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customerlobby / lobbyist-ruby ruby
Repository URL to install this package:
|
Version:
0.9.7 ▾
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---
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string: '{"count":26892,"page":1,"rpp":20,"elements":[{"id":1,"company_id":141,"admin_user_id":null,"call_number":1,"completed_at":"2011-05-10T07:00:00Z","status":"completed","priority":1,"notes":"5/10/11:
(AB) Norma said we have to talk to Forrest about updating cc info. and she
suggested I email him b/c he was not in. Shut off tomorrow, 5/11, if no response.","created_at":"2013-04-19T00:32:36Z","updated_at":"2015-03-31T00:33:07Z","disposition":"other","company":{"company_id":141,"enterprise_id":null,"workflow_system_id":null,"account_level_id":3,"company_name":"Csi
Mini Storage","company_description":"Mini Storage","address1":"855 Parr Boulevard","address2":"","city":"Richmond","state":"CA","zip":"94801-1320","country":"US","latitude":"37.96756550000001","longitude":"-122.3570626","timezone":"Pacific
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direct line: (510) 685-2352 and email norma.rainbow@gmail.com\n\nHarvey pp
for ncc''s.\nMike is DM, uses Forrest''s login. Mike said no to DC. (7/6/15).\n\n7/8/15
ah: Inc call from Mike. Has to do some damage control with pending neg reviews.
Has a lot of pos reviews, so I talked with him about management options. He
liked the idea of commenting on neg reviews. Score! Sent email fu re managing
neg reviews.\n7/6/15: mt: inc call from Mike, DM. He logs in under Forrest''s
name. He un-installed DC, wanted to make sure he did it right. Boo, he did.
He asked more about DC settings, he said if the customer paid online, would
that send an invitation. Explained auto invite setting and how the trigger
for invitations being sent is if that payment is reflected in the invoicing
software, and how we could disable that so that we only pull contact info,
then he would manually send invites. He said that he would still prefer not
to have DC, but thanked me for the info. \n6/29/15: mt: called, got transferred
to Harvey, said today was still good to install DC, just call him back in
5 minutes, he''s finishing up w/ a customer. Will do. UPDATE: Called again,
got vm, lvm for Harvey, said he had told me to call back at this time, gave
my direct line. Will try calling again in a few minutes. UPDATE: Got the install.\n6/25/15:
mt: attempt 3. spoke with Harvey, said he''ll get ncc''s into the account
himself, no follow up e-mail necessary. He said he actually wanted to know
the status of DC for him, and looking at our notes, we''re actually ready
to move forward with the installation if he is. He said Monday, 10:30 am would
work best. Calendared. \n6/19/15: mt: called, spoke with Darleen. Harvey unavailable,
lhm.\n6/17/15: mt: added ncc''s yesterday, new review today. Sent e-mail re
si''s/social media syndication\n1/9/15 ks: Harvey''s unavailable and the gatekeeper
said she won''t see him so she can''t take a message. Sent an email to him
and other users re:DC/NCCs\n8/28/14 kf: lhm and emailed re: ncc/dc. we have
sitelink DC available now for them.\n7/31/14 rj: contacted harvey about dc
for sl, wants call next week to install.\n4.14.14 scd: lhm & sent email re
ncc''s.\n3/31/14 kf: talked to mike, he said he''d get the CC updated on his
own. \n2/20/14 tj: inc call, mike. He''s making Harvey responsible for adding
contacts. Made Harvey a user and did a wt on contacts. He picked it up pretty
quickly. Received email from Mike. Added 13 ncc''s.\n12.13.13 scd: lhm mike
is new pp for cl acct. got his email, added him as a user and sent him email
re ncc''s & pdf flier. \n8.12.13 scd: Forrest outside. Sent basic email &
ncc''s & si''s.\n4/10/13 kf: emailed syndication success links and ncc reminder.
\n12/10/12 scd: emailed 12 ncc''s, entered.\n11/6/12 scd: emailed 6 ncc''s,
entered.\n11/5/12 scd: emailed 19 ncc''s, entered. \n09/20/12 kb: entered
ncc. \n8/17/12 scd: Norma emailed 10 ncc''s \n07/10/12 mm: Norma emailed in
5 NCCs.\n06/21/12 mm: Talked with Norma about 10 customer call credits and
emailed re: NCCs.\n04/27/12 mm: Talked with Norma about NCCs. Sent email
to her about NCCs for her to respond to.\n2/21/12 rj: norma emailed because
button not updating. called, will do it herself, sent button code.\n1/18/12
rj: norma busy, would like an email re: si, fb.\n1/9/12: (AB) Talked to Norma,
updated cc, and they want to upgrade to Biz Level now. She also gave me a
bunch of contacts to call. I explained credit system to her going forward
and told her to give us more contacts so queue will always be full. \n12/30/11:
(AB) Talked to Norma who said they want to upgrade to Biz Level of service
for the phone reviews. They are currently On Hold so we need to update cc
in order to do so. Norma said to email Forrest about this b/c he is out of
town until Jan. 3. I emailed him and cced her. \n8/24/11: (AB) Forrest emailed
out of the blue with credit card information to update his account. I emailed
him back about getting button back up and giving him a free credit. Norma
emailed with new contact to call and she will put button back up (with my
nagging).\n5/25/11:(ted) turned this into a free account. Sent email to Forrest.\n5/25/11:
(AB) Left final message with Harvey. Norma and Forrest are not responding.
Will probably need to terminate account. Sent final email to both of them
with stats which were very high until reviews page turned off. Now it''s \"Under
Construction\" on first page Google.\n5/17/11: (AB) Left hm for Forrest. Shut
off reviews page. Sent email to Forrest and Norma about this.\n5/10/11: (AB)
Norma said we have to talk to Forrest about updating cc info. and she suggested
I email him b/c he was not in. Shut off tomorrow, 5/11, if no response.\n4/14/11:
(AB) Left hm for Norma with Harvey re: updating billing.\n3/31/11: (AB) Norma
said card on file was stolen so she has to get new one from the boss; also,
she is working on getting their button back up on the About Us page.\n3/15/11:
(AB) Sent another email to Norma about updating cc info.\n3/8/11: (AB) Left
vm and sent follow-up email to Norma b/c cc info. she gave me on 2/25 did
not go through.\n2/25/11: (AB) Updated cc info. with Norma, who is changing
site and working on getting button on new one. she wants me to email her about
fb/twitter to schedule a time.\n9/16/10: Talked to Norma who updated cc info.
and gave me new email address for her. Also, told me to contact Jericho at
Alameda store to get contact for free credit. Talked to Jericho who said he
would give a call back with contact info.\n9/8/10: Emailed Norma and Forrest
re: cc info. \n08/30/10: left message on main answering machine. need to get
normas direct! also there is strange code on their website.\n08/25/10: left
message with human re: cc. \n08/24/10: left message for someone over there
to give us a new cc. \n7/01/10 talked to Jericho about getting customer call
names.\n3/24/10: Left message and emailed Norma re: reviews logo off website
and getting a new review. \n10/9/09: Talked to Jericho at Alameda CSI (510-748-1851)
re: getting another name/number for a Customer Call (Norma said to call him)\n9/24:
Left message for Norma re: Customer Call credit.","customer_call_notes":"Two
locations: Richmond & Alameda, ask which location they used.","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":"2012-01-09T16:16:33Z","last_credit_grant":"2015-06-10","sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":"2012-01-09","sugar_lead_id":"58442e77-37e8-73cf-c345-4fa4b30ea036","sugar_account_id":"ddbdb9d3-7771-c667-d320-4fa8166bd91a","sugar_opportunity_id":"64ba8e84-fd3e-2bd6-2d69-5165d6ef1b88","created_at":"2008-08-08T17:10:00Z","updated_at":"2015-07-09T16:51:05Z","status":"active","sales_user_id":2,"system_of_record":"Site
Link","activity_feed_created":true,"data_dedupe_enabled":false,"direct_connect_status":"file_received","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":"2015-06-29","direct_connect_install_status":"installed","direct_connect_installed_by":"rjohnson","direct_connect_notes":"6/29/15
rj: had to download and install ssms, stop server, add single user override,
start server, connect w/ windows user, add cldirectconnect user and security,
configure users for data read access, stop server, removed single user override,
start server... test connection successful, data confirmed, processing enabled.","current_balance":"0.0","account_manager_id":null,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":3,"company_id":147,"admin_user_id":null,"call_number":1,"completed_at":"2011-05-10T07:00:00Z","status":"completed","priority":1,"notes":"5/10/11:
(AB) sent email to judy re: FB/Twitter and getting new reviews.","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:07Z","disposition":"other","company":{"company_id":147,"enterprise_id":null,"workflow_system_id":null,"account_level_id":5,"company_name":"Kono
Consulting, Inc.","company_description":"Provider of Managed Consulting Services
for Microsoft Dynamics based business solutions.","address1":"268 Bush Street
#429","address2":"","city":"San Francisco","state":"CA","zip":"94104","country":"US","latitude":"37.7911705","longitude":"-122.4018506","timezone":"Pacific
Daylight Time","formatted_address":"268 Bush Street #429, San Francisco, CA
94104, USA","phone":"4153183999","phone_ext":null,"website":"http://www.konoinc.com","is_active":true,"abbreviated_name":"kono-consulting-inc","freetrial_start_date":"2008-09-05T17:18:05Z","signup_admin_id":null,"signup_ip_addr":"66.93.139.50","account_terminated":false,"termination_date":null,"activation_code":null,"account_class":"free","promo_id":null,"average_score":0.88,"admin_notes":"5/10/11:
(AB) sent email re: FB/Twitter and getting new reviews. \nNote: Judy Clark''s
extension is 984\n2/7/11: sent email for NCC (BL).\n10/05/10: she is still
waiting for new names.\n07/01/10: left vm for Judy for Need Customers to Call.\n04/30/10:
called and emailed Jud RE: customers to call. \n03/26/10- e-mailed Tom to
update credit card. (It worked -- tony responded with information)\n03/26/10:
Spoke to Judy: She requests that I not contact them again for a month because
she has to specific customers in m ind and the job will not be done for several
weeks. She wants us to call right after the job is complete. \n\n03/16/10:
Left VM with Judy about getting new customer information. \n12/2: Left message
for Judy. \n10/13: Sent email to get more Customer Call names; they are a
biz client.","customer_call_notes":"","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":"2011-05-19T16:18:53Z","last_credit_grant":"2011-04-04","sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":null,"sugar_lead_id":"36456230-ffea-78c4-7674-4fa4b3695cd8","sugar_account_id":"3214a571-c3ac-10a7-4e2b-4fa8190838e2","sugar_opportunity_id":null,"created_at":"2008-09-05T17:18:05Z","updated_at":"2015-11-09T22:31:13Z","status":"active","sales_user_id":null,"system_of_record":null,"activity_feed_created":true,"data_dedupe_enabled":false,"direct_connect_status":"unknown","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":null,"direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":null,"current_balance":"0.0","account_manager_id":null,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":5,"company_id":148,"admin_user_id":null,"call_number":1,"completed_at":"2011-05-10T07:00:00Z","status":"completed","priority":1,"notes":"(AB)
We have done so many Member Calls with Julian and spoken with him recently
- even today (!) about reviews.","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:07Z","disposition":"other","company":{"company_id":148,"enterprise_id":null,"workflow_system_id":3,"account_level_id":1,"company_name":"Web
Video Vision","company_description":"Design Websites, Video Production, Specialize
in WebVideo sites","address1":"2030 Main Street","address2":"Suite 350","city":"Irvine","state":"CA","zip":"92614","country":"US","latitude":"33.6832055","longitude":"-117.8530372","timezone":"Pacific
Daylight Time","formatted_address":"2030 Main Street #350, Irvine, CA 92614,
USA","phone":"7143355004","phone_ext":"","website":"http://www.WebVideoVision.com","is_active":true,"abbreviated_name":"web-video-vision","freetrial_start_date":"2008-09-16T10:35:14Z","signup_admin_id":null,"signup_ip_addr":"75.51.94.217","account_terminated":false,"termination_date":null,"activation_code":null,"account_class":"basic","promo_id":null,"average_score":0.98,"admin_notes":"6/11/15
ah: inc call from Julian. He wants 5 of our widgets in jpeg so that he can
put them on a video. He wasn''t able to save them as a jpeg, so RJ is emailing
them to him. He also wants to see what email invites look like, so I had him
send one to himself. He''s happy with his account at this time.\n2/26/15 ld
challenge accepted. ted a - no resp to info req. \n2/20/15 jmr: called to
check on the challenge and went over the process with him. worried Ted will
send in a fake photoshopped invoice.\n2/19/15 ld challenge received. ted
a not a cust? info req. \n2/21/14 rj: julian called in his usual charming
form, all pissed about how direct connect is supposed to work, and it''s clear
he doesn''t fully comprehend it. the fact that he''s a jerk aside, we''ve
at least got him to keep it enabled and disable automation. if we can get
over that hurdle, we''ll have full automation for him. if we can''t he''ll
disable it entirely, or manually queue after upload. \n2/14/14 rj: vm, followup
email to julian re: dc.\n2/13/14 rj: this account is broken, but it''s julian,
so nobody cares... self installed scotty, but failed. i''ll call to followup
with him.\n3.28.13 scd: sent basic email.\n7/24/12 scd: sent basic email.\n4/25/12:
(AB) Julian emailed wanting to know if we could edit his latest review for
grammar/spelling. I said no, not without reviewer approval. \n03/21/12 mm:
Sent Julian an email on Smart Invites.\n11/21/11 kb: walked phil through email
invite system. \n9/15/11: (AB) Sent Julian email re: Smart Invites. \n5/10/11:
(AB) We have done so many Member Calls with Julian and spoken with him recently
- even today (!) about reviews.\n08/11/10: removed Phil from the account.
