INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","172923","added a comment: Tax Now Sign Up follow up call -Left VM","2024-05-09T11:55:16-04:00","2024-05-09T11:55:16-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","172922","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Maco Builders, LLC at 2024-05-09 03:52:49","2024-05-09T11:52:50-04:00","2024-05-09T11:52:50-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","172559","added a comment: Tax Now Sign Up follow up call -Left VM","2024-05-07T12:50:50-04:00","2024-05-07T12:50:50-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","172557","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Maco Builders, LLC at 2024-05-07 04:49:35","2024-05-07T12:49:38-04:00","2024-05-07T12:49:38-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","172384","added a comment: Tax Now Sign Up follow up call -day 3 - Left VM","2024-05-06T10:15:33-04:00","2024-05-06T10:15:33-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","172380","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Maco Builders, LLC at 2024-05-06 02:13:53","2024-05-06T10:13:55-04:00","2024-05-06T10:13:55-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","171991","added a comment: Tax Now Sign Up follow up call -day 2 - Left VM","2024-05-02T10:34:44-04:00","2024-05-02T10:34:44-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","171990","added a comment: Varun RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-05-02T10:34:28-04:00","2024-05-02T10:34:28-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","171989","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Maco Builders, LLC at 2024-05-02 02:30:25","2024-05-02T10:30:26-04:00","2024-05-02T10:30:26-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","171591","added a comment: Tax Now Sign Up follow up call -day1 - Left VM","2024-04-29T15:54:18-04:00","2024-04-29T15:54:18-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","171590","added a comment: Varun RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-04-29T15:54:00-04:00","2024-04-29T15:54:00-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","171589","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Maco Builders, LLC at 2024-04-29 07:51:42","2024-04-29T15:51:43-04:00","2024-04-29T15:51:43-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","171588","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Maco Builders, LLC at 2024-04-29 07:51:39","2024-04-29T15:51:41-04:00","2024-04-29T15:51:41-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","169455","shannon.adkins: ERC claim filed email send to lead: 04/12/2024 (R0414)","2024-04-12T16:52:16-04:00","2024-04-12T16:52:16-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","169255","Shubham Maddheshiya added a comment: Form941x submited by Shubham Maddheshiya","2024-04-12T09:48:18-04:00","2024-04-12T09:48:18-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","169254","941X generated as Shubham Maddheshiya bypassed BR paid validation","2024-04-12T09:48:09-04:00","2024-04-12T09:48:09-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","169253","Shubham Maddheshiya added a comment: 941X Can't be generated as BR Invoice hasn't been billed to the client. Please send BR invoice as per the agreement","2024-04-12T09:47:24-04:00","2024-04-12T09:47:24-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","168955","ZD# 16831 Client has provided PPP information that was needed. Only took one round of PPP - 2020. I spoke with Marvin this morning and he confirmed PPP was used over a 12 weeks time. No further docs needed. Please send declaration form.","2024-04-10T09:52:30-04:00","2024-04-10T09:52:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","168590","ZD# 16831 Q-Review call complete. Sent email for missing 2021 Form 3508.","2024-04-08T17:11:00-04:00","2024-04-08T17:11:00-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","168505","ZD# 16724 Client has confirmed date and time below for Qualification Review call. Date: Today, Monday, April 8th, 2024 Time: 3:00 PM EST","2024-04-08T12:16:01-04:00","2024-04-08T12:16:01-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","168483","Q-Review call notes prepped","2024-04-08T10:08:42-04:00","2024-04-08T10:08:42-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","168480","ZD# 16724 Proposed date and time for Q-Review call: Date: Today, Monday, April 8th, 2024 Time: 3:00 PM EST ","2024-04-08T10:02:22-04:00","2024-04-08T10:02:22-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","168333","Shivang Sabharwal added a comment: Shivang Sabharwal cancelled Invoice No.5725 Amounting $2500.00 for IR Invoice on 04/05/2024","2024-04-05T11:03:16-04:00","2024-04-05T11:03:16-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","168275","added a comment: Why is client getting an invoice??? They should not be getting an invoice. This is causing a lot of problems. They are zero upfront and 20% Please stop sending them invoice.","2024-04-04T17:47:23-04:00","2024-04-04T17:47:23-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","168263","Occams Finance added a comment: Occams Finance: Invoice 5725 has been sent to clients email. Client will need to initiate payment on their end, by clicking “View your Invoice” button. Please follow up with client","2024-04-04T17:16:46-04:00","2024-04-04T17:16:46-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","168262","Marvin Yoder added a comment: ERC Agreement Signed by Maco Builders llc","2024-04-04T17:16:15-04:00","2024-04-04T17:16:15-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","168240","Jesse Westfall added a comment: Jesse Westfall has sent the ERC Agreement for Signing to Maco Builders llc with (1)send_agreement_type=standard (2)sales_agent_email=varun.kumar@occamsadvisory.com","2024-04-04T14:37:01-04:00","2024-04-04T14:37:01-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","158845","VB added a comment: Envelope Lapsed.","2024-02-02T04:29:04-05:00","2024-02-02T04:29:04-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","156518","Jesse Westfall added a comment: Jesse Westfall has sent the ERC Agreement for Signing to Maco Builders llc with following details: (1)success_fee = 20 (2)retainer_completion_fee = 2500 (3)erc_fee_type=2 (4)send_agreement_type=standard (5)first_installment=2500 (6)second_installment=0(7)sales_agent_email=varun.kumar@occamsadvisory.com","2024-01-25T11:50:38-05:00","2024-01-25T11:50:38-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","156517","Jesse Westfall added a comment: Jesse Westfall has assigned sales support Jesse Westfall from the lead","2024-01-25T11:50:18-05:00","2024-01-25T11:50:18-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","156516","Jesse Westfall has re-assigned the lead to Jesse Westfall","2024-01-25T11:50:16-05:00","2024-01-25T11:50:16-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","150918","VB added a comment: Envelope Lapsed.","2024-01-16T04:07:11-05:00","2024-01-16T04:07:11-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","149255","Ankit Shukla added a comment: Ankit Shukla has sent the ERC Agreement for Signing to Maco Builders llc with following details: (1)success_fee = 20 (2)retainer_completion_fee = 2500 (3)erc_fee_type=2 (4)send_agreement_type=standard (5)first_installment=0 (6)second_installment=2500(7)sales_agent_email=varun.kumar@occamsadvisory.com","2024-01-08T14:30:41-05:00","2024-01-08T14:30:41-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","149252","Ankit Shukla added a comment: 08 JAN-DAY1-ATTEMPT 1-01:20 PM EST : Received incoming call on my Ring Central account, verified as a customer for the lead number 7640. The customer stated that while he was very busy, now he had someone to upload documents on his behalf. In order for him to sign, he requested that I send the agreement again.","2024-01-08T14:23:54-05:00","2024-01-08T14:23:54-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","149152","Ankit Shukla added a comment: 08 JAN-DAY1-ATTEMPT 1-12:10 PM EST-Mail box is full/VM Got","2024-01-08T12:12:17-05:00","2024-01-08T12:12:17-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","149147","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Maco Builders llc at 2024-01-08 05:06:31","2024-01-08T12:06:32-05:00","2024-01-08T12:06:32-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","149119","Varun Kumar added a comment: Varun Kumar has assigned sales support Ankit Shukla from the lead","2024-01-08T11:39:52-05:00","2024-01-08T11:39:52-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","149118","Varun Kumar has re-assigned the lead to Ankit Shukla","2024-01-08T11:39:50-05:00","2024-01-08T11:39:50-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","149114","Varun Kumar added a comment: Varun Kumar has re-assigned the lead to Varun Kumar","2024-01-08T11:33:43-05:00","2024-01-08T11:33:43-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","149113","Varun Kumar added a comment: After speaking to Jesse, moving this lead under my ownership and assigning sales support agent for re-engagement.","2024-01-08T11:33:35-05:00","2024-01-08T11:33:35-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","143803","Outbound - Email has been made from Jesse Westfall to Maco Builders llc at 2023-12-15 06:28:27","2023-12-15T13:28:28-05:00","2023-12-15T13:28:28-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","143794","Jesse Westfall added a comment: Outbound - Call has been made from Jesse Westfall to Maco Builders llc at 2023-12-15 06:15:19","2023-12-15T13:15:26-05:00","2023-12-15T13:15:26-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","140847","Varun Kumar added a comment: Reached Jesse regarding Agreement lapsed and no activity found post agreement was sent on 21st Nov. Jesse confirmed has updated IRIS 2 days back, however notes are not reflected on Portal, Informed sunny to look into this and requested Jesse to update portal with notes as well.","2023-12-08T12:32:30-05:00","2023-12-08T12:32:30-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","133932","VB added a comment: Envelope Lapsed.","2023-11-29T04:12:41-05:00","2023-11-29T04:12:41-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","131865","Jesse Westfall added a comment: Jesse Westfall has sent the ERC Agreement for Signing to Maco Builders llc with following details: (1)success_fee = 20 (2)retainer_completion_fee = 2500 (3)erc_fee_type=2 (4)send_agreement_type=standard (5)first_installment=0 (6)second_installment=2500","2023-11-21T11:05:35-05:00","2023-11-21T11:05:35-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","131864","11/21, called Marvin, he is interested, requested an agreement contract","2023-11-21T11:05:04-05:00","2023-11-21T11:05:11-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","131709","RICKY THAPA added a comment: NOV20 - DAY 4 - 5.22PM EST - SPOKE TO MARVIN , HE WAS OUT OF TOWN AND NOW HE IS TRAVELLING BACK TO HOME . APPOINTMENT SET TOMORROW 10 AM EST 21 NOV .","2023-11-20T17:36:40-05:00","2023-11-20T17:36:40-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","131700","Outbound - Call has been made from (562) 232-4818 to Maco Builders llc at 2023-11-20 10:22:40","2023-11-20T17:22:41-05:00","2023-11-20T17:22:41-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","131606","RICKY THAPA added a comment: NOV20 - DAY 4 - 3.03PM EST - 2ND ATTEMPT - GOT VM","2023-11-20T15:03:32-05:00","2023-11-20T15:03:32-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","131605","Outbound - Call has been made from (562) 232-4818 to Maco Builders llc at 2023-11-20 08:02:05","2023-11-20T15:02:06-05:00","2023-11-20T15:02:06-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","131323","RICKY THAPA added a comment: NOV 20 - DAY 4 - 10.31AM EST - 1ST ATTEMPT - GOT VM , MAILBOX IS FULL","2023-11-20T10:32:12-05:00","2023-11-20T10:32:12-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","131321","Outbound - Call has been made from (562) 232-4818 to Maco Builders llc at 2023-11-20 03:31:22","2023-11-20T10:31:24-05:00","2023-11-20T10:31:24-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","131032","RICKY THAPA added a comment: NOV17 - DAY 3 - 5.16PM EST - 3RD ATTEMPT - GOT VM","2023-11-17T17:16:45-05:00","2023-11-17T17:16:45-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","131031","Outbound - Call has been made from (562) 232-4818 to Maco Builders llc at 2023-11-17 10:16:22","2023-11-17T17:16:24-05:00","2023-11-17T17:16:24-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","130944","RICKY THAPA added a comment: NOV17 - DAY 3 - 3.30PM EST - 2ND ATTEMPT - GOT VM","2023-11-17T15:31:13-05:00","2023-11-17T15:31:13-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","130943","Outbound - Call has been made from (562) 232-4818 to Maco Builders llc at 2023-11-17 08:30:41","2023-11-17T15:30:43-05:00","2023-11-17T15:30:43-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","130519","RICKY THAPA added a comment: NOV17 - DAY 3 - 10.40AM EST - 1ST ATTEMPT - GOT VM , MAILBOX IS FULL","2023-11-17T10:41:44-05:00","2023-11-17T10:41:44-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","130511","Outbound - Call has been made from (562) 232-4818 to Maco Builders llc at 2023-11-17 03:40:26","2023-11-17T10:40:27-05:00","2023-11-17T10:40:27-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","128771","Varun Kumar added a comment: Reached out JESSE over follow-up not done post set appointment. Jesse has been following up this client mostly from his cell phone and missed documenting notes on portal, hence unable to locate any attempts captured over portal ( Ring central not used to reach client). Jesse will try calling client and if need help will reach out sales support team.","2023-11-14T08:38:22-05:00","2023-11-14T08:38:22-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","116924","RICKY THAPA added a comment: 26OCT - DAY 2 - 4.50PM EST - SPOKE TO MARVIN , EXPLAINED HIS UNAVILABILITY, WAS BUSY WITH DAUGHTER\S WEDDING, HE WILL BE AVAILABLE TO TALK & WANTED CALL BACK FOR TOMMOROW, 27OCT AT 11AM EST.","2023-10-26T17:59:37-04:00","2023-10-26T17:59:37-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","116898","RICKY THAPA added a comment: 26OCT - DAY 2 - 2ND ATTEMPT - 4.50PM EST - SPOKE WITH MARVIN , HE IS INTRESTED , CALL BACK TOMORROW 11AM EST","2023-10-26T17:42:19-04:00","2023-10-26T17:42:19-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","116885","Outbound - Call has been made from (562) 232-4818 to Maco Builders llc at 2023-10-26 09:31:03","2023-10-26T17:31:05-04:00","2023-10-26T17:31:05-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","116884","Outbound - Call has been made from (562) 232-4818 to Maco Builders llc at 2023-10-26 05:31:01 AM","2023-10-26T17:31:02-04:00","2023-10-26T17:31:02-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","115331","RICKY THAPA added a comment: 25OCT - DAY 2 - 1ST ATTEMPT - 4.35PM EST - GOT VM , MAILBOX IS FULL","2023-10-25T17:41:50-04:00","2023-10-25T17:41:50-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","115272","Outbound - Call has been made from (562) 232-4818 to Maco Builders llc at 2023-10-25 09:19:43","2023-10-25T17:19:45-04:00","2023-10-25T17:19:45-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","115271","Outbound - Call has been made from (562) 232-4818 to Maco Builders llc at 2023-10-25 09:19:42","2023-10-25T17:19:43-04:00","2023-10-25T17:19:43-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","113452","RICKY THAPA added a comment: 24OCT - DAY 2 - 3RD ATTEMPT - 2.10PM EST - GOT VM , MAILBOX IS FULL","2023-10-24T16:09:36-04:00","2023-10-24T16:09:36-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","113442","Outbound - Call has been made from (562) 232-4818 to Maco Builders llc at 2023-10-24 08:07:59","2023-10-24T16:08:00-04:00","2023-10-24T16:08:00-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","113441","Outbound - Call has been made from (562) 232-4818 to Maco Builders llc at 2023-10-24 08:07:58","2023-10-24T16:07:59-04:00","2023-10-24T16:07:59-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","111387","Inbound - Call has been received by (562) 232-4818 from Maco Builders llc at 2023-10-21 06:46:35","2023-10-21T14:46:36-04:00","2023-10-21T14:46:36-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","111386","Inbound - Call has been received by (562) 232-4818 from Maco Builders llc at 2023-10-21 06:46:33","2023-10-21T14:46:34-04:00","2023-10-21T14:46:34-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","109571","RICKY THAPA added a comment: 19 OCT - DAY 1 - 2ND ATTEMPT - 3.30PM EST - SPOKE WITH THE CX , HE IS OUT OF THE TOWN , CALL BACK NEXT WEEK TUESDAY MORNING","2023-10-19T16:48:22-04:00","2023-10-19T16:48:22-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","109567","Outbound - Call has been made from (562) 232-4818 to Maco Builders llc at 2023-10-19 08:46:34","2023-10-19T16:46:35-04:00","2023-10-19T16:46:35-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","109566","Outbound - Call has been made from (562) 232-4818 to Maco Builders llc at 2023-10-19 08:46:32","2023-10-19T16:46:33-04:00","2023-10-19T16:46:33-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","109229","RICKY THAPA added a comment: 19OCT - DAY 1 - 1ST ATTEMPT - 12.43PM EST - GOT VM , LEFT VM","2023-10-19T13:40:06-04:00","2023-10-19T13:40:06-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","109228","Outbound - Call has been made from (562) 232-4818 to Maco Builders llc at 2023-10-19 05:39:28","2023-10-19T13:39:29-04:00","2023-10-19T13:39:29-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","109227","Outbound - Call has been made from (562) 232-4818 to Maco Builders llc at 2023-10-19 05:39:26","2023-10-19T13:39:27-04:00","2023-10-19T13:39:27-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","108757","Varun Kumar added a comment: LEAD PICKED UP FOR FURTHER FOLLOW UP","2023-10-19T09:01:33-04:00","2023-10-19T09:01:33-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","108756","Varun Kumar added a comment: Varun Kumar has assigned sales support RICKY THAPA from the lead","2023-10-19T09:01:06-04:00","2023-10-19T09:01:06-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","98030","VB added a comment: Envelope Lapsed.","2023-09-23T04:55:23-04:00","2023-09-23T04:55:23-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","95840","Jesse Westfall added a comment: Jesse Westfall has sent the ERC Agreement for Signing to Maco Builders LLC with following details: (1)success_fee = 20 (2)retainer_completion_fee = 2000 (3)erc_fee_type=2 (4)send_agreement_type=standard (5)first_installment=0 (6)second_installment=2000","2023-09-15T15:27:23-04:00","2023-09-15T15:27:23-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","95839","Jesse Westfall added a comment: An update was made by Jesse Westfall","2023-09-15T15:26:49-04:00","2023-09-15T15:26:49-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","95837","Jesse Westfall added a comment: Jesse Westfall has sent the ERC Agreement for Signing to Maco Builders llc with following details: (1)success_fee = 20 (2)retainer_completion_fee = 2000 (3)erc_fee_type=2 (4)send_agreement_type=standard (5)first_installment=0 (6)second_installment=2000","2023-09-15T15:21:57-04:00","2023-09-15T15:21:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","95835","Jesse Westfall added a comment: An update was made by Jesse Westfall","2023-09-15T15:20:39-04:00","2023-09-15T15:20:39-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","79541","Mckenzie King added a comment: Mckenzie King has sent the ERC Agreement for Signing to Maco Builders llc","2023-08-01T15:06:36-04:00","2023-08-01T15:06:36-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","79540","Mckenzie King added a comment: The lead has been assigned to McKenzie King","2023-08-01T15:05:31-04:00","2023-08-01T15:05:31-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","79539","Mckenzie King added a comment: Mckenzie King Referred Lead on 2023-08-01 19:05:26 , Best Time to call the Client: 12:05 pm","2023-08-01T15:05:29-04:00","2023-08-01T15:05:29-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","169499","Jesse Westfall opened an email titled Lead Status Changed: Maco Builders, LLC","2024-04-15T09:48:24-04:00","2024-04-15T09:48:24-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","169371","Jesse Westfall opened an email titled Lead Status Changed: Maco Builders, LLC","2024-04-12T13:40:35-04:00","2024-04-12T13:40:35-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","169264","Jesse Westfall opened an email titled Lead Status Changed: Maco Builders, LLC","2024-04-12T10:08:41-04:00","2024-04-12T10:08:41-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","169243","Jesse Westfall opened an email titled Lead Status Changed: Maco Builders llc","2024-04-12T08:28:43-04:00","2024-04-12T08:28:43-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","169242","Jesse Westfall opened an email titled Lead Status Changed: Maco Builders llc","2024-04-12T08:28:41-04:00","2024-04-12T08:28:41-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","169144","Jesse Westfall opened an email titled Lead Status Changed: Maco Builders llc","2024-04-11T08:59:42-04:00","2024-04-11T08:59:42-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","168957","Jesse Westfall opened an email titled Lead Status Changed: Maco Builders llc","2024-04-10T09:54:28-04:00","2024-04-10T09:54:28-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","168597","Jesse Westfall opened an email titled Lead Status Changed: Maco Builders llc","2024-04-08T17:22:16-04:00","2024-04-08T17:22:16-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","168506","Jesse Westfall opened an email titled Lead Status Changed: Maco Builders llc","2024-04-08T12:19:06-04:00","2024-04-08T12:19:06-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","168478","Jesse Westfall opened an email titled Lead Status Changed: Maco Builders llc","2024-04-08T09:34:57-04:00","2024-04-08T09:34:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","168265","Jesse Westfall opened an email titled Lead Status Changed: Maco Builders llc","2024-04-04T17:17:19-04:00","2024-04-04T17:17:19-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","168264","Jesse Westfall opened an email titled Lead Status Changed: Maco Builders llc","2024-04-04T17:17:15-04:00","2024-04-04T17:17:15-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6074","158851","Jesse Westfall opened an email titled Lead Status Changed: Maco Builders llc","2024-02-02T08:53:09-05:00","2024-02-02T08:53:09-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","178389","Ankit Shukla added a comment: Tax Now Sign Up follow up call - Unable to leave VM","2024-06-20T17:53:22-04:00","2024-06-20T17:53:22-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","178388","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Transpac Corporation at 2024-06-20 09:46:02","2024-06-20T17:46:03-04:00","2024-06-20T17:46:03-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","177088","Ankit Shukla added a comment: Tax Now Sign Up follow up call -Attempt 2 - Unable to leave VM","2024-06-10T18:12:51-04:00","2024-06-10T18:12:51-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","177087","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Transpac Corporation at 2024-06-10 10:11:50","2024-06-10T18:11:51-04:00","2024-06-10T18:11:51-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","177080","Ankit Shukla added a comment: Tax Now Sign Up follow up call -Attempt 1 - Unable to leave VM","2024-06-10T16:18:23-04:00","2024-06-10T16:18:23-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","177079","Ankit Shukla added a comment: Sumit RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-06-10T16:17:50-04:00","2024-06-10T16:17:50-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","177077","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Transpac Corporation at 2024-06-10 08:16:34","2024-06-10T16:16:35-04:00","2024-06-10T16:16:35-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","176630","Ankit Shukla added a comment: Tax Now Sign Up follow up call attempt 1 -Left VM","2024-06-06T16:51:34-04:00","2024-06-06T16:51:34-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","176628","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Transpac Corporation at 2024-06-06 08:49:03","2024-06-06T16:49:04-04:00","2024-06-06T16:49:04-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","172976","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Transpac Corporation at 2024-05-09 10:21:56","2024-05-09T18:21:58-04:00","2024-05-09T18:21:58-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","172303","added a comment: Terrence sent an email request for an update on his clients. He and I spoke via Zoom; explained the process after filing, TaxNow and latest IRS updates. Encouraged him to stay engaged with RMJ (CMB) and the Portal as well. Sending him the TaxNow example with Subject lines as he was not aware of it.","2024-05-03T16:33:57-04:00","2024-05-03T16:33:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","171597","added a comment: Tax Now Sign Up follow up call -day1 - Unable to leave VM","2024-04-29T15:59:29-04:00","2024-04-29T15:59:29-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","171596","added a comment: Varun RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-04-29T15:59:10-04:00","2024-04-29T15:59:10-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","171595","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Transpac Corporation at 2024-04-29 07:58:28","2024-04-29T15:58:29-04:00","2024-04-29T15:58:29-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","169677","Maria Antonio: ERC claim filed email send to lead: 04/15/2024 (R0417)","2024-04-15T15:48:53-04:00","2024-04-15T15:48:53-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","169646","Shubham Maddheshiya added a comment: Form941x submited by Shubham Maddheshiya","2024-04-15T15:05:45-04:00","2024-04-15T15:05:45-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","169645","941X generated as Shubham Maddheshiya bypassed BR paid validation","2024-04-15T15:05:40-04:00","2024-04-15T15:05:40-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","169643","Shubham Maddheshiya added a comment: 941X Can't be generated as BR Invoice hasn't been billed to the client. Please send BR invoice as per the agreement","2024-04-15T15:05:20-04:00","2024-04-15T15:05:20-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","169523","ERC Qualification Review Call - Transpac Corporation Monday, April 15 2:00 PM – 2:15 PM","2024-04-15T11:18:38-04:00","2024-04-15T11:18:38-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","169256","ZD# 16742 Client has confirmed date and time below for Qualification Review call. Today, Friday, April 12th, 2024 at 5:00 PM EST,","2024-04-12T09:50:56-04:00","2024-04-12T09:50:56-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","169157","I sent an sms to make contact with client for Q-Review call scheduling.","2024-04-11T10:19:17-04:00","2024-04-11T10:19:17-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","168954","ZD# 16742 sent a reminder email for client to call us so we can have Q-Review call and move file towards filing.","2024-04-10T09:22:17-04:00","2024-04-10T09:22:17-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","168765","added a comment: sent email to client who is out of the country regarding scheduling her review call and missing documents for other companies also mentioned this to her CMB rep yesterday.","2024-04-09T09:50:37-04:00","2024-04-09T09:50:37-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","168762","ZD# 16742 Per Jamie client is in China which is a 12 hr difference. I have sent another email to schedule the Q-Review call. ","2024-04-09T09:09:40-04:00","2024-04-09T09:09:40-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","168504","ZD# 16742 Proposed date and time for Q-Review call: Date: Wednesday, April 10th, 2024 Time: 5:00 PM EST ","2024-04-08T12:00:30-04:00","2024-04-08T12:00:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","168394","Called to schedule Q-Review call and clients phone is off and voicemail full. Per Jamie the client is currently in China with bad reception. ","2024-04-05T14:25:26-04:00","2024-04-05T14:25:26-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","168332","Q-Review call notes prepped","2024-04-05T11:01:55-04:00","2024-04-05T11:01:55-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","168122","added a comment: client sent some documents via email which I forwarded to Shannon. The client also let me know that she is currently out of the country and may be delayed in response","2024-04-03T17:09:30-04:00","2024-04-03T17:09:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","167983","I have emailed Deepak to see what is missing so we can move file forward. ","2024-04-03T09:40:42-04:00","2024-04-03T09:40:42-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","167660","Hi Deepak. Please advise what is missing for this file so we can move file along. Seems we have SDGR, 941's, and Payroll registers.","2024-04-01T10:43:41-04:00","2024-04-01T10:43:41-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","166601","Email for documents pending sent to client via Portal.","2024-03-22T04:18:54-04:00","2024-03-22T04:18:54-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","166233","added a comment: Tiara responded to my email and advised she will be uploading documents today","2024-03-20T14:50:31-04:00","2024-03-20T14:50:31-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","166136","added a comment: reached out to client and cmb rep regarding missing documents","2024-03-20T10:11:16-04:00","2024-03-20T10:11:16-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","166135","added a comment: reached out to client and CMB rep regarding missing documents","2024-03-20T10:10:09-04:00","2024-03-20T10:10:09-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","166118","Email for documents pending sent to client via Portal.","2024-03-20T03:33:18-04:00","2024-03-20T03:33:18-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","165676","Email for documents pending sent to client via Portal.","2024-03-18T03:32:32-04:00","2024-03-18T03:32:32-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","164974","Email for documents pending sent to client via Portal.","2024-03-13T03:26:24-04:00","2024-03-13T03:26:24-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","164411","Email for documents pending sent to client via Portal.","2024-03-11T03:33:27-04:00","2024-03-11T03:33:27-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","163949","Email for documents pending sent to client via Portal.","2024-03-08T02:29:46-05:00","2024-03-08T02:29:46-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","163146","Email for documents pending sent to client via Portal.","2024-03-06T02:25:55-05:00","2024-03-06T02:25:55-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","162799","Jamie has sent an email for missing docs. EIN Photo ID Certificate of Incorporation 2020 Payroll 2020/2021 Tax Returns","2024-03-04T10:58:05-05:00","2024-03-04T10:58:05-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","162762","Email for documents pending sent to client via Portal.","2024-03-04T02:41:43-05:00","2024-03-04T02:41:43-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","162579","Email for documents pending sent to client via Portal.","2024-03-01T03:32:10-05:00","2024-03-01T03:32:10-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","162005","Email for documents pending sent to client via