SMS logs if possible)	All Post purchase team - contracts & settlements
9. Settlement	Gong	All team
9. Settlement	Gmail	All team
10. Membership Managements	Aircall
10. Membership Managements	Calendly	Assess if broker could use Hubspot Scheduler, alternative is to continue using Calendly for broker meeting.
10. Membership Managements	GONG
11. Broker Channel	Website	All PECS

07Security & Access

Per-department permission matrices.

The source uses an X pattern in each cell (e.g. X X X) to indicate per-role access. We've preserved that verbatim — for HubSpot teams + permission sets, this needs translating role-by-role.

1. Marketing 6

Object	Who	Create	Read	Update	Delete	View All	Notes
Contact	Marketing Coordinator Marketing Director ED Strategy and Growth	X X X	X X X	X X X	X X X	X X X
Company	Marketing Coordinator Marketing Director ED Strategy and Growth	X X X	X X X	X X X	X	X X X
Deal	Marketing Coordinator Marketing Director ED Strategy and Growth	X X X	X X X	X X X	X	X X X
Report	Marketing Coordinator Marketing Director ED Strategy and Growth	X X X	X X X	X X X	X X	X X X
Dashboard	Marketing Coordinator Marketing Director ED Strategy and Growth	X X X	X X X	X X X	X X	X X X
Lead Lists (For Allocations)	Marketing Coordinator** Marketing Director ED Strategy and Growth	X X X	X X X	X X X	X X	X X X	Marketing coordinator or database coordinator use shared access.

2. Telesales / PECs 5

Object	Who	Create	Read	Update	Notes
Lead/Contact	Marketing	X	X	X	Private viewership
Company
Deal
Report
Dashboard

3. Discovery 5

Object	Who	Create	Read	Update	Delete	View All
Lead	Director Discovery TL Discovery	X X X	X X X	X X X		X X X
Customer Account	Director Discovery TL Discovery	X X X	X X X	X X X		X X X
Opportunity	Director Discovery TL Discovery	X X X	X X X	X X X		X X X
Report	Director Discovery TL Discovery	X X	X X X	X X	X	X X
Dashboard	Director Discovery TL Discovery	X X	X X X	X X	X	X X

4. PWP 5

Object	Who	Create	Read	Update	Delete	View All
Lead	Director PWPs	X X	X X	X X		X
Customer Account	Director PWPs	X X	X X	X X		X
Opportunity	Director PWPs	X X	X X	X X	X	X
Report	Director PWPs	X	X X	X	X	X
Dashboard	Director PWPs	X	X X	X	X	X

5. FinAlliance 4

Object	Who	Create	Read	Update	Notes
Opportunity	Marketing	X	X	X	Private viewership for all brokers
Customer Account
Report					Only for internal users - Matt, Stefan and not brokers.
Dashboard					Only for internal users - Matt, Stefan and not brokers.

6. Acquisitions 5

Object	Who	Create	Read	Update	View All	Notes
Stock	Director APM ACQ Co-ordinator	X X X	X X X	X X X	X X X	Private viewership
Customer Account	As above
Opportunity	As above
Report	As above but limited
Dashboard	As above but limited

7. Accounts 7

Object	Who	Create	Read	Update	View All
Lead	Finance Exec Finance Manager Finance Officer (on site) Finance Officer (offshore)		X X X X	X X X X	X X X X
Customer Account	Finance Exec Finance Manager Finance Officer (on site) Finance Officer (offshore)		X X X X		X X X X
Opportunity	Finance Exec Finance Manager Finance Officer (on site) Finance Officer (offshore)		X X X X	X X X X	X X X X
Property Stock	Finance Exec Finance Manager Finance Officer (on site) Finance Officer (offshore)		X X X X	X X X X	X X X X
Property Stock Allocation	Finance Exec Finance Manager Finance Officer (on site) Finance Officer (offshore)		X X X X		X X X X
Report	Finance Exec Finance Manager	X X	X X	X X	X X
Dashboard	Finance Exec Finance Manager	X X	X X	X X	X X

