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ah: Called for Narod. No vm left this time since I already left 2 and emailed.\r\n6/24/15
ah: lvm for Narod re ncc''s.\r\n6/22/15 ah: lvm for Narod re ncc''s and 50
call credits. Sent email fu.\r\n1/28/15 kf: narod said he''d cb when he has
time to install DC. ","created_at":"2015-01-27T13:30:20Z","updated_at":"2015-06-26T17:27:59Z","disposition":"voicemail","company":{"company_id":3908,"enterprise_id":null,"workflow_system_id":null,"account_level_id":15,"company_name":"Installer
Headquarters","company_description":"LED/LCD/Plasma TV Installation\nHome
Theater Installation\nIn Wall/Ceiling Speakers\nOn Wall/Ceiling Speakers\nOutdoor
Speakers\nHome Intercom Systems\nAnd Tons More!","address1":"821 San Angelo
Ave","address2":"","city":"Montebello","state":"CA","zip":"90640","country":"US","latitude":"34.021637","longitude":"-118.086959","timezone":"Pacific
Daylight Time","formatted_address":"821 San Angelo Avenue, Montebello, CA
90640, USA","phone":"3238880000","phone_ext":"","website":"http://www.installerheadquarters.com/","is_active":true,"abbreviated_name":"installer-headquarters","freetrial_start_date":"2010-06-22T16:43:54Z","signup_admin_id":null,"signup_ip_addr":"12.234.39.82","account_terminated":false,"termination_date":null,"activation_code":"45411a11b4832174","account_class":"plus","promo_id":null,"average_score":0.99,"admin_notes":"6/24/15
ah: lvm for Narod re ncc''s.\n6/22/15 ah: lvm for Narod re ncc''s and 50 call
credits. Sent email fu.\n1/28/15 kf: narod said he''d cb when he has time
to install DC. \n1/28/15 rj: company had dual subscriptions. it was a problem
caused during reactivation. it''s all fixed now. I credited back the duplicate
charges, and set account class to plus, charging $149 until DC is installed,
and we''ll switch them to starter and credit $20 if they get it set up.\n1/26/15
uses quickbooks, not a ton of online business currently. Told i''ll reactivate
it but we need to get QB installed to get the lower rate.\n\n1/18/13 rj: no
answer, terminated, value prop.\n01/09/13 mm: email 4.\n1/4/13 rj: vm, email
3.\n1/3/13 rj: turning reviews page off in the morning, calling then.\n12/27/12
mm: vm, email 2.5.\n12/18/12 rj: vm, email 2.\n12/12/12/rj: narod on hold.
great lol. vm, email 1.\n11/6/12 rj: narod emailed, wanted to resume service. sent
email reply specifying past due new month to get started, so 198 to get
the ball rolling. re-activated, sent email letting narod know he''s good
to go. he''ll add ncc via the web. included in email syn examples, and he
had questions about getting those reviews on google and yelp. explained how
that works, that he has si enabled, and why syn is better anyway.\n6/5/12
rj: on hold. terminated, sent post cancellation email. Narod replied with
an email asking for a break on the monthly, offered him a free month if he
pays past due.\n05/30/12 kb: left vm and sent on hold 4. \n5/22/12 rj: on
hold. vm, email 3.\n5/16/12 rj: on hold. vm, email 2.\n5/7/12 rj: on hold. vm,
email 1.\n04/30/12 mm: Left a vm for Narod. Sent him an email re: NCCs and
new buttons.\n3/30/12: (AB) Terminated b/c 2 months past due and not responding
to us. He called back and gave credit card to reactivate right away. We had
to charge him for past due Feb payment of $99 as well as past due March payment
of $99 plus half of this next month that he owes us b/c his new payment date
is not until March 30 now! (Otherwise he would have gotten free half a month.)\n3/21/12:
(AB) Left final vm and sent On Hold Email 4.\n3/14/12: (AB) Phone number not
working, disconnected. I shut off reviews page and sent On Hold Email 3. \n03/09/12
kb: left vm and sent on hold email 2 again. \n03/01/12 kb: left vm and sent
email re onold. 2\n02/24/12 kb: Narod said he would update credit card online
tonight. \n2/17/12: (AB) Narod was on road but said if I sent email he would
update cc when back in office. Also I reminded him about NCCs.\n12/30/11:
(AB) Talked briefly to Narod about entering more contacts to call...he has
lots of credits. He said he would enter some more when he got back to office.