Portal.","2024-02-28T02:31:44-05:00","2024-02-28T02:31:44-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","161649","Email for documents pending sent to client via Portal.","2024-02-26T02:35:37-05:00","2024-02-26T02:35:37-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","161171","Email for documents pending sent to client via Portal.","2024-02-21T02:40:56-05:00","2024-02-21T02:40:56-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","160051","Occams Finance added a comment: Occams Finance: Invoice 5317 has been sent to clients email. Client will need to initiate payment on their end, by clicking “View your Invoice” button. Please follow up with client","2024-02-14T05:53:53-05:00","2024-02-14T05:53:53-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","160050","Tiara Drabble added a comment: ERC Agreement Signed by Transpac Corporation","2024-02-14T05:53:30-05:00","2024-02-14T05:53:30-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","160033","added a comment: This is the same owners as dateline industries file 6178 as well I will be adding in a third This will also be mainly an SDGR case along with impacts as the business was closed","2024-02-13T19:25:25-05:00","2024-02-13T19:25:25-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","160031","Jamie Brown added a comment: Jamie Brown has sent the ERC Agreement for Signing to Transpac Corporation with (1)send_agreement_type=cmb (2)sales_agent_email=jamie.brown@occamsadvisory.com","2024-02-13T19:23:40-05:00","2024-02-13T19:23:40-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","159529","Josh Westfall added a comment: Josh Westfall has re-assigned the lead to Jamie Brown","2024-02-08T16:15:55-05:00","2024-02-08T16:15:55-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","144020","VB added a comment: Envelope Lapsed.","2023-12-16T04:44:15-05:00","2023-12-16T04:44:15-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","87492","Josh Westfall added a comment: Josh Westfall has sent the ERC Agreement for Signing to Transpac Corporation","2023-08-17T12:13:50-04:00","2023-08-17T12:13:50-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","83677","Terrence Whitcombe added a comment: The lead has been assigned to Tristan Miller","2023-08-08T22:14:15-04:00","2023-08-08T22:14:15-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","83676","Terrence Whitcombe added a comment: Lead Details Rep ID: A7026 Rep Full Name: Terrence Whitcombe Rep Email: terrencewhitcombe@gmail.com Business Legal Name: Transpac Corporation Approximate Number of Employess for 2020-2021: 12 Name: Tiara Drabble Phone: 684-254-0004 Email: tiaradrabble@gmail.com Would you like an ERC Specialist to contact you for discussion: My representative has been a huge help and will schedule for me Rep Phone Number: (684) 258-1444","2023-08-08T22:14:13-04:00","2023-08-08T22:14:13-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","83675","Terrence Whitcombe added a comment: Created Lead on 2023-08-09 02:14:08","2023-08-08T22:14:11-04:00","2023-08-08T22:14:11-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","169712","Deepak Thakur opened an email titled Lead Status Changed: Transpac Corporation","2024-04-16T03:52:56-04:00","2024-04-16T03:52:56-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","169662","Deepak Thakur opened an email titled Lead Status Changed: Transpac Corporation","2024-04-15T15:27:06-04:00","2024-04-15T15:27:06-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","169660","Deepak Thakur opened an email titled Lead Status Changed: Transpac Corporation","2024-04-15T15:26:11-04:00","2024-04-15T15:26:11-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","169658","Deepak Thakur opened an email titled Lead Status Changed: Transpac Corporation","2024-04-15T15:25:59-04:00","2024-04-15T15:25:59-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","169657","Deepak Thakur opened an email titled Lead Status Changed: Transpac Corporation","2024-04-15T15:25:38-04:00","2024-04-15T15:25:38-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","169628","Deepak Thakur opened an email titled Lead Status Changed: Transpac Corporation","2024-04-15T14:47:58-04:00","2024-04-15T14:47:58-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","169627","Deepak Thakur opened an email titled Lead Status Changed: Transpac Corporation","2024-04-15T14:47:57-04:00","2024-04-15T14:47:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","169613","Deepak Thakur opened an email titled Lead Status Changed: Transpac Corporation","2024-04-15T14:24:52-04:00","2024-04-15T14:24:52-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","169268","Deepak Thakur opened an email titled Lead Status Changed: Transpac Corporation","2024-04-12T10:18:29-04:00","2024-04-12T10:18:29-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6179","168328","Deepak Thakur opened an email titled Lead Status Changed: Transpac Corporation","2024-04-05T10:29:32-04:00","2024-04-05T10:29:32-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","172594","VINEET GOSWAMI added a comment: Outbound - Call has been made from VINEET GOSWAMI to David Finneseth Agency Inc at 2024-05-07 06:23:44","2024-05-07T14:23:46-04:00","2024-05-07T14:23:46-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","172252","added a comment: Tax Now Sign Up follow up call -day2- Unable to leave VM-VM full","2024-05-03T11:39:06-04:00","2024-05-03T11:39:06-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","172251","VINEET GOSWAMI added a comment: Outbound - Call has been made from VINEET GOSWAMI to David Finneseth Agency Inc at 2024-05-03 03:36:03","2024-05-03T11:36:04-04:00","2024-05-03T11:36:04-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","172250","added a comment: Sumit RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-05-03T11:35:50-04:00","2024-05-03T11:35:50-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","171722","added a comment: Tax Now Sign Up follow up call -day1 - Spoke to Owner/Authorized Signatory-Client busy-Need Call Back","2024-04-30T13:55:01-04:00","2024-04-30T13:55:01-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","171721","VINEET GOSWAMI added a comment: Outbound - Call has been made from VINEET GOSWAMI to David Finneseth Agency Inc at 2024-04-30 05:48:58","2024-04-30T13:48:59-04:00","2024-04-30T13:48:59-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","171720","added a comment: Sumit RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-04-30T13:48:32-04:00","2024-04-30T13:48:32-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","171058","Shivang Sabharwal added a comment: Shivang Sabharwal: Invoice 5757 has been sent to clients email. Client will need to initiate payment on their end, by clicking “View your Invoice” button. Please follow up with client","2024-04-24T17:40:27-04:00","2024-04-24T17:40:27-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","169669","Maria Antonio: ERC claim filed email send to lead: 04/15/2024 (R0417)","2024-04-15T15:41:59-04:00","2024-04-15T15:41:59-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","169616","941X generated as Shubham Maddheshiya bypassed BR paid validation","2024-04-15T14:26:30-04:00","2024-04-15T14:26:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","169615","Shubham Maddheshiya added a comment: Form941x submited by Shubham Maddheshiya","2024-04-15T14:26:27-04:00","2024-04-15T14:26:27-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","169614","Shubham Maddheshiya added a comment: 941X Can't be generated as BR Invoice hasn't been billed to the client. Please send BR invoice as per the agreement","2024-04-15T14:26:16-04:00","2024-04-15T14:26:16-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","169514","Sent client a text to completed review call as voicemail box is full","2024-04-15T11:08:09-04:00","2024-04-15T11:14:37-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","169488","David Finneseth added a comment: David Finneseth Canceled SDGR Information for the David Finneseth Agency Inc","2024-04-14T14:48:15-04:00","2024-04-14T14:48:15-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","166804","added a comment: Attempted to call David again from office #, no answer and unable to LVM as mailbox is full.","2024-03-22T16:54:11-04:00","2024-03-22T16:54:11-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","166803","Amber Kellogg added a comment: Outbound - Call has been made from Amber Kellogg to David Finneseth Agency Inc at 2024-03-22 08:52:18","2024-03-22T16:52:19-04:00","2024-03-22T16:52:19-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","166802","Amber Kellogg added a comment: Outbound - Call has been made from Amber Kellogg to David Finneseth Agency Inc at 2024-03-22 08:52:15","2024-03-22T16:52:17-04:00","2024-03-22T16:52:17-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","163526","Shivang Sabharwal added a comment: Shivang Sabharwal cancelled Invoice No.5062 Amounting $299.00 for IR Invoice on 03/07/2024","2024-03-07T07:40:25-05:00","2024-03-07T07:40:25-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","153312","Email for documents pending sent to client via Portal.","2024-01-19T05:30:19-05:00","2024-01-19T05:30:19-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","151271","Email for documents pending sent to client via Portal.","2024-01-17T04:15:49-05:00","2024-01-17T04:15:49-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","150775","Email for documents pending sent to client via Portal.","2024-01-15T05:34:07-05:00","2024-01-15T05:34:07-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","150348","Email for documents pending sent to client via Portal.","2024-01-12T05:02:23-05:00","2024-01-12T05:02:23-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","149644","Email for documents pending sent to client via Portal.","2024-01-10T05:38:07-05:00","2024-01-10T05:38:07-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","148934","Email for documents pending sent to client via Portal.","2024-01-08T06:08:25-05:00","2024-01-08T06:08:25-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","148502","Email for documents pending sent to client via Portal.","2024-01-05T05:00:56-05:00","2024-01-05T05:00:56-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","146823","Outbound - Call has been made from Amber Kellogg to David Finneseth Agency Inc at 2023-12-29 08:11:47","2023-12-29T15:11:48-05:00","2023-12-29T15:11:48-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","146412","Email for documents pending sent to client via Portal.","2023-12-28T05:47:31-05:00","2023-12-28T05:47:31-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","145978","Email for documents pending sent to client via Portal.","2023-12-26T05:29:34-05:00","2023-12-26T05:29:34-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","145405","Email for documents pending sent to client via Portal.","2023-12-22T04:48:37-05:00","2023-12-22T04:48:37-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","144510","Email for documents pending sent to client via Portal.","2023-12-19T04:12:53-05:00","2023-12-19T04:12:53-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","143478","Email for documents pending sent to client via Portal.","2023-12-15T05:08:25-05:00","2023-12-15T05:08:25-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","142356","Email for documents pending sent to client via Portal.","2023-12-13T05:54:14-05:00","2023-12-13T05:54:14-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","141324","Email for documents pending sent to client via Portal.","2023-12-11T04:55:26-05:00","2023-12-11T04:55:26-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","140554","Email for documents pending sent to client via Portal.","2023-12-08T05:31:28-05:00","2023-12-08T05:31:28-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","137581","Email for documents pending sent to client via Portal.","2023-12-04T04:55:07-05:00","2023-12-04T04:55:07-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","133375","Email for documents pending sent to client via Portal.","2023-11-28T06:04:30-05:00","2023-11-28T06:04:30-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","132875","Email for documents pending sent to client via Portal.","2023-11-27T03:36:23-05:00","2023-11-27T03:36:23-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","132118","Occams Finance added a comment: Occams Finance: Invoice 5062 has been sent to clients email. Client will need to initiate payment on their end, by clicking “View your Invoice” button. Please follow up with client","2023-11-21T22:08:52-05:00","2023-11-21T22:08:52-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","132117","David Finneseth added a comment: ERC Agreement Signed by David Finneseth Agency Inc","2023-11-21T22:08:18-05:00","2023-11-21T22:08:18-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","129758","VB added a comment: Envelope Lapsed.","2023-11-16T04:21:28-05:00","2023-11-16T04:21:28-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","126465","Amber Kellogg added a comment: Amber Kellogg has sent the ERC Agreement for Signing to David Finneseth Agency Inc with following details: (1)success_fee = 20 (2)retainer_completion_fee = 299 (3)erc_fee_type=2 (4)send_agreement_type=standard (5)first_installment=299 (6)second_installment=0","2023-11-08T15:35:20-05:00","2023-11-08T15:35:20-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","126464","Amber Kellogg added a comment: David emailed and asked to confirm that his agreement was signed and I see that it has lapsed- sending a new one.","2023-11-08T15:34:44-05:00","2023-11-08T15:34:44-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","103032","VB added a comment: Envelope Lapsed.","2023-10-10T04:42:36-04:00","2023-10-10T04:42:36-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","100641","Amber Kellogg added a comment: Amber Kellogg has sent the ERC Agreement for Signing to David Finneseth Agency Inc with following details: (1)success_fee = 20 (2)retainer_completion_fee = 299 (3)erc_fee_type=2 (4)send_agreement_type=standard (5)first_installment=299 (6)second_installment=0","2023-10-02T14:48:02-04:00","2023-10-02T14:48:02-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","98431","VB added a comment: Envelope Lapsed.","2023-09-26T04:57:50-04:00","2023-09-26T04:57:50-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","96300","Amber Kellogg added a comment: David came to say hello to us at our booth at the Farm Bureau Convention. He wanted to file for ERC for his company and was worried about only having 7 employees. We want him to have a good experience as always, as he is a All American with FB and has many businesses in his portfolio. Sent intro email and agreement.","2023-09-18T16:53:46-04:00","2023-09-18T16:53:46-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","96295","Amber Kellogg added a comment: Amber Kellogg has sent the ERC Agreement for Signing to David Finneseth Agency Inc with following details: (1)success_fee = 20 (2)retainer_completion_fee = 299 (3)erc_fee_type=2 (4)send_agreement_type=standard (5)first_installment=299 (6)second_installment=0","2023-09-18T16:45:26-04:00","2023-09-18T16:45:26-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","96294","Christopher Torres SP - Christopher Torres added a comment: Christopher Torres SP - Christopher Torres Referred Lead on 2023-09-18 20:44:27","2023-09-18T16:44:29-04:00","2023-09-18T16:44:29-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","169711","Amber Kellogg opened an email titled Lead Status Changed: David Finneseth Agency Inc","2024-04-15T20:31:07-04:00","2024-04-15T20:31:07-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","169710","Amber Kellogg opened an email titled Lead Status Changed: David Finneseth Agency Inc","2024-04-15T20:31:06-04:00","2024-04-15T20:31:06-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","146845","Called