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        (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
        Daylight Time","formatted_address":"855 Parr Boulevard, Richmond, CA 94801,
        USA","phone":"5102311678","phone_ext":"","website":"http://www.csiministorage.com","is_active":true,"abbreviated_name":"csi-mini-storage","freetrial_start_date":"2008-08-08T17:10:00Z","signup_admin_id":null,"signup_ip_addr":"76.126.104.136","account_terminated":false,"termination_date":null,"activation_code":null,"account_class":"business","promo_id":null,"average_score":0.95,"admin_notes":"Norma''s
        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