He already has Smart Invites and FB/Twitter. I emailed him about FB reviews
tab.\n12/9/11: (AB) Narod emailed about whether there is a way to syndicate
reviews to Google. I responded to him about enabling Smart Invites. \n08/08/11
BL: vm/email re: NCC.\n4/6/11: (AB) Narod did not have time to talk but wanted
an email about NCCs and FB/Twitter -- they already have these accounts created.\n12/23/10:
(AB) left vm for and emailed narod re: NCCs and FB/Twitter.\n08/31/10: left
vm re: CC\n08/25/10: emailed Narod re: cc. \n08/23/10: left vm re: cc. \n08/19/10:
spoke to Narod he will call back to settle things with card and pro9vide contacts
for cust calls. \n08/17/10: left vm for cc. \n7/12 - LM\n6/30 - WK 2\n6/24
- WK 1 Call\n6/22 - Need CC info, and Narod will make sure button is up","customer_call_notes":"","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":"2015-01-27T17:31:55Z","last_credit_grant":"2015-06-27","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":"2015-06-27","sugar_lead_id":"b217a0c8-7085-7ead-81be-4fea50a97c32","sugar_account_id":"9b36ba01-683a-de03-9880-4fea50275926","sugar_opportunity_id":"5a030e76-15f9-2baf-113d-50c91ea186c6","created_at":"2010-06-22T16:43:54Z","updated_at":"2015-11-09T22:31:23Z","status":"active","sales_user_id":133,"system_of_record":"Quickbooks","activity_feed_created":false,"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},"admin_user":{"admin_user_id":415,"salesforce_id":null,"first_name":"Allison","last_name":"Tabacco-Hines","email":"ahines@customerlobby.com","password":null,"is_total_admin":1,"is_active":1,"is_account_manager":false,"screen_name":"ahines","sales_team_id":null,"created_at":"2015-05-11T15:56:00Z","updated_at":"2015-07-09T17:51:08Z","auth_key":null,"persistence_token":"907b82e0b59d3a31809017b633daf9ed496897db875d0247f0b5cc4a4f931eae1aee0c15edc77e8054095cef31f329482a4a2b49d3632c4e5d225f5422bb91aa","role":"member-services","employment_type":"full-time","crypted_password":"5f4dcc3b5aa765d61d8327deb882cf99","last_request_at":"2015-07-09T17:51:08Z"}},{"id":49199,"company_id":26475,"admin_user_id":415,"call_number":5,"completed_at":"2015-06-26T15:46:13Z","status":"completed","priority":5,"notes":"6/26/15
ah: lvm for Billy to set up dc\r\n6/24/15 ah: lvm for Billy re setting up
dc since he didn''t call yesterday.\r\n6/22/15 ah: lvm for Billy re ncc''s.
Sent email fu. UPDATE: Billy emailed back re dc. Called and explained dc to
him. He said he''d give me a call tomorrow to set it up.\r\n4/8/15 kf: lvm
for billy, emailed re: dc/ncc.\r\n2/2/15 kf: lvm for billy, emailed re: dc.
","created_at":"2015-01-31T13:30:31Z","updated_at":"2015-06-26T15:46:13Z","disposition":"voicemail","company":{"company_id":26475,"enterprise_id":null,"workflow_system_id":null,"account_level_id":3,"company_name":"Billy
Parker Exteriors","company_description":"","address1":"4403 Town Center Place","address2":"","city":"Kingwood","state":"TX","zip":"77339","country":"US","latitude":"30.0482483","longitude":"-95.18520149999999","timezone":"Central
Daylight Time","formatted_address":"4403 Town Center Place, Kingwood, TX 77339,
USA","phone":"8066769727","phone_ext":"","website":"http://www.parkerexteriors.com/","is_active":true,"abbreviated_name":"billy-parker-exteriors","freetrial_start_date":"2013-11-07T16:53:52Z","signup_admin_id":null,"signup_ip_addr":null,"account_terminated":false,"termination_date":null,"activation_code":"2ddaHp_eG-cXTc3_G6vbjg","account_class":"business","promo_id":24,"average_score":1.0,"admin_notes":"jonell@parkerexteriors.com\njonell''s
#: 806 676 9727\n\n6/26/15 ah: lvm for Billy to set up dc\n6/24/15 ah: lvm
for Billy re setting up dc since he didn''t call yesterday.\n6/22/15 ah: lvm
for Billy re ncc''s. Sent email fu. UPDATE: Billy emailed back re dc. Called
and explained dc to him. He said he''d give me a call tomorrow to set it up.\n4/8/15
kf: lvm for billy, emailed re: dc/ncc.\n2/2/15 kf: lvm for billy, emailed
re: dc. \n11/18/14 kf: lvm for billy, email 2...billy cb and updated CC.\n11/12/14
kf: on hold. lvm for billy, email 1. \n9/30/14 ks: lvm, emailed re:NCCs/16
creds\n5/29/14 kab: called Billy. he was on the road. I was calling to get
him to install DC and told him I''ll send a reminder email with my direct
line to get that goin if he needs help (see 4/17 note).\n5/6/14 kf: page off.