David and was not able to leave a VM as his box is full","2023-12-29T15:28:57-05:00","2023-12-29T15:28:57-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","138809","Called and LVM, sent email and text to return call.","2023-12-05T13:27:02-05:00","2023-12-05T13:27:02-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","129800","AutoX NA opened an email titled Lead Status Changed: David Finneseth Agency Inc","2023-11-16T08:10:49-05:00","2023-11-16T08:10:49-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","129799","Agreement Sent to Client without Appendix D as requested by Brennan/Amber. ","2023-11-16T08:09:38-05:00","2023-11-16T08:09:38-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","108252","called and was not able to leave a VM","2023-10-18T15:09:12-04:00","2023-10-18T15:09:12-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","103173","Amber Kellogg opened an email titled Lead Status Changed: David Finneseth Agency Inc","2023-10-10T06:23:16-04:00","2023-10-10T06:23:16-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("6901","100669","Amber Kellogg opened an email titled Lead Status Changed: David Finneseth Agency Inc","2023-10-02T16:16:34-04:00","2023-10-02T16:16:34-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","178419","Vineet Goswami added a comment: Tax Now Sign Up follow up call : Left VM-Text sent","2024-06-21T10:41:52-04:00","2024-06-21T10:41:52-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","178418","Vineet Goswami added a comment: Outbound - Call has been made from Vineet Goswami to Unistar Builders Inc. at 2024-06-21 02:39:39","2024-06-21T10:39:41-04:00","2024-06-21T10:39:41-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","178333","Vineet Goswami added a comment: Tax Now Sign Up follow up call : Left VM-follow up reminder 2 sent","2024-06-20T12:45:01-04:00","2024-06-20T12:45:01-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","178331","Vineet Goswami added a comment: Outbound - Call has been made from Vineet Goswami to Unistar Builders Inc. at 2024-06-20 04:42:58","2024-06-20T12:42:59-04:00","2024-06-20T12:42:59-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","178330","Vineet Goswami added a comment: Varun Sir RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-06-20T12:42:48-04:00","2024-06-20T12:42:48-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","178154","Vineet Goswami added a comment: Tax Now Sign Up follow up call : Left VM","2024-06-18T10:59:00-04:00","2024-06-18T10:59:00-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","178153","Vineet Goswami added a comment: Outbound - Call has been made from Vineet Goswami to Unistar Builders Inc. at 2024-06-18 02:57:16","2024-06-18T10:57:17-04:00","2024-06-18T10:57:17-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","178152","Vineet Goswami added a comment: Sumit RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-06-18T10:51:03-04:00","2024-06-18T10:51:03-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177982","Ankit Shukla added a comment: Tax Now Sign Up follow up call : Left VM","2024-06-17T11:17:28-04:00","2024-06-17T11:17:28-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177981","Ankit Shukla added a comment: Varun Sir RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-06-17T11:17:17-04:00","2024-06-17T11:17:17-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177979","Ankit Shukla added a comment: Tax Now Sign Up follow up call : Left VM","2024-06-17T11:16:23-04:00","2024-06-17T11:16:23-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177978","Ankit Shukla added a comment: Varun Sir RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-06-17T11:16:09-04:00","2024-06-17T11:16:09-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177852","Vineet Goswami added a comment: Tax Now Sign Up follow up call-Got Voicemail-Text sent","2024-06-14T11:43:01-04:00","2024-06-14T11:43:01-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177851","Vineet Goswami added a comment: Outbound - Call has been made from Vineet Goswami to Unistar Builders Inc. at 2024-06-14 03:40:23","2024-06-14T11:40:24-04:00","2024-06-14T11:40:24-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177832","Vineet Goswami added a comment: Sumit RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-06-14T11:13:34-04:00","2024-06-14T11:13:34-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177719","Vineet Goswami added a comment: Tax Now Sign Up follow up call-Got Voicemail","2024-06-13T15:39:49-04:00","2024-06-13T15:39:49-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177718","Vineet Goswami added a comment: Outbound - Call has been made from Vineet Goswami to Unistar Builders Inc. at 2024-06-13 07:38:59","2024-06-13T15:39:01-04:00","2024-06-13T15:39:01-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177613","Vineet Goswami added a comment: Tax Now Sign Up follow up call -Left VM-Followup reminder 2 sent","2024-06-13T11:08:50-04:00","2024-06-13T11:08:50-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177611","Vineet Goswami added a comment: Outbound - Call has been made from Vineet Goswami to Unistar Builders Inc. at 2024-06-13 03:06:34","2024-06-13T11:06:36-04:00","2024-06-13T11:06:36-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177610","Vineet Goswami added a comment: Sumit RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-06-13T11:05:38-04:00","2024-06-13T11:05:38-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177347","Vineet Goswami added a comment: Tax Now Sign Up follow up call-Got Voicemail","2024-06-12T10:18:15-04:00","2024-06-12T10:18:15-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177346","Vineet Goswami added a comment: Varun sir RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-06-12T10:17:27-04:00","2024-06-12T10:17:27-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177345","Vineet Goswami added a comment: Outbound - Call has been made from Vineet Goswami to Unistar Builders Inc. at 2024-06-12 02:16:05","2024-06-12T10:16:07-04:00","2024-06-12T10:16:07-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177259","Vineet Goswami added a comment: Tax Now Sign Up follow up call-Got Voicemail","2024-06-11T15:13:55-04:00","2024-06-11T15:13:55-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177258","Vineet Goswami added a comment: Outbound - Call has been made from Vineet Goswami to Unistar Builders Inc. at 2024-06-11 07:12:41","2024-06-11T15:12:43-04:00","2024-06-11T15:12:43-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177131","Vineet Goswami added a comment: Tax Now Sign Up follow up call -Left VM","2024-06-11T10:22:31-04:00","2024-06-11T10:22:31-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","177127","Vineet Goswami added a comment: Outbound - Call has been made from Vineet Goswami to Unistar Builders Inc. at 2024-06-11 02:20:29","2024-06-11T10:20:30-04:00","2024-06-11T10:20:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","176827","Vineet Goswami added a comment: Tax Now Sign Up follow up call -day1 - Spoke to Shea/Authorized Signatory-Need Call Back on 11 june at 10:15 am est","2024-06-07T16:19:25-04:00","2024-06-07T16:19:25-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","176822","Vineet Goswami added a comment: Outbound - Call has been made from Vineet Goswami to Unistar Builders Inc. at 2024-06-07 08:13:30","2024-06-07T16:13:31-04:00","2024-06-07T16:13:31-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","176733","Vineet Goswami added a comment: Tax Now Sign Up follow up call-called shea at (704) 621-7067-got vm-vm left","2024-06-07T11:19:06-04:00","2024-06-07T11:19:06-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","176531","Vineet Goswami added a comment: Tax Now Sign Up follow up call-called shea at (704) 621-7067-got vm-vm left-Follow Up Reminder -1 Sent","2024-06-06T13:53:53-04:00","2024-06-06T13:53:53-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","176279","Vineet Goswami added a comment: Tax Now Sign Up follow up call-called shea at (704) 621-7067-got voicemail","2024-06-05T11:18:59-04:00","2024-06-05T11:18:59-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","176178","Vineet Goswami added a comment: Tax Now Sign Up follow up call-called shea at (704) 621-7067-got voicemail-sms sent","2024-06-04T13:47:43-04:00","2024-06-04T13:47:43-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","175934","Vineet Goswami added a comment: Tax Now Sign Up follow up call-called shea at (704) 621-7067-got voicemail","2024-06-03T10:18:25-04:00","2024-06-03T10:18:25-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","175929","Vineet Goswami added a comment: Varun sir RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-06-03T10:12:57-04:00","2024-06-03T10:12:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","175680","Vineet Goswami added a comment: Varun sir RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-05-31T10:05:33-04:00","2024-05-31T10:05:33-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","175679","Vineet Goswami added a comment: Tax Now Sign Up follow up call -Left VM","2024-05-31T10:04:50-04:00","2024-05-31T10:04:50-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","175678","Vineet Goswami added a comment: Outbound - Call has been made from Vineet Goswami to Unistar Builders Inc. at 2024-05-31 02:02:31","2024-05-31T10:02:32-04:00","2024-05-31T10:02:32-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","175470","VINEET added a comment: Tax Now Sign Up follow up call-got voicemail-sms sent","2024-05-30T11:30:45-04:00","2024-05-30T11:30:45-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","175469","VINEET added a comment: Outbound - Call has been made from VINEET to Unistar Builders Inc. at 2024-05-30 03:29:44","2024-05-30T11:29:47-04:00","2024-05-30T11:29:47-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","175279","VINEET added a comment: Tax Now Sign Up follow up call -Left VM","2024-05-29T11:52:47-04:00","2024-05-29T11:52:47-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","175278","VINEET added a comment: Outbound - Call has been made from VINEET to Unistar Builders Inc. at 2024-05-29 03:50:22","2024-05-29T11:50:23-04:00","2024-05-29T11:50:23-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","175277","VINEET added a comment: Sumit RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-05-29T11:49:39-04:00","2024-05-29T11:49:39-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","175025","added a comment: Tax Now Sign Up follow up call -Left VM","2024-05-28T09:59:23-04:00","2024-05-28T09:59:23-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","175024","VINEET added a comment: Outbound - Call has been made from VINEET to Unistar Builders Inc. at 2024-05-28 01:57:18","2024-05-28T09:57:19-04:00","2024-05-28T09:57:19-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","174825","added a comment: Tax Now Sign Up follow up call-got voicemail-sms sent","2024-05-24T11:12:41-04:00","2024-05-24T11:12:41-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","174824","VINEET added a comment: Outbound - Call has been made from VINEET to Unistar Builders Inc. at 2024-05-24 03:11:26","2024-05-24T11:11:28-04:00","2024-05-24T11:11:28-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","174532","added a comment: Tax Now Sign Up follow up call -Left VM","2024-05-23T09:59:37-04:00","2024-05-23T09:59:37-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","174531","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Unistar Builders Inc. at 2024-05-23 01:57:46","2024-05-23T09:57:47-04:00","2024-05-23T09:57:47-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","174368","added a comment: : Tax Now Sign Up follow up call-got voicemail","2024-05-22T10:11:58-04:00","2024-05-22T10:11:58-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","174367","VINEET added a comment: Outbound - Call has been made from VINEET to Unistar Builders Inc. at 2024-05-22 02:10:29","2024-05-22T10:10:30-04:00","2024-05-22T10:10:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","174222","added a comment: Tax Now Sign Up follow up call-VM left","2024-05-21T11:14:12-04:00","2024-05-21T11:14:12-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","174221","VINEET added a comment: Outbound - Call has been made from VINEET to Unistar Builders Inc. at 2024-05-21 03:12:31","2024-05-21T11:12:33-04:00","2024-05-21T11:12:33-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","174066","added a comment: Tax Now Sign Up follow up call-got voicemail","2024-05-20T11:01:08-04:00","2024-05-20T11:01:08-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","174065","VINEET added a comment: Outbound - Call has been made from VINEET to Unistar Builders Inc. at 2024-05-20 02:52:48","2024-05-20T10:52:49-04:00","2024-05-20T10:52:49-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","173945","added a comment: Tax Now Sign Up follow up call-got voicemail","2024-05-17T12:00:46-04:00","2024-05-17T12:00:46-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","173944","VINEET added a comment: Outbound - Call has been made from VINEET to Unistar Builders Inc. at 2024-05-17 03:59:13","2024-05-17T11:59:15-04:00","2024-05-17T11:59:15-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","173819","added a comment: Tax Now Sign Up follow up call-VM left","2024-05-16T17:04:13-04:00","2024-05-16T17:04:13-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","173818","VINEET added a comment: Outbound - Call has been made from VINEET to Unistar Builders Inc. at 2024-05-16 09:01:00","2024-05-16T17:01:01-04:00","2024-05-16T17:01:01-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","173492","added a comment: Tax Now Sign Up follow up call -Spoke to Gatekeeper-Call Back at 16 may-late afternoon","2024-05-15T10:24:31-04:00","2024-05-15T10:24:31-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","173484","VINEET added a comment: Outbound - Call has been made from VINEET to Unistar Builders Inc. at 2024-05-15 02:10:29","2024-05-15T10:10:31-04:00","2024-05-15T10:10:31-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","173320","VINEET added a comment: Outbound - Call has been made from VINEET to Unistar Builders Inc. at 2024-05-14 02:08:49","2024-05-14T10:08:50-04:00","2024-05-14T10:08:50-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","173203","added a comment: Tax Now Sign Up follow up call-VM left","2024-05-13T11:23:37-04:00","2024-05-13T11:23:37-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","173202","VINEET GOSWAMI added a comment: Outbound - Call has been made from VINEET GOSWAMI to Unistar Builders Inc. at 2024-05-13 03:20:11","2024-05-13T11:20:13-04:00","2024-05-13T11:20:13-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","173010","added a comment: Tax Now Sign Up follow up call-VM left","2024-05-10T10:24:14-04:00","2024-05-10T10:24:14-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","173009","VINEET GOSWAMI added a comment: Outbound - Call has been made from VINEET GOSWAMI to Unistar Builders Inc. at 2024-05-10 02:21:02","2024-05-10T10:21:03-04:00","2024-05-10T10:21:03-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","172926","added a comment: Tax Now Sign Up follow up call-VM left","2024-05-09T11:59:33-04:00","2024-05-09T11:59:33-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","172924","VINEET GOSWAMI added a comment: Outbound - Call has been made from VINEET GOSWAMI to Unistar Builders Inc. at 2024-05-09 03:57:29","2024-05-09T11:57:30-04:00","2024-05-09T11:57:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","172790","added a comment: Tax Now Sign Up follow up call-Got Voicemail","2024-05-08T14:20:58-04:00","2024-05-08T14:20:58-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","172789","VINEET GOSWAMI added a comment: Outbound - Call has