Opportunities & deals. PWP (Property Wealth Planner) takes the converted lead from Discovery, runs Strategy Session → PP Session → Stock Allocation → Property Selection through to a property presentation conversion. This is where the lead becomes a master opportunity and stock gets allocated.
Everything that's already documented in Confluence for this department, surfaced for the discovery session itself. Each section below mirrors the structure of the section page in the source (and the consolidated cross-department doc) but filtered to just this team's scope.
Whiteboard shows the four PWP stages. Detail boxes for each step exist in source but are off-frame in the SVG approximation — open the PDF in the mirror for verbatim notes.
| 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 |
9 role(s) documented.
Yellow MUST HAVE pills mark items targeted for Stage 1 Mission Migrate. Nice-to-haves can land in Stage 2 or behind a feature flag.
| Requirement / user story | Importance | Notes |
|---|---|---|
| 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 |
| 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 |
| 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 |
| 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. |
| 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. |
| 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. |
6 requirements · 6 MUST HAVE.
Department-specific fields are inline. Fields living on the cross-department reference pages (Leads Fields, Opportunity Fields, Property Stock Fields) are filtered to those flagged "Needed by this department" in the source — expand the relevant block.
| # | SF Object | HS Object | Section | Field name | Data type | Why / notes | Options |
|---|---|---|---|---|---|---|---|
| 1 | First Name | Text | |||||
| 2 | Last Name | Text |
These fields live on the cross-department reference pages but were flagged as required by this department in the source.
| Field label | API name | Data type | Section | Options / values | Notes |
|---|---|---|---|---|---|
| 1st Purchase Price Point_MO ↗ | X1st_Purchase_Price_Point__c | Number(6, 2) | |||
| 1st Purchase Type_MO ↗ | X1st_Purchase_Type__c | Picklist | |||
| 2nd Purchase Price Point_MO ↗ | X2nd_Purchase_Price_Point__c | Number(6, 2) | |||
| 2nd Purchase Type_MO ↗ | X2nd_Purchase_Type__c | Picklist | |||
| 3rd Purchase Price Point_MO ↗ | X3rd_Purchase_Price_Point__c | Number(6, 2) | |||
| 3rd Purchase Type_MO ↗ | X3rd_Purchase_Type__c | Picklist | |||
| 4th Purchase Price Point_MO ↗ | X4th_Purchase_Price_Point__c | Number(6, 2) | |||
| 4th Purchase Type_MO ↗ | X4th_Purchase_Type__c | Picklist | |||
| 5th Purchase Price Point_MO ↗ | X5th_Purchase_Price_Point__c | Number(6, 2) | |||
| 5th Purchase Type_MO ↗ | X5th_Purchase_Type__c | Picklist | |||
| 6th Purchase Price Point_MO ↗ | X6th_Purchase_Price_Point__c | Number(6, 2) | |||
| 6th Purchase Type_MO ↗ | X6th_Purchase_Type__c | Picklist | |||
| AC Term Deposit Amount_MO ↗ | AC_Term_Deposit_Amount__c | Currency(18, 0) | |||
| AC Term Deposit Notes_MO ↗ | Income_Gen_Investor_Express_Comments__c | Text Area(255) | |||
| AC Term Deposit Outcome ↗ | AC_Term_Deposit_Outcome__c | Picklist | |||
| Account Email ↗ | Account_Email_Cal__c | Formula (Text) | |||
| Account Email ↗ | Account_Email__c | ||||
| Account First Name Calc ↗ | Account_First_Name_Calc__c | Formula (Text) | |||
| Account Last Name ↗ | Account_Last_Name__c | Formula (Text) | |||
| Account Name ↗ | AccountId | Lookup(Account) | |||
| Account Name Email ↗ | Account_Name_Email__c | ||||
