Post-purchase engagement + the telephony stack. Membership team (Travis + 1) looks after the entire portfolio of post-settlement customers — Portfolio Exploration Process, broker meeting booking, six ways to become a member (Money Accelerator, Buyers Advocacy Fee, PWP Membership, Mortgage Accelerator, Rollover, Vendor Advocacy). Aircall is scheduled here last because the telephony layer overlays every department built before it — by this point the dial-out + pop-up flows can be designed against the finished HubSpot model.
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.
Three steps with rich detail on the Portfolio Exploration call and the six ways to become a member.
| Role | Name | Notes |
|---|---|---|
| PR Manager | Travis | |
| Pr Team Member | Rania |
2 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.
No business requirements documented in source for this department.
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 | |||
| ACS Actual Settlement Date_SO ↗ | ACS_Actual_Settlement_Date_SO__c | Date | |||
| 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) | |||
| Actual Property Address_SO ↗ | Actual_Property_Address_SO__c | Long Text Area(32768) | |||
| Actual Property Manager_SO ↗ | Property_Manager__c | Picklist | |||
| Actual Rent Per Week_SO ↗ | Actual_Rent_Per_Week__c | Currency(16, 2) | |||
| Actual Settlement Date PS ↗ | Actual_Settlement_Date_PS__c | Formula (Date) | |||
| Actual Settlement Date_SO ↗ | Land_Settlement_Date__c | Date | |||
| 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 | |||
| Booking Sat Outcome Status ↗ | Booking_Sat_Outcome_del__c | Picklist | |||
| Borrowing Capacity Notes_MO ↗ | Borrowing_Capacity_Notes__c | Text Area(255) | |||
| Broker Details_SO ↗ | Broker_Details__c | Picklist | |||
| Broker Estimated Next Purchase Date_MO ↗ | Broker_Estimated_Next_Purchase_Date__c | Date | |||
| Broker Quickli Link_MO ↗ | Broker_Quickli_Link__c | URL(255) | |||
| Build Timeframe Calc Method_SO ↗ | Build_Timeframe_Calc_Method__c | Picklist | |||
| Cancellation Approved By_SO ↗ | Cancellation_Approved_By__c | Picklist | |||
| Cancellation Summary_SO ↗ | Cancellation_Summary__c | Long Text Area(10000) | |||
| Client Concerns_MO ↗ | Client_Concerns_MO__c | Text Area(255) | |||
| Client Folder Location_SO ↗ | Client_Folder_Location__c | Long Text Area(32768) | |||
| Client Last Monthly Update_SO ↗ | Client_Last_Title_Update__c | Date | |||
| 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) | |||
| Client Notes - Fin. Info - Nurture_MO ↗ | PWP_Finance_Qualification__c | Long Text Area(4500) | |||
| Client Relationship Notes_SO ↗ | Client_Relationship_Notes__c | Long Text Area(5000) | |||
| Closed Lost Cause Category_MO ↗ | Closed_Lost_Description__c | Picklist | |||
| Congratulations - Leased Email_SO ↗ | SO_Congratulations_Leased_Email__c | Date | |||
| Congratulations You Have Settled Call_SO ↗ | SO_Congratulations_you_have_settled_call__c | Date | |||
| Construction Red Flag Case Notes_SO ↗ | Construction_Red_Flag_Case_Notes__c | Long Text Area(32768) | |||
| Construction Red Flag_SO ↗ | Construction_Red_Flag_Identified__c | Checkbox | |||
| Construction Stage_SO ↗ | CONSTRUCTION_STAGE__c | Picklist | |||