8. PP Contract 6

Object	Who	Create	Read	Update	View All	Notes
Opportunity	All Contracts Team	X	X	X	X
Property Stock	All Contracts Team		X	X	X
Report	Contracts Manager	X	X	X		View reports in contracts folder
Dashboard	Contracts Manager	X	X	X		View reports in contracts folder
Report	Contracts Coordinator & Team Assistant		X			View reports in contracts folder
Dashboard	Contracts Coordinator & Team Assistant		X			View reports in contracts folder

9. Settlement 9

Object	Who	Create	Read	Update	Delete	View All	Notes
Lead	All Post Purchase Services Team						Not required
Customer Account	Post Purchase Services Team Leader/Manager		x	x		x
Customer Account	Post Purchase Services Team		x	x			View all of their assigned clients
Opportunity	Post Purchase Services Team Leader/Manager	x	x	x		x
Opportunity	Post Purchase Services Team	x	x	x			View all of their assigned clients
Report	Post Purchase Services Team Leader/Manager	x	x	x	x
Report	Post Purchase Services Team		x	x
Dashboard	Post Purchase Services Team Leader/Manager	x	x	x	x	x
Dashboard	Post Purchase Services Team		x	x			View whatever is required in their dashboard

10. Membership Managements 5

Object	Who	Create	Read	Update	View All	Notes
Lead	PR Manager		X	X	X	Private viewership
Customer Account	PR Manager PR Team Member		X X	X X	X X
Opportunity	PR Manager PR Team Member	X X	X X	X X
Report	PR Manager PR Team Member
Dashboard

11. Broker Channel 5

Object	Who	Create	Read	Update	Notes
Lead	Marketing	X	X	X	Private viewership
Customer Account
Opportunity
Report
Dashboard

08Open Actions

28 actions raised across the discovery process.

These are commitments captured at the bottom of each section page — typically Chierag asking a department lead to clarify a requirement, identify a field, or confirm a process detail. None are marked done in source.

Section	Action	Owner	Deadline	Raised by	Status
1. Marketing	At what points, is Pendula SMS triggered. Any other Pendula capability? Just list the scenarios/forms which we would like to work in future as well.	@Cassandra De Palma	3/6/2026	@Chierag Mattoo	Open
1. Marketing	Nice to have - Leads to be segmented so we can tailor communications, campaigns etc. Not present: Field needs to be identified.	@Cassandra De Palma	3/6/2026	@Chierag Mattoo	Open
1. Marketing	Database lead allocation: I want to ensure there isn’t any leakage in the database and that we can automatically mine and reopen opportunities based on condition workflows to reallocate to the PECs. Identify fields? Stage 1 allocation will be std. hubspot process. Stage 2 allocation is complete overhaul.	@Cassandra De Palma	3/6/2026	@Chierag Mattoo	Open
1. Marketing	B to review final list below	@bianca.anton (Unlicensed)	3/26/2026	@Chierag Mattoo	Open