| Account Name Mobile ↗ | Account_Name_Mobile__c | Formula (Text) | |||
| Account Phone ↗ | Account_Phone_Cal__c | Formula (Text) | |||
| Account Phone ↗ | Account_Phone__c | Phone | |||
| Activities required for next purchase_MO ↗ | Activities_required_for_next_purchase__c | Long Text Area(32768) | |||
| Activities required for next SMSF_MO ↗ | Activities_required_for_next_SMSF__c | Long Text Area(5000) | |||
| Available Cash for Deposits_MO ↗ | Available_Cash_for_Deposits_MO__c | Currency(18, 0) | |||
| Available Funds ↗ | Available_Funds__c | Currency(18, 0) | |||
| Balance in SMSF post rollover?\_MO ↗ | Balance_in_SMSF_post_rollover__c | Currency(18, 0) | |||
| BC & Mulit Purchase Comments_MO ↗ | Property_Purchase_Price_Comments__c | Long Text Area(131072) | |||
| BC After This Purchase_MO ↗ | Borrowing_Capacity_After_This_Purchase__c | Currency(18, 0) | |||
| BC following current purchases_MO ↗ | BC_following_current_purchases__c | Currency(18, 0) | |||
| Booking Criteria Met_MO ↗ | MO_Booking_Criteria_Met__c | Picklist | |||
| Borrowing Capacity Notes_MO ↗ | Borrowing_Capacity_Notes__c | Text Area(255) | |||
| Broker Quickli Link_MO ↗ | Broker_Quickli_Link__c | URL(255) | |||
| Client Concerns_MO ↗ | Client_Concerns_MO__c | Text Area(255) | |||
| Client Lives (Region + State)\_MO ↗ | Client_Lives_Region_State__c | Text(255) | |||
| Client monthly savings capacity_MO ↗ | Client_monthly_savings_capacity__c | Currency(18, 0) | |||
| Closed Lost Cause Category_MO ↗ | Closed_Lost_Description__c | Picklist | |||
| Created By ↗ | CreatedById | Lookup(User) | |||
| Current Equity Available Notes_MO ↗ | Current_Equity_Available_Notes__c | Text Area(255) | |||
| Current Super Combined Balance_MO ↗ | Current_Super_Combined_Balance__c | Currency(18, 0) | |||
| Delayed Purchase - Detailed Notes_MO ↗ | Detailed_Reason_Why_Not_Active__c | Text Area(255) | |||
| Delayed Purchase Reason_MO ↗ | Non_Active_Category__c | Picklist | |||
| Discovery Consultant Name_MO ↗ | Discovery_Consultant_Name__c | Picklist | |||
| Discovery Session Booked with MO ↗ | Discovery_Session_Booked_with_MO__c | Picklist | |||
| Dreams (FORD)\_MO ↗ | Dreams_FORD__c | Text Area(255) | |||
| EOI Processing Date_MO ↗ | EOI_Processing_Date_MO__c | Date | |||
| Estimated No of Property Purchases_MO ↗ | Estimated_Number_of_Property_Purchases__c | Number(18, 0) | |||
| Estimated Rollover date_MO ↗ | Estimated_Rollover_date__c | Date | |||
| Expected Delayed Purchase Date:\_MO ↗ | Expected_Reactivation_Date__c | Date | |||
| Fact Find Sheet_MO ↗ | Fact_Find_Sheet_MO__c | URL(255) | |||
| Finance Application Notes_SO ↗ | Finance_Application_Notes__c | Long Text Area(100000) | |||
| Finance Broker_MO ↗ | Finance_Broker__c | Picklist | |||
| Finance Risk Action Items_MO ↗ | Finance_Risk_Action_Items__c | Text Area(255) | |||
| Finance Risk_MO ↗ | Tight_Deal__c | Checkbox | |||
| First Purchase Opportunity_MO ↗ | First_Purchase_Opportunity__c | Lookup(Opportunity) | |||
| Lost Opportunity Date_MO ↗ | Lost_Opportunity_Date__c | Date | |||
| Manager Override_MO ↗ | Manager_Override__c | Number(2, 0) | |||
| Master Account Email ↗ | Master_Account_Email__c | ||||
| Master Facility, Refi, Costs & Buffer_MO ↗ | Refinance_Cash_Out_Comments__c | Text Area(255) | |||
| Max. Purchase Price - Personal Name_MO ↗ | Max_Borrowing_Capacity__c | Currency(18, 0) | |||
| No. of EOI's Processed_MO ↗ | No_of_EOI_s_Processed__c | Number(18, 0) | |||
| Notes to Planner_MO ↗ | Notes_to_Planner__c | Long Text Area(5000) | |||