lvm for jonell, email 3...billy cb and updated the CC.\n4/29/14 kf: hmm, didn''t
work, tried again. will check back.\n4/17/14 kf: lvm, email 2....billy got
back to me, said to just run the CC again. he uses QB but is not near a computer
right now. he''ll try installing on his own, thinks he should be able to manage.\n3/11/14
kf: on hold. cf. email 1. \n3/10/14 kf: lvm for jo nell re: ncc, emailed too.\n2/28/14
kf: tried giving jo nell a call to update her on progress (6/8 customer calls,
traffic quadrupled from last month), but her vm is not set up. sent her a
congratulatory email instead. \n2/20/14 kf: jo nell lvm for me re: typo in
a call review. call agent had left out a few words in a sentence.\n2/19/14
kf: jo nell called about a review not on facebook yet. told her they usually
post at the top of the hour. \n2/18/14 kf: called jo nell, told her she had
entered nccs correctly and explained kiosk to her. she didn''t want to upgrade
again, but i told her she still has hw credits available to use.\n2/12/14
kf: save. jonell doesn''t feel like the money has been worth it so far, but
she will take a free month to evaluate the svc and try out the lower svc level.
i described performance and assuaged some of her concerns re: customer calls.
switched down to biz, skipped payment. scheduled to fllwup with her next week.
she said she''d get some nccs to me. sent email confirmation. \n2/12/14 tj:
Cancellation request via call. Jo Nell wants to \"put this on pause for awhile.\"
She''s sad that they haven''t gotten any new reviews in awhile and people
are unresponsive to their emails. Asked if they''ve been using HW forms or
the MK. Nope, they''ve been going with email invites. Mentioned biz lvl svc.
Suggested doing cc''s, but she says the call reviews don''t sound like their
customers... Told her we transcribe as closely to the caller''s original words
if not verbatim. She prefers they write and not talk. passed to kb.\n1/29/14
tj: inc call, Jo Nell. Helped her reinstall FB tab & app. All is good. sent
fu email to confirm.\n1/21/14 kab: spoke with Jo Nell re:NCCs. she said she
has decided that sending email/custom invites produces more fitting reviews
for them. they don''t think our transcriptions always do justice.. I reiterated
the values of CCs, but also noted they are doing well with invites and Kiosk.
she was appreciative and will just keep doing her thing sans CCs.\n12/9/13
tj: lvm. sent welcome email.\n12/4/13 tj: jonell called, asking about where
her CL reviews go. Told her about CG syndication. She didn''t like that her
reviews weren''t automatically being posted to Yelp. Told her how si''s work
and enabled Yelp and Angie''s si''s per her request. She seemed a little happier
after that. Sent fu email w/ CityGrid near match info and syndication info.\n11/11/13
kf: called jonell bc they left vm on sales line about dissatisfaction with
first customer call review. granted courtesy credit and lvm for jonell letting
them know and urging them to send ncc.\n\nxxxxxxxxx nada\n\nhttp://www.citysearch.com/profile/651214400/kingwood_tx/billy_parker_exteriors.html?impressionId=000b000000510c22b9011145fc848d5d785c6e3eaf","customer_call_notes":null,"trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":"2014-02-12T22:23:40Z","last_credit_grant":"2015-06-12","sales_status":false,"date_live":"2013-11-09T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":"2014-02-12","sugar_lead_id":null,"sugar_account_id":"3b4f278d-655c-9b92-0218-527bc50f2b8e","sugar_opportunity_id":"40408283-624e-564b-b03d-527bc56ec999","created_at":"2013-11-07T16:53:52Z","updated_at":"2015-11-09T22:32:03Z","status":"active","sales_user_id":109,"system_of_record":"Quickbooks","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},"admin_user":{"admin_user_id":415,"salesforce_id":null,"first_name":"Allison","last_name":"Tabacco-Hines","email":"ahines@customerlobby.com","password":null,"is_total_admin":1,"is_active":1,"is_account_manager":false,"screen_name":"ahines","sales_team_id":null,"created_at":"2015-05-11T15:56:00Z","updated_at":"2015-07-09T17:51:08Z","auth_key":null,"persistence_token":"907b82e0b59d3a31809017b633daf9ed496897db875d0247f0b5cc4a4f931eae1aee0c15edc77e8054095cef31f329482a4a2b49d3632c4e5d225f5422bb91aa","role":"member-services","employment_type":"full-time","crypted_password":"5f4dcc3b5aa765d61d8327deb882cf99","last_request_at":"2015-07-09T17:51:08Z"}},{"id":49371,"company_id":28727,"admin_user_id":415,"call_number":4,"completed_at":"2015-06-26T17:10:35Z","status":"completed","priority":4,"notes":"6/26/15
ah: lhm with gk re ncc''s.\r\n6/24/15 ah: lhm with gk re ncc''s\r\n6/22/15
ah: lhm with gk re ncc''s. Sent email fu\r\n4/7/15 kf: lvm, emailed re: dc/campaigns.\r\n2/4/15
kf: lvm for marty, emailed re: dc.\r\n","created_at":"2015-02-04T13:30:28Z","updated_at":"2015-06-26T17:10:35Z","disposition":"other","company":{"company_id":28727,"enterprise_id":null,"workflow_system_id":null,"account_level_id":3,"company_name":"Dukes
Painting And Repair","company_description":"","address1":"2268 S Delaware
Ct","address2":"","city":"Tulsa","state":"OK","zip":"74114","country":"US","latitude":"36.129304","longitude":"-95.945364","timezone":"Central
Daylight Time","formatted_address":"2268 South Delaware Court, Tulsa, OK 74114,
USA","phone":"9183611506","phone_ext":"","website":"http://www.tulsapaintcontractor.com/","is_active":true,"abbreviated_name":"dukes-painting-and-repair","freetrial_start_date":"2014-01-23T23:15:52Z","signup_admin_id":null,"signup_ip_addr":null,"account_terminated":false,"termination_date":null,"activation_code":"p4wQXPRYRuBWBypwSkPvgQ","account_class":"business","promo_id":62,"average_score":0.99,"admin_notes":"6/26/15
ah: lhm with gk re ncc''s.\n6/24/15 ah: lhm with gk re ncc''s\n6/22/15 ah:
lhm with gk re ncc''s. Sent email fu\n4/7/15 kf: lvm, emailed re: dc/campaigns.\n2/4/15
kf: lvm for marty, emailed re: dc.\n1/13/15 ld updated CC with Marty. He has
been out of town.\n1/9/15 kf: lvm, email 4.\n1/7/15 kf: lvm, email 3 again.