been made from VINEET GOSWAMI to Unistar Builders Inc. at 2024-05-08 06:18:13","2024-05-08T14:18:15-04:00","2024-05-08T14:18:15-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","172391","added a comment: Tax Now Sign Up follow up call -day 3 - Left VM","2024-05-06T10:23:15-04:00","2024-05-06T10:23:15-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","172389","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Unistar Builders Inc. at 2024-05-06 02:20:53","2024-05-06T10:20:54-04:00","2024-05-06T10:20:54-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","172031","added a comment: Tax Now Sign Up follow up call -day 2 - Left VM","2024-05-02T11:30:16-04:00","2024-05-02T11:30:16-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","172030","added a comment: Varun RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-05-02T11:30:02-04:00","2024-05-02T11:30:02-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","172028","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Unistar Builders Inc. at 2024-05-02 03:27:44","2024-05-02T11:27:46-04:00","2024-05-02T11:27:46-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","171594","added a comment: Varun RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-04-29T15:57:11-04:00","2024-04-29T15:57:11-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","171593","added a comment: Tax Now Sign Up follow up call -day1 - Left VM","2024-04-29T15:57:00-04:00","2024-04-29T15:57:00-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","171592","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Unistar Builders Inc. at 2024-04-29 07:55:00","2024-04-29T15:55:02-04:00","2024-04-29T15:55:02-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","169675","Maria Antonio: ERC claim filed email send to lead: 04/15/2024 (R0417)","2024-04-15T15:44:57-04:00","2024-04-15T15:44:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","169626","Shubham Maddheshiya added a comment: Form941x submited by Shubham Maddheshiya","2024-04-15T14:42:04-04:00","2024-04-15T14:42:04-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","169625","941X generated as Shubham Maddheshiya bypassed BR paid validation","2024-04-15T14:41:59-04:00","2024-04-15T14:41:59-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","169624","Shubham Maddheshiya added a comment: 941X Can't be generated as BR Invoice hasn't been billed to the client. Please send BR invoice as per the agreement","2024-04-15T14:41:54-04:00","2024-04-15T14:41:54-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","169310","ZD# 17309 Q-Review call complete. sent email for missing 2020/2021 Form 3508","2024-04-12T11:26:10-04:00","2024-04-12T11:26:10-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","169289","Q-Review call notes prepped.","2024-04-12T10:52:56-04:00","2024-04-12T10:52:56-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","169267","ERC Qualification Review Call - Unistar Builders Inc. Friday, April 12 11:00 AM – 11:20 AM ","2024-04-12T10:13:29-04:00","2024-04-12T10:13:29-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","168903","ZD#16104 Follow up with client regarding document pending.","2024-04-10T03:34:41-04:00","2024-04-10T03:34:41-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","168604","ZD#16104 Follow up with client regarding document pending.","2024-04-09T03:28:33-04:00","2024-04-09T03:28:33-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","168340","llajaira soto added a comment: Outbound - Call has been made from llajaira soto to Unistar Builders Inc. at 2024-04-05 03:22:09","2024-04-05T11:22:11-04:00","2024-04-05T11:22:11-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","168057","added a comment: ZD#16101 sent email to client to follow up with their inquiry regarding ERC document upload.","2024-04-03T12:15:12-04:00","2024-04-03T12:15:12-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","168041","Outbound - Call has been made from () - to Unistar Builders Inc. at 2024-04-03 03:52:02","2024-04-03T11:52:03-04:00","2024-04-03T11:52:03-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","167945","ZD#16104 Follow up with client regarding document pending.","2024-04-03T03:55:07-04:00","2024-04-03T03:55:07-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","167720","Occams Finance added a comment: Occams Finance: Invoice 5708 has been sent to clients email. Client will need to initiate payment on their end, by clicking “View your Invoice” button. Please follow up with client","2024-04-01T14:06:56-04:00","2024-04-01T14:06:56-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","167718","Timothy J Starling added a comment: ERC Agreement Signed by Unistar Builders","2024-04-01T14:06:32-04:00","2024-04-01T14:06:32-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","167594","added a comment: Collecting Documents. Will get started with claim on Monday April 1st. Agreement sent.","2024-03-29T15:23:37-04:00","2024-03-29T15:23:37-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","167575","Jesse Westfall added a comment: Jesse Westfall has sent the ERC Agreement for Signing to Unistar Builders with (1)send_agreement_type=standard (2)sales_agent_email=varun.kumar@occamsadvisory.com","2024-03-29T14:44:08-04:00","2024-03-29T14:44:08-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","167543","added a comment: I have re-engaged and closed the lead. They want to move forward and file claim.","2024-03-29T12:31:27-04:00","2024-03-29T12:31:27-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","156271","Varun Kumar added a comment: Varun Kumar has re-assigned the lead to Varun Kumar","2024-01-25T08:26:37-05:00","2024-01-25T08:26:37-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","149800","PRITI MAKKAR added a comment: Jan10-Day17-Attempt3-1.27EST-Clinet not interested.","2024-01-10T13:30:54-05:00","2024-01-10T13:30:54-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","149798","PRITI MAKKAR added a comment: Outbound - Call has been made from PRITI MAKKAR to Unistar Builders at 2024-01-10 06:27:27","2024-01-10T13:27:29-05:00","2024-01-10T13:27:29-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("7540","149692","PRITI MAKKAR added a comment: Outbound - Call has been made from PRITI MAKKAR to Unistar Builders at 2024-01-10 03:23:25","2024-01-10T10:23:26-05:00","2024-01-10T10:23:26-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","172853","added a comment: Tax Now Sign Up follow up call-signup completed","2024-05-09T10:21:48-04:00","2024-05-09T10:21:48-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","172851","VINEET GOSWAMI added a comment: Outbound - Call has been made from VINEET GOSWAMI to CBA PEACHTREE LLC at 2024-05-09 02:03:51","2024-05-09T10:03:52-04:00","2024-05-09T10:03:52-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","172754","added a comment: Tax Now Sign Up follow up call -VM left","2024-05-08T13:23:30-04:00","2024-05-08T13:23:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","172753","VINEET GOSWAMI added a comment: Outbound - Call has been made from VINEET GOSWAMI to CBA PEACHTREE LLC at 2024-05-08 05:20:28","2024-05-08T13:20:29-04:00","2024-05-08T13:20:29-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","169631","Maria Antonio: ERC claim filed email send to lead: 04/15/2024 (R0417)","2024-04-15T14:49:49-04:00","2024-04-15T14:49:49-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","169589","Shubham Maddheshiya added a comment: Form941x submited by Shubham Maddheshiya","2024-04-15T13:43:18-04:00","2024-04-15T13:43:18-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","169588","Shubham Maddheshiya added a comment: 941x Generated as no BR applicable as per agreement","2024-04-15T13:43:12-04:00","2024-04-15T13:43:12-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","169450","ZD# 17353 Q-Review call complete. I sent an email for missing, 2021 941 Forms, 2020/2021 Form(s) 3508, SDGR ","2024-04-12T16:39:23-04:00","2024-04-12T16:39:23-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","169331","ERC Qualification Review Call - CBA Eagles Landing Friday, April 12 4:00 PM – 4:30 PM","2024-04-12T12:10:33-04:00","2024-04-12T12:10:33-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","169304","Q-Review call notes prepped.","2024-04-12T11:09:42-04:00","2024-04-12T11:09:42-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","169273","ERC Qualification Review Call - CBA Eagles Landing Friday, April 12 11:30 AM – 12:00 PM","2024-04-12T10:38:08-04:00","2024-04-12T10:38:08-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","169266","Left vm to set up review call","2024-04-12T10:10:07-04:00","2024-04-12T10:10:12-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","169234","Email for documents pending sent to client.","2024-04-12T04:33:09-04:00","2024-04-12T04:33:09-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","168905","Email for documents pending sent to client via Portal.","2024-04-10T03:57:33-04:00","2024-04-10T03:57:33-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","168471","Email for documents pending sent to client via Portal.","2024-04-08T05:17:16-04:00","2024-04-08T05:17:16-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","168280","Email for documents pending sent to client via Portal.","2024-04-05T03:13:51-04:00","2024-04-05T03:13:51-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","167949","Email for documents pending sent to client via Portal.","2024-04-03T04:42:50-04:00","2024-04-03T04:42:50-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","167645","Email for documents pending sent to client via Portal.","2024-04-01T04:42:12-04:00","2024-04-01T04:42:12-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","167171","Email for documents pending sent to client via Portal.","2024-03-27T04:20:54-04:00","2024-03-27T04:21:00-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","166600","Email for documents pending sent to client via Portal.","2024-03-22T04:16:02-04:00","2024-03-22T04:16:02-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","166117","Email for documents pending sent to client via Portal.","2024-03-20T03:30:44-04:00","2024-03-20T03:30:44-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","165675","Email for documents pending sent to client via Portal.","2024-03-18T03:30:15-04:00","2024-03-18T03:30:15-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","164973","Email for documents pending sent to client via Portal.","2024-03-13T03:24:51-04:00","2024-03-13T03:24:51-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","164410","Email for documents pending sent to client via Portal.","2024-03-11T03:31:37-04:00","2024-03-11T03:31:37-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","163948","Email for documents pending sent to client via Portal.","2024-03-08T02:27:57-05:00","2024-03-08T02:27:57-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","163145","Email for documents pending sent to client via Portal.","2024-03-06T02:23:27-05:00","2024-03-06T02:23:27-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","162761","Email for documents pending sent to client via Portal.","2024-03-04T02:38:46-05:00","2024-03-04T02:38:46-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","162578","Email for documents pending sent to client via Portal.","2024-03-01T03:30:07-05:00","2024-03-01T03:30:07-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","162004","Email for documents pending sent to client via Portal.","2024-02-28T02:30:55-05:00","2024-02-28T02:30:55-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","161997","Lvm regarding pending docs ","2024-02-27T16:51:39-05:00","2024-02-27T16:51:39-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","161648","Email for documents pending sent to client via Portal.","2024-02-26T02:34:23-05:00","2024-02-26T02:34:23-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","161170","Email for documents pending sent to client via Portal.","2024-02-21T02:39:47-05:00","2024-02-21T02:39:47-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","160998","Occams Finance added a comment: Occams Finance: Invoice 5324 has been sent to clients email. Client will need to initiate payment on their end, by clicking “View your Invoice” button. Please follow up with client","2024-02-20T05:38:28-05:00","2024-02-20T05:38:28-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","160997","Occams Finance added a comment: Occams Finance cancelled Invoice No.5323 Amounting $20.00 for IR Invoice on 02/20/2024","2024-02-20T05:34:47-05:00","2024-02-20T05:34:47-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","160951","Occams Finance added a comment: Occams Finance: Invoice 5323 has been sent to clients email. Client will need to initiate payment on their end, by clicking “View your Invoice” button. Please follow up with client","2024-02-19T12:14:26-05:00","2024-02-19T12:14:26-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","160950","Brian Dewing added a comment: ERC Agreement Signed by CBA Eagles Landing","2024-02-19T12:13:52-05:00","2024-02-19T12:13:52-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","159779","John Bruner added a comment: John Bruner has sent the ERC Agreement for Signing to CBA Eagles Landing with (1)send_agreement_type=cmb (2)sales_agent_email=john.bruner@occamsadvisory.com","2024-02-12T12:07:58-05:00","2024-02-12T12:07:58-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","159549","John Bruner added a comment: The lead has been assigned to John Bruner","2024-02-09T09:36:20-05:00","2024-02-09T09:36:20-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","159548","John Bruner added a comment: John Bruner Referred Lead on 2024-02-09 14:36:14","2024-02-09T09:36:17-05:00","2024-02-09T09:36:17-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","169632","John Bruner opened an email titled Lead Status Changed: CBA PEACHTREE LLC","2024-04-15T14:50:48-04:00","2024-04-15T14:50:48-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","169611","John Bruner opened an email titled Lead Status Changed: CBA PEACHTREE LLC","2024-04-15T14:15:05-04:00","2024-04-15T14:15:05-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","169595","John Bruner opened an email titled Lead Status Changed: CBA PEACHTREE LLC","2024-04-15T13:48:48-04:00","2024-04-15T13:48:48-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","169584","John Bruner opened an email titled Lead Status Changed: CBA Eagles Landing","2024-04-15T13:17:43-04:00","2024-04-15T13:17:43-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","169570","John Bruner opened an email titled Lead Status Changed: CBA Eagles Landing","2024-04-15T12:44:56-04:00","2024-04-15T12:44:56-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","169568","John Bruner opened an email titled Lead Status Changed: CBA Eagles Landing","2024-04-15T12:43:55-04:00","2024-04-15T12:43:55-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","169456","John Bruner opened an email titled Lead Status Changed: CBA Eagles Landing","2024-04-12T16:52:54-04:00","2024-04-12T16:52:54-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","169326","John Bruner opened an email titled Lead Status Changed: CBA Eagles Landing","2024-04-12T11:57:54-04:00","2024-04-12T11:57:54-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","160959","John Bruner opened an email titled Lead Status Changed: CBA Eagles Landing","2024-02-19T12:45:22-05:00","2024-02-19T12:45:22-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","160958","John Bruner opened an email titled Lead Status Changed: CBA Eagles Landing","2024-02-19T12:45:20-05:00","2024-02-19T12:45:20-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8220","159555","AutoX NA opened an email titled Incoming API Lead","2024-02-09T12:09:17-05:00","2024-02-09T12:09:17-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","173131","941-X