| Number of Potential Purchases_MO ↗ | Number_of_Potential_Purchases__c | Number(18, 0) | |||
| Number of Potential SMSF Purchases_MO ↗ | Number_of_SMSF_Purchases__c | Number(18, 0) | |||
| Occupation (FORD)\_MO ↗ | Occupation_FORD__c | Text Area(255) | |||
| Opportunity Owner Log_MO ↗ | Opp_Owner_Log__c | Rich Text Area(32768) | |||
| Partner Email_MO ↗ | Partner_Email_AC__c | Formula (Text) | |||
| Partner Name_MO ↗ | Partner_Name_AC__c | Formula (Text) | |||
| Partner Phone_MO ↗ | Partner_Phone_AC__c | Formula (Text) | |||
| Planner notes to Portfolio Manager_MO ↗ | Planner_notes_to_Portfolio_Manager__c | Text Area(255) | |||
| Planner To Be Assigned_MO ↗ | Planner_To_Be_Assigned__c | Picklist | |||
| Pre SS Closure Reason_MO ↗ | Pre_SS_Closure_Reason__c | Picklist | |||
| Preliminary Assessment Date_MO ↗ | Preliminary_Assessment_Date__c | Date | |||
| Preliminary Assessment Time_MO ↗ | Preliminary_Assessment_Time__c | Time | |||
| Previous Opportunity Owner_MO ↗ | Previous_Opportunity_Owner__c | Text(100) | |||
| Property Selection Date_MO ↗ | Property_Presentation_Date__c | Date/Time | |||
| Property Selection Status_MO ↗ | Property_Presetation_Status__c | Picklist | |||
| Property Stock Name_MO ↗ | Property_Stock_Name_MO__c | Formula (Text) | |||
| Property Strategy Notes_MO ↗ | Purchase_Strategy_Post_Strategy_Session__c | Long Text Area(32768) | |||
| Property Type for Next Purchase_MO ↗ | Property_Type_for_Next_Purchase__c | Text Area(255) | |||
| PWP Estimated Next Purchase Date_MO ↗ | Client_Estimated_Next_Purchase_Date__c | Date | |||
| PWP Workbook Completed?\_MO ↗ | PWP_Workbook_Completed_MO__c | Text Area(255) | |||
| Re-Engagement Date_MO ↗ | Re_Engagement_Date_MO__c | Date | |||
| Recreation (FORD)\_MO ↗ | Recreation_FORD__c | Text Area(255) | |||
| SMSF Appointment Date & Time_MO ↗ | SMSF_Appointment_Date_TIme__c | Date/Time | |||
| SMSF Appointment Outcome_MO ↗ | SMSF_Appointment_Outcome__c | Picklist | |||
| SMSF Consultant / Financial Planner_MO ↗ | SMSF_Set_Up_By__c | Picklist | |||
| SMSF Max Purchase Price_MO ↗ | SMSF_Max_Purchase_Price__c | Number(18, 0) | |||
| SMSF Notes_MO ↗ | SMSF_Notes__c | Long Text Area(3000) | |||
| SMSF, Contributions and Top Ups_MO ↗ | SMSF_Contributions_and_Top_Ups__c | Long Text Area(32768) | |||
| SS Confirmation Call Date_MO ↗ | SS_Confirmation_Call_Date__c | Date | |||
| Strategy Session / PR Review Date_MO ↗ | Coaching_Session_Date__c | Date/Time | |||
| Strategy Session Booked with ↗ | Strategy_Session_Booked_with_del__c | Picklist | |||
| Strategy/PR Session Status_MO ↗ | Coaching_Session_Status__c | Picklist | |||
| Target No. of Pers. Purchases in PSS_MO ↗ | No_of_Personal_Purchases_in_this_PSS__c | Number(18, 0) | |||
| Targeted No. of Purchases for Client_MO ↗ | Targeted_No_of_Purchases_for_Client_MO__c | Number(18, 0) | |||
| Targeted No. of SMSF Purchases in PSS_MO ↗ | No_of_SMSF_Purchases_in_this_PSS__c | Number(18, 0) | |||
| Targeted Number Of Sales_MO ↗ | Targeted_Number_Of_Sales__c | Picklist | |||
| Total Max Price Increase_MO ↗ | Total_Max_Price_Increase__c | Number(16, 2) | |||
| When can client be contacted again?\_MO ↗ | When_can_the_client_be_contacted_again__c | Long Text Area(32768) | |||
| Why was this opportunity closed/lost?\_MO ↗ | Detailed_honest_reason_why_this_opportun__c | Text Area(255) | |||
| WOM Opp Lost_MO ↗ | WOM_Opp_Lost__c | Date | |||
| WOM Referral Provided_MO ↗ | Referral_Provided__c | Date |
Each rule needs a HubSpot decision: keep as a property validation, replace with workflow, replace with required-field, or drop.