\n1/5/15 kf: page off. lvm, email 3.\n1/2/15 kf: lvm, email 2.5.\n12/31/14
kf: lvm, email 2.\n12/29/14 kf: on hold. lvm for marty, email 1. \n10/3/14
ks: Spoke to Marty re:NCCs/9 creds. He said he''s been out of town and he
has some he''ll send in later. No email needed, but he said he really appreciates
the call to check in.\n4/24/14 kab: lvm for Marty re:NCCs and DC. sent email.\n3/11/14
kab: left welcome vm for Marty. sent welcome email w/DC info, Yelp and Yahoo
SIs info.\n6-24-13 not interested","customer_call_notes":null,"trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":"2014-02-21T20:50:07Z","last_credit_grant":"2015-06-21","sales_status":false,"date_live":null,"user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":"2014-02-21","sugar_lead_id":null,"sugar_account_id":"2f8b173d-7aa1-2c35-aabd-52e1a2e015e0","sugar_opportunity_id":"31b7dd71-ca58-6ca7-0f3c-52e1a2de12ad","created_at":"2014-01-23T23:15:52Z","updated_at":"2015-11-09T22:32:06Z","status":"active","sales_user_id":139,"system_of_record":"***
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ah: inc call from Jay. Talked to him re ncc''s and dc. Sent email fu.\r\n6/30/15
jmr: lvm.\r\n6/26/15 jmr: lvm and sent email for Jay for nccs and dc.","created_at":"2015-02-07T13:30:23Z","updated_at":"2015-06-30T19:01:37Z","disposition":"talk","company":{"company_id":7750,"enterprise_id":null,"workflow_system_id":null,"account_level_id":3,"company_name":"Fireside
Designs","company_description":"","address1":"1769 Riverdale Street","address2":"","city":"West
Springfield","state":"MA","zip":"01089-1052","country":"US","latitude":"42.1515826","longitude":"-72.63014439999999","timezone":"Eastern
Daylight Time","formatted_address":"1769 Riverdale Street, West Springfield,
MA 01089, USA","phone":"4137330910","phone_ext":"","website":"http://www.fireside-designs.com/","is_active":true,"abbreviated_name":"fireside-designs","freetrial_start_date":"2011-05-31T10:47:45Z","signup_admin_id":null,"signup_ip_addr":"24.7.115.216","account_terminated":false,"termination_date":null,"activation_code":"921622811e444065","account_class":"business","promo_id":24,"average_score":0.93,"admin_notes":"jay''s
extension 201 * Closed Mondays\n\n6/30/15 ah: inc call from Jay. Talked to
him re ncc''s and dc. Sent email fu.\n6/30/15 jmr: lvm.\n6/26/15 jmr: lvm
and sent email for Jay for nccs and dc.\n3/19/15 jmr: challenge received for
M D''s review for \"inappropriate content\". challenge denied. I called Jean
and he asked if it could be reconsidered. I asked around for a second opinion
and decided to keep it denied. he said he was disappointed and is now reconsidering
staying with us. sent him a follow up email recommending to comment along
with the reason for the denial (as requested).\n2/11/15 kf: lvm for jay, emailed
re: dc. \n10/6/14 ks: lvm for Jay and sent email re:NCCs/22 creds\n6/5/14
kab: second attempt to reach Jay for DC install push. two messages left now.\n02/05/14
kb: Called to followup with Jay re: data integration. Left vm sent email.