Forms filed to IRS 5/8/2024 (R0510)","2024-05-13T09:42:52-04:00","2024-05-13T09:42:52-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","172683","Shubham Maddheshiya added a comment: Form941x submited by Shubham Maddheshiya","2024-05-08T10:21:47-04:00","2024-05-08T10:21:47-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","172682","Shubham Maddheshiya added a comment: 941x Generated as no BR applicable as per agreement","2024-05-08T10:21:42-04:00","2024-05-08T10:21:42-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","172278","ZD# 18380 client has provided SDGR. No further docs needed. Please end the declaration form.","2024-05-03T13:31:35-04:00","2024-05-03T13:31:35-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","171950","ZD# 18380 I sent a reminder email for the missing SDGR.","2024-05-02T09:14:14-04:00","2024-05-02T09:14:14-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","171093","ZD# 18380 I sent a reminder email for the missing SDGR.","2024-04-25T09:46:10-04:00","2024-04-25T09:46:10-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","170783","ZD# 18380 Q-Review call complete. Sent email for missing SDGR. ","2024-04-23T11:20:04-04:00","2024-04-23T11:20:04-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","170743","Q-Review call notes prepped ","2024-04-23T09:54:28-04:00","2024-04-23T09:54:28-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","170739","Q-Review call scheduled for, Today, Tuesday, April 23, 2024 at 10:00 AM CST. Maria will take this call as Alejandro has requested a Spanish speaker. ","2024-04-23T09:46:57-04:00","2024-04-23T09:46:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","170738","Alejandro Marquez added a comment: Alejandro Marquez Canceled Owners Information for the Canos Mechanic LLC","2024-04-23T09:42:26-04:00","2024-04-23T09:42:26-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","170736","shannon.adkins added a comment: Outbound - Call has been made from shannon.adkins to Canos Mechanic LLC at 2024-04-23 01:34:16","2024-04-23T09:34:17-04:00","2024-04-23T09:34:17-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","170735","shannon.adkins added a comment: Outbound - Call has been made from shannon.adkins to Canos Mechanic LLC at 2024-04-23 01:33:57","2024-04-23T09:33:59-04:00","2024-04-23T09:33:59-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","170590","llajaira soto added a comment: Outbound - Call has been made from llajaira soto to Canos Mechanic LLC at 2024-04-22 04:42:52","2024-04-22T12:42:53-04:00","2024-04-22T12:42:53-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","170583","added a comment: ZD#18153 Client sent email he wants to continue with ERC however unable to upload his docs. Escalated issue to Support team they are working on the clients profile so that they can upload their documents.","2024-04-22T12:28:17-04:00","2024-04-22T12:28:17-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","170582","llajaira soto added a comment: Outbound - Call has been made from llajaira soto to Canos Mechanic LLC at 2024-04-22 04:18:09","2024-04-22T12:18:11-04:00","2024-04-22T12:18:11-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","169653","ZD#17577 Notice breach of contract documents non cooperation has been sent to client. If clients does not share docs by 04/25/2024 agreement will be terminated and account will be cancelled.","2024-04-15T15:19:05-04:00","2024-04-15T15:19:05-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","169492","Email for documents pending sent to client via Portal.","2024-04-15T04:09:32-04:00","2024-04-15T04:09:32-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","169464","Peter Branganza placed a call to (512) 740-2502. Call Duration was 00:00:00. Call Outcome was No answer.","2024-04-12T18:34:15-04:00","2024-04-12T18:34:22-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","169360","Peter Branganza placed a call to (512) 740-2502. Call Duration was 00:00:00. Call Outcome was Left live message.","2024-04-12T13:35:52-04:00","2024-04-12T13:36:17-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","169235","Email for documents pending sent to client via Portal.","2024-04-12T04:41:45-04:00","2024-04-12T04:41:45-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","168904","Email for documents pending sent to client via Portal.","2024-04-10T03:54:11-04:00","2024-04-10T03:54:11-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","168470","Email for documents pending sent to client via Portal.","2024-04-08T05:13:29-04:00","2024-04-08T05:13:29-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","168279","Email for documents pending sent to client via Portal.","2024-04-05T03:11:50-04:00","2024-04-05T03:11:50-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","167947","Email for documents pending sent to client via Portal.","2024-04-03T04:36:34-04:00","2024-04-03T04:36:34-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","167644","Email for documents pending sent to client via Portal.","2024-04-01T04:37:40-04:00","2024-04-01T04:37:40-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","167339","Email for documents pending sent to client via Portal.","2024-03-28T04:27:00-04:00","2024-03-28T04:27:00-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","167015","Email for documents pending sent to client via Portal.","2024-03-26T05:06:14-04:00","2024-03-26T05:06:19-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","166599","Email for documents pending sent to client via Portal.","2024-03-22T04:13:49-04:00","2024-03-22T04:13:49-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","166116","Email for documents pending sent to client via Portal.","2024-03-20T03:24:48-04:00","2024-03-20T03:24:48-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","165673","Email for documents pending sent to client via Portal.","2024-03-18T03:27:27-04:00","2024-03-18T03:27:27-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","164971","Email for documents pending sent to client via Portal.","2024-03-13T03:22:23-04:00","2024-03-13T03:22:23-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","164408","Email for documents pending sent to client via Portal.","2024-03-11T03:27:38-04:00","2024-03-11T03:27:38-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","164138","Occams Finance added a comment: Occams Finance: Invoice 5592 has been sent to clients email. Client will need to initiate payment on their end, by clicking “View your Invoice” button. Please follow up with client","2024-03-08T12:50:26-05:00","2024-03-08T12:50:26-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","164137","Alejandro Marquez added a comment: ERC Agreement Signed by Canos Mechanic LLC","2024-03-08T12:50:02-05:00","2024-03-08T12:50:02-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","163293","Ana Vences added a comment: Ana Vences has sent the ERC Agreement for Signing to Canos Mechanic LLC with (1)send_agreement_type=cmb (2)sales_agent_email=vardhman.shah@occamsadvisory.com","2024-03-06T13:10:19-05:00","2024-03-06T13:10:19-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","161501","Vardhman Shah added a comment: Vardhman Shah has assigned sales support Vardhman Shah from the lead","2024-02-22T16:48:22-05:00","2024-02-22T16:48:22-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","160994","The lead has been assigned to Vardhman Shah","2024-02-19T17:58:41-05:00","2024-02-19T17:58:41-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","160993","Ana Vences added a comment: Lead Details Rep ID: A6044 Rep Full Name: Ana Vences Rep Email: avences@experiorfinancialgroup.com Business Legal Name: Canos Mechanic LLC Approximate Number of Employess for 2020-2021: 19 Name: Alejandro Marquez Phone: 512-740-2502 Email: canosmechanic2009@gmail.com Would you like an ERC Specialist to contact you for discussion: Yes, please contact as soon as possible Rep Phone Number: (512) 647-9800","2024-02-19T17:58:39-05:00","2024-02-19T17:58:39-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","160992","Ana Vences added a comment: Created Lead on 2024-02-19 22:58:33","2024-02-19T17:58:37-05:00","2024-02-19T17:58:37-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","172793","Vardhman Shah opened an email titled Lead Status Changed: Canos Mechanic LLC","2024-05-08T14:21:30-04:00","2024-05-08T14:21:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","172792","Vardhman Shah opened an email titled Lead Status Changed: Canos Mechanic LLC","2024-05-08T14:21:30-04:00","2024-05-08T14:21:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","172791","Vardhman Shah opened an email titled Lead Status Changed: Canos Mechanic LLC","2024-05-08T14:21:30-04:00","2024-05-08T14:21:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","172756","Vardhman Shah opened an email titled Lead Status Changed: Canos Mechanic LLC","2024-05-08T13:29:17-04:00","2024-05-08T13:29:17-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","172629","AutoX NA opened an email titled Lead Status Changed: Canos Mechanic LLC","2024-05-07T17:05:09-04:00","2024-05-07T17:05:09-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","172524","Vardhman Shah opened an email titled Lead Status Changed: Canos Mechanic LLC","2024-05-07T11:59:17-04:00","2024-05-07T11:59:17-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","172307","Vardhman Shah opened an email titled Lead Status Changed: Canos Mechanic LLC","2024-05-03T18:46:02-04:00","2024-05-03T18:46:02-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","170844","Vardhman Shah opened an email titled Lead Status Changed: Canos Mechanic LLC","2024-04-23T13:47:04-04:00","2024-04-23T13:47:04-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","170839","Vardhman Shah opened an email titled Lead Status Changed: Canos Mechanic LLC","2024-04-23T13:40:14-04:00","2024-04-23T13:40:14-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","170838","Vardhman Shah opened an email titled Lead Status Changed: Canos Mechanic LLC","2024-04-23T13:40:14-04:00","2024-04-23T13:40:14-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","170837","Vardhman Shah opened an email titled Lead Status Changed: Canos Mechanic LLC","2024-04-23T13:39:19-04:00","2024-04-23T13:39:19-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","170584","Vardhman Shah opened an email titled Lead Status Changed: Canos Mechanic LLC","2024-04-22T12:28:40-04:00","2024-04-22T12:28:40-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","169709","Vardhman Shah opened an email titled Lead Status Changed: Canos Mechanic LLC","2024-04-15T19:42:34-04:00","2024-04-15T19:42:34-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","164185","Vardhman Shah opened an email titled Lead Status Changed: Canos Mechanic LLC","2024-03-08T14:10:09-05:00","2024-03-08T14:10:09-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","164184","Vardhman Shah opened an email titled Lead Status Changed: Canos Mechanic LLC","2024-03-08T14:10:01-05:00","2024-03-08T14:10:01-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","163324","Vardhman Shah opened an email titled Lead Status Changed: Canos Mechanic LLC","2024-03-06T13:41:12-05:00","2024-03-06T13:41:12-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8322","161383","AutoX NA opened an email titled Incoming API Lead","2024-02-22T09:10:41-05:00","2024-02-22T09:10:41-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","178374","Ankit Shukla added a comment: Tax Now Sign Up follow up call : Left VM","2024-06-20T15:51:26-04:00","2024-06-20T15:51:26-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","178372","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-06-20 07:48:37","2024-06-20T15:48:39-04:00","2024-06-20T15:48:39-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","178220","Ankit Shukla added a comment: Tax Now Sign Up follow up call : Left VM","2024-06-18T16:07:05-04:00","2024-06-18T16:07:05-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","178219","Ankit Shukla added a comment: Varun Sir RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-06-18T16:04:42-04:00","2024-06-18T16:04:42-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","178218","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-06-18 08:01:28","2024-06-18T16:01:30-04:00","2024-06-18T16:01:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","177976","Ankit Shukla added a comment: Tax Now Sign Up follow up call : Left VM","2024-06-17T11:15:10-04:00","2024-06-17T11:15:10-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","177975","Ankit Shukla added a comment: Varun Sir RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-06-17T11:14:51-04:00","2024-06-17T11:14:51-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","177974","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-06-17 03:11:35","2024-06-17T11:11:36-04:00","2024-06-17T11:11:36-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","176632","Ankit Shukla added a comment: Tax Now Sign Up follow up call attempt 2 : Left VM","2024-06-06T16:53:48-04:00","2024-06-06T16:53:48-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","176631","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-06-06 08:53:11","2024-06-06T16:53:12-04:00","2024-06-06T16:53:12-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","176551","Ankit Shukla added a comment: Tax Now Sign Up follow up call attempt 1 : Left VM","2024-06-06T14:18:05-04:00","2024-06-06T14:18:05-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","176547","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-06-06 06:13:09","2024-06-06T14:13:10-04:00","2024-06-06T14:13:10-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","175914","Ankit Shukla added a comment: Tax Now Sign Up follow up call -Spoke to Owner/Authorized Signatory-Need Call Back Later","2024-06-03T09:56:32-04:00","2024-06-03T09:56:32-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","175912","Ankit Shukla added a comment: Sumit RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-06-03T09:56:00-04:00","2024-06-03T09:56:00-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","175911","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-06-03 01:54:56","2024-06-03T09:54:57-04:00","2024-06-03T09:54:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","175711","Ankit Shukla added a comment: Tax Now Sign Up follow up call -Left VM","2024-05-31T11:10:03-04:00","2024-05-31T11:10:03-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","175710","Ankit Shukla added a comment: Sumit RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-05-31T11:09:27-04:00","2024-05-31T11:09:27-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","175704","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-05-31 03:02:35","2024-05-31T11:02:36-04:00","2024-05-31T11:02:36-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","175428","Ankit Shukla added a comment: Tax Now Sign Up follow up call -Left VM & Dropped Text Message via RC Tax Now Sign Up follow up call","2024-05-30T09:46:06-04:00","2024-05-30T09:46:06-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","175427","Ankit Shukla added a comment: Sumit RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-05-30T09:45:40-04:00","2024-05-30T09:45:40-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","175426","Outbound - Call has been made from () - to Innovation Brewing LLC at 2024-05-30 01:45:12","2024-05-30T09:45:13-04:00","2024-05-30T09:45:13-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","175422","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-05-30 01:42:15","2024-05-30T09:42:16-04:00","2024-05-30T09:42:16-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","175259","Ankit Shukla added a comment: Tax Now Sign Up follow up call -Left