Sales Force Naming Convention

Pre-Qualification Naming
(02/05/2020)/PQ/Smith, Tyler
Cash Out Refi
(02/16/2020/CORefi/Smith, Tyler/Property Address
Rate & Term Refi
(02/15/2020)/RTRefi/Smith, Tyler/Property Address
Property Purchase
Financed Purchase
(02/15/2020)/FI/Market/1031/TEAMS/Account Name/Prop 1 of 2
Cash Purchase
(02/20/2020)/CI/Market/1031/TEAMS/Account Name/Prop 1 of 1
Cash Purchase Primary
(02/21/2020)/CP/Market/TEAMs/Account Name
Financed Primary
(03/01/2020)/FP/Market/TEAMS/Account Name
Property Sale
Property Sale/Investment
(03/05/2020)/PSI/1031/Account Name/Address
Property Sale Primary
(03/21/2020)/PSP/Account Name/Address

PMR x.xx.xx/Name

Tasks - Tracking Future Transactions Naming Convention

Future Pipeline Naming Convention – As Task in Salesforce
Future Financed Purchase
FI/Account Name
Future Cash Purchase
CI/Account Name
Future Financed Primary Purchase
FP/Account Name
Future Cash Primary Purchase
CP/Account Name
Future Property Sale – As Task in Salesforce
Future Property Sale – Investment
PSI/Account Name
Future Sale Primary
PSP/Account Name
Future Refi – As Task in Salesforce
Cash Out Refi
CORefi/Account Name
Rate and Term Refi
RTRefi/Account Name

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