2. Telesales / PECs	List Prioritisation: List of clients that I need to call today automatically ordered by priority based on 1. create date, 2.new lead form date, 3.scheduled call back date and 4.lead scoring in database call drives. Action: Need prioritisation logic document	@josh.baker	3/6/2026	@Chierag Mattoo	Open
2. Telesales / PECs	Reporting requirements: Add only reports and dashboard links in reporting requirements that we want in Hubspot	@josh.baker	3/6/2026	@Chierag Mattoo	Open
2. Telesales / PECs	Validation Rules: Add Leads Validation for Josh’s review.	@Tom McCallum	3/5/2026	@Tom McCallum	Open
2. Telesales / PECs	Review “Validation rules” to be moved to Hubspot	@josh.baker	3/6/2026	@Chierag Mattoo	Open
2. Telesales / PECs	Provide security and access details	@josh.baker	3/6/2026	@Chierag Mattoo	Open
2. Telesales / PECs	Confirm Fields used in Customer Touchpoint Matrix are going to be in Hubspot. This is relevant as we retired bunch of fields so making sure customer touchpoint is unimpacted.	@Cassandra De Palma	3/6/2026	@Chierag Mattoo	Open
3. Discovery	Update business requirements section with elaborated requirements and context	@Jim Chara	4/2/2026	@Chierag Mattoo	Open
3. Discovery	Confirm lead fields used by DCs. Any thing marked N will be removed. Link - https://alliancecorp.atlassian.net/wiki/spaces/PM/embed/19955713?atlOrigin=eyJpIjoiMGNiNGE4MzljNDhiNDE2NWJlYjZmOTI1ZmYzN2I1ODMiLCJwIjoiYyJ9	@Jim Chara	4/2/2026	@Chierag Mattoo	Open
3. Discovery	confirm process map and call out any updates made	@Jim Chara	4/2/2026	@Chierag Mattoo	Open
3. Discovery	Add all required Email Templates	@Tom McCallum	4/2/2026	@Chierag Mattoo	Open
4. PWP	Validation rules on opportunity. 'X' if not needed	@Jim Chara	4/17/2026	@Chierag Mattoo	Open
4. PWP	Update business requirements section - 4 & 5	@Jim Chara	4/17/2026	@Chierag Mattoo	Open
5. FinAlliance	Rationalise the role names	@matthew.gatt (Unlicensed)	4/2/2026	@Chierag Mattoo	Open
5. FinAlliance	Update opportunity fields on this link in FinA coloumn. Mark all brokers see. https://alliancecorp.atlassian.net/wiki/spaces/PM/embed/26673154	@Tom McCallum	4/2/2026	@Chierag Mattoo	Open
5. FinAlliance	confirm process map and share any updates made	@matthew.gatt (Unlicensed)	4/2/2026	@Chierag Mattoo	Open
5. FinAlliance	Update security and access based on roles	@matthew.gatt (Unlicensed)	4/2/2026	@Chierag Mattoo	Open
6. Acquisitions	Add Property Stock Object fields on its own page under acquisition page	@Tom McCallum	3/18/2026	@Chierag Mattoo	Open
7. Accounts	Membership Form - Chierag would like to automate this step with Docusign. To be checked with Jim/Sales session	@Chierag Mattoo	3/24/2026	@Chierag Mattoo	Open
7. Accounts	Builder Invoice pipeline report project	@Fiona Zacharias (Unlicensed)	3/24/2026	@Chierag Mattoo	Open
7. Accounts	Account Hierarchy - Starter doc. Provide it to Fiona	@Chierag Mattoo			Open
8. PP Contract	Require response to above @mention queries	@Tehanni Crisara	4/2/2026	@Chierag Mattoo	Open

