Create a Call Report on Mobile

CREATE A CALL REPORT

To create a call report,

1. Tap on the + create new

Alternate ways to create a call report

• On the account or contact details, on the top right, tap create new call report

• On the hamburger menu my call reports menu, tap + on the top right to create new call report

2. Populate the details, attendees, topics, notifications, and task tabs and then save. You can save, save and email. You can optionally save to device to complete it later.

See sections below for the features on each tab.

DETAILS

On the details tab, make sure to enter the key information as follows.

1. Account: the primary firm you are meeting with.

2. Related to: whether it was related to a deal.

3. Time and duration of the meeting.

4. Type of meeting, up to 3 level of classification.

5. Location of meeting.

6. Subject & notes: main content of the meeting notes. Any action items you can add to notes or directly assign in the tasks tab.

You can use the device’s built in voice diction to write the call report notes.

7. Visibility: who can view this call report.

8. Any other custom information your organization tracks such as is this call report billable, external notes.

   

ATTENDEES

On the attendees tab, you can add external attendees and internal attendees.

EXTERNAL ATTENDEES

1. Tap add, by default app will display all the contacts who work for the firm.

2. Tap on any number of contacts and then tap done on the top right to add the contacts to call report.

3. If you cannot find the contacts easily, you can filter using the umbrella icon to see covered contacts

4. If you still cannot find the contact, search for contact using the magnifying glass and search by contact name

5. If the contact does not exist, you can create a new contact on the button right create contact button. Once created, the app will add the attendee to the call report.

6. Tap done on the top right when you finish adding external attendees.

You can add attendees from different accounts on a single call report. On any of the contact or account call report cube, you will be able to view the call report ensuring that you review every interaction.

INTERNAL ATTENDEES

1. You will be automatically added as an internal attendee.

2. You can choose your role and move onto topics tab if you were the sole attendee.

3. If your colleagues attended as well, then tap the add and then add your colleague.

4. You can search for your colleague by name using the magnifying glass.

5. You can also tap on coverage options to see who is on coverage and then add them to internal attendee.

   

In both sections, you can tap on the trash icon to remove any attendees that you added by accident.

TOPICS

On the topics tab, you can add

• Interests: tickers, sectors, personal interests, macro interests, or any specific interests your organization captures. Capturing interests on call reports is key to ensure that you have results from interest searches.

• Attachment: mainly used to attach a pitch or model.

• Products Discussed: mainly used to indicate what products were discussed so your organization can report on all meetings that discussed a product.

• Companies Discussed: mainly used to indicate what companies you discussed. These can be portfolio companies you discussed with a sponsor or companies you are pitching to a client to acquire. Your organization can report on all meetings that mention discussed the company.

  

INTERESTS

1. Tap add on the interest section.

2. The app will display any interests you previously used, tap on it to add the interest to the call report.

3. You can also search for interests by name or its alias (some tickers may have different ticker symbol depending on whether you are using Refintiv or Bloomberg).

4. Tap on any of the results to add that interest to the call report.

If you are having too many search results, you can tap on the filter icon and choose to search for interests by category.

ATTACHMENTS

1. Tap add on the attachments section.

2. Choose file and select a photo, or file from your device and attach.

If you cannot access your photos or files, make sure to go into settings, Tier1 Mobile Now and allow access to all your photos.

COMPANIES DISCUSSED

1. Tap add on the companies discussed section.

2. The list of associated accounts are displayed, you can tap on any number of the accounts that were discussed to add them.

3. If you cannot find the account you are looking for, use the search to find the account by name.

PRODUCTS DISCUSSED

1. Tap add on the products section.

2. The list of products are displayed. You can tap on any number of products that was discussed in the meeting and tap done.

3. If you cannot find the product you are looking for, use the text filter.

In all sections above, you can tap on the trash icon to remove the record that you added by accident.

NOTIFICATIONS

Notify everyone at your firm via email about this call report for transparency and follow-up actions.

1. By default internal attendees and anyone who covers the interests are added to notification list.

2. You can add more by tapping on the add button and then add your colleagues by the following ways.

3. Favorites: Tap on favorites text to see who from your favorites to add to notification. Tap add all if you want to notify on your favorite list.

4. Internal attendees: If you removed anyone by accident, you can tap on internal attendees text to see who from the internal attendees you want to add back to notification.

5. Account coverage: Tap on the account coverage text options to see who from account coverage you want to notify. If you want to notify everyone on coverage, tap add all.

6. Contact coverage: Tap on the contact coverage text to see who from contact coverage you want to notify. If you want to notify everyone on coverage, tap add all.

7. Notification list: Tap on any of the notification lists to see who from that team you want to notify. If you want to notify everyone on that notification list, tap add all.

8. Tap done and review your notification list before moving on.

On the notification list, tap on the star to add that collague to your notification favorites list.

TASKS

Add follow-up tasks from the meeting on the task tab.

1. Tap add.

2. Complete the task form and tap done.

3. Repeat until you added all your followup tasks.