\n2/4/14 kab: lvm for Jay. sent email re: NCCs and Yelp SI.\n5/31/13 kf: emailed
re: fb app and ncc reminder. \n5/16/13 kf: put on hold forever, emailed appt
request widget. \n5/1/13 kf: emailed ncc reminder/11 credits. \n1/30/13 kf:
left hm and sent email re: syndication, fb app, and ncc''s. \n10/12/12 rj:
updated cc with jay, added 9 ncc.\n9/26/12 scd: Talked to Jay, going into
their busy season, got lazy. took 7 ncc''s. no email sent.\n05/18/12 mm: Talked
to Jay about NCCs, he can def get us some. Emailed him re: NCCs.\n05/14/12
mm: Left vm and sent email about denying challenge for d labonte''s review. Explained
other options. called Jay back and explained his options at his request.\n4/24/12:
(AB) Received email from reviewer Julie Jaron and set her review to Not Publish
at her request. \n1/12/12 BL: Talked with Jay, got 8 contacts, enabled Smart
Invites over the phone. \n08/08/11 BL: Welcome vm/email.\nInbound found us
through a search for another contractor\n6/30 - w/ cust. cb at 915./at lunch
try back at 1130//na near impossible to get on the phone\n6/22 - jay saw reviews
in google. was happy about that.new site with button was supposed to launch
2 weeks ago so I suggested he put the button on old site in meantime. seems
to like everything no questions.\n6/20 - na reviews in google maps//lm re:
reviews in google\n6/8 - told him we got first review. said he sent code to
webmaster. asked about google maps. I told him the trick to get it in there.
seemed disappointed on 6-12 month timeline.\n6/7 - told him to input more
CC#s. said he would.\n6/6 - realized he entered a CC#\n5/31 - heard about
us through blumenthals article. wanted to find a way to manage reviews before
theyre posted. Needs to talk to biz partner. doesnt collect emails. said he
will pick questions and type in some CC#s. has a wg he can forward code to.
showed everything I''m not sure on this one.//called to ask me what happens
if he quits the lobby","customer_call_notes":"","trial_source":"house","partner_id":null,"partner_account_id":null,"last_synd_stat_date":"2011-12-15T13:47:48Z","last_credit_grant":"2015-06-10","sales_status":false,"date_live":"2011-07-06T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":null,"sugar_lead_id":"d2f3f046-6ed4-9a6f-3672-4ffe7dd2c13e","sugar_account_id":"9ca3e999-7e47-512f-df35-4ffe7d98197c","sugar_opportunity_id":"1a0e6618-51fa-8d1e-7ed4-510966e7454f","created_at":"2011-05-31T10:47:45Z","updated_at":"2015-11-09T22:31:35Z","status":"active","sales_user_id":68,"system_of_record":"Quickbooks","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},"admin_user":{"admin_user_id":415,"salesforce_id":null,"first_name":"Allison","last_name":"Tabacco-Hines","email":"ahines@customerlobby.com","password":null,"is_total_admin":1,"is_active":1,"is_account_manager":false,"screen_name":"ahines","sales_team_id":null,"created_at":"2015-05-11T15:56:00Z","updated_at":"2015-07-09T17:51:08Z","auth_key":null,"persistence_token":"907b82e0b59d3a31809017b633daf9ed496897db875d0247f0b5cc4a4f931eae1aee0c15edc77e8054095cef31f329482a4a2b49d3632c4e5d225f5422bb91aa","role":"member-services","employment_type":"full-time","crypted_password":"5f4dcc3b5aa765d61d8327deb882cf99","last_request_at":"2015-07-09T17:51:08Z"}},{"id":49445,"company_id":21967,"admin_user_id":415,"call_number":5,"completed_at":"2015-06-22T18:33:46Z","status":"completed","priority":5,"notes":"6/22/15
ah: Recent touch and lots of ncc''s. No touch needed.\r\n4/8/15 kf: lvm for
eric, emailed re: dc. ","created_at":"2015-02-07T13:30:23Z","updated_at":"2015-06-22T18:33:46Z","disposition":"other","company":{"company_id":21967,"enterprise_id":null,"workflow_system_id":1,"account_level_id":3,"company_name":"Flooring.org","company_description":"","address1":"Online","address2":"","city":"Tampa/St.