| Contract Signing Date and Time_MO ↗ | Contract_Signing_Date_and_Time__c | Date/Time | |||
| Conveyancer Contact_SO ↗ | Conveyancer_Contact__c | Picklist | |||
| Conveyancer Details_SO ↗ | Conveyancer_Details__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) | |||
| Date Notified of Cancellation_SO ↗ | Cancellation_Date__c | Date | |||
| Days from EOI Received ↗ | Days_from_EOI_Received__c | Formula (Number) | |||
| Days From Original Title Date_SO ↗ | Days_From_Original_Title_Date_SO__c | Formula (Number) | |||
| Days in Current Stage ↗ | Days_in_Current_Stage__c | Number(18, 0) | |||
| Days in Current Stage_SO ↗ | Days_in_Current_Stage_Formula__c | Formula (Number) | |||
| DC Name_SO ↗ | DC_Name__c | Picklist | |||
| Delayed Purchase - Detailed Notes_MO ↗ | Detailed_Reason_Why_Not_Active__c | Text Area(255) | |||
| Delayed Purchase Reason_MO ↗ | Non_Active_Category__c | Picklist | |||
| Description ↗ | Description | Long Text Area(32000) | |||
| Details Relating to Nomination_SO ↗ | Details_Relating_to_Nomination__c | Text(255) | |||
| Details Relating to Replacement_SO ↗ | Details_Relating_to_Replacement__c | Text Area(255) | |||
| Developer Updates_SO ↗ | Construction_Notes__c | Long Text Area(131000) | |||
| Discovery Consultant Name_MO ↗ | Discovery_Consultant_Name__c | Picklist | |||
| Discovery Session Booked with MO ↗ | Discovery_Session_Booked_with_MO__c | Picklist | |||
| Distributor_SO ↗ | Distributor_PS__c | Formula (Text) | |||
| Do Not Survey_SO ↗ | Do_Not_Survey__c | Checkbox | |||
| Dreams (FORD)\_MO ↗ | Dreams_FORD__c | Text Area(255) | |||
| Entity Names_MO ↗ | Entity_Names__c | Text Area(255) | |||
| EOI Processing Date_MO ↗ | EOI_Processing_Date_MO__c | Date | |||
| EOI Received Date_SO ↗ | Date_Purchased__c | Date | |||
| EOI Refund from Distributor Received_SO ↗ | EOI_Refund_from_Distributor_Received__c | Currency(18, 0) | |||
| EOI Replacement Date_SO ↗ | EOI_Replacement_Date__c | Date | |||
| Est. SW Month_SO ↗ | SO_Est_SW_Month__c | Picklist | |||
| 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) | |||
| Family (FORD)\_MO ↗ | Family_FORD__c | Text Area(255) | |||
| Fees Waived_SO ↗ | Fees_Waived__c | Date | |||
| Finance Application Notes_SO ↗ | Finance_Application_Notes__c | Long Text Area(100000) | |||
| Finance Broker Contact_SO ↗ | Finance_Broker_Contact__c | Picklist | |||
| 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) | |||
| Fix/Plaster Set_SO ↗ | Fix__c | Date | |||
| Forecast Category ↗ | ForecastCategoryName | Picklist | |||
| Forecast Rent Per Week_SO ↗ | Forecast_Rent_Per_Week__c | Currency(16, 2) | |||
| Frame Stage Receipt Saved_SO ↗ | Frame_Stage_Receipt_Saved__c | Checkbox | |||
| Frame/Brickworks_SO ↗ | Frame__c | Date | |||
| H&L Build Deposit Amount_SO ↗ | H_L_Build_Deposit_Amoun_PS__c | Formula (Currency) | |||
| H&L Build Deposit Due Date ↗ | H_L_Build_Deposit_Due_Date__c | Date | |||
| H&L Build Deposit Paid Date_SO ↗ | H_L_Build_Deposit_Paid_Date__c | Date | |||
| H&L Build Price_SO ↗ | H_L_Build_Price_PS__c | Formula (Currency) | |||
| H&L Land Price(Opp) ↗ | H_L_Land_Price__c | Currency(16, 2) | |||
| H&L Land Price_SO ↗ | H_L_Land_Price_PS__c | Formula (Currency) | |||
| Handover Date_SO ↗ | Property_Leased_Date__c | Date | |||