\n07/12/10 talked to Julian about getting new review and Facebook syndication.\n03/16/10:
called and emailed Julian RE: email invitations and a customer call. I got
a customer to call. \n10/30: Sent email to Julian to get names/emails of potential
reviewers. \n10/7: Spotlighted them.","customer_call_notes":"","trial_source":"outbound","partner_id":21,"partner_account_id":169,"last_synd_stat_date":null,"last_credit_grant":null,"sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":null,"sugar_lead_id":"343b6118-06fb-7737-cf26-4fa4b36e1068","sugar_account_id":"ae461f74-aaa8-d049-0476-4fa819adbf72","sugar_opportunity_id":"1693f287-3d0b-3f68-5587-51546c66c1fe","created_at":"2008-09-16T10:35:14Z","updated_at":"2015-11-09T22:31:13Z","status":"active","sales_user_id":2,"system_of_record":"Quickbooks
online","activity_feed_created":true,"data_dedupe_enabled":false,"direct_connect_status":"running_ok","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":"2014-02-12","direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":"10/15/14
rj: self installed, but fixed by me later.","current_balance":"0.0","account_manager_id":null,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":7,"company_id":149,"admin_user_id":null,"call_number":1,"completed_at":"2011-05-10T07:00:00Z","status":"completed","priority":1,"notes":"(AB)
Kevin talks to them all the time when Cindy calls/emails, so they really don''t
need (another) Member Call.","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:07Z","disposition":"other","company":{"company_id":149,"enterprise_id":null,"workflow_system_id":null,"account_level_id":3,"company_name":"SCI
Solutions","company_description":"The Access Management innovator, SCI Solutions
is transforming the way healthcare providers deliver a superior patient experience
and accelerate their revenue cycle.","address1":"655 Campbell Technology Pkwy
#250","address2":"","city":"Campbell","state":"CA","zip":"95008","country":"US","latitude":"37.2814779","longitude":"-121.9411286","timezone":"Pacific
Standard Time","formatted_address":"655 Campbell Technology Parkway #250,
Campbell, CA 95008, USA","phone":"4083780262","phone_ext":null,"website":"http://www.scisolutions.com","is_active":false,"abbreviated_name":"sci-solutions","freetrial_start_date":"2008-09-22T07:19:07Z","signup_admin_id":null,"signup_ip_addr":"71.191.39.174","account_terminated":true,"termination_date":"2011-10-26T10:59:42Z","activation_code":null,"account_class":"business","promo_id":42,"average_score":0.95,"admin_notes":"110/25/11
kb: Cindy cancelled because of costs and no longer has anyone to manage the
account and use customer lobby to follow up with clients. \n10/21/11 kb: Athena
(an accountant not listed on the account) emailed me to cancel. I called Cindy
who was on vacation and spoke with Tricia, who advised I speak with Cindy
later when she gets back. I sent Cindy an email and cc''d Athena. \n9/15/11:
(AB) Left vm and emailed re: NCCs and Smart Invites. \n6/23/11: (AB) Updated
address b/c they moved. Also, their reviews are indexing: \n5/10/11: (AB)
Kevin talks to them all the time when Cindy calls/emails, so they really don''t
need (another) Member Call.\n03/23/11 kb: Cindy has been emailing me a lot
re: product development suggestions related to emails being sent out in conjunction
with Customer Call requests. \n\n03/18/11 kb: emailed Cindy and Patricia re:
status of Customer Calls. Where are the notes for this account????","customer_call_notes":"Their
clients are all over, so try to call earlier in the day.","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":"2010-07-01T11:32:16Z","last_credit_grant":"2011-10-22","sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":null,"sugar_lead_id":"aa00a45b-27d2-e2c0-3735-4fa4b35f2a3b","sugar_account_id":"20805f21-5e37-a275-104f-4fa819decb4f","sugar_opportunity_id":"444d1618-2c74-a84f-ec19-50ef176aa4c7","created_at":"2008-09-22T07:19:07Z","updated_at":"2015-11-09T22:31:13Z","status":"terminated","sales_user_id":79,"system_of_record":"none","activity_feed_created":false,"data_dedupe_enabled":false,"direct_connect_status":"terminated","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":null,"direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":null,"current_balance":"0.0","account_manager_id":null,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":9,"company_id":154,"admin_user_id":null,"call_number":1,"completed_at":"2011-03-03T08:00:00Z","status":"completed","priority":1,"notes":"3/03/11
kb: left vm for Karen re: ncc and fb.","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:07Z","disposition":"other","company":{"company_id":154,"enterprise_id":null,"workflow_system_id":null,"account_level_id":3,"company_name":"Sensiba
San Filippo LLP","company_description":"Certified public accountants and business
advisors.","address1":"4900 HOPYARD RD # 200","address2":"","city":"PLEASANTON","state":"CA","zip":"94588","country":"US","latitude":"37.69329889999999","longitude":"-121.9044578","timezone":"Pacific
Daylight Time","formatted_address":"4900 Hopyard Road #200, Pleasanton, CA
94588, USA","phone":"9252718700","phone_ext":"","website":"http://www.ssfllp.com","is_active":true,"abbreviated_name":"sensiba-san-filippo-llp","freetrial_start_date":"2008-11-14T14:07:32Z","signup_admin_id":null,"signup_ip_addr":null,"account_terminated":false,"termination_date":null,"activation_code":null,"account_class":"business","promo_id":null,"average_score":0.95,"admin_notes":"Stella
Perez handles card, sperez@ssfllp.com, 925 271 8700. Two Jennifers here, be
sure to specify which one.\n\n6/15/15: mt: inc call from Jennifer, needed
to take Elizabeth off the account because she doesn''t work there, asked if
there was anyone to replace Elizabeth with, said not yet, they''re still looking.
Gave her AM''s info to reach for when they have a new user. Removed Elizabeth.\n3/4/15
jmr: inc email from Jennifer. \"We are aware of the current call credits and
are working internally to find a solution to mitigate lags in the review process.
Thank you for letting us know about the invoice system, we will add that to
our list of suggested options.\"\n3/3/15 jmr: lvm and sent email for nccs
and dc.\n2/23/15: al: LVM for Jennifer re: NCCs\n12/8/14 tj: inc call. Changed
invoice email from sperez@ssfllp.com > ssf.finance@ssfllp.com. They asked
for last month''s receipt. Sent.\n10/13/14 ks: Jennifer unavailable. LHM and
sent email re:NCCs/84 creds and SIs\n8/14/14 kab: Jennifer called, lvm. I
called back, spoke w/her. she wanted to know if we could provide their review
page visitors and total reviews data further back than the last 5 months.
i didn''t think so, but said i''d run it by tech anyway. did so, got a \"no\"
as expected, sent followup email to Jennifer. also let her know new member
panel will have more detailed analytics.\n7/23/14 kab: Stella called in. updated
cc info.\n6.10.14 scd: hm-vm. lvm re ncc''s & DC and sent info. \n2.6.14 scd:
lmsg & sent email re ncc''s.\n05/30/13 mm: lvm for Jennifer & sent email to
both users re: NCCs & matching NAP.\n4/3/13 kf: left vm and sent email to
both users re: ncc reminder/49 credits. \n2/6/13 kf: Jennifer (I think) called
in asking if there was a way to figure out who gave certain anonymous feedback.
No, Jen, it''s anonymous. She also wanted to know if call agents could ask
reviewers if it was ok to use their company logo in a reviews feature on their
page and who to contact for logo. I told her she''d have to contact customers
from her end for that, but I made a call note to ask reviewers for company
name. \n1/28/13 kf: changed spelling of company name on Danielle''s review
at Jennifer''s request. \n1.25.13 scd: sent email re ncc''s. \n01/07/13 mm:
sent Stella receipt at her request, said she never got it for December.\n09/24/12
mm: Not available, sent email re: updating NAP and NCCs. \n9/21/12 scd: added
1 ncc w/special call request per co.\n9/19/12 scd: corrected a few errors
in a cc per Jennifer''s email. \n8/8/12 scd: spoke to Jennifer Harrity re
cc''s.\n08/03/12 mm: enter 1 NCC with special note.\n08/01/12 kb: spoke with
Jennifer reL customer calls. They are going to start using them soon. In fact,
they are having a competition. \n5/4/12 rj: stella perez called in to update
cc. all future receipts go to her email: sperez@ssfllp.com\n05/04/12 kb: sent
on hold email 2 to Jennifer and Elizabeth\n05/01/12 kb: walked Jennifer through
the account. I showed her where to update the billing info. She insisted they
were going to do that today. \n4/30/12 rj: on hold. vm, kevin will call 5/1
am.\n4/26/12: (AB) Left vm for Elizabeth on Thursday morning. \n04/18/12 kb:
Had a long talk with elizabeth. Alyson is going to follow up with her next
Thursday in the AM. \n04/18/12 kb: left vm for Elizabeth asked her to call
back to keep the account fro being deactivated, mentioned read rates and customer
call credits. \n04/12/12 kb: left vm for Elizabeth.\n01/18/12 kb: left hm
for Elizabeth to get account going mentioned all the credits for customer
calls. \n9/14/11: (AB) Karen no longer with SSF; Elizabeth O''Young is new
marketing person at ext. 6111. I left vm for her. We will need to update info.
on file, login etc. \n5/12/11: (AB) Too soon to bother Karen again for another
Member Call attempt.\n3/03/11 kb: left vm for Karen re: ncc and fb. \n1/28/11:
(AB) updated billing and emailed Karen about NCCs and Member Edition.\n1/4/11:
(AB) Emailed Karen re: billing.\n12/21/10: Karen said accounting dept. will
update billing info. when they''re back on Jan. 3.\n12/13/10: left vm and
sent email re: NCCs\n9/9/10: Emailed Karen re: more contacts for 13 credits
for Customer Call reviews.\n4/26/10: Sent email through Need Customers to
Call","customer_call_notes":"Ask if reviewer is with a certain company and
try to get that in the review if possible. ","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":null,"last_credit_grant":"2015-06-10","sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":null,"sugar_lead_id":"3af35c9e-7234-1f6d-7376-4fa4b38fac22","sugar_account_id":"187c73f4-dd4a-ddc1-8959-4fa819519f4b","sugar_opportunity_id":"72e73e57-1830-f30b-8adc-50eb6b5d7a24","created_at":"2008-11-14T14:07:32Z","updated_at":"2015-11-09T22:31:13Z","status":"active","sales_user_id":79,"system_of_record":"***
Created by CL Dev ***","activity_feed_created":true,"data_dedupe_enabled":false,"direct_connect_status":"unknown","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":null,"direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":null,"current_balance":"0.0","account_manager_id":135,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":11,"company_id":154,"admin_user_id":null,"call_number":2,"completed_at":"2011-05-12T07:00:00Z","status":"completed","priority":2,"notes":"(AB)
Too soon to bother Karen again for another Member Call attempt.","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:07Z","disposition":"other","company":{"company_id":154,"enterprise_id":null,"workflow_system_id":null,"account_level_id":3,"company_name":"Sensiba
San Filippo LLP","company_description":"Certified public accountants and business
advisors.","address1":"4900 HOPYARD RD # 200","address2":"","city":"PLEASANTON","state":"CA","zip":"94588","country":"US","latitude":"37.69329889999999","longitude":"-121.9044578","timezone":"Pacific
Daylight Time","formatted_address":"4900 Hopyard Road #200, Pleasanton, CA
94588, USA","phone":"9252718700","phone_ext":"","website":"http://www.ssfllp.com","is_active":true,"abbreviated_name":"sensiba-san-filippo-llp","freetrial_start_date":"2008-11-14T14:07:32Z","signup_admin_id":null,"signup_ip_addr":null,"account_terminated":false,"termination_date":null,"activation_code":null,"account_class":"business","promo_id":null,"average_score":0.95,"admin_notes":"Stella
Perez handles card, sperez@ssfllp.com, 925 271 8700. Two Jennifers here, be
sure to specify which one.\n\n6/15/15: mt: inc call from Jennifer, needed
to take Elizabeth off the account because she doesn''t work there, asked if
there was anyone to replace Elizabeth with, said not yet, they''re still looking.