Petersburg","state":"FL","zip":"33556","country":"US","latitude":"28.026247","longitude":"-82.503784","timezone":"Eastern
Daylight Time","formatted_address":"Online Trading Academy, 3659 West Waters
Avenue #200, Tampa, FL 33614, USA","phone":"8006899006","phone_ext":"","website":"http://www.flooring.org/","is_active":true,"abbreviated_name":"flooring-org","freetrial_start_date":"2013-05-30T15:00:29Z","signup_admin_id":null,"signup_ip_addr":null,"account_terminated":false,"termination_date":null,"activation_code":null,"account_class":"business","promo_id":62,"average_score":0.93,"admin_notes":"Andrew
in charge of account\n\n6/29/15 jmr: inc call from Andrew asking about the
pending customer calls. he expected to see them done by July but that hasn''t
happened. let him know it will take a while longer but I''ll go ahead and
put a priority on a few of them.\n6/24/15: mt: inc call from Andrew, said
he has a customer, Christina Schneidle, that he sent an email invite for,
and because she didn''t write a review that way, he changed his mind and wanted
her to get a call invite instead, he has the credits for it. Told him I''d
put in a request to get that invitation sent (didn''t reveal to him our little
hack to do that) to make sure she gets called. Deleted her phone number from
where she was first entered, added her call invitation under \"Christina S\"\n6/22/15
ah: Recent touch and lots of ncc''s. No touch needed.\n6/4/15: mt: inc call
from Eric, said a customer gave a review but his city was marked down wrong,
had the business'' city, but the customer was from CT, Eric wanted to have
the customer''s real city. Told him I would ask call agent to verify customer
was alright with edit. (Call agent confirmed, customer had hung up before
asking for city, edit made). He also wanted to verify what Andrew was told
about calls, he said he heard we only call 1 customer a day and he wanted
to know if there were any upgrades. Looks like AH told him that we call 2,
which is correct, so I told him that I saw 2 calls were in progress, and 2
more are set to be called after them. Also let him know SQ was OFF, so anyone
else he adds won''t be delayed. He was good with that. \n6/2/15 ah: inc call
from Andrew asking how many cust are contacted via phone each day. I told
him 2. He asked if more can be contacted, and I nicely told him no (in order
to keep reviews consistently coming in). He''s happy.\n6/1/15 jmr: inc call
from eric wants to utilize account a bit more. had a question about why there
were customers still waiting to be called. explained the smart call queue
and went over the number of attempts we make on each customer requested. everything''s
good!\n4/8/15 kf: lvm for eric, emailed re: dc. \n2/9/15 ld spk w really nice
guy. lvm saying that we are going through and \"upgrading accounts\" with
Direct Connect. Left direct line.\n10/6/14 ks: Called, MBF, sent Eric an
email re:NCCs/23 creds\n3/18/14 tj: spoke w/ Eric. enabled Google si. asked
for ncc''s. He''s got none atm. Told him about DC. He asked for an email.
sent email re: ncc strat & DC info.\n11/6/13 tj: spoke w/ Eric. Everything
going well. added 1 ncc.\n7.26.13 scd: lhm & sent welcome email.\n7.11.13
scd: Andrew let me know that they got a review. He told me that Eric is very
familiar with us, has a friend who uses us, and just needed a friendly email
re ncc''s. I will call for a welcome call soon. (c). sent email re ncc''s
meantime. \n7.1.13 scd: no ncc''s, reviews or button. sent email to Andrew
and he''ll let me know when they add some and are ready for a welcome call.\nOne
call close from Linkedin","customer_call_notes":"CHECK AREA CODES Compare
and buy flooring online.","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":"2013-05-30T15:02:31Z","last_credit_grant":"2015-07-02","sales_status":false,"date_live":null,"user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":"2013-05-30","sugar_lead_id":null,"sugar_account_id":"8f3d57bb-2f21-efbf-a256-51a769ac0918","sugar_opportunity_id":"9a6502b3-f52c-dc8c-d18c-51a7698aa9c0","created_at":"2013-05-30T15:00:29Z","updated_at":"2015-11-09T22:31:57Z","status":"active","sales_user_id":139,"system_of_record":"Quickbooks","activity_feed_created":true,"data_dedupe_enabled":false,"direct_connect_status":"not_running","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},"admin_user":{"admin_user_id":415,"salesforce_id":null,"first_name":"Allison","last_name":"Tabacco-Hines","email":"ahines@customerlobby.com","password":null,"is_total_admin":1,"is_active":1,"is_account_manager":false,"screen_name":"ahines","sales_team_id":null,"created_at":"2015-05-11T15:56:00Z","updated_at":"2015-07-09T17:51:08Z","auth_key":null,"persistence_token":"907b82e0b59d3a31809017b633daf9ed496897db875d0247f0b5cc4a4f931eae1aee0c15edc77e8054095cef31f329482a4a2b49d3632c4e5d225f5422bb91aa","role":"member-services","employment_type":"full-time","crypted_password":"5f4dcc3b5aa765d61d8327deb882cf99","last_request_at":"2015-07-09T17:51:08Z"}},{"id":49519,"company_id":11139,"admin_user_id":415,"call_number":8,"completed_at":"2015-06-26T17:32:06Z","status":"completed","priority":8,"notes":"6/26/15
ah: lvm for Dave on his cell re ncc''s.\r\n6/23/15 ah: lvm for Dave re ncc''s\r\n6/19/15
ah: lvm for Dave re ncc''s. Sent email fu","created_at":"2015-02-08T13:30:22Z","updated_at":"2015-06-26T17:32:06Z","disposition":"voicemail","company":{"company_id":11139,"enterprise_id":null,"workflow_system_id":null,"account_level_id":3,"company_name":"J&L