25 actions captured. All flagged open — none ticked done in source.

09Out of Scope (Stage 1 Mission Migrate)

28 items explicitly parked.

Items the discovery team has agreed are out of scope for the migration's first stage. Worth re-reading because a few of these may be cheap to include with the right approach, and a few may need to move in if a department lead pushes back.

Section	Requirement / story	Importance	Notes
1. Marketing	Segmentation As a Marketer, I want to segment leads in the database to the appropriate persona type so we can tailor communications, campaigns etc.	Nice to have	Not present. Field needs to be identified
1. Marketing	Lead Allocation As a Marketer, I want to ensure that I can automatically allocate leads to the most suitable PEC in the team based on conditional workflows that can be changed month to month. I always want the allocations to factor in lead scoring during allocations. I must be able to create multiple workflow per pod and have those workflows link in accordance with the lead allocation framework	Nice to have	https://docs.google.com/document/d/1H0xXAsWcJeys4y8yccvtQdssLMOjl49CuIyOduqbAAY/edit?tab=t.0#heading=h.wp4xjbhws5oi. Parked item.
2. Telesales / PECs	Calendly As a PECS Consultant, I want to book Discovery Workshop using calendly, booking DCs calendar	Nice to have	Plan is to leverage Hubspot calendar for booking lead meetings.
2. Telesales / PECs	Booking Process As a PEC, I want to be able to have my Gong information pre populate the notes and booking information into Hubspot to avoid data entry wasted time	Nice to have
2. Telesales / PECs	Qualification Process As a PEC, I want to be able to fill in the qualification tool during a call and have that data automatically sync with Hubspot to avoid data wasted time	Nice to have
3. Discovery	Broker meeting no show / reschedule outcome If client does not turn up to broker meeting, the system to automate a notification to the DC.	Nice to have
3. Discovery	Discovery allocation automation Ability to allocate discovery consultants assigned based on defined criteria	Nice to have
4. PWP	PWP WORKBOOK System to generate client PWP workbook (wealth plan) PDF doc automatically	Nice to have
7. Accounts	Integration Integration with Xero	Nice to have
7. Accounts	Contacts creating from CRM to Xero - Automation When DC creating a new client file in CRM, Xero will create the file and including client basic information	Nice to have	SMSF entities and Individual contacts
7. Accounts	Commission Management - Commission for Different stock The sales commission for different stock and will easier for the comms payment	Nice to have
7. Accounts	Super Plus construction progress email reminder There will be email notif. or report to show the upcoming due bill in the following week	Nice to have	Part of projects (internal)
7. Accounts	Super Plus Finance Holding Cost Invoice notification Once Alliancecorp Securities settled the land with the distributor and there is an email sent to account email to invoice the client Super Plus Finance Holding Cost Invoice	Nice to have	Part of projects (internal)
7. Accounts	Client invoice: Client Membership and Post Purchase Fee invoice in Xero from CRM Once the Opps meet the new saleswon stage and there will be an draft invoice will be created under the clients file	Nice to have	XERO Integration Project
7. Accounts	Updated the Membership and Post Purchase invoice status from Xero to CRM Once the client invoice approved, sent out, paid in xero There will be a related update in CRM to reflect the status for the invoice	Nice to have	XERO Integration Project
7. Accounts	Distributor invoices: in Xero from CRM Once the construction meet the milestone there will be an draft invoice will be created under the distributor file	Nice to have	XERO Integration Project
7. Accounts	Distributor invoices: Updated Distributor invoices status from Xero to CRM Once the distributors invoice approved, sent out, paid in xero	Nice to have	XERO Integration Project
7. Accounts	Property Manager/Referral invoices: in Xero from CRM Once the rental property met the milestone there will be an draft invoice will be created under the referral PM file	Nice to have	XERO Integration Project
7. Accounts	Property Manager/Referral invoices: Update the Referral invoices from Xero to CRM Once the Referral invoices approved, sent out, paid in xero	Nice to have	XERO Integration Project
7. Accounts	Deposit Power: Creating Draft Finance Holding Cost invoices in Xero from CRM For the Super Plus Project: Once Alliancecorp Securities Settled the land for the property, there will be an draft invoice created in the Alliancecorp Securities File	Nice to have	XERO Integration Project (2nd instance of xero)
7. Accounts	Deposit Power: Update the Finance Holding Cost invoices status from Xero to CRM Once the Finance Holding Cost invoices approved, sent out, paid in xero	Nice to have	XERO Integration Project (2nd instance of xero)
7. Accounts	WOM Referral Client gets referral for 2K	Nice to have	XERO Integration Project (2nd instance of xero)
7. Accounts	Land Commission Invoice: in Xero from CRM Land Commission	Nice to have	XERO Integration Project (2nd instance of xero)
7. Accounts	Land Commission Invoice: Updated Land Commission Invoice status from Xero to CRM Land commission	Nice to have	XERO Integration Project (2nd instance of xero)
7. Accounts	Deposit Power Invoice to customer	Nice to have	XERO Integration Project (2nd instance of xero)
7. Accounts	Opp Naming Conventions Opportunities Sync - Customer Entity details	Nice to have	Stage 2
8. PP Contract	EOI Payment EOI PAYMENTS- we need a more secure and user friendly way for clients to pay the EOI deposit. Maybe like stripe or something similar that if clients card decline when we take payment they can use the link to pay	Nice to have
8. PP Contract	Google Folder Automation for Settlement opp Google knows when a new opportunity is created and a google folder is needed, it will automatically create the folder and put the link in HubSpo	Nice to have	@Tehanni Crisara Does someone creates the google folder manually today and add the link to sett. opp? If yes, this will be parked for stage 2 for proper & secure google integration. @Chierag Mattoo yes that is the process, no worries to park

28 items flagged out-of-scope for Stage 1 Mission Migrate.

10Parking Lot

3 open questions awaiting decisions.

Section	Question	Answer	Date	Owner
1. Marketing	Pendula - Assess Pendula custom implementation needs vs. native SMS capability	Establish Pros & Cons	4/3/2026	@Chierag Mattoo
8. PP Contract	Can we have visibility over Docusign envelopes in Hubspot where we are not the sender, but CC'd as a recipient?
8. PP Contract	Currently the team share licenses, we need to ensure we have one per team member

11Aircall (telephony)

Telephony stack and call-flow requirements.