Gave her AM''s info to reach for when they have a new user. Removed Elizabeth.\n3/4/15
jmr: inc email from Jennifer. \"We are aware of the current call credits and
are working internally to find a solution to mitigate lags in the review process.
Thank you for letting us know about the invoice system, we will add that to
our list of suggested options.\"\n3/3/15 jmr: lvm and sent email for nccs
and dc.\n2/23/15: al: LVM for Jennifer re: NCCs\n12/8/14 tj: inc call. Changed
invoice email from sperez@ssfllp.com > ssf.finance@ssfllp.com. They asked
for last month''s receipt. Sent.\n10/13/14 ks: Jennifer unavailable. LHM and
sent email re:NCCs/84 creds and SIs\n8/14/14 kab: Jennifer called, lvm. I
called back, spoke w/her. she wanted to know if we could provide their review
page visitors and total reviews data further back than the last 5 months.
i didn''t think so, but said i''d run it by tech anyway. did so, got a \"no\"
as expected, sent followup email to Jennifer. also let her know new member
panel will have more detailed analytics.\n7/23/14 kab: Stella called in. updated
cc info.\n6.10.14 scd: hm-vm. lvm re ncc''s & DC and sent info. \n2.6.14 scd:
lmsg & sent email re ncc''s.\n05/30/13 mm: lvm for Jennifer & sent email to
both users re: NCCs & matching NAP.\n4/3/13 kf: left vm and sent email to
both users re: ncc reminder/49 credits. \n2/6/13 kf: Jennifer (I think) called
in asking if there was a way to figure out who gave certain anonymous feedback.
No, Jen, it''s anonymous. She also wanted to know if call agents could ask
reviewers if it was ok to use their company logo in a reviews feature on their
page and who to contact for logo. I told her she''d have to contact customers
from her end for that, but I made a call note to ask reviewers for company
name. \n1/28/13 kf: changed spelling of company name on Danielle''s review
at Jennifer''s request. \n1.25.13 scd: sent email re ncc''s. \n01/07/13 mm:
sent Stella receipt at her request, said she never got it for December.\n09/24/12
mm: Not available, sent email re: updating NAP and NCCs. \n9/21/12 scd: added
1 ncc w/special call request per co.\n9/19/12 scd: corrected a few errors
in a cc per Jennifer''s email. \n8/8/12 scd: spoke to Jennifer Harrity re
cc''s.\n08/03/12 mm: enter 1 NCC with special note.\n08/01/12 kb: spoke with
Jennifer reL customer calls. They are going to start using them soon. In fact,
they are having a competition. \n5/4/12 rj: stella perez called in to update
cc. all future receipts go to her email: sperez@ssfllp.com\n05/04/12 kb: sent
on hold email 2 to Jennifer and Elizabeth\n05/01/12 kb: walked Jennifer through
the account. I showed her where to update the billing info. She insisted they
were going to do that today. \n4/30/12 rj: on hold. vm, kevin will call 5/1
am.\n4/26/12: (AB) Left vm for Elizabeth on Thursday morning. \n04/18/12 kb:
Had a long talk with elizabeth. Alyson is going to follow up with her next
Thursday in the AM. \n04/18/12 kb: left vm for Elizabeth asked her to call
back to keep the account fro being deactivated, mentioned read rates and customer
call credits. \n04/12/12 kb: left vm for Elizabeth.\n01/18/12 kb: left hm
for Elizabeth to get account going mentioned all the credits for customer
calls. \n9/14/11: (AB) Karen no longer with SSF; Elizabeth O''Young is new
marketing person at ext. 6111. I left vm for her. We will need to update info.
on file, login etc. \n5/12/11: (AB) Too soon to bother Karen again for another
Member Call attempt.\n3/03/11 kb: left vm for Karen re: ncc and fb. \n1/28/11:
(AB) updated billing and emailed Karen about NCCs and Member Edition.\n1/4/11:
(AB) Emailed Karen re: billing.\n12/21/10: Karen said accounting dept. will
update billing info. when they''re back on Jan. 3.\n12/13/10: left vm and
sent email re: NCCs\n9/9/10: Emailed Karen re: more contacts for 13 credits
for Customer Call reviews.\n4/26/10: Sent email through Need Customers to
Call","customer_call_notes":"Ask if reviewer is with a certain company and
try to get that in the review if possible. ","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":null,"last_credit_grant":"2015-06-10","sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":null,"sugar_lead_id":"3af35c9e-7234-1f6d-7376-4fa4b38fac22","sugar_account_id":"187c73f4-dd4a-ddc1-8959-4fa819519f4b","sugar_opportunity_id":"72e73e57-1830-f30b-8adc-50eb6b5d7a24","created_at":"2008-11-14T14:07:32Z","updated_at":"2015-11-09T22:31:13Z","status":"active","sales_user_id":79,"system_of_record":"***
Created by CL Dev ***","activity_feed_created":true,"data_dedupe_enabled":false,"direct_connect_status":"unknown","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":null,"direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":null,"current_balance":"0.0","account_manager_id":135,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":13,"company_id":155,"admin_user_id":null,"call_number":1,"completed_at":"2011-03-09T08:00:00Z","status":"completed","priority":1,"notes":"(AB)
Emailed Mark re: getting new reviews and FB/Twitter.","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:07Z","disposition":"other","company":{"company_id":155,"enterprise_id":null,"workflow_system_id":null,"account_level_id":1,"company_name":"Seiler,
Epstein, Zeigler & Applegate","company_description":"A full service law firm
with offices in San Francisco, Marin and Contra Costa Counties, providing
exceptional legal representation throughout California.","address1":"101 Montgomery
St.","address2":"#2700","city":"San Francisco","state":"CA","zip":"94104-4140","country":"US","latitude":"37.79053","longitude":"-122.4025967","timezone":"Pacific
Daylight Time","formatted_address":"101 Montgomery Street #2700, San Francisco,
CA 94104, USA","phone":"4159790500","phone_ext":"","website":"http://www.sezalaw.com","is_active":false,"abbreviated_name":"seiler-epstein-zeigler--applegate","freetrial_start_date":"2008-11-17T08:40:52Z","signup_admin_id":null,"signup_ip_addr":null,"account_terminated":true,"termination_date":"2015-03-17T23:24:23Z","activation_code":null,"account_class":"basic","promo_id":54,"average_score":0.98,"admin_notes":"mark
ext 210. ep-STINE\n\n3/17/15 kf: terminated acct. on hold, said he wanted
to quit also. use issue. \n3/11/15 kf: lvm for mark, emailed fllwup.\n3/3/15
kf: sent fllwup email to mark. \n2/24/15 kf: mark''s thinking of quitting.
asked how many credits he has. told him unlimited email reviews, maybe sign
up for DC? sent some stats too. added some courtesy call credits.\n2/23/15
kf: on hold, sent email 1 since jmr missed ''em earlier.\n2/23/15 jmr: spoke
with gk, transferred to vm.\n2/18/15 jmr: spoke with gk. Mark will be available
next week. sent email about account.\n2/3/15 jmr: lvm. account reminder.\n9/30/14
kf: emailed re: dc. \n5.28.14 scd: sent basic email w/dc info.\n1.27.14 scd:
sent basic email.\n9.24.3 scd: sent basic email w/si''s.\n5/2/13 kf: emailed
basic info and reminder of leftover credit.\n1.18.13 scd: sent basic email,
reminder of 1 cc and syndication.\n8/20/12 rj: on hold. vm, email 1 w/ citysearch.\n05/18/12
scd: button is working. Sent email re fb/twitter & si''s.\n03/27/12 kb: sent
email to notify them their button is not loading. email includes info on new
dynamic buttons. UPDATE: Their webperson contacted me and is working on it.
\n01/18/12 kb: sent email re: ncc. \n9/14/11: (AB) Sent email re: new display
options, buttons, and Smart Invites. \n06/29/11 kb: updated cc. \n5/12/11:
(AB) Recently attempted Member Call...too soon to call again. Maybe wait until
we have dynamic button.\n3/9/11: (AB) Emailed Mark re: NCCs and FB/Twitter.\n9/14/10:
Emailed Mark re: free credit for Customer Call review.\n04/02/10: emailed
mark re: new reviews\n10/28: Left another message for Mark and sent email,
which he responded to with one customer name. \n9/24: Left message to get
another client name for Customer Call review.","customer_call_notes":"","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":null,"last_credit_grant":null,"sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":null,"sugar_lead_id":"dc600af8-bcc8-6713-5fee-4fa4b31ef1bf","sugar_account_id":"7146f0ba-8839-86f4-cc13-4fa81964f73b","sugar_opportunity_id":"382c741d-119c-4316-e460-50f9b56cb185","created_at":"2008-11-17T08:40:52Z","updated_at":"2015-11-09T22:31:13Z","status":"terminated","sales_user_id":2,"system_of_record":"Quickbooks","activity_feed_created":true,"data_dedupe_enabled":false,"direct_connect_status":"terminated","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":null,"direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":null,"current_balance":"0.0","account_manager_id":null,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":15,"company_id":155,"admin_user_id":null,"call_number":2,"completed_at":"2011-05-12T07:00:00Z","status":"completed","priority":2,"notes":"(AB)
Recently attempted Member Call...too soon to call again. Maybe wait until
we have dynamic button.","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:07Z","disposition":"other","company":{"company_id":155,"enterprise_id":null,"workflow_system_id":null,"account_level_id":1,"company_name":"Seiler,
Epstein, Zeigler & Applegate","company_description":"A full service law firm
with offices in San Francisco, Marin and Contra Costa Counties, providing
exceptional legal representation throughout California.","address1":"101 Montgomery
St.","address2":"#2700","city":"San Francisco","state":"CA","zip":"94104-4140","country":"US","latitude":"37.79053","longitude":"-122.4025967","timezone":"Pacific
Daylight Time","formatted_address":"101 Montgomery Street #2700, San Francisco,
CA 94104, USA","phone":"4159790500","phone_ext":"","website":"http://www.sezalaw.com","is_active":false,"abbreviated_name":"seiler-epstein-zeigler--applegate","freetrial_start_date":"2008-11-17T08:40:52Z","signup_admin_id":null,"signup_ip_addr":null,"account_terminated":true,"termination_date":"2015-03-17T23:24:23Z","activation_code":null,"account_class":"basic","promo_id":54,"average_score":0.98,"admin_notes":"mark
ext 210. ep-STINE\n\n3/17/15 kf: terminated acct. on hold, said he wanted
to quit also. use issue. \n3/11/15 kf: lvm for mark, emailed fllwup.\n3/3/15
kf: sent fllwup email to mark. \n2/24/15 kf: mark''s thinking of quitting.
asked how many credits he has. told him unlimited email reviews, maybe sign
up for DC? sent some stats too. added some courtesy call credits.\n2/23/15
kf: on hold, sent email 1 since jmr missed ''em earlier.\n2/23/15 jmr: spoke
with gk, transferred to vm.\n2/18/15 jmr: spoke with gk. Mark will be available
next week. sent email about account.\n2/3/15 jmr: lvm. account reminder.\n9/30/14
kf: emailed re: dc. \n5.28.14 scd: sent basic email w/dc info.\n1.27.14 scd:
sent basic email.\n9.24.3 scd: sent basic email w/si''s.\n5/2/13 kf: emailed
basic info and reminder of leftover credit.\n1.18.13 scd: sent basic email,
reminder of 1 cc and syndication.\n8/20/12 rj: on hold. vm, email 1 w/ citysearch.\n05/18/12
scd: button is working. Sent email re fb/twitter & si''s.\n03/27/12 kb: sent
email to notify them their button is not loading. email includes info on new
dynamic buttons. UPDATE: Their webperson contacted me and is working on it.