Transmissions","company_description":"8228 Southeast Taylor Street, Portland,
OR","address1":"8228 Southeast Taylor Street","address2":"","city":"Portland","state":"OR","zip":"97216","country":"US","latitude":"45.515314","longitude":"-122.5784038","timezone":"Pacific
Daylight Time","formatted_address":"8228 Southeast Taylor Street, Portland,
OR 97216, USA","phone":"5038416991","phone_ext":"","website":"http://www.jltransmission.com/index.htm","is_active":true,"abbreviated_name":"jl-transmissions","freetrial_start_date":"2012-03-29T11:05:43Z","signup_admin_id":null,"signup_ip_addr":"71.202.183.119","account_terminated":false,"termination_date":null,"activation_code":"91026321211e2c222","account_class":"business","promo_id":58,"average_score":0.92,"admin_notes":"Dave
pp for ncc''s?: 503 734 8586\naccounts 11151, 11139, 11149\nJose''s direct
line (503) 841-6991\n\n6/26/15 ah: lvm for Dave on his cell re ncc''s.\n6/23/15
ah: lvm for Dave re ncc''s\n6/19/15 ah: lvm for Dave re ncc''s. Sent email
fu\n5/18/15: mt: no response from Dave Johnson, challenge approved.\n5/8/15
tj: Challenge. reviewer dave johnson not a customer. Asked for info.\n1/6/15
ld challenge approved for linda''s review. written about another company. duh,
linda. \n10/8/14 kf: email 2....updated CC.\n10/7/14 kab: on hold, unfortunately.
still lvm for Dave w/NCCs reminder to cover and sent email to Dave.\n10/3/14
kf: on hold. lhm, email 1. \n6/4/14 tj: called, spoke w/ Jose who said I should
call Dave for ncc''s. Called Dave. lvm. sent email re: ncc''s strat, si''s,
& DC.\n2.20.14 scd: challenged time-sent Dawn proof of customer email. update:
challenge approved.\n1/9/14 kab: lhm for Jose. sent email re:NCCs (38 creds)
and Yelp SI to all.\n8/29/13 kf: lhm and emailed all re: syndication success,
ncc, and si''s.\n4/24/13 kf: emailed ncc reminder/22 credits. \n03/27/13 mm:
sent Dave email explaining outcome of last two NCCs. Asked for many more to
use 20 credits.\n03/21/13 mm: Dave emailed me homemade handwritten review
forms to be published. I called him and let him know that he should not send
these to us, just send names and numbers, and entered 2 nccs. He said okay.\n02/05/13
mm: Dave called cause he can''t log in. Added him as new user and sent him
email with log in info and where to generate button code for website. Asked
for NCCs as well, he said they are working on list right now.\n12/20/12 scd:
spoke briefly to jose re ncc''s, sent email to both users.\n6/28/12 Dave called
in and asked if the review he''d sent in, Sydney''s, been transcribed and
verified. I had him re-email it to me and that we''d call to verify and use
it as a cc. when I got it, it''s totally a rip-off of our HW''s, I will tell
him moving forward, we can''t accept these.\n06/08/12 scd: lhm and sent welcome
email. \n5/14/12 rj: dave had questions about reviews syndication, explained
fb/twitter apps, other sites check box.\n5/9/12 rj: dave left vm about using
CL reviews on sites like google, yahoo, and yelp. called him back, explained
publishing policies.\n5/8/12 rj: dave called in about clarifications concerning
managing reviews: how to get a review down if they worked it out (withdrawal
or email verification), notifications regarding the status of a challenge
(auto email, call if denied) pending state and challenges/reviews (extends
pending state).\n5/2/12 rj: Dave called in about reviews he sent to reviews@customerlobby.com,
told him to send them to me and i''ll take a look. wrote back w/ q''s about
challenges, responded with details/tips. also wanted calls to go out to two
handwritten reviewers if no response, calendared.\n\n4.25 LM\n3.29- Bob contact
number is (503)853-1322.Web guy Dave (503)734-8586.\n Jose is manager here.","customer_call_notes":"","trial_source":"outbound","partner_id":null,"partner_account_id":null,"last_synd_stat_date":"2012-04-30T07:49:00Z","last_credit_grant":"2015-07-02","sales_status":false,"date_live":"2012-03-30T00:00:00Z","user_notes":null,"enable_referral_marketing":false,"enable_retention_marketing":false,"last_handwritten_review_credit_grant":"2012-04-30","sugar_lead_id":"b162fce4-6012-bd66-13c8-4ffe87743cb5","sugar_account_id":"9f1f84a4-4add-1976-e007-4fecbc4c2be5","sugar_opportunity_id":"dc1d0059-7952-5362-54de-50d36a8450b5","created_at":"2012-03-29T11:05:43Z","updated_at":"2015-11-09T22:31:42Z","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},"admin_user":{"admin_user_id":415,"salesforce_id":null,"first_name":"Allison","last_name":"Tabacco-Hines","email":"ahines@customerlobby.com","password":null,"is_total_admin":1,"is_active":1,"is_account_manager":false,"screen_name":"ahines","sales_team_id":null,"created_at":"2015-05-11T15:56:00Z","updated_at":"2015-07-09T17:51:08Z","auth_key":null,"persistence_token":"907b82e0b59d3a31809017b633daf9ed496897db875d0247f0b5cc4a4f931eae1aee0c15edc77e8054095cef31f329482a4a2b49d3632c4e5d225f5422bb91aa","role":"member-services","employment_type":"full-time","crypted_password":"5f4dcc3b5aa765d61d8327deb882cf99","last_request_at":"2015-07-09T17:51:08Z"}},{"id":49591,"company_id":19175,"admin_user_id":415,"call_number":6,"completed_at":"2015-06-24T17:04:29Z","status":"completed","priority":6,"notes":"6/24/15
ah: Spoke with Leanne re ncc''s. She said I should email Casey. fu email sent
re ncc''s.\r\n6/22/15 ah: lhm with gk for Leanne re ncc''s. Sent email fu.