| Handover Email Sent_SO ↗ | Handover_Email_Sent__c | Checkbox | |||
| Important Notes_SO ↗ | Important_Notes__c | Long Text Area(32768) | |||
| Intro Call Made Date_SO ↗ | Intro_Call_Made_Date__c | Date | |||
| Intro Email Sent Date_SO ↗ | Intro_Email_Sent_Date__c | Date | |||
| Investment 1 Mortgage ↗ | Investment_1_Mortgage__c | Currency(18, 0) | |||
| Investment 1 Retal Income (Weekly) ↗ | Investment_1_Retal_Income_Weekly__c | Currency(18, 0) | |||
| Investment 1 Value ↗ | Investment_1_Value__c | Currency(18, 0) | |||
| Investment 2 Loan Repayments (Monthly) ↗ | Investment_2_Loan_Repayments_Monthly__c | Number(18, 0) | |||
| Investment 2 Mortgage ↗ | Investment_2_Mortgage__c | Currency(18, 0) | |||
| Investment 2 Rental Income (Weekly) ↗ | Investment_2_Rental_Income_Weekly__c | Currency(18, 0) | |||
| Investment 2 Value ↗ | Investment_2_Value__c | Currency(18, 0) | |||
| Last Modified By ↗ | LastModifiedById | Lookup(User) | |||
| Lead Source ↗ | LeadSource | Picklist | |||
| Location ↗ | Location__c | Picklist (Multi-Select) | |||
| Lock Up/Roof Cover_SO ↗ | Lock_Up_Enclosed__c | Date | |||
| Lost Opportunity Date_MO ↗ | Lost_Opportunity_Date__c | Date | |||
| Master Account Email ↗ | Master_Account_Email__c | ||||
| Master Facility, Refi, Costs & Buffer_MO ↗ | Refinance_Cash_Out_Comments__c | Text Area(255) | |||
| Master Opp Type_SO ↗ | Master_Opp_Type__c | Picklist | |||
| Master Opportunity Link ↗ | Master_Opportunity_Link__c | Formula (Text) | |||
| Master Opportunity Owner ↗ | Master_Opportunity_Owner__c | Formula (Text) | |||
| Master Opportunity_SO ↗ | Master_Opportunity__c | Lookup(Opportunity) | |||
| Max Price Audit Result(<650kPers/Sup)\_MO ↗ | Max_Price_Audit_Outc_600k_Pers_Super__c | Text Area(255) | |||
| Max. Purchase Price - Personal Name_MO ↗ | Max_Borrowing_Capacity__c | Currency(18, 0) | |||
| Membership Fee Amount Payable EX GST_SO ↗ | Membership_Fee_Form_Amount__c | Currency(18, 0) | |||
| Membership Fee Amount Received_SO ↗ | Membership_Fee_Amount_Received__c | Currency(18, 0) | |||
| Monthly Savings Capacity_MO ↗ | Monthly_Savings_Capacity__c | Text(255) | |||
| NEW Saleswon Stage Date_SO ↗ | NEW_Saleswon_Stage_Date__c | Date | |||
| 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 allowed stock allocations_MO ↗ | Number_of_allowed_stock_allocations__c | Formula (Number) | |||
| 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 Finance Number ↗ | Opportunity__c | Lookup(Opportunity) | |||
| Opportunity Name ↗ | Name | Text(120) | |||
| Opportunity Owner ↗ | OwnerId | Lookup(User) | |||
| Opportunity Owner Log_MO ↗ | Opp_Owner_Log__c | Rich Text Area(32768) | |||
| Opportunity Record Type ↗ | RecordTypeId | Record Type | |||
| Opportunity Status ↗ | Opportunity_Status__c | Picklist | |||
| Other Comments_MO ↗ | Other_Comments__c | Long Text Area(131072) | |||
| OTP Complete_SO ↗ | OTP_Completion__c | Picklist | |||
| OTP Deposit Amount_SO ↗ | OTP_Deposit_Amount_PS__c | Formula (Currency) | |||
| OTP Price ↗ | OTP_Price_PS__c | Formula (Currency) | |||
| OTP/Est Deposit Amount(Opp) ↗ | OTP_Est_Depoist_Amount__c | Currency(16, 2) | |||
| Package/Contract Price(Opp) ↗ | Package_Contract_Price__c | Currency(16, 2) | |||