VM","2024-05-29T11:33:06-04:00","2024-05-29T11:33:06-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","175258","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-05-29 03:30:22","2024-05-29T11:30:24-04:00","2024-05-29T11:30:24-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","175016","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-05-28 01:41:28","2024-05-28T09:41:35-04:00","2024-05-28T09:41:35-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","174793","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-05-24 01:57:42","2024-05-24T09:57:44-04:00","2024-05-24T09:57:44-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","174620","added a comment: Tax Now Sign Up follow up call- Spoke to Owner/Authorized Signatory-Need Call Back","2024-05-23T13:33:38-04:00","2024-05-23T13:33:38-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","174618","VINEET added a comment: Outbound - Call has been made from VINEET to Innovation Brewing LLC at 2024-05-23 05:26:43","2024-05-23T13:26:45-04:00","2024-05-23T13:26:45-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","174413","added a comment: Tax Now Sign Up follow up call -Left VM","2024-05-22T12:02:44-04:00","2024-05-22T12:02:44-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","174411","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-05-22 04:02:07","2024-05-22T12:02:09-04:00","2024-05-22T12:02:09-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","174232","added a comment: Tax Now Sign Up follow up call -Left VM","2024-05-21T11:22:25-04:00","2024-05-21T11:22:25-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","174228","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-05-21 03:17:37","2024-05-21T11:17:39-04:00","2024-05-21T11:17:39-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","174109","added a comment: Tax Now Sign Up follow up call -Left VM","2024-05-20T13:06:12-04:00","2024-05-20T13:06:12-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","174108","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-05-20 05:04:14","2024-05-20T13:04:15-04:00","2024-05-20T13:04:15-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","173969","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-05-17 05:47:47","2024-05-17T13:47:49-04:00","2024-05-17T13:47:49-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","173589","added a comment: Tax Now Sign Up follow up call -Left VM","2024-05-15T14:11:08-04:00","2024-05-15T14:11:08-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","173586","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-05-15 06:08:55","2024-05-15T14:08:56-04:00","2024-05-15T14:08:56-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","173328","added a comment: Tax Now Sign Up follow up call -Left VM","2024-05-14T10:19:49-04:00","2024-05-14T10:19:49-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","173324","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-05-14 02:13:37","2024-05-14T10:13:39-04:00","2024-05-14T10:13:39-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","173169","added a comment: Tax Now Sign Up follow up call -Left VM","2024-05-13T10:31:33-04:00","2024-05-13T10:31:33-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","173168","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-05-13 02:30:51","2024-05-13T10:30:53-04:00","2024-05-13T10:30:53-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","172925","added a comment: Tax Now Sign Up follow up call -Left VM","2024-05-09T11:59:07-04:00","2024-05-09T11:59:07-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","172680","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Innovation Brewing LLC at 2024-05-08 02:13:07","2024-05-08T10:13:08-04:00","2024-05-08T10:13:08-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","169457","shannon.adkins: ERC claim filed email send to lead: 04/12/2024 (R0414)","2024-04-12T16:55:57-04:00","2024-04-12T16:55:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","169285","Shubham Maddheshiya added a comment: Form941x submited by Shubham Maddheshiya","2024-04-12T10:47:53-04:00","2024-04-12T10:47:53-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","169284","Shubham Maddheshiya added a comment: 941x Generated as no BR applicable as per agreement","2024-04-12T10:47:48-04:00","2024-04-12T10:47:48-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","168175","ZD# 16277 Client has provided 2020 Form 3508. No further docs needed. Please send the declaration form. ","2024-04-04T09:18:39-04:00","2024-04-04T09:18:39-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","168123","ZD# 16277 Q-Review call complete. Sent email for 2020 Form 3508","2024-04-03T17:13:13-04:00","2024-04-03T17:13:13-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","168049","ZD# 16204 Client has confirmed date and time below for Qualification Review call. Date: Today, Wednesday, April 3rd, 2024 Time: 4:30 PM EST","2024-04-03T12:02:12-04:00","2024-04-03T12:02:12-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","168042","Called to schedule. No answer. Hi Leonard! Please contact Chip and con firm Q-Review call: Date: Today, Wednesday, April 3rd, 2024 Time: 4:30 PM EST","2024-04-03T11:54:05-04:00","2024-04-03T11:54:05-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","168004","ZD# 16204 I called and left a voicemail and sent email to schedule Q-Review call. Proposed date and time for Q-Review call: Date: Today, Wednesday, April 3rd, 2024 Time: 4:30 PM EST ","2024-04-03T10:38:25-04:00","2024-04-03T10:38:25-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","167985","Q-Review call notes prepped. ","2024-04-03T10:01:54-04:00","2024-04-03T10:01:54-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","167643","Email for documents pending sent to client via Portal.","2024-04-01T04:35:14-04:00","2024-04-01T04:35:14-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","167337","Email for documents pending sent to client via Portal.","2024-03-28T04:22:39-04:00","2024-03-28T04:22:39-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","167010","Occams Finance added a comment: Occams Finance: Invoice 5693 has been sent to clients email. Client will need to initiate payment on their end, by clicking “View your Invoice” button. Please follow up with client","2024-03-25T22:13:35-04:00","2024-03-25T22:13:35-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","167009","Charles Owen added a comment: ERC Agreement Signed by Innovation Brewing LLC","2024-03-25T22:13:11-04:00","2024-03-25T22:13:11-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","166776","RMJ Small Biz added a comment: RMJ Small Biz has sent the ERC Agreement for Signing to Innovation Brewing LLC with (1)send_agreement_type=cmb (2)sales_agent_email=leonard.el@occamsadvisory.com","2024-03-22T15:34:54-04:00","2024-03-22T15:34:54-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","165846","RMJ Small Biz added a comment: RMJ Small Biz has sent the ERC Agreement for Signing to Innovation Brewing LLC with (1)send_agreement_type=cmb (2)sales_agent_email=leonard.el@occamsadvisory.com","2024-03-18T17:00:11-04:00","2024-03-18T17:00:11-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","165299","Leonard El added a comment: Leonard El has sent the ERC Agreement for Signing to Innovation Brewing LLC with (1)send_agreement_type=cmb (2)sales_agent_email=leonard.el@occamsadvisory.com","2024-03-14T12:40:21-04:00","2024-03-14T12:40:21-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","165232","added a comment: Sent an email to advise on the upcoming deadline.","2024-03-14T09:56:51-04:00","2024-03-14T09:56:51-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","165222","VB added a comment: Envelope Lapsed.","2024-03-14T06:38:05-04:00","2024-03-14T06:38:05-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","164475","added a comment: Answered client\'s questions/concerns via email. 1 more call may be needed and this is pending.","2024-03-11T11:40:55-04:00","2024-03-11T11:40:55-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","163626","added a comment: Sent him a follow-up email to see if he has any questions before commencement.","2024-03-07T10:11:08-05:00","2024-03-07T10:11:08-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","163441","added a comment: Agreement sent earlier today will follow up tomorrow.","2024-03-06T18:55:12-05:00","2024-03-06T18:55:12-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","163246","Leonard El added a comment: Leonard El has sent the ERC Agreement for Signing to Innovation Brewing LLC with (1)send_agreement_type=cmb (2)sales_agent_email=leonard.el@occamsadvisory.com","2024-03-06T11:28:56-05:00","2024-03-06T11:28:56-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","162998","PPP both tranches ERC not sure if he filed with Brightpoint or elsewhere 22 -30 employees Requested 941X He does have an accountant involved. ","2024-03-05T10:31:11-05:00","2024-03-05T10:31:11-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","162991","In NC Born in Warren, PA Venice, FL lived ","2024-03-05T10:11:40-05:00","2024-03-05T10:11:40-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","162806","Added Mike Brinton* as well as per John B's request. ","2024-03-04T12:22:23-05:00","2024-03-04T12:22:23-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","162711","Will sit tight to early next week as the rep is also engaged and trying to set up a conf call. ","2024-03-01T15:36:27-05:00","2024-03-01T15:36:27-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","162110","The rep responded and is assisting with setting up a conf call. ","2024-02-28T09:04:00-05:00","2024-02-28T09:04:00-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","161683","Sent an email to the rep as well, to see if he wanted to assist with setting up a cc. ","2024-02-26T10:47:25-05:00","2024-02-26T10:47:25-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","161661","Received lead sent email. Will call as well if no response by this afternoon. ","2024-02-26T09:09:12-05:00","2024-02-26T09:09:12-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","161658","The lead has been assigned to Leonard El","2024-02-26T08:27:52-05:00","2024-02-26T08:27:52-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","161657","Jake Robinson added a comment: Lead Details Rep ID: 2642082 Rep Full Name: Jake Robinson Rep Email: jakerobinsonrvp@gmail.com Business Legal Name: Innovation Brewing LLC Approximate Number of Employess for 2020-2021: 22 Name: Charles Owen Phone: 828-989-6204 Email: chip@innovationbrewing.com Would you like an ERC Specialist to contact you for discussion: Yes, please contact as soon as possible Rep Phone Number: (615) 796-9958","2024-02-26T08:27:50-05:00","2024-02-26T08:27:50-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8342","161656","Jake Robinson added a comment: Created Lead on 2024-02-26 13:27:45","2024-02-26T08:27:49-05:00","2024-02-26T08:27:49-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","175460","Ankit Shukla added a comment: Sumit RC ID used for dialing, approval granted by Llajaira, in-order to increase connectivity on existing TaxNow follow-up data base","2024-05-30T11:17:49-04:00","2024-05-30T11:17:49-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","175458","Ankit Shukla added a comment: Tax Now Sign Up follow up call - Spoke to Gatekeeper-Call Back Later","2024-05-30T11:17:29-04:00","2024-05-30T11:17:29-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","175454","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Bell Law Settlement Services LLC at 2024-05-30 03:15:08","2024-05-30T11:15:09-04:00","2024-05-30T11:15:09-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","175031","added a comment: Tax Now Sign Up follow up call -Left VM","2024-05-28T10:04:49-04:00","2024-05-28T10:04:49-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","175028","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Bell Law Settlement Services LLC at 2024-05-28 02:03:03","2024-05-28T10:03:04-04:00","2024-05-28T10:03:04-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","174624","added a comment: Tax Now Sign Up follow up call -Left VM","2024-05-23T13:54:49-04:00","2024-05-23T13:54:49-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","174622","VINEET added a comment: Outbound - Call has been made from VINEET to Bell Law Settlement Services LLC at 2024-05-23 05:44:10","2024-05-23T13:48:26-04:00","2024-05-23T13:48:26-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","173591","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Bell Law Settlement Services LLC at 2024-05-15 06:16:14","2024-05-15T14:16:17-04:00","2024-05-15T14:16:17-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","173173","added a comment: Tax Now Sign Up follow up call -Left VM","2024-05-13T10:34:50-04:00","2024-05-13T10:34:50-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","173170","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Bell Law Settlement Services LLC at 2024-05-13 02:32:55","2024-05-13T10:32:57-04:00","2024-05-13T10:32:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","172933","added a comment: Tax Now Sign Up follow up call- Spoke to Gatekeeper-Call Back Later","2024-05-09T12:12:02-04:00","2024-05-09T12:12:02-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","172930","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Bell Law Settlement Services LLC at 2024-05-09 04:07:04","2024-05-09T12:07:05-04:00","2024-05-09T12:07:05-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","172772","added a comment: Tax Now Sign Up follow up call- Spoke to Gatekeeper-Call Back Later","2024-05-08T13:51:30-04:00","2024-05-08T13:51:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","172768","Ankit Shukla added a comment: Outbound - Call has been made from Ankit Shukla to Bell Law Settlement Services LLC at 2024-05-08 05:47:43","2024-05-08T13:47:44-04:00","2024-05-08T13:47:44-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","169634","Maria Antonio: ERC claim filed email send to lead: 04/15/2024 (R0417)","2024-04-15T14:52:37-04:00","2024-04-15T14:52:37-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","169601","Shubham Maddheshiya added a comment: Form941x submited by Shubham Maddheshiya","2024-04-15T13:54:02-04:00","2024-04-15T13:54:02-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","169600","941X generated as Shubham Maddheshiya bypassed BR paid validation","2024-04-15T13:53:57-04:00","2024-04-15T13:53:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","169599","Shubham Maddheshiya added a comment: 941X Can't be generated as BR Invoice hasn't been billed to the client. Please send BR invoice as per the agreement","2024-04-15T13:53:50-04:00","2024-04-15T13:53:50-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","169350","ZD# 17327 Q-Review call complete. Sent email for missing. 