\n01/18/12 kb: sent email re: ncc. \n9/14/11: (AB) Sent email re: new display
options, buttons, and Smart Invites. \n06/29/11 kb: updated cc. \n5/12/11:
(AB) Recently attempted Member Call...too soon to call again. Maybe wait until
we have dynamic button.\n3/9/11: (AB) Emailed Mark re: NCCs and FB/Twitter.\n9/14/10:
Emailed Mark re: free credit for Customer Call review.\n04/02/10: emailed
mark re: new reviews\n10/28: Left another message for Mark and sent email,
which he responded to with one customer name. \n9/24: Left message to get
another client name for Customer Call review.","customer_call_notes":"","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":null,"last_credit_grant":null,"sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":null,"sugar_lead_id":"dc600af8-bcc8-6713-5fee-4fa4b31ef1bf","sugar_account_id":"7146f0ba-8839-86f4-cc13-4fa81964f73b","sugar_opportunity_id":"382c741d-119c-4316-e460-50f9b56cb185","created_at":"2008-11-17T08:40:52Z","updated_at":"2015-11-09T22:31:13Z","status":"terminated","sales_user_id":2,"system_of_record":"Quickbooks","activity_feed_created":true,"data_dedupe_enabled":false,"direct_connect_status":"terminated","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":null,"direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":null,"current_balance":"0.0","account_manager_id":null,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":17,"company_id":159,"admin_user_id":null,"call_number":1,"completed_at":"2011-05-11T07:00:00Z","status":"completed","priority":1,"notes":"(AB)
We spoke to them recently and matched info. to Google Places. They have FB
and Twitter going.","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:07Z","disposition":"other","company":{"company_id":159,"enterprise_id":null,"workflow_system_id":null,"account_level_id":1,"company_name":"The
Clarke Team","company_description":"Kelly Clarke, Realtor. Providing unparalleled
real estate services that create lifetime relationships. Kelly:01482834.","address1":"580
El Camino Real","address2":"","city":"San Carlos","state":"CA","zip":"94070","country":"US","latitude":"37.5072971","longitude":"-122.2606914","timezone":"Pacific
Daylight Time","formatted_address":"580 El Camino Real, San Carlos, CA 94070,
USA","phone":"6504895399","phone_ext":"","website":"http://clarketeam.com/Home/?ID=15596","is_active":true,"abbreviated_name":"the-clarke-team","freetrial_start_date":"2009-01-06T16:11:08Z","signup_admin_id":null,"signup_ip_addr":null,"account_terminated":false,"termination_date":null,"activation_code":null,"account_class":"basic","promo_id":26,"average_score":1.0,"admin_notes":"soanne.walker@cbnorcal.com\nassistant
650 489-8219\nKelly.Clarke@cbnorcal.com\n\n4/3/15 jmr: inc call from Kelly.
signed up with Zillow and they want to pull our reviews to her site to make
her profile look stronger. they will apparently contact us soon for that.\n1/6/15
jmr: inc call from Kelly. Reinstalled Facebook tab for business page (The
Clarke Team)\n12/18/14 ks: Sent DC email.\n12/5/14 ks: Kelly lvm for us, she''s
getting an error message when she tries to log in to publish a pending review.
Called, lvm for her explaining server problems/known issue and it''ll be fixed
soon and she''ll be able to publish the review.\n9/2/14 kab: Kelly called
re: 8/25 happenings. she was trying to see if anything had actually been done
with contact, Jill Ehring. I told her Jill was unresponsive, explained Call
process when Kelly thought we only tried Jill once. also explained 1 cred
= 1 completed review, so please do add a couple more names to use cred still
available. did wt of Get Reviews and Tracking sections. Kelly''s got it now.\n8/25/14
tj: inc call, Kelly. She was asking about contacts she added for invites,
then made a call request on one after having paid for a cred, but nothing
has happened. Informed her of the cooldown time between invites, told her
I''d get the contact added for a call request. She was pleased w/ the answer.\n6/23/14
tj: sent DC email.\n2/14/14 tj: sent basic email w/ synd success links.\n2/4/14
tj: inc call, Soanne. They''re happy that CL reviews is showing up when \"The
Clarke Team\" is googled, but want to know if there''s a way for it to happen
with \"Kelly Clarke.\" Best I can do is add Kelly Clarke to company description
atm. Suggest they get CG synd set up. sent fu email.\n1.27.14 scd: set dup
review from Rosella Radoycis to not publish. Kelly sent sup request re ht
get yelp reviews & how their account is doing. Ted said to encourage them
to sign up for Scotty testing.\n11/11/13 tj: called kelly. explained yelp
filter and no auto pubing to yelp. talked about & set up si''s for her.\n10.7.13
scd: sent basic email w/si''s.\n6.7.13 scd: sent basic email.\n02/06/13 mm:
sent basic email. \n10/08/12 kb: Kelly and Judy split. kelly called about
cancelling. I talked her into staying on to keep the grandfathered rate. \n09/28/12
mm: Sent email re: updating NAP and basic email.\n05/25/12 scd: sent email
re si''s, pdf flier and ncc link and reminder about 1 \"to Pay\" credit they
have.\n01/25/12 BL: emailed re: Smart Invites and invitation flier. \n08/26/11
kb: walked her thru fixing facebook app. Explained smart invites. \n5/11/11:
(AB) We spoke to them recently and matched info. to Google Places. They have
FB and Twitter going. \n2/10/11: (AB) They requested that Dawn Crew (Customer
Call) not be called until week of 2/14.\nnew credits to pay yet. \n02/07/11:
Judy called to complain that she did not get notified when one of her contacts
were marked unresponsive. I told her when we send updates and how track customer
call information through her cp. She seemed satisfied. I promised to raiser
her suggestions at the next prod development meeting: essential, she wants
the status of the customer calls listed with the email she gets asking for
new customer call contacts. \n\n4/8/10: Sent email with free customer call
credit.","customer_call_notes":"","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":null,"last_credit_grant":null,"sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":null,"sugar_lead_id":"5615d883-56e7-7b2d-1ac7-4fa4b316b23a","sugar_account_id":"7537dd95-f469-e6c2-3400-4fa819608047","sugar_opportunity_id":"23a21e45-d8c6-fe47-b56f-5112e503bed4","created_at":"2009-01-06T16:11:08Z","updated_at":"2015-11-09T22:31:13Z","status":"active","sales_user_id":2,"system_of_record":"***
Created by CL Dev ***","activity_feed_created":true,"data_dedupe_enabled":false,"direct_connect_status":"unknown","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":null,"direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":null,"current_balance":"0.0","account_manager_id":135,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":19,"company_id":160,"admin_user_id":null,"call_number":1,"completed_at":"2011-05-11T07:00:00Z","status":"completed","priority":1,"notes":"(AB)
We talked to them recently. Their reviews are indexing into their San Jose
Place page, not to be confused with the Oakland one.","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:07Z","disposition":"other","company":{"company_id":160,"enterprise_id":null,"workflow_system_id":null,"account_level_id":1,"company_name":"Summit
Defense Attorneys","company_description":"Criminal Defense Attorneys: Offices
in San Francisco, San Jose, Oakland, Burlingame, Pleasanton, Sacramento. Domestic
Violence, DUI, Theft, Sex Crimes, Embezzlement","address1":"2570 N 1ST ST","address2":"2nd
Floor","city":"SAN JOSE","state":"CA","zip":"95131","country":"US","latitude":"37.3851283","longitude":"-121.9253683","timezone":"Pacific
Daylight Time","formatted_address":"2570 North 1st Street, San Jose, CA 95131,
USA","phone":"4083339622","phone_ext":"","website":"http://www.summitdefense.com","is_active":true,"abbreviated_name":"summit-defense-attorneys","freetrial_start_date":"2009-01-08T12:34:44Z","signup_admin_id":null,"signup_ip_addr":null,"account_terminated":false,"termination_date":null,"activation_code":null,"account_class":"basic","promo_id":25,"average_score":0.95,"admin_notes":"Not
interested in either DC or si''s\n\n3/9/15 tj: Spoke w/ Scott. Not interested
in either DC or si''s. Told him we''ll keep it business as usual.\n10/29/14
ks: Sent DC email\n9/24/14 ks: email from Scott asking about status of WR.
Told him it''s still pending and that it will be removed automatically if
no response in 7 days.\n6/23/14 kab: sent basic email w/DC info.\n5/20/14
tj: Challenge, Damien T not a customer. His review says as much. Challenge
accepted.\n2.19.14 scd: sent basic email.\n1.28.14 scd: Scott called in re
strange review from parminder that just said \"hi\". lol. set it to not publish.\n10.18.13
scd: sent basic email w/si''s.\n6.17.13 scd: sent basic email w/reminder of
2 cc''s. Scott replied back that he had entered 2 ncc''s, yep, we''re calling.\n5.7.13
scd: Scott called in asking if CL stars would one day be counted towards seller
ratings as in Google. \n3/26/13 kf: scott called in asking about ask reviewer
questions. i explained the system to him. he also asked about hw forms, but
he wasn''t interested in upgrading to Plus. \n3/22/13 kf: scott left a vm
asking about challenging review. i called and told him he could challenge
Alexandria''s review on the grounds that she was never a client. he did so,
and i removed the review, since it was clear from the review that she never
paid them.\n2.14.13 scd: scott called in, asked about CG, spanish-speaking
call agents & fb/twitter. Sent him fb/twitter link and basic email so he could
send a custom invite email to add his message in Spanish.\n11/26/12 rj: scott
called in, wanted to let us know that he posted a credit to pay and customer
would be available to call for the next 20 minutes or tmwr from 9-1:30. noted
on account, ping call agent to call asap or tmrw.\n10/19/12 mm: Sent email
re: SI and reviews syndicating.\n05/24/2012 scd: sent basic email reminder
about his 1 \"to pay\" credit and si''s, and pdf flier.\n05/02/12 kb: Explained
management options to Scott, who insists most recent review is not from an
actual customer. \n2/17/12: (AB) Left hm for Scott and sent On Hold Email
1. Scott called right back to update credit card. \n01/20/12 kb: had a long
talk with Scott about service. He is going to look into FB syndication but
he does not want smart invites. I explained Plus and told him to look out
for emails about it. \n10/11/11: (AB) Scott not in. They told me to email
him. I did, re: Smart invites. \n09/16/11 kb: review challenge accepted for
inappropriate content. \n1/31/11: (AB) Scott to change/update company info.