| Package/Contract Price_SO ↗ | Package_Contract_Price_PS__c | Formula (Currency) | |||
| Part A Amount Received_SO ↗ | Part_A_Amount_Received__c | Currency(14, 4) | |||
| Partner Account ↗ | PartnerAccountId | Lookup(Account) | |||
| Partner Email ↗ | Partner_Email__c | ||||
| Partner Email_MO ↗ | Partner_Email_AC__c | Formula (Text) | |||
| Partner Name ↗ | Partner_Name__c | Text(200) | |||
| Partner Name_MO ↗ | Partner_Name_AC__c | Formula (Text) | |||
| Partner Phone ↗ | Partner_Phone__c | Phone | |||
| Partner Phone_MO ↗ | Partner_Phone_AC__c | Formula (Text) | |||
| PCI Date_SO ↗ | Expected_PCI_Date__c | Date | |||
| Pending Replacement Date ↗ | Pending_Replacement_Date__c | Date | |||
| Pending Replacement_SO ↗ | Pending_Replacement__c | Checkbox | |||
| Permit Approved/Site Start_SO ↗ | Site_Start__c | Date | |||
| Planner General Notes_MO ↗ | Coach_Notes__c | Long Text Area(32500) | |||
| 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 | |||
| Potential AC Term Deposit ↗ | Potential_Income_Gen_Amount__c | Currency(18, 0) | |||
| Potential AC Term Deposit Notes ↗ | Income_Gen_After_Purchase__c | Long Text Area(32768) | |||
| Potential Savings (Monthly) ↗ | Potential_Savings_Monthly__c | Currency(18, 0) | |||
| PPR Loan Repayments (Monthly) ↗ | PPR_Loan_Repayments_Monthly__c | Number(18, 0) | |||
| Practical Completion_SO ↗ | Practical_Completion__c | Date | |||
| 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 | |||
| Prepare for Construction Email_SO ↗ | SO_Prepare_for_Construction_Email__c | Date | |||
| Preparing for Handover Email Sent_SO ↗ | Handover_Email_Sent_Date_SO__c | Date | |||
| Previous Opportunity Owner_MO ↗ | Previous_Opportunity_Owner__c | Text(100) | |||
| Price increase in place_SO ↗ | Price_increase_in_place__c | Picklist | |||
| Primary Campaign Source ↗ | CampaignId | Lookup(Campaign) | |||
| Property Manager Details_SO ↗ | Property_Manager_Details__c | Picklist | |||
| Property Report URL_SO ↗ | Property_Report_URL__c | Formula (Text) | |||
| 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 Stock_SO ↗ | Property_Stock__c | Lookup(Property Stock) | |||
| Property Strategy Notes_MO ↗ | Purchase_Strategy_Post_Strategy_Session__c | Long Text Area(32768) | |||
| Property Type ↗ | Property_Type_PS__c | Formula (Text) | |||
| Property Type for Next Purchase_MO ↗ | Property_Type_for_Next_Purchase__c | Text Area(255) | |||
| Property Type(Opp)\_SO ↗ | Property_Type__c | Picklist | |||
| PWP Estimated Next Purchase Date_MO ↗ | Client_Estimated_Next_Purchase_Date__c | Date | |||
| Quantity ↗ | TotalOpportunityQuantity | Number(16, 2) | |||
| Quickli Link ↗ | Quickli_Link__c | Long Text Area(32768) | |||
| Re-Engagement Date_MO ↗ | Re_Engagement_Date_MO__c | Date | |||
| Record Type Name ↗ | Record_Type_Name__c | Formula (Text) | |||
| Recreation (FORD)\_MO ↗ | Recreation_FORD__c | Text Area(255) | |||
| Red Flag Action Items_SO ↗ | Actionable_Items__c | Long Text Area(32768) | |||
| Red Flag Case Manager_SO ↗ | Red_Flag_Owner__c | Picklist | |||
| Red Flag Case Notes_SO ↗ | RED_FLAG_Notes__c | Long Text Area(32768) | |||
| Red Flag Category_SO ↗ | Why_is_this_a_Redflag__c | Picklist (Multi-Select) | |||
| Red Flag Identified Date_SO ↗ | RED_FLAG__c | Date | |||