2020-2021 SDGR, 2020 Form 3508.","2024-04-12T13:23:40-04:00","2024-04-12T13:23:40-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","169257","Q-Review call scheduled for today, Friday, April 12th, 2024 at 10:30 am est.","2024-04-12T09:55:06-04:00","2024-04-12T09:55:06-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","168479","Sumit Thakur added a comment: Sumit Thakur: Invoice 5728 has been sent to clients email. Client will need to initiate payment on their end, by clicking “View your Invoice” button. Please follow up with client","2024-04-08T09:49:14-04:00","2024-04-08T09:49:14-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","168469","ZD#16519 Follow up with client regarding document pending.","2024-04-08T05:02:56-04:00","2024-04-08T05:02:56-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","167937","John Bruner added a comment: John Bruner has re-assigned the lead to John Bruner","2024-04-02T17:16:37-04:00","2024-04-02T17:16:37-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","167272","Occams Finance added a comment: Welcome Email not sent due to following error : Invalid Field Value: Zip","2024-03-27T13:37:44-04:00","2024-03-27T13:37:44-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","167271","John Bell added a comment: ERC Agreement Signed by Bell Law Settlement Services LLC","2024-03-27T13:37:24-04:00","2024-03-27T13:37:24-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","167269","Mike Brinton added a comment: Mike Brinton has sent the ERC Agreement for Signing to Bell Law Settlement Services LLC with (1)send_agreement_type=cmb (2)sales_agent_email=","2024-03-27T13:31:26-04:00","2024-03-27T13:31:26-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","167268","Mike Brinton added a comment: Lead Details Rep ID: 2641966 Rep Full Name: Michael Brinton Rep Email: mike@roymatlockjr.com Business Legal Name: Bell Law Settlement Services LLC Approximate Number of Employess for 2020-2021: 10 Name: John Bell Phone: 615-840-7444 Email: john@bellsettlement.com Would you like an ERC Specialist to contact you for discussion: No, my rep will schedule a consultation for me Rep Phone Number: (615) 419-9949","2024-03-27T13:30:16-04:00","2024-03-27T13:30:16-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","167267","Mike Brinton added a comment: Created Lead on 2024-03-27 17:30:10","2024-03-27T13:30:13-04:00","2024-03-27T13:30:13-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","169640","John Bruner opened an email titled Lead Status Changed: Bell Law Settlement Services LLC","2024-04-15T14:57:15-04:00","2024-04-15T14:57:15-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","169607","John Bruner opened an email titled Lead Status Changed: Bell Law Settlement Services LLC","2024-04-15T14:00:45-04:00","2024-04-15T14:00:45-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","169578","John Bruner opened an email titled Lead Status Changed: Bell Law Settlement Services LLC","2024-04-15T13:04:45-04:00","2024-04-15T13:04:45-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","169577","John Bruner opened an email titled Lead Status Changed: Bell Law Settlement Services LLC","2024-04-15T13:04:43-04:00","2024-04-15T13:04:43-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","169569","John Bruner opened an email titled Lead Status Changed: Bell Law Settlement Services LLC","2024-04-15T12:43:55-04:00","2024-04-15T12:43:55-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","169567","John Bruner opened an email titled Lead Status Changed: Bell Law Settlement Services LLC","2024-04-15T12:40:59-04:00","2024-04-15T12:40:59-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","169349","John Bruner opened an email titled Lead Status Changed: Bell Law Settlement Services LLC","2024-04-12T13:18:56-04:00","2024-04-12T13:18:56-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","168782","John Bruner opened an email titled Lead Status Changed: Bell Law Settlement Services LLC","2024-04-09T10:18:34-04:00","2024-04-09T10:18:34-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8875","168660","AutoX NA opened an email titled Incoming API Lead","2024-04-09T03:50:17-04:00","2024-04-09T03:50:17-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8899","175445","Maria Antonio added a comment: I just had a conversation with Carmen. He mentioned that he\'s in the process of reevaluating their eligibility for 2021 with Jorns & Associates. Despite us telling him they didn\'t qualify. Carmen is seeking a second opinion.","2024-05-30T10:45:07-04:00","2024-05-30T10:45:07-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8899","170557","added a comment: Filed before the deadline.","2024-04-22T10:17:57-04:00","2024-04-22T10:17:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8899","169453","shannon.adkins: ERC claim filed email send to lead: 04/12/2024 (R0414)","2024-04-12T16:48:30-04:00","2024-04-12T16:48:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8899","169308","Shubham Maddheshiya added a comment: Form941x submited by Shubham Maddheshiya","2024-04-12T11:22:26-04:00","2024-04-12T11:22:26-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8899","169307","Shubham Maddheshiya added a comment: 941x Generated as no BR applicable as per agreement","2024-04-12T11:22:22-04:00","2024-04-12T11:22:22-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8899","169278","Shubham Maddheshiya added a comment: Form941x submited by Shubham Maddheshiya","2024-04-12T10:41:51-04:00","2024-04-12T10:41:51-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8899","169277","Shubham Maddheshiya added a comment: 941x Generated as no BR applicable as per agreement","2024-04-12T10:41:47-04:00","2024-04-12T10:41:47-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8899","168825","Client has provided 2019 FT EE","2024-04-09T13:34:04-04:00","2024-04-09T13:34:04-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8899","168404","ZD# 16527 Q-review call complete. Sent email for 2019 FT EE. Please send the declaration form. ","2024-04-05T15:05:07-04:00","2024-04-05T15:05:07-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8899","168343","Client has confirmed date and time below for Qualification Review call. Today at 1:00 PM EST ","2024-04-05T11:28:06-04:00","2024-04-05T11:28:06-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8899","167806","ZD#15910 Follow up with client regarding document pending.","2024-04-02T03:37:30-04:00","2024-04-02T03:37:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8899","167443","Leonard El added a comment: The lead has been assigned to Leonard El","2024-03-28T17:09:12-04:00","2024-03-28T17:09:12-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8899","167442","Leonard El added a comment: Leonard El Referred Lead on 2024-03-28 21:09:04","2024-03-28T17:09:07-04:00","2024-03-28T17:09:07-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("8899","168641","AutoX NA opened an email titled Incoming API Lead","2024-04-09T03:49:44-04:00","2024-04-09T03:49:44-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9029","178417","Occams Finance added a comment: Occams Finance: Invoice 6010 has been sent to clients email. Client will need to initiate payment on their end, by clicking “View your Invoice” button. Please follow up with client","2024-06-21T10:26:44-04:00","2024-06-21T10:26:44-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9029","178402","Master ops added a comment: An update was made by Master ops","2024-06-21T05:50:36-04:00","2024-06-21T05:50:36-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9029","178393","Sunny added a comment: ERC Agreement Signed by Hello Manish","2024-06-20T23:46:18-04:00","2024-06-20T23:46:18-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9029","178390","Sunny added a comment: ERC Agreement Signed by Hello Manish","2024-06-20T18:26:11-04:00","2024-06-20T18:26:11-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9029","178365","Sunny added a comment: ERC Agreement Signed by Hello Manish","2024-06-20T15:46:09-04:00","2024-06-20T15:46:09-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9029","178354","Sunny added a comment: ERC Agreement Signed by Hello Manish","2024-06-20T14:25:59-04:00","2024-06-20T14:25:59-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9029","178352","Master ops added a comment: An update was made by Master ops","2024-06-20T14:11:02-04:00","2024-06-20T14:11:02-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9029","178350","Sunny added a comment: ERC Agreement Signed by Hello Manish","2024-06-20T13:45:51-04:00","2024-06-20T13:45:51-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9029","178346","Sunny added a comment: ERC Agreement Signed by Hello Manish","2024-06-20T13:25:47-04:00","2024-06-20T13:25:47-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9029","178343","Sunny added a comment: ERC Agreement Signed by Hello Manish","2024-06-20T13:15:45-04:00","2024-06-20T13:15:45-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9029","178341","Occams Finance added a comment: Occams Finance: Invoice 6009 has been sent to clients email. Client will need to initiate payment on their end, by clicking “View your Invoice” button. Please follow up with client","2024-06-20T13:09:21-04:00","2024-06-20T13:09:21-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9029","178340","Sunny added a comment: ERC Agreement Signed by Hello Manish","2024-06-20T13:08:57-04:00","2024-06-20T13:08:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9029","178337","Fees type not available so welcome email not sent. Please update fee type and Create a Lead Account and send welcome email.","2024-06-20T13:03:51-04:00","2024-06-20T13:03:51-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9029","178336","ERC Agreement Signed by","2024-06-20T13:03:37-04:00","2024-06-20T13:03:37-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9029","172642","Master Sales added a comment: Master Sales has unassigned Tristan Miller from the lead","2024-05-08T05:32:57-04:00","2024-05-08T05:32:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9029","170137","The lead has been assigned to","2024-04-18T06:28:13-04:00","2024-04-18T06:28:13-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9029","170136","Master ops added a comment: Master ops Created Lead on 2024-04-18 10:28:06 2","2024-04-18T06:28:08-04:00","2024-04-18T06:28:08-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9124","176331","Maria Antonio: ERC claim filed email send to lead: 06/05/2024 (R0607)","2024-06-05T14:32:20-04:00","2024-06-05T14:32:20-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9124","175386","Priyanka Bathwal added a comment: Priyanka Bathwal: Invoice 5895 has been sent to clients email. Client will need to initiate payment on their end, by clicking “View your Invoice” button. Please follow up with client","2024-05-29T16:42:09-04:00","2024-05-29T16:42:09-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9124","175385","shannon.adkins: ERC Claim Filed: 05/29/2024 (R0527)","2024-05-29T16:40:08-04:00","2024-05-29T16:40:08-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9124","175078","added a comment: I just spoke with Mike and let him know we resend the 941-X forms for signing as the address has been corrected. He stated that he will review and sign.","2024-05-28T13:05:41-04:00","2024-05-28T13:05:41-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9124","175077","shannon.adkins added a comment: Outbound - Call has been made from shannon.adkins to MapI Ltd at 2024-05-28 05:03:09","2024-05-28T13:03:10-04:00","2024-05-28T13:03:10-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9124","175052","Shubham Maddheshiya added a comment: Form941x submited by Shubham Maddheshiya","2024-05-28T11:18:10-04:00","2024-05-28T11:18:10-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9124","175051","Shubham Maddheshiya added a comment: 941x Generated as no BR applicable as per agreement","2024-05-28T11:18:06-04:00","2024-05-28T11:18:06-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9124","174712","Shubham Maddheshiya added a comment: Form941x submited by Shubham Maddheshiya","2024-05-23T16:37:30-04:00","2024-05-23T16:37:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9124","174711","Shubham Maddheshiya added a comment: 941x Generated as no BR applicable as per agreement","2024-05-23T16:37:25-04:00","2024-05-23T16:37:25-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9124","174250","lvm and sent email regarding SDGR","2024-05-21T12:35:33-04:00","2024-05-21T12:35:33-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9124","173977","added a comment: Client won\'t have SDGR until tomorrow latest by Monday","2024-05-17T14:49:59-04:00","2024-05-17T14:49:59-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9124","173657","Anupam Satyasheel added a comment: Anupam Satyasheel Referred Lead on 2024-05-16 10:28:47","2024-05-16T06:28:50-04:00","2024-05-16T06:28:50-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9234","178414","Master ops added a comment: An update was made by Master ops","2024-06-21T09:33:00-04:00","2024-06-21T09:33:00-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9234","178413","Master ops added a comment: An update was made by Master ops","2024-06-21T09:27:01-04:00","2024-06-21T09:27:01-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9234","178411","Master ops added a comment: An update was made by Master ops","2024-06-21T08:07:39-04:00","2024-06-21T08:07:39-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9234","178395","Fees type not available so welcome email not sent. Please update fee type and Create a Lead Account and send welcome email.","2024-06-21T00:14:51-04:00","2024-06-21T00:14:51-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9234","178394","ERC Agreement Signed by","2024-06-21T00:14:39-04:00","2024-06-21T00:14:39-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9234","178211","VB added a comment: An update was made by VB","2024-06-18T15:25:31-04:00","2024-06-18T15:25:31-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9234","178177","Occams Finance added a comment: Occams Finance: Invoice 6008 has been sent to clients email. Client will need to initiate payment on their end, by clicking “View your Invoice” button. Please follow up with client","2024-06-18T12:45:49-04:00","2024-06-18T12:45:49-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9234","178176","William A Catuzzi added a comment: ERC Agreement Signed by BENEFLEX, INC.","2024-06-18T12:45:20-04:00","2024-06-18T12:45:20-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9234","178089","Anupam Satyasheel added a comment: Anupam Satyasheel has sent the ERC Agreement for Signing to BENEFLEX, INC. dba CLARITY BENEFIT SOLUT with (1)send_agreement_type=standard (2)sales_agent_email=","2024-06-17T19:13:10-04:00","2024-06-17T19:13:10-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9234","178088","Anupam Satyasheel added a comment: An update was made by Anupam Satyasheel","2024-06-17T19:06:49-04:00","2024-06-17T19:06:49-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9234","178087","Anupam Satyasheel added a comment: The lead has been assigned to Anupam Satyasheel","2024-06-17T19:04:03-04:00","2024-06-17T19:04:03-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9234","178086","Anupam Satyasheel added a comment: Anupam Satyasheel Referred Lead on 2024-06-17 23:03:55","2024-06-17T19:03:58-04:00","2024-06-17T19:03:58-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9234","178399","Ramki Ramanarayanan opened an email titled Lead Status Changed: BENEFLEX, INC.","2024-06-21T00:35:16-04:00","2024-06-21T00:35:16-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9234","178194","Anupam Satyasheel opened an email titled Lead Status Changed: BENEFLEX, INC.","2024-06-18T13:38:06-04:00","2024-06-18T13:38:06-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9241","178392","Created Lead on 2024-06-21 01:11:00","2024-06-20T21:11:03-04:00","2024-06-20T21:11:03-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9242","178406","New lead data was received via POST API token 'https://equipay.co/application-form'. Existing lead was matched by catherine96walstonqqh@outlook.com to Email field.","2024-06-21T07:33:21-04:00","2024-06-21T07:33:21-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9242","178405","New lead data was received via POST API token 'https://equipay.co/application-form'. Existing lead was matched by catherine96walstonqqh@outlook.com to Email field.","2024-06-21T07:33:18-04:00","2024-06-21T07:33:18-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("9242","178404","New lead data was received via POST API token 'https://equipay.co/application-form'. Existing lead was matched by catherine96walstonqqh@outlook.com to Email field.","2024-06-21T07:33:01-04:00","2024-06-21T07:33:01-04:00")