to match Places.\n12/6/10: Scott has created 3 different Places listings for
his 3 locations but is not interested in multiple Customer Lobby accounts
at this time...\n07/01/10: vm and email for Scott about getting new reviews.","customer_call_notes":"","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":null,"last_credit_grant":null,"sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":null,"sugar_lead_id":"aa7162ca-219e-df86-6a2c-4fa4b35f65b3","sugar_account_id":"45c81e34-2351-6903-153a-4fa8192fb485","sugar_opportunity_id":"87b10493-7d32-36a4-21a1-511d3c093c04","created_at":"2009-01-08T12:34:44Z","updated_at":"2015-11-09T22:31:13Z","status":"active","sales_user_id":3,"system_of_record":"***
Created by CL Dev ***","activity_feed_created":true,"data_dedupe_enabled":false,"direct_connect_status":"unknown","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":null,"direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":null,"current_balance":"0.0","account_manager_id":335,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":21,"company_id":162,"admin_user_id":null,"call_number":1,"completed_at":"2011-05-09T07:00:00Z","status":"completed","priority":1,"notes":"05/09/11
kb: sent email re: ncc and fb.","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:07Z","disposition":"other","company":{"company_id":162,"enterprise_id":null,"workflow_system_id":null,"account_level_id":1,"company_name":"Jeffrey
Wolf CPA","company_description":"WE MAKE YOUR LIFE LESS TAXING!","address1":"1350
Broadway-705","address2":"","city":"New York","state":"NY","zip":"10018-7001","country":"US","latitude":"40.75095100000001","longitude":"-73.987346","timezone":"Eastern
Standard Time","formatted_address":"1350 Broadway, New York, NY 10018, USA","phone":"2122799040","phone_ext":"","website":"http://www.jeffreywolfcpa.com","is_active":true,"abbreviated_name":"jeffrey-wolf-cpa","freetrial_start_date":"2009-01-09T10:27:12Z","signup_admin_id":null,"signup_ip_addr":null,"account_terminated":false,"termination_date":null,"activation_code":null,"account_class":"basic","promo_id":null,"average_score":0.96,"admin_notes":"2/17/15
kf: on hold. updated CC.\r\n1/30/15 ld challenge accepted of daniel''s review. no
resp. not a cust.\r\n1/30/15 ld challenge accepted of seth''s review. no
resp.\r\n1/22/15 jmr: challenged review from Seth F. claiming he''s not a
customer. req. info from reviewer. also challenged Daniel Blechman as the
same person. req. info from reviewer.\r\n11/25/14 ks: Sent basic email\r\n7/11/14
kf: sent basic email to jeff.\r\n5/13/14 kab: reviewer Nancy Cope called in.
she was sent an Email Invite on 5/9 and got another one. looks like she reviewed
through SIs-Google+. I let her know her review is showing on Google+ just
fine, thanked her for her feedback, and disabled email reminders for her.\r\n4/21/14
kf: returned jeffrey''s call and updated CC. pitched DC; he uses QB but doesn''t
really keep contact info in there. he knows DC is an option now though. also
asked if it would keep requesting reviews over and over from the same people,
CPAs do a lot of repeat stuff. our filters would stop this from happening,
but more settings for this kind of stuff could be good.\r\n4/16/14 kf: on
hold. lvm and email 1.\r\n2.19.14 scd: sent basic email.\r\n5/8/13 kf: emailed
basic info.\r\n2/7/13 kf: sent syndication email. \r\n08/6/12 scd: sent basic
email.\r\n04/3/12 scd: sent basic email with si''s and pdf flier. \r\n11/28/11
kb: sent email (he responds to it) re: smart invites. \r\n07/22/11 kb: walked
through custom email invites and got ncc. \r\n05/09/11 kb: sent email re:
ncc and fb. \r\n4/27/10: left vm and sent email re: customer call credit\r\n10/14:
Spotlighted them. 12: Talked to Jeffrey briefly but he was VERY busy meeting
a deadline. Said he would send out more email invites to get reviews after
deadline passed.","customer_call_notes":"","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":null,"last_credit_grant":null,"sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":null,"sugar_lead_id":"c4fa01cb-1fbb-f43b-38d0-4fa4b3d7690a","sugar_account_id":"4f9c05be-f12d-b0ed-1e2c-4fa8198c9090","sugar_opportunity_id":"1a625f9d-21e9-9668-bc38-5113f523390e","created_at":"2009-01-09T10:27:12Z","updated_at":"2015-11-09T22:31:13Z","status":"active","sales_user_id":3,"system_of_record":"Quickbooks
(no contact info)","activity_feed_created":true,"data_dedupe_enabled":false,"direct_connect_status":"unknown","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":null,"direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":null,"current_balance":"0.0","account_manager_id":135,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":23,"company_id":175,"admin_user_id":null,"call_number":1,"completed_at":"2011-05-11T07:00:00Z","status":"completed","priority":1,"notes":"(AB)
Tried to reach Nathan but he was not in so instead of leaving hm, I sent and
email re: getting new reviews and publishing to FB/Twitter. (Note: his reviews
are indexing.)","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:07Z","disposition":"other","company":{"company_id":175,"enterprise_id":null,"workflow_system_id":null,"account_level_id":1,"company_name":"Planet
Orange","company_description":"We are an environmentally friendly pest control,
termite, and construction company. Our products are convenient and family
and pet friendly.","address1":"434 Park Avenue","address2":"","city":"San
Jose","state":"CA","zip":"95110","country":"US","latitude":"37.3281249","longitude":"-121.897621","timezone":"Pacific
Daylight Time","formatted_address":"434 Park Avenue, San Jose, CA 95110, USA","phone":"4089636868","phone_ext":"","website":"http://www.planetorange.com","is_active":true,"abbreviated_name":"planet-orange","freetrial_start_date":"2009-01-22T08:46:35Z","signup_admin_id":null,"signup_ip_addr":null,"account_terminated":false,"termination_date":null,"activation_code":null,"account_class":"basic","promo_id":25,"average_score":0.86,"admin_notes":"info@planetorange.com
\nslance@planetorange.com\n6/9/15 jmr: spoke with Shawn about dc. not ready
for email yet. doing all of that on the front end with his own office, wanting
to be more selective. brought up smart invites and he says he''ll look it
over. sent email with some info on smart invites and will follow up at later
date to get better clarification.\n6/2/15 jmr: lvm for Shawn. \n5/28/15 jmr:
lvm for Shawn and sent email re dc.\n12/4/14 kf: save. updated CC for shawn,
skipped month. he says he and the marketing director don''t want automation.
however, shawn understands the value of reviews as a marketing asset and is
willing to see how much biz this gets them since it''s so cheap. resent value
prop and confirmation of free month.\n12/1/14 kf: on hold. shawn didn''t realize
we''re still charging him. spoke to him two weeks ago, but whatever. not sure
about continuing, so here goes: value prop and save offer. he gets a free
month upon paying up.\n11/19/14 ks: Sent DC email. UPDATE: Shawn emailed back
and asked for a call Friday for DC.\n7/16/14 tj: fu call w/ Sean. Did a quick
wt of the acct and where to add new contacts for invites. He seemed pretty
nonchalant about it. Good for now.\n7/14/14 tj: Save. ROI. Marketing guy/lame
gatekeeper is Sean Lance. He wouldn''t me or kab talk to his boss. He says
he''s taking over the acct & probably kill acct unless I can convince why
to keep it running. Challenge accepted. Brought out my bulldozer. Did a svc
overview. Explained to him that basic acct is a friggin sweet deal that he''s
not gonna get anywhere else. He agreed w/ me, says he wants to continue. Damn
right you do. sending email w/ overview of svc for basic.\n7.14.14 scd: mbox
full. sent email re dc & basic info.\n3.11.14 scd: sent basic email.\n2/2/14
tj: cb Lydia, did a p/w reset and updated address.\n6.26.13 scd: emailed basic
info to both emails & reminder of 1 credit. \n4/30/13 kf: emailed basic info
and reminder of 1 credit. \n2/25/13 kf: sent email re: syndication, fb app,
and basic email. email bounced back because they couldn''t find the domain
name, so i went out on a limb and tried ncoccozza@planetorange.com instead
of the one listed. \n10/17/12 scd: my email to nathan bounced back.\n10/17/12
scd: mbf. sent email syndication and basic email. reminder of 1 cc.\n06/13/12
mm: Sent email re: NCCs and sending unlimited email invites.\n02/13/12 kb:
sent email re: free customer call credits. \n10/12/11 kb: left vm and sent
email re: new reviews and smart invites. \n5/11/11: (AB) Tried to reach Nathan
but he was not in so instead of leaving hm, I sent and email re: getting new
reviews and publishing to FB/Twitter. (Note: his reviews are indexing.)\n10/28/10:
Tried to leave another message for Nathan but mailbox was full. Emailed him
with NCC credit and the fact that his reviews are indexing in Places. \n10/19/10:
left hm for Nathan re; google maps and getting new reviews. \n\n06/28/10:
left message for Nathan re: getting new reviews. \n10/29: Left message for
Nathan re: sending email invites to get more reviews.\n10/9: Spotlighted them.\n9/17:
Tried calling Nathan, not in.","customer_call_notes":"","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":null,"last_credit_grant":null,"sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":null,"sugar_lead_id":"746538ad-34bf-5dc5-0a12-4fa4b53fffc9","sugar_account_id":"6c3cd775-1f0c-2d1e-f441-4fa819a80e76","sugar_opportunity_id":"6ddfbc08-ebba-b825-523d-512bf8542be0","created_at":"2009-01-22T08:46:35Z","updated_at":"2015-11-09T22:31:13Z","status":"active","sales_user_id":3,"system_of_record":"***
Created by CL Dev ***","activity_feed_created":true,"data_dedupe_enabled":false,"direct_connect_status":"unknown","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":null,"direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":null,"current_balance":"0.0","account_manager_id":null,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":25,"company_id":178,"admin_user_id":null,"call_number":1,"completed_at":"2011-05-09T07:00:00Z","status":"completed","priority":1,"notes":"05/09/11
kb: Their reviews page is set to under construction. I sent Bentley an email
reminder about his reviews page status in case he is not aware. \n5/4/11:
(AB) I updated cc info. with Bentley and told him about FB/Twitter. Sent him
an email with details. (NOTE: Realized we had never done a Member Call with
him and that he''d never appeared in the queue - told Jeff & Ted).","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:07Z","disposition":"other","company":{"company_id":178,"enterprise_id":null,"workflow_system_id":null,"account_level_id":1,"company_name":"BeneFit
Personal Training","company_description":"Provides in-home personal fitness
training services nationwide.","address1":"P.O. Box 8894","address2":"","city":"Collingswood","state":"NJ","zip":"08108","country":"US","latitude":"39.9135471","longitude":"-75.06403499999999","timezone":"Eastern
Standard Time","formatted_address":"Collingswood, NJ 08108, USA","phone":"8883238677","phone_ext":null,"website":"http://www.benefitpersonaltraining.com","is_active":false,"abbreviated_name":"benefit-personal-training","freetrial_start_date":"2009-01-23T11:27:40Z","signup_admin_id":null,"signup_ip_addr":null,"account_terminated":true,"termination_date":"2011-06-30T10:17:56Z","activation_code":null,"account_class":"basic","promo_id":33,"average_score":0.89,"admin_notes":"01/23/13
mm: Bentley called to say that he does not want his reviews syndicated to
CityGrid. I explained that it wont happen because he does not appear to have
a listing in CityGrid. He would not let me talk much and said he had to go.