The Aircall sub-page is structured as a per-feature requirement list with split owners between Aircall (vendor) and AllianceCorp (internal). Useful for scoping the telephony portion of the HubSpot integration, including the Aircall ↔ HubSpot connector setup and dial-out / pop-up flows.

	Requirement	Owner
Aircall Requirements (When it was originally installed in Salesforce)
	Aircall installed and inegrated	AIRCALL
	Set up Aircall user licences with correct permissions for agents, managers and senior managers. Instructions on how to manage this.	AIRCALL
	Agents need to call from phone numbers that are not marked as spam to keep contact rate high. Therefore they need to rotate numbers regularly and this needs to be easy for us to update. When phone numbers are changed, we need to be able to still receive returned calls and returned sms. Sleeq to advise on how this will be managed and update user guide.	AIRCALL
	When agents make phone calls from mobile numbers to leads, we need to be able to see any text messages that come back from the lead in Salesforce. We need notifications for text messages also. Sleeq to advise on how this is managed and update user guide	AIRCALL
	Every call that is made must have a recording logged on the lead record and easy to access from team members	AIRCALL
Custom workflow development
	Call Wrapping Automation:** When a PEC makes or receives a call they need to easily update the following: Update call notes field (stamped with date and owner name) Tag the call with a 'wrap code' that will then update lead category, closed reason and nurture reason depending on the wrap. There are other fields that need to be updated in the background that allows marketing to analyse the database such as: Dial attempts, last call date, scheduled call date	ALLIANCECORP
	Scheduled call management - scheduling a call is an important part of the agent role. This needs to be super easy and fast to do at the end of a call. There needs to be a good way of ensuring scheduled calls are made at the right time. We keep a scheduled call due date and time field on the lead record that needs to be updated via workflow.	ALLIANCECORP
	Update last call date field into last call date and time so the guys can sort their lists accordingly	ALLIANCECORP
CLI and Call routing
	We need to see if we can get the existing numbers ported over to Aircall	ALLIANCECORP
	We need to create inbound call workflows where the call is routed to lead owner OR for new leads a record is created and the call goes to any available agent	AIRCALL
	Returned calls should have a seamless flow where the system identifies who the lead is and who is the assigned agent and they have a screen pop up notifying them of the call, regardless of whether they are on another call.	ALLIANCECORP
	Ability to hold a call and pick up another inbound/returned call at user discresion.	AIRCALL
	Missed call log is easy to access	AIRCALL
	Voicemails are easy to access and receive notifications	AIRCALL
	Diversions are in place if it is outside business hours or the agent is unavailable	AIRCALL
	It must be easy to transfer calls to other members of the team	AIRCALL
REPORTING
	Inbound missed call report	ALLIANCECORP
	Agent productivity & performance reporting** Leads assigned Call rates Talk Time Wrap Time Preview Time Connected Calls Sales	ALLIANCECORP
	Contact Rate Hour by hour contact rate analysis Day contact rate analysis Agent contact rate analysis	ALLIANCECORP
	Broader team conversion results Review current reports and dashboards and see if these can be improved	ALLIANCECORP
	List management dashboards and reports	ALLIANCECORP

12User Personas

Who actually touches the CRM in each department.

The named individuals + roles documented at the top of each section page. Useful for permission-set planning and for knowing who to ask follow-up questions of during implementation.

1. Marketing 3

Role	Name	Notes
Marketing and Project Director	Cassandra Scarpino
Marketing Coordinator	Mary May Saguban / Elisha Di Julio (shared access)
Executive Director Strategy and Growth	Bianca Anton

2. Telesales / PECs 25

Role	Name	Notes
PEC Department Manager	Josh Baker
PEC Team Leader	Benjamin Smith
PEC Team Leader	Sam Bennett
PEC	Andrew Ritchie
PEC	Luca Pantaleo
PEC	Dennis Moon
PEC	Harrison Davie
PEC	Kevin Garden
PEC	Bernard Smith
PEC	Pavlos Zougras
PEC	Benjamin Copeland
PEC	Jamie Rodgers
PEC	Henry Shortridge
PEC	Nicholas Ramirez
PEC	Jackey Ye
PEC	Priscilla Toa
PEC	Anthony Green
PEC	Ben Alon
PEC	Jakob Van Der Vliet
PEC	Samuel Rolfe
PEC	Patrick Nong
PEC	Harrison Truscott
PEC	Jessica Wang
PEC	Ned Hawkins
PEC	Pam Tran