UPDATE: email bounced back. Removed email from notes. If I don''t hear back
from Leigh Ann, I''ll ask gk for email.\r\n4/14/15 kf: lhm with gk, she gave
me leeann''s email. emailed both re: ncc.\r\n2/10/15 kf: lvm & emailed re:
dc. ","created_at":"2015-02-09T13:30:28Z","updated_at":"2015-06-24T17:04:29Z","disposition":"talk","company":{"company_id":19175,"enterprise_id":null,"workflow_system_id":null,"account_level_id":3,"company_name":"Action
Chiropractic","company_description":"","address1":"6410 Charlotte Pike, Suite101","address2":"","city":"Nashville","state":"TN","zip":"37205","country":"US","latitude":"36.133379","longitude":"-86.89097009999999","timezone":"Central
Daylight Time","formatted_address":"6410 Old Charlotte Pike #101, Nashville,
TN 37205, USA","phone":"6153564656","phone_ext":"","website":"http://www.nashvillespinedoctor.com","is_active":true,"abbreviated_name":"action-chiropractic","freetrial_start_date":"2013-02-25T19:54:12Z","signup_admin_id":null,"signup_ip_addr":null,"account_terminated":false,"termination_date":null,"activation_code":null,"account_class":"business","promo_id":24,"average_score":0.98,"admin_notes":"Connected
to 18873\n\n6/24/15 ah: Spoke with Leanne re ncc''s. She said I should email
Casey. fu email sent re ncc''s.\n6/22/15 ah: lhm with gk for Leanne re ncc''s.
Sent email fu. UPDATE: email bounced back. Removed email from notes. If I
don''t hear back from Leigh Ann, I''ll ask gk for email.\n4/14/15 kf: lhm
with gk, she gave me leeann''s email. emailed both re: ncc.\n2/10/15 kf: lvm
& emailed re: dc. \n12/2/14 ld: LeeAnn called earlier with NCC''s. Advised
how to use the website to upload NCC''s, showed her around a bit. May be
future point of contact.\n10/8/14 ks: Called for Casey but gatekeeper blocked
me \"why can''t you just talk to me about this?\" Asked her for NCCs. \"Oh
let me go get the dr. for that.\" Put on hold for a while only for GK to come
back and say he''s with a patient and he''ll cb. Email it is.\n5/20/14 tj:
inc call, Casey. He''s thinking about cancelling, asked about what we do for
him, thought our reviews went to search engines. They do. Did a wt w/ him
about CG synd. Went over the difference between Plus and Biz. Downgraded both
accts to Biz per his request. Told him about DC. He doesn''t use invoices
for his chiro biz, but he does for the auto shop. sent fu acct performance
email.\n4/14/14 tj: sent email re: ncc''s & DC.\n11/21/13 tj: coordinated
an attack on reviewers w/ Casey. He let them know to expect a confirmation
email for their reviews. Gave me the go ahead to reenter kiosk reviews. Reentered.\n11/19/13
tj: Casey called in wants another email of unresponsive contacts. email sent.\n11/12/13
tj: The Dr. wanted to know how he could get the most out of his accts. did
a wt on handwritten, syndication, mobile kiosk, and call reviews. Re entered
his hw reviews into kiosk for reconfirmation. sent email w/ info.\n8.9.13
scd: lhm for the dr. sent email re ncc''s and si''s.\n4/25/13 kf: Dr. Bearden
called in and asked about various account functionality. gave him a long wt,
showed him how to track reviews and send invites. he seems more interested
in the open invitations. sent him email with ways of getting reviews included.
\n4.8.13 scd: lhm & sent welcome email.\n\n3-5-13 Not in. Said try between
1-3 tomorrow\n2-27-12 Called twice, doctor out. Either try back in a bit or
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