As I told him, sending email re: syndication and all the benefits and asked
why he would not want this SEO and conversion benefit (included deal to waive
reactivation fee).\n06/30/11 kb: Bentley cancelled to save money. He is going
to post the reviews on his own site as testimonials. We had a long talk about
the pros and cons of testimonials vs third-party reviews. He just wants more
management. He hates bad reviews. \n05/09/11 kb: Their reviews page is set
to under construction despite the fact that their status is active. \n5/4/11:
(AB) I updated cc info. with Bentley and told him about FB/Twitter. Sent him
an email with details. (NOTE: Realized we had never done a Member Call with
him and that he''d never appeared in the queue - told Jeff & Ted).\n09/27/10:
customer came forward with receipt, so review is still pending. I spoke to
Bentley about writing a response, he will do that if the withdrawal request
fails. \n5/5/10: Talked to Bentley and emailed with 1 Free Customer Call Credit.\nBest
# to reach Bentley is his cell: (856) 718-4946.","customer_call_notes":"","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":null,"last_credit_grant":null,"sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":null,"sugar_lead_id":"8b350d33-6325-7673-fb9f-4fa4b5d156dc","sugar_account_id":"b82f0997-d647-2502-0406-4fa819e3f932","sugar_opportunity_id":"a7b39577-7d99-1724-2e99-51003a7a29e8","created_at":"2009-01-23T11:27:40Z","updated_at":"2015-11-09T22:31:13Z","status":"terminated","sales_user_id":4,"system_of_record":"***
Created By CL Dev ****","activity_feed_created":false,"data_dedupe_enabled":false,"direct_connect_status":"terminated","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":null,"direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":null,"current_balance":"0.0","account_manager_id":null,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":27,"company_id":181,"admin_user_id":null,"call_number":1,"completed_at":"2011-04-25T07:00:00Z","status":"completed","priority":1,"notes":"(AB)
Sean was questioning 2 of his Not Published reviews. I explained why they
are set to Not Publish but he wanted us to look into Aug. 9,2010 review from
Haroon and Jan. 14,2010 review from Jonathan.","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:08Z","disposition":"other","company":{"company_id":181,"enterprise_id":null,"workflow_system_id":null,"account_level_id":1,"company_name":"Transition
Staffing Group, Inc.","company_description":"Transition Staffing Group is
based in San Diego and offers staffing solutions from start-up to Fortune
500 clients. We place Accounting, HR and IT professionals.","address1":"10509
Vista Sorrento Parkway","address2":"Suite 300","city":"San Diego","state":"CA","zip":"92121","country":"US","latitude":"32.8977556","longitude":"-117.2163376","timezone":"Pacific
Daylight Time","formatted_address":"10509 Vista Sorrento Parkway #300, San
Diego, CA 92121, USA","phone":"8584049900","phone_ext":"","website":"http://www.callTSG.com","is_active":true,"abbreviated_name":"transition-staffing-group-inc","freetrial_start_date":"2009-01-27T14:45:40Z","signup_admin_id":null,"signup_ip_addr":null,"account_terminated":false,"termination_date":null,"activation_code":null,"account_class":"basic","promo_id":32,"average_score":0.97,"admin_notes":"Shaun
Enders: x 102\n\n6/11/15 jmr: sent good performance email.\n5/28/15 jmr: lvm
and sent email re dc.\n5/8/15: mt: consistently adding e-mail invites, as
recent as today, fairly recent and consistent reviews as well. Sent e-mail
re dc.\n11/19/14 ks: Sent DC email.\n9/30/14 tj: inc call, Shaun. He needed
help w/ the new dashboard. Showed him the way.\n7.18.14 scd: lhm & sent email
re dc & basic info.\n7/15/14 kab: Shaun called. reviewer Josh Lee had marked
2/5 stars for professionalism, realized his mistake, and emailed Shaun asking
how to edit. I told Shaun he could just flip Josh''s email to me and I''d
fix it immediately. did just that.\n7.14.14 scd: reviewer josh getting error
msg 502 when trying to write a review. sent him link.\n6/6/14 kab: Shaun called
in, wanted to change G+ page we had on file. done!\n4.29.14 scd: Margarita
asked me to send her the April receipt, hasn''t been billed yet. I updated
the monthly receipt to go to her.\n3/17/14 tj: sent basic email DC & Synd
info.\n11/11/13 tj: Got a call asking for WordPress widget. They''re changing
sites or something. Showed them where to find it on account.\n7.9.13 scd:
sent basic email w/Yelp si''s.\n5/1/13 kf: returned Shaun''s call and helped
him uninstall and reinstall FB app. \n03/07/13 kb: Shaun is well cared for.
\n07/06/12 mm: Emailed Shaun re: SI and new buttons. At his request, enabled
SI.\n05/30/12 mm: Shaun having issue sending email invites, left him vm and
sent email to get info so I could troubleshoot.\n05/15/12 kb: Updated credit
card and squared things with Ashley. \n05/11/12 scd: Ashley called in and
their cc has been compromised and needed to update cc on file with temp card
for now. She asked about the $40 charge from acct. 375. They thought they
had cancelled that acct way back when. Wants to cancel it now. Emailing Kevin
with details. Their charge date was today, so they get a refund for that charge.
Her email is ashley@calltsg.com \n3/5/12 rj: shaun called about rating change,
emailing reviewer for confirmation. confirmed, review updated.\n2/24/12 rj:
shaun called about rating change, emailing reviewer for confirmation. confirmed,
review updated.\n2/7/12 rj: emailed shaun re: stats, display options, si.\n10/25/11:
(AB) Shaun called in about another star rating change. I emailed Michelle
Wang reviewer. \n10/6/11: (AB) Shaun called in about a star rating change.
I told him about Smart Invites and how to enable it. \n07/29/11 kb: emailed
reviewer Meiyin Chau-Flores re: star rating of review she wrote on the 27th.
\n4/25/11: (AB) Sean was questioning 2 of his Not Published reviews. I explained
why they are set to Not Publish but he wanted us to look into Aug. 9,2010
review from Haroon and Jan. 14,2010 review from Jonathan. \n03/10/11: Spoke
with Sean, he terminated the candidate reviews. I showed him his Google Maps
listing and he is really happy. I emailed him link to webinar and fb app info.
\n3/9/11: (AB) Sent email to Shaun re: publishing reviews to FB/Twitter.\n08/09/10:
Left what I consider the definitive vm for Shaun: re billing and receipts.
\nThe Breakdown: account 258 bills on the 11th for $10.00, account 375 bills
on the 11th for $40.00, and account 181 bills on the 28th for $49.00. Despite
having set up each account with a different email address, all receipts are
sent to shaun@aitransition.com.","customer_call_notes":"","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":null,"last_credit_grant":null,"sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":null,"sugar_lead_id":"6e93fd0c-21b0-fac8-a12a-4fa4b5ffa5b5","sugar_account_id":"a8366b16-3356-6187-6c5c-4fa819f5e8ec","sugar_opportunity_id":"e97ebd99-d80c-3091-7888-50ec4ee12edc","created_at":"2009-01-27T14:45:40Z","updated_at":"2015-11-09T22:31:13Z","status":"active","sales_user_id":3,"system_of_record":"***
Created by CL Dev ***","activity_feed_created":true,"data_dedupe_enabled":false,"direct_connect_status":"unknown","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":null,"direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":null,"current_balance":"0.0","account_manager_id":null,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":29,"company_id":191,"admin_user_id":null,"call_number":1,"completed_at":"2011-02-09T08:00:00Z","status":"completed","priority":1,"notes":"2/09/11:
left VM for Howard to go over account. I told him we want to better customize
the service for his needs. 1) get cust calls. 2) discuss Member level. 3)
install twitter application. 4) reinstall facebook 5) and maybe discuss best
practice ideas for fb.","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:08Z","disposition":"other","company":{"company_id":191,"enterprise_id":null,"workflow_system_id":null,"account_level_id":3,"company_name":"Fischer
Plumbing","company_description":"Fischer Plumbing adheres to a service philosophy
founded on the understanding that people deserve to be treated with utmost
respect by those who enter their homes.","address1":"1115 NW 51st Street","address2":"","city":"Seattle","state":"WA","zip":"98107","country":"US","latitude":"47.6655445","longitude":"-122.371441","timezone":"Pacific
Daylight Time","formatted_address":"1115 Northwest 51st Street, Seattle, WA
98107, USA","phone":"2063372141","phone_ext":"","website":"http://www.fischerplumbing.com/","is_active":true,"abbreviated_name":"fischer-plumbing","freetrial_start_date":"2009-02-20T11:02:09Z","signup_admin_id":null,"signup_ip_addr":"76.22.14.127","account_terminated":false,"termination_date":"2012-08-01T11:42:40Z","activation_code":"0736c70910a3b5957c141f2b6b63c06c","account_class":"business","promo_id":58,"average_score":0.94,"admin_notes":"*connected
to 7682*\n\n7/8/15 ah: lvm for Howard re managing neg review and getting more
ncc''s. Sent email re ncc''s and dc.\n7/6/15 ah: Called to speak to Howard
about neg rev management and ncc''s. Phone rang once and then cut out. Tried
again. same response.\n7/2/15 tj: Challenges. reviewers thors sunde and aaa
aaa (great name) unresponsive. Challenges accepted.\n7/1/15 ah: lhm for Howard
to discuss neg review management and to get more ncc''s.\n6/29/15 ah: Challenged
reviews by thor sunde and aaa aaa re not a cust. Req info. Also challenged
review by David White for calling them liars. Challenge denied. lvm re management
options. Sent email fu.\n6/26/15 tj: sup req: Howard emailed. \"Can we push
some of the bad reviews down somehow?\" Called. lvm. Two suggestions, feature
reviews (which they already have) and get more reviews. They challenge some
neg reviews alrdy that are likely to be accepted. Sent fu email.\n2/17/15
kf: consistent reviews, sent dc email. \n11/3/14 tj: Howard emailed. Asked
for appts to be turned off. Emailed howard explaining it as another means
of getting leads, sent link for where he can go to turn it on/off, it''s been
turned off.\n10/24/14 ks: lvm for Howard and sent email re:NCCs/94 creds\n8/13/14
tj: reviewer \"Another Joe\" unresponsive. Another challenge accepted.\n8/6/14
tj: Challenge. \"Another Joe\" not a customer. Asked for info.\n613/14 kf:
lvm for howard and emailed re: ncc/dc.\n5/22/14 kab: Howard emailed in. he
was trying to Challenge Paul J''s review and got an error message. I called
him back, asked him to try again while on the phone, and it went through.
let him know admin has been slow/wonky today, so sorry. he Challenged for
Not a Customer, I Accepted right away because Paul cussed. explained this
to Howard, who thought it was neat that our system turns it into symbols like
a comic book.\n2/3/14 kf: lvm for howard and emailed re: ncc.\n05/08/13 mm:
lhm with answering service & sent on hold email 1.\n4/5/13 kf: left vm and
sent email re: ncc strategy/reminder/61 credits.\n1/24/13 kf: Howard''s voicemail
message is pretty intense haha. i left a vm anyway about ncc''s and fb app.
I sent an email too. 55 credits!\n09/21/12 mm: lvm and sent email re: NCCs
and reviews now syndicating.\n08/02/12 kb: reactivated account ran for 297.00\n08/01/12
kb: I am terminating and reactivating account to resume subscription. Will
run card for \n07/26/12 kb: Left vm for Howard. Sent email outlining the past
due amount. \n07/19/12 kb: due to payment bug, we have not been charging them
since march. They owe $396 I will eat one of those, so it will be 297 to become
current. Also, they will be effectively getting a new payment date -- they
day they pay up, so they also get the benefit of the balance of the month.
(We are not charging for new first cycle). \n06/12/12 scd: NCC list...hm-vm.
lvm for Howard sent email.\n05/21/12 mm: Earlier today called and emailed
Howard about other account (7682). Emailed re: NCCs and new buttons.\n5/1/12
rj: howard called in about resending emails for reviews. google wiped all
his place page reviews. told him about bulk actions via contacts, all eligible
contacts will be invited. wanted to see example of smart invites email, told
him to send one to himself to try it out.\n01/31/12 kb: talked to Howard about
Plus. Sent him copy of w review form. \n1/19/12: (AB) Left vm and sent email
to Howard re: NCCs. Also mentioned his other account, Fischer Restoration
which needs NCCs and does not have Smart Invites set up. \n10/10/11: (AB)
Talked to Howard recently (in Sept) about changing color of review box for
large dynamic reviews button. He is very on top of this account -- they have
recent customer call reviews AND Smart invites enabled.\n6/16/11: (AB) Entered
3 NCCs for Howard Hale. \n6/13/11: (AB) This Co. repopulated Member Call Queue
too soon after we did one with them. Jeff is aware of glitch.\n5/12/11: (AB)
We talked to Howard recently and helped him with FB but only did Wall part
not Reviews Tab, so I emailed him about tab portion. Looks like reviews still
not indexing.\n3/29/11: (AB) Howard called about reviews not indexing into
Google Places and I matched his info. to Places. Also told him about Webinar.