| Red Flag Status_SO ↗ | Red_Flag_Status_SO__c | Picklist | |||
| Red Flag Type_SO ↗ | Why_is_this_a_construction_red_flag__c | Picklist | |||
| Replacement Status_SO ↗ | Replacement_Outcome_Required_SO__c | Picklist | |||
| SalesWon Stage Date ↗ | SalesWon_Stage_Date__c | Date | |||
| Saleswon Survey Complete_SO ↗ | Saleswon_Survey_Complete__c | Checkbox | |||
| Shares Value ↗ | Shares_Value__c | Text(50) | |||
| Slab/Base_SO ↗ | Slab_Base__c | Date | |||
| SMSF ↗ | SMSF__c | Picklist | |||
| SMSF Appointment Date & Time_MO ↗ | SMSF_Appointment_Date_TIme__c | Date/Time | |||
| SMSF Appointment Outcome_MO ↗ | SMSF_Appointment_Outcome__c | Picklist | |||
| SMSF Comments_SO ↗ | SMSF_Comments__c | Text Area(255) | |||
| SMSF Consultant / Financial Planner_MO ↗ | SMSF_Set_Up_By__c | Picklist | |||
| SMSF Entity Name_SO ↗ | SMSF_Entity_Name__c | Text(150) | |||
| SMSF Max Purchase Price_MO ↗ | SMSF_Max_Purchase_Price__c | Number(18, 0) | |||
| SMSF Notes_MO ↗ | SMSF_Notes__c | Long Text Area(3000) | |||
| SMSF Planner Details_SO ↗ | SMSF_Planner_Details__c | Picklist | |||
| SMSF, Contributions and Top Ups_MO ↗ | SMSF_Contributions_and_Top_Ups__c | Long Text Area(32768) | |||
| Stage ↗ | StageName | Picklist | |||
| Stage Status_SO ↗ | Stage_Status__c | Picklist | |||
| State_SO ↗ | State_PS__c | Formula (Text) | |||
| 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 | |||
| Suburb(Opp) ↗ | Suburb__c | Text(255) | |||
| Superannuation ↗ | Superannuation__c | Text(50) | |||
| 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 | |||
| Title Update Notes_SO ↗ | Title_Update_Notes_SO__c | Text Area(255) | |||
| 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) | |||
| Will this client provide a WOM?\_SO ↗ | Will_this_client_provide_a_WOM_SO__c | Picklist | |||
| WOM AC Staff Member Paid Date_SO ↗ | WOM_AC_Staff_Member_Paid_Date__c | Date | |||
| WOM Client Paid Date_SO ↗ | WOM_Client_Paid_Date__c | Date | |||
| 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.
No Salesforce validation rules are tagged to this department in the source.
| # | Report / dashboard + linked Salesforce records |
|---|---|
| 1 | Total Leads by Lead Magnet by Timeframes |
1 reports/dashboards.
| Application | Used by / purpose |
|---|---|
| Aircall | |
| Calendly | Assess if broker could use Hubspot Scheduler, alternative is to continue using Calendly for broker meeting. |
| GONG |
| Object | Who | Create | Read | Update | Delete | 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 |
No open actions captured for this department.
No items explicitly flagged out-of-scope for Stage 1 in this department.
No parking-lot items captured for this department.
Aircall is the AllianceCorp telephony platform. The integration with HubSpot needs to land last because the dial-out pop, the call-log workflow, and the contact-match logic all need to be designed against the finished HubSpot model — by Membership's discovery slot, that model exists.
| 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 | |
21 Aircall requirements documented.
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) | View → |
| 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) | You are here |