| Rule name | Error location | Error message | Out-of-scope flag |
|---|---|---|---|
| Contract_Signing_by_Customer_must_fill ↗ | Contract Signing Session Required? | Pls populate this before saving settlement opp | (This is client services) |
| 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) |
| 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) |
| CS_WOM_INTRO_CALL_ACTIVITY ↗ | Will this client provide a WOM?\_SO | Please complete the WOM fields | (This is client services) |
| 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. |
| 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) |
| GENERAL_PARTNER_ACCOUNT_CANT_BE_BLANK ↗ | Top of Page | Partner_Information_Cannot_Be_Empty | (This is client services) |
| GENERAL_ACCOUNT_NAME_CANT_BE_BLANK ↗ | Account Name | Account Cannot be Empty | (This is client services) |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| DISCOVERY_UPDATE_DREAMS_FOR_FORD_NOTES ↗ | Dreams (FORD)\_MO | Please complete the field Dreams (FORD) | |
| DISCOVERY_UPDATE_RECREATION_FOR_FORD ↗ | Recreation (FORD)\_MO | Please complete the field Recreation (FORD) | |
| DISCOVERY_UPDATE_OCCUPATION_FOR_FORD ↗ | Occupation (FORD)\_MO | Please complete the field Occupation FORD | |
| 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. | |
| 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 | |
| BROKER_UPDATE_PROPERTY_WEALTH_PLAN ↗ | PWP Estimated Next Purchase Date_MO | Please complete all fields in the PWP Information section | |
| 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 | |
| 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 | |
| DISCOVERY_UPDATE_FAMILY_FOR_FORD_NOTES ↗ | Family (FORD)\_MO | Please complete the field Family (FORD) | |
| DISCOVERY_UPDATE_DC_NAME_ON_CREATION ↗ | Discovery Consultant Name_MO | Please select a Discovery Consultant name | |
| PWP_NUMBER_OF_EOIS_PROCESSED ↗ | No. of EOI's Processed_MO | Please input No. of EOIs Processed | |
| PWP_PROPERTY_PRES_PAST_NOT_OUTCOME ↗ | Property Selection Status_MO | Please input the outcome of the Property Selection Session | |
| PWP_STRATEGY_HELD_UPPDATE_PS_DATE ↗ | Property Selection Date_MO | Please input a date into the the Property Selection Date field | |
| PWP_PROPERTY_AND_ACQUISITIONS_SECTION ↗ | Top of Page | Please complete all fields within the PROPERTY AND ACQUISITIONS section | |
| PWP_DISCOVERY_CLOSED_NOTES_CONTACT_AGAIN ↗ | When can client be contacted again?\_MO | When opp is lost this field must be completed. | |
| PWP_DISCOVERY_SMSF_APPT_DATE_AND_TIME ↗ | SMSF Appointment Date & Time_MO | Please indicate the day and time for the SMSF Appointment. | |
| DISCOVERY_UPDATE_PLANNER_TO_BE_ASSIGNED ↗ | Planner To Be Assigned_MO | Please update the Planner to be assigned field | |
| BROKER_UPDATE_PRELIMINARY_FINANCE_ASSES ↗ | Top of Page | Please fill out all required fields in the Preliminary Finance Assessment section | |
| 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 | |
| PWP_DISCOVERY_CLOSED_LOST_WHY_LOST ↗ | Why was this opportunity closed/lost?\_MO | When opp is lost this field must be completed. | |
| PWP_DISCOVERY_CLOSED_LOST_CATEGORY ↗ | Closed Lost Cause Category_MO | When opp is lost this field must be completed. | |
| PWP_DISCOVERY_CLOSED_LOST_DATE ↗ | Lost Opportunity Date_MO | When opp is lost this field must be completed. | |
| 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. |
37 unique validation rules.