He was trying to do FB/Twitter and needed help but we didn''t finish b/c he
had to go.\n2/09/11: did member call. \n9/20/10: Left vm and sent email re:
contacts for call credits.\n06/16/10 left message for Howard about customer
names.\n03/31/10 spoke to Howard and I am in the process of installing his
Facebook app. -- there is a glitch being ironed out. \n03/16/10 left vm with
howard RE: customers to call.","customer_call_notes":"","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":"2012-08-02T16:52:13Z","last_credit_grant":"2015-07-02","sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":"2012-08-02","sugar_lead_id":"e01d8975-a6d1-58a3-f988-4fa4b58a568e","sugar_account_id":"1c15eecd-8dd2-81bf-ad51-4fa819ffa4de","sugar_opportunity_id":"8d711f80-6d10-51b1-1e60-501978609792","created_at":"2009-02-20T11:02:09Z","updated_at":"2015-11-09T22:31:13Z","status":"active","sales_user_id":79,"system_of_record":"***
Created by CL Dev ***","activity_feed_created":true,"data_dedupe_enabled":false,"direct_connect_status":"unknown","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":null,"direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":null,"current_balance":"0.0","account_manager_id":null,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":31,"company_id":191,"admin_user_id":null,"call_number":2,"completed_at":"2011-05-12T07:00:00Z","status":"completed","priority":2,"notes":"(AB)
We talked to Howard recently and helped him with FB but only did Wall part
not Reviews Tab, so I emailed him about tab portion. Looks like reviews still
not indexing.","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:08Z","disposition":"other","company":{"company_id":191,"enterprise_id":null,"workflow_system_id":null,"account_level_id":3,"company_name":"Fischer
Plumbing","company_description":"Fischer Plumbing adheres to a service philosophy
founded on the understanding that people deserve to be treated with utmost
respect by those who enter their homes.","address1":"1115 NW 51st Street","address2":"","city":"Seattle","state":"WA","zip":"98107","country":"US","latitude":"47.6655445","longitude":"-122.371441","timezone":"Pacific
Daylight Time","formatted_address":"1115 Northwest 51st Street, Seattle, WA
98107, USA","phone":"2063372141","phone_ext":"","website":"http://www.fischerplumbing.com/","is_active":true,"abbreviated_name":"fischer-plumbing","freetrial_start_date":"2009-02-20T11:02:09Z","signup_admin_id":null,"signup_ip_addr":"76.22.14.127","account_terminated":false,"termination_date":"2012-08-01T11:42:40Z","activation_code":"0736c70910a3b5957c141f2b6b63c06c","account_class":"business","promo_id":58,"average_score":0.94,"admin_notes":"*connected
to 7682*\n\n7/8/15 ah: lvm for Howard re managing neg review and getting more
ncc''s. Sent email re ncc''s and dc.\n7/6/15 ah: Called to speak to Howard
about neg rev management and ncc''s. Phone rang once and then cut out. Tried
again. same response.\n7/2/15 tj: Challenges. reviewers thors sunde and aaa
aaa (great name) unresponsive. Challenges accepted.\n7/1/15 ah: lhm for Howard
to discuss neg review management and to get more ncc''s.\n6/29/15 ah: Challenged
reviews by thor sunde and aaa aaa re not a cust. Req info. Also challenged
review by David White for calling them liars. Challenge denied. lvm re management
options. Sent email fu.\n6/26/15 tj: sup req: Howard emailed. \"Can we push
some of the bad reviews down somehow?\" Called. lvm. Two suggestions, feature
reviews (which they already have) and get more reviews. They challenge some
neg reviews alrdy that are likely to be accepted. Sent fu email.\n2/17/15
kf: consistent reviews, sent dc email. \n11/3/14 tj: Howard emailed. Asked
for appts to be turned off. Emailed howard explaining it as another means
of getting leads, sent link for where he can go to turn it on/off, it''s been
turned off.\n10/24/14 ks: lvm for Howard and sent email re:NCCs/94 creds\n8/13/14
tj: reviewer \"Another Joe\" unresponsive. Another challenge accepted.\n8/6/14
tj: Challenge. \"Another Joe\" not a customer. Asked for info.\n613/14 kf:
lvm for howard and emailed re: ncc/dc.\n5/22/14 kab: Howard emailed in. he
was trying to Challenge Paul J''s review and got an error message. I called
him back, asked him to try again while on the phone, and it went through.
let him know admin has been slow/wonky today, so sorry. he Challenged for
Not a Customer, I Accepted right away because Paul cussed. explained this
to Howard, who thought it was neat that our system turns it into symbols like
a comic book.\n2/3/14 kf: lvm for howard and emailed re: ncc.\n05/08/13 mm:
lhm with answering service & sent on hold email 1.\n4/5/13 kf: left vm and
sent email re: ncc strategy/reminder/61 credits.\n1/24/13 kf: Howard''s voicemail
message is pretty intense haha. i left a vm anyway about ncc''s and fb app.
I sent an email too. 55 credits!\n09/21/12 mm: lvm and sent email re: NCCs
and reviews now syndicating.\n08/02/12 kb: reactivated account ran for 297.00\n08/01/12
kb: I am terminating and reactivating account to resume subscription. Will
run card for \n07/26/12 kb: Left vm for Howard. Sent email outlining the past
due amount. \n07/19/12 kb: due to payment bug, we have not been charging them
since march. They owe $396 I will eat one of those, so it will be 297 to become
current. Also, they will be effectively getting a new payment date -- they
day they pay up, so they also get the benefit of the balance of the month.
(We are not charging for new first cycle). \n06/12/12 scd: NCC list...hm-vm.
lvm for Howard sent email.\n05/21/12 mm: Earlier today called and emailed
Howard about other account (7682). Emailed re: NCCs and new buttons.\n5/1/12
rj: howard called in about resending emails for reviews. google wiped all
his place page reviews. told him about bulk actions via contacts, all eligible
contacts will be invited. wanted to see example of smart invites email, told
him to send one to himself to try it out.\n01/31/12 kb: talked to Howard about
Plus. Sent him copy of w review form. \n1/19/12: (AB) Left vm and sent email
to Howard re: NCCs. Also mentioned his other account, Fischer Restoration
which needs NCCs and does not have Smart Invites set up. \n10/10/11: (AB)
Talked to Howard recently (in Sept) about changing color of review box for
large dynamic reviews button. He is very on top of this account -- they have
recent customer call reviews AND Smart invites enabled.\n6/16/11: (AB) Entered
3 NCCs for Howard Hale. \n6/13/11: (AB) This Co. repopulated Member Call Queue
too soon after we did one with them. Jeff is aware of glitch.\n5/12/11: (AB)
We talked to Howard recently and helped him with FB but only did Wall part
not Reviews Tab, so I emailed him about tab portion. Looks like reviews still
not indexing.\n3/29/11: (AB) Howard called about reviews not indexing into
Google Places and I matched his info. to Places. Also told him about Webinar.
He was trying to do FB/Twitter and needed help but we didn''t finish b/c he
had to go.\n2/09/11: did member call. \n9/20/10: Left vm and sent email re:
contacts for call credits.\n06/16/10 left message for Howard about customer
names.\n03/31/10 spoke to Howard and I am in the process of installing his
Facebook app. -- there is a glitch being ironed out. \n03/16/10 left vm with
howard RE: customers to call.","customer_call_notes":"","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":"2012-08-02T16:52:13Z","last_credit_grant":"2015-07-02","sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":"2012-08-02","sugar_lead_id":"e01d8975-a6d1-58a3-f988-4fa4b58a568e","sugar_account_id":"1c15eecd-8dd2-81bf-ad51-4fa819ffa4de","sugar_opportunity_id":"8d711f80-6d10-51b1-1e60-501978609792","created_at":"2009-02-20T11:02:09Z","updated_at":"2015-11-09T22:31:13Z","status":"active","sales_user_id":79,"system_of_record":"***
Created by CL Dev ***","activity_feed_created":true,"data_dedupe_enabled":false,"direct_connect_status":"unknown","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":null,"direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":null,"current_balance":"0.0","account_manager_id":null,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":33,"company_id":198,"admin_user_id":null,"call_number":1,"completed_at":"2011-05-10T07:00:00Z","status":"completed","priority":1,"notes":"05/10/11
kb: Emailed Steven re: ncc, and fb.","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:08Z","disposition":"other","company":{"company_id":198,"enterprise_id":null,"workflow_system_id":null,"account_level_id":1,"company_name":"Express
Money Center","company_description":"Internet only Payday Loan Business","address1":"560
S. Winchester Boulevard","address2":"Suite 500","city":"San Jose","state":"CA","zip":"95128","country":"US","latitude":"37.3176279","longitude":"-121.9484381","timezone":"Pacific
Daylight Time","formatted_address":"560 South Winchester Boulevard #500, San
Jose, CA 95128, USA","phone":"8882054156","phone_ext":"","website":"http://www.expressmoneycenter.com","is_active":true,"abbreviated_name":"express-money-center","freetrial_start_date":"2009-02-25T16:51:02Z","signup_admin_id":null,"signup_ip_addr":"209.183.55.83","account_terminated":false,"termination_date":null,"activation_code":"8087db9bfe101cd4854067430ba46f68","account_class":"basic","promo_id":null,"average_score":0.9,"admin_notes":"Hours:
8am-9pm\n\n3/12/15 tj: lvm for Steven.\n3/11/15 ld attempt #4 lvm. skipped
email. \n3/9/15 tj: lvm. sent email re: si''s & DC.\n3/5/15 jmr: Attempt #2
went to customer support lvm.\n3/4/15 jmr: Attempt #1 went to operator, no
one responded, lvm for Steven Love. sent DC email.\n11/3/14 ks: sent DC email\n6/30/14
kf: emailed re: dc.\n5/14/14 tj: Challenge, KARI has some name calling. Challenge
accepted.\n2.19.14 scd: sent basic email.\n6.17.13 scd: emailed basic stuff
and credit reminder. \n4/26/13 kf: emailed basic stuff and credit reminder.
\n2/14/13 kf: sent basic email with flier, NAP fix, and reminder of cc credit.
\n8/8/12 scd: brief chat w/Steve, reminded him of 1 cc credit & sent him basic
email. He said he''s planning on using us actively again soon.\n04/5/12 scd:
sent basic email with pdf flier, ncc reminder about 1 credit, and fb/twitter
and si''s.\n2/3/12: (AB) Steven called back to update credit card. His direct
line is (408) 219-0271. \n2/2/12: (AB) left vm and sent On Hold Email 1. \n12/06/11
kb: left hm re: ncc and smart invites. \n8/4/11: (AB) Updated cc info. with
Steven\n8/3/11: (AB) Unable to get through phone line. Sent On Hold Email
1 with NCCs and FB/Twitter.\n05/10/11 kb: Emailed Steven re: ncc, and fb.
\n11/8/10: Tried calling but unable to reach Steven so sent email re: updating
billing and free call credit. \n4/8/10: Sent email to Steven with Free Customer
Call Credit.\n10/26/09: Spotlighted them.","customer_call_notes":"","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":null,"last_credit_grant":null,"sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":null,"sugar_lead_id":"6f929ade-f186-e98f-6a4f-4fa4b658b1cf","sugar_account_id":"85755da3-9103-504c-de37-4fa81968dc9b","sugar_opportunity_id":"ed8b70cf-9bee-a24b-e532-511d80986b11","created_at":"2009-02-25T16:51:02Z","updated_at":"2015-11-09T22:31:13Z","status":"active","sales_user_id":4,"system_of_record":"***
Created by CL Dev ***","activity_feed_created":true,"data_dedupe_enabled":false,"direct_connect_status":"unknown","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":null,"direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":null,"current_balance":"0.0","account_manager_id":135,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":35,"company_id":200,"admin_user_id":null,"call_number":1,"completed_at":"2011-03-04T08:00:00Z","status":"completed","priority":1,"notes":"03/04/11:
left another vm for Jessica re: cc, fb, etc. \n03/02/11 kb: I spoke to Jessica.
She has taken over the account for Gary. I will call her Friday to get the
account live -- she understands that they will have to charge for past due
months -- but I told her we will skip her next payment as a courtesy -- give
her circumstances.","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:08Z","disposition":"other","company":{"company_id":200,"enterprise_id":null,"workflow_system_id":null,"account_level_id":1,"company_name":"Dog
Trainers of New York","company_description":"We provide non aversive obedience
training and Individual Boarding and Training at Dog Trainers of New York.