3. Discovery 9

Role	Name	Notes
Director	Jim Chara
Discovery Team Leader	Peter Van Nguyen
Discovery Consultant	Nigel Kibel
Discovery Consultant	Abeer Muhammad
Discovery Consultant	William Zhu
Discovery Consultant	Candice Alley
Discovery Consultant	Elliott Daisley
Discovery Consultant	Nicholas Veness
Discovery Consultant	Jakob van der Vliet

4. PWP 9

Role	Name	Notes
Director	Jim Chara
Sales Manager	Shantell Sinclair
Property Wealth Planner	Anna Savio
Property Wealth Planner	Nick Koumourou
Property Wealth Planner	David Brown
Property Wealth Planner	Martin Wyatt
DC Cadet	Elliott Daisley
DC Cadet	Abeer Muhammad
DC Cadet	William Zhu

5. FinAlliance 8

Role	Name	Notes
National Manager	Full User	Matthew Gatt
Mortgage & Investment Lending Specialist	Portal user	Rosanna Crino-Sprague
Mortgage & Investment Lending Specialist	Portal user	Mark Coombs
Mortgage & Investment Lending Specialist	Portal user	Dean Fox
Credit Analyst	Portal user	Rowena Dela Cruz
Loan Approvals & Settlements Manager	Portal user	Rona Jane Sioco
Money Coach	Full user	Stefan Hart
External Mortgage Broker	Portal user	Panel Brokers

6. Acquisitions 6

Role	Name	Notes
Acquisitions Director	Jamie Fyfe
Senior APM	George Pantelakis
APM	Mitchell Botte
APM	TBA
Acquisitions Coordinator	TBA
Head of Research	TBA

7. Accounts 4

Role	Name	Notes
Executive Director - Finance & Governance	Fiona Zacharias
Business Finance and Accounts Manager	Howie Wang
Finance Officer (on site)	Adrian Marinelli
Finance Officer (offshore)	Cherry Diaz

8. PP Contract 3

Role	Name	Notes
Contracts Manager	Vanessa
Contracts Coordinator	Abbey
Contracts Team Assistant	Mari (TBC)

9. Settlement 10

Role	Name	Notes
National Manager - Operational Excellence	Tehanni Crisara
Post Purchase Services Team Leader - Finance and Settlements	Shai O'Neil
Post Purchase Services Team Leader - Finance and Settlements	Natalie Ravaneschi
Post Purchase Services Coordinator - Finance and Settlements	Tamica Ferdinands
Post Purchase Services Coordinator - Finance and Settlements	Asha Carroll
Post Purchase Services Coordinator - Finance and Settlements	Teale Collison
Post Purchase Services Coordinator - Finance and Settlements	Rachel Sawyer
Post Purchase Services Coordinator - Finance and Settlements	Gigi Hunt
Post Purchase Services Team Assistant - Finance and Settlements	Michaella Serrano
Post Purchase Services Team Assistant - Finance and Settlements	Eliza Aratia

10. Membership Managements 2

Role	Name	Notes
PR Manager	Travis
Pr Team Member	Rania

11. Broker Channel 2

Role	Name	Notes
e.g. Project Director	(name)
e.g. Marketing Coordinator	(name)

13Department docs

Per-department discovery, with the same structure narrowed to one team.

Each link below opens a department-scoped discovery doc — same sections as this index but filtered to that team's scope, so the responsible HubSpot consultant can read just their slice without scrolling past the others.

Sales-side · Tranche 1 5

Position	Department
1/5	Property Education Consultants (PEX)	View →
2/5	Discovery Team	View →
3/5	Wealth Planning (PWP)	View →
4/5	Finalliance (Finance + Broker)	View →
5/5	Acquisitions	View →

Back-office · Tranche 2 4

Position	Department
1/4	Contracts	View →
2/4	Settlement	View →
3/4	Accounts	View →
4/4	Membership (+ Aircall)	View →

Companion doc 1

Position	Document
·	Confluence Mirror — methodology, whiteboards, source-of-truth structure	View →