| # | Report / dashboard + linked Salesforce records |
|---|---|
| 1 | [PWP WEEKLY PERFORMANCE REPORT](https://d28000001hz6leaa.lightning.force.com/lightning/r/Dashboard/01ZOY000003yuFJ2AY/view) |
| 2 | [SS PERFORMANCE DASHBOARD](https://d28000001hz6leaa.lightning.force.com/one/one.app#eyJjb21wb25lbnREZWYiOiJkZXNrdG9wRGFzaGJvYXJkczpkYXNoYm9hcmQiLCJhdHRyaWJ1dGVzIjp7ImRhc2hib2FyZElkIjoiMDFaMEswMDAwMDBYNHJsVUFDIiwiZGlzcGxheU1vZGUiOiJlZGl0IiwicmVmZXJyZXJJZCI6IjAwTzBLMDAwMDBCUFhzU1VBWCIsImRhc2hib2FyZE9yaWdpbmF0b3IiOiJuZXdSZXBvcnRSdW5QYWdlIn0sInN0YXRlIjp7fX0%3D) |
| 3 | [PWP CLIENT DASHBOARD](https://d28000001hz6leaa.lightning.force.com/lightning/r/Dashboard/01ZOY000004mPMo2AM/view) |
| 4 | [SALES WOM DASHBOARD](https://d28000001hz6leaa.lightning.force.com/lightning/r/Dashboard/01ZOY0000043zSr2AI/view) |
| 5 | [QRT V QRT DASHBOARD](https://d28000001hz6leaa.lightning.force.com/lightning/r/Dashboard/01ZOY000005G3K12AK/view?queryScope=userFolders) |
| 6 | [MAX PP DASH](https://d28000001hz6leaa.lightning.force.com/lightning/r/Dashboard/01ZIT000000X8A22AK/view?queryScope=userFolders) |
6 reports/dashboards.
| Application | Used by / purpose |
|---|---|
| CALENDLY | All PWPS |
| AIRCALL | All PWPS |
| GONG | All PWPS |
| GOOGLE SUITE | ALL PWPS |
| DOCUSIGN (if possible) | ALL PWPS |
| Object | Who | Create | Read | Update | Delete | View All | Notes |
|---|---|---|---|---|---|---|---|
| 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 |
| Action | Owner | Deadline | Raised by | Status |
|---|---|---|---|---|
| Validation rules on opportunity. 'X' if not needed | @Jim Chara | 4/17/2026 | @Chierag Mattoo | Open |
| Update business requirements section - 4 & 5 | @Jim Chara | 4/17/2026 | @Chierag Mattoo | Open |
2 actions · all open in source.
| Requirement / story | Importance | Notes |
|---|---|---|
| PWP WORKBOOK System to generate client PWP workbook (wealth plan) PDF doc automatically | Nice to have |
1 items parked for Stage 1.
No parking-lot items captured for this department.
No supporting documents linked from the source pages.
| Tranche | Position | Department | |
|---|---|---|---|
| Sales-side · Tranche 1 | 1/5 | Property Education Consultants (PEX) | View → |
| Sales-side · Tranche 1 | 2/5 | Discovery Team | View → |
| Sales-side · Tranche 1 | 3/5 | Wealth Planning (PWP) | You are here |
| Sales-side · Tranche 1 | 4/5 | Finalliance (Finance + Broker) | View → |
| Sales-side · Tranche 1 | 5/5 | Acquisitions | View → |
| Back-office · Tranche 2 | 1/4 | Contracts | View → |
| Back-office · Tranche 2 | 2/4 | Settlement | View → |
| Back-office · Tranche 2 | 3/4 | Accounts | View → |
| Back-office · Tranche 2 | 4/4 | Membership (+ Aircall) | View → |