Lovingly limited to one dog at a time.","address1":"235 West Fourth Street","address2":"","city":"New
York","state":"NY","zip":"10014","country":"US","latitude":"40.734426","longitude":"-74.002836","timezone":"Eastern
Daylight Time","formatted_address":"235 West 4th Street, New York, NY 10014,
USA","phone":"9175384296","phone_ext":null,"website":"http://www.DogTrainersOfNewYork.com","is_active":false,"abbreviated_name":"dog-trainers-of-new-york","freetrial_start_date":"2009-03-02T08:41:44Z","signup_admin_id":null,"signup_ip_addr":null,"account_terminated":true,"termination_date":"2011-04-12T14:37:09Z","activation_code":null,"account_class":"basic","promo_id":null,"average_score":0.96,"admin_notes":"4/12/11:
(AB) Terminated account b/c Gary died and new woman in charge, Jessica, is
not responding. \n4/6/11: (AB) Shut off reviews page and left vm. Need to
update billing if she wants to continue.\n3/15/11: (AB) jessica picked up
but said she was busy and was planning to contact kevin about this, as she
got his email. \n03/04/11: left another vm for Jessica re: cc, fb, etc. \n03/02/11
kb: I spoke to Jessica. She has taken over the account for Gary. I will call
her Friday to get the account live -- she understands that they will have
to charge for past due months -- but I told her we will skip her next payment
as a courtesy -- give her circumstances. \n02/15/11 kb: left vm for jessica
re: getting setup with the account. \n1/25/11 kb: Jessica called and said
that Gary died. She is out of the country now but wants to take over after
she returns in February. \n\n7/30/10: spoke to gary (he called) about sending
custom invitations and I told him about Member -- he didn''t seem to like
the \"pitch\" despite the informative tone.","customer_call_notes":null,"trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":null,"last_credit_grant":null,"sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":null,"sugar_lead_id":"ab40227f-eb17-3312-2805-4fa4b613ebc8","sugar_account_id":"e02ccb6a-c9a4-46e0-0af0-4fa819546081","sugar_opportunity_id":null,"created_at":"2009-03-02T08:41:44Z","updated_at":"2015-11-09T22:31:13Z","status":"terminated","sales_user_id":3,"system_of_record":null,"activity_feed_created":false,"data_dedupe_enabled":false,"direct_connect_status":"terminated","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":null,"direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":null,"current_balance":"0.0","account_manager_id":null,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":37,"company_id":205,"admin_user_id":null,"call_number":1,"completed_at":"2011-02-17T08:00:00Z","status":"completed","priority":1,"notes":"(BL)
talked to James about NCC, he knows how to add them in but has been too busy.
Also went over FB/Twitter/ and our free webinar. sent email (BL).","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:08Z","disposition":"other","company":{"company_id":205,"enterprise_id":null,"workflow_system_id":null,"account_level_id":3,"company_name":"Pacific
Coast Termite Inc.","company_description":"We offer peace of mind by not only
treating current termite infestation but by proactively treating your home,
apartment building or business.","address1":"1211 N Batavia St","address2":"","city":"Orange","state":"CA","zip":"92867","country":"US","latitude":"33.807631","longitude":"-117.861011","timezone":"Pacific
Standard Time","formatted_address":"1211 North Batavia Street, Orange, CA
92867, USA","phone":"7144501250","phone_ext":"","website":"http://www.pacificcoasttermite.com","is_active":true,"abbreviated_name":"pacific-coast-termite-inc","freetrial_start_date":"2009-03-11T12:14:29Z","signup_admin_id":null,"signup_ip_addr":null,"account_terminated":false,"termination_date":null,"activation_code":null,"account_class":"business","promo_id":null,"average_score":0.98,"admin_notes":"James
Grande''s other email address: jamesg@pacificcoasttermite.com\r\n\r\n2/11/15
kf: on hold. updated CC with james and pitched DC. he wants some more info
about it, had me reset his pw so he can click around in the acct more. sent
DC email. \r\n1/2/15 ks: lhm and sent an email to James re:NCCs/72 creds/DC\r\n7/18/14
kab: called for James, not in, transferred to vm and lvm re:DC, NCCs, 62 creds
(62!!). sent email re:all of that.\r\n2/4/14 kf: called james, reset his pw,
and let him know that he has a TON of credits (55), so go wild with those
nccs. he said he would. \r\n10.28.13 scd: lhm & sent email re ncc''s & si''s.\r\n7/24/13
rj: vm, email 2.\r\n7/22/13 rj: james not in until wednesday, try calling
then. will do.\r\n7/15/13 rj: vm, email 1.\r\n6/26/13 kf: emailed re: syndication
success links and ncc reminder. \r\n2.25.13 scd: lmsg & sent email re ncc''s.\r\n10/25/12
emailed James to tell him his last list was a huge success -- 7 of 10 ncc
became reviews. I asked for another list. \r\n9/19/12 rj: james called in,
still having trouble adding customers to call. asked him what browser, msn? lol. also
has explorer, told him to try that. had to reset his password because he
didn''t remember what it was. got in displays contacts unlike msn, sounds
like he''s fine now, adding about 30 ncc. \r\n06/25/12 mm: left hm for James
and emailed him and Danny re: NCCs and new buttons.\r\n04/17/12 scd: James
called in, difficulty with contacts, couldn''t input them, gave me 1 ncc.
I wasn''t having trouble in his acct.\r\n2/24/12 rj: talked to a different
james, said james and danny didn''t have any contacts yet but would get some
and call back. sent followup email re: ncc.\r\n10/21/11 kb: talked to James.
he is happy with service. I explained smart invites and Changed his NAP. he
said he will upload new ncc contacts. \r\n8/8/11: (AB) James called in b/c
we had star ratings at 1 for a 5-star customer call review. Fixed. \r\n7/28/11:
(AB) Emailed for more NCCs. \r\n6/21/11: (AB) Talked to Dennis b/c James and
Danny weren''t available. Told him about NCCs and Twitter and he asked that
I send him an email with the details to dennis@pacificcoasttermite.com\r\n5/12/11:
(AB) Brinda talked to them recently and they have gotten new reviews since
then. Sent email about FB/Twitter b/c reviews tab is not set up correctly.
\r\n02/14/11: talked to James about NCC, he knows how to add them in but has
been too busy. Also went over FB/Twitter/ and our free webinar. sent email
(BL).\r\n3/26/10: James called re: April 27 by Joe Dellamano - Why Not Published?
Best # to reach James is (714) 292-8127 Answer: The review from 10/1 (from
John Click) was from the same IP address.","customer_call_notes":"","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":"2011-05-13T14:44:01Z","last_credit_grant":"2015-06-10","sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":null,"sugar_lead_id":"7b5fc1b4-2056-dc1f-424f-4fa4b6505627","sugar_account_id":"1c502ba3-8cf8-fb47-f43f-4fa819c32b73","sugar_opportunity_id":"a4ec9f36-b821-fc43-30e5-512b91cf1b83","created_at":"2009-03-11T12:14:29Z","updated_at":"2015-11-09T22:31:13Z","status":"active","sales_user_id":79,"system_of_record":"***
Created by CL Dev ***","activity_feed_created":true,"data_dedupe_enabled":false,"direct_connect_status":"unknown","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":null,"direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":null,"current_balance":"0.0","account_manager_id":135,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}},{"id":39,"company_id":205,"admin_user_id":null,"call_number":2,"completed_at":"2011-05-12T07:00:00Z","status":"completed","priority":2,"notes":"5/12/11:
(AB) Brinda talked to them recently and they have gotten new reviews since
then. Sent email about FB/Twitter b/c reviews tab is not set up correctly.","created_at":"2013-04-19T00:32:37Z","updated_at":"2015-03-31T00:33:08Z","disposition":"other","company":{"company_id":205,"enterprise_id":null,"workflow_system_id":null,"account_level_id":3,"company_name":"Pacific
Coast Termite Inc.","company_description":"We offer peace of mind by not only
treating current termite infestation but by proactively treating your home,
apartment building or business.","address1":"1211 N Batavia St","address2":"","city":"Orange","state":"CA","zip":"92867","country":"US","latitude":"33.807631","longitude":"-117.861011","timezone":"Pacific
Standard Time","formatted_address":"1211 North Batavia Street, Orange, CA
92867, USA","phone":"7144501250","phone_ext":"","website":"http://www.pacificcoasttermite.com","is_active":true,"abbreviated_name":"pacific-coast-termite-inc","freetrial_start_date":"2009-03-11T12:14:29Z","signup_admin_id":null,"signup_ip_addr":null,"account_terminated":false,"termination_date":null,"activation_code":null,"account_class":"business","promo_id":null,"average_score":0.98,"admin_notes":"James
Grande''s other email address: jamesg@pacificcoasttermite.com\r\n\r\n2/11/15
kf: on hold. updated CC with james and pitched DC. he wants some more info
about it, had me reset his pw so he can click around in the acct more. sent
DC email. \r\n1/2/15 ks: lhm and sent an email to James re:NCCs/72 creds/DC\r\n7/18/14
kab: called for James, not in, transferred to vm and lvm re:DC, NCCs, 62 creds
(62!!). sent email re:all of that.\r\n2/4/14 kf: called james, reset his pw,
and let him know that he has a TON of credits (55), so go wild with those
nccs. he said he would. \r\n10.28.13 scd: lhm & sent email re ncc''s & si''s.\r\n7/24/13
rj: vm, email 2.\r\n7/22/13 rj: james not in until wednesday, try calling
then. will do.\r\n7/15/13 rj: vm, email 1.\r\n6/26/13 kf: emailed re: syndication
success links and ncc reminder. \r\n2.25.13 scd: lmsg & sent email re ncc''s.\r\n10/25/12
emailed James to tell him his last list was a huge success -- 7 of 10 ncc
became reviews. I asked for another list. \r\n9/19/12 rj: james called in,
still having trouble adding customers to call. asked him what browser, msn? lol. also
has explorer, told him to try that. had to reset his password because he
didn''t remember what it was. got in displays contacts unlike msn, sounds
like he''s fine now, adding about 30 ncc. \r\n06/25/12 mm: left hm for James
and emailed him and Danny re: NCCs and new buttons.\r\n04/17/12 scd: James
called in, difficulty with contacts, couldn''t input them, gave me 1 ncc.
I wasn''t having trouble in his acct.\r\n2/24/12 rj: talked to a different
james, said james and danny didn''t have any contacts yet but would get some
and call back. sent followup email re: ncc.\r\n10/21/11 kb: talked to James.
he is happy with service. I explained smart invites and Changed his NAP. he
said he will upload new ncc contacts. \r\n8/8/11: (AB) James called in b/c
we had star ratings at 1 for a 5-star customer call review. Fixed. \r\n7/28/11:
(AB) Emailed for more NCCs. \r\n6/21/11: (AB) Talked to Dennis b/c James and
Danny weren''t available. Told him about NCCs and Twitter and he asked that
I send him an email with the details to dennis@pacificcoasttermite.com\r\n5/12/11:
(AB) Brinda talked to them recently and they have gotten new reviews since
then. Sent email about FB/Twitter b/c reviews tab is not set up correctly.
\r\n02/14/11: talked to James about NCC, he knows how to add them in but has
been too busy. Also went over FB/Twitter/ and our free webinar. sent email
(BL).\r\n3/26/10: James called re: April 27 by Joe Dellamano - Why Not Published?
Best # to reach James is (714) 292-8127 Answer: The review from 10/1 (from
John Click) was from the same IP address.","customer_call_notes":"","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":"2011-05-13T14:44:01Z","last_credit_grant":"2015-06-10","sales_status":false,"date_live":"2010-11-17T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":null,"sugar_lead_id":"7b5fc1b4-2056-dc1f-424f-4fa4b6505627","sugar_account_id":"1c502ba3-8cf8-fb47-f43f-4fa819c32b73","sugar_opportunity_id":"a4ec9f36-b821-fc43-30e5-512b91cf1b83","created_at":"2009-03-11T12:14:29Z","updated_at":"2015-11-09T22:31:13Z","status":"active","sales_user_id":79,"system_of_record":"***
Created by CL Dev ***","activity_feed_created":true,"data_dedupe_enabled":false,"direct_connect_status":"unknown","direct_connect_status_date":null,"use_new_mapper":false,"direct_connect_install_date":null,"direct_connect_install_status":"downloaded","direct_connect_installed_by":"self","direct_connect_notes":null,"current_balance":"0.0","account_manager_id":135,"salesforce_account_id":null,"salesforce_opportunity_id":null,"default_enterprise_company":null}}]}'
http_version:
recorded_at: Mon, 30 Nov 2015 21:12:42 GMT
recorded_with: VCR 3.0.0