INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","66601","Client has confirmed Q-Review email. No further docs needed. Please send the Declaration Form.","2023-06-07T11:36:29-04:00","2023-06-07T11:36:29-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","66327","1. He is sole owner 2. no other businesses 3. NO family on payroll 4. No PPP 5. new Address: 714 Jessamine Ave apt 304, St West Paul, MN 55117 6. has never filed for ERC","2023-06-06T13:38:07-04:00","2023-06-06T13:38:07-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","66324","ZD# 6413 Q-Review email sent. Hi Matthew, Please reach out to client and confirm and/or obtain the following: 1. Company Ownership – Francis Pook 100% 2.List of other Businesses with over 50% Ownership, Name of the Business Please specify % Owned – Owned since date (Include COI) 3. Name of Family Members on Payroll between Mar 13, 2020 - Sep 30, 2021, Name of Family member – Please list relationship to owner 4. 2020/2021 PPP Forgiveness Form 3508 if applicable 5. Address to be used for ERC Filing 3503 20TH AVE S MINNEAPOLIS, MN 55407 6. Have you previously filed ERC for any qualifying quarters (2020 Q2-Q4 or 2021 Q1-Q3): 7. Authorized Signor Information: Full Name: Francis Pook Corporate Title: Owner Phone Number: 612-601-5454","2023-06-06T13:26:32-04:00","2023-06-06T13:26:32-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","65451","uploaded payroll register. Missing tax returns, notified client.","2023-06-01T15:34:36-04:00","2023-06-01T15:34:36-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","65314","Francis sent me documentation but it was the 941's which I already have. I am reaching back out trying to get the tax returns and the payroll register.","2023-06-01T12:31:42-04:00","2023-06-01T12:31:42-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","65061","Emailed client missing docs needed. He is going to call his payroll company and get the tax returns and payroll register. Should have this completed in the next couple of days.","2023-05-31T16:19:44-04:00","2023-05-31T16:19:44-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","64906","I have texted Francis numerous times to try and get him on the phone. I have not heard back as of yet and we are only missing a couple of things.","2023-05-31T11:54:26-04:00","2023-05-31T11:54:26-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","64653","Texted client to call me","2023-05-30T14:26:06-04:00","2023-05-30T14:26:06-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","63428","emailed client again that we need to resolve the missing docs.","2023-05-23T12:06:26-04:00","2023-05-23T12:06:26-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","62429","I have emailed this client several times I have called this client several times I am not able to get this client on the phone to confirm if they want to send over the final docs. I just texted the client looking for a response. If I don't hear back we can cancel the file...","2023-05-18T13:52:04-04:00","2023-05-18T13:52:04-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","61042","emailed him to call me so we can figure this out.","2023-05-11T15:40:15-04:00","2023-05-11T15:40:15-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","59329","ZD#5937 AE states they feel they can get documents will take some time. He will continue to pursue docs from accountant.","2023-05-03T09:06:07-04:00","2023-05-03T09:06:07-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","59084","should this account be cancelled?","2023-05-02T11:54:19-04:00","2023-05-02T11:54:37-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","59076","I spoke with the accountant Victor he told me that I would need to contact Francis for the missing items. I have called Francis numerous times and his voicemail is not set up...","2023-05-02T11:41:45-04:00","2023-05-02T11:41:45-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","58512","called accountant numerous times but I am not able to reach him and he is not returning my calls. I left a message for accountant and client to call me..","2023-04-28T11:45:17-04:00","2023-04-28T11:45:17-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","57539","Missing: tax returns & payroll register & SDGR Accountant: Victor 651-307-4409 call for tax returns","2023-04-25T11:32:54-04:00","2023-04-25T11:32:54-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","56345","spoke with client told him what I need and he said he would text me his accountants number and I can get the docs from her. I have not received a text from him.","2023-04-19T13:04:11-04:00","2023-04-19T13:04:11-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","56075","Hi Matthew do we have any update from Francis ?","2023-04-18T13:54:29-04:00","2023-04-18T13:54:29-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","54919","called client- no answer will follow-up..","2023-04-12T12:22:44-04:00","2023-04-12T12:22:44-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","54904","Francis sent over his passwords for his payroll and it did not work. I will follow-up with him shortly and see if we can't get this resolved.","2023-04-12T11:09:23-04:00","2023-04-12T11:09:23-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","54727","Waiting on client to send over the username and password so that I can pull his payroll register.","2023-04-11T12:41:02-04:00","2023-04-11T12:41:02-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","54153","Client is missing the following docs: Quarterly Payroll Register, PPP Info?, 2019 and 2020 business tax returns and SDGR... Emailed client a list of docs needed and will follow-up with him...","2023-04-07T12:13:05-04:00","2023-04-07T12:16:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","54150","spoke with the client. I am going to have to assist in getting his payroll information complete and collecting the additional missing docs. I am sending him over everything that is missing and the client is onboard...","2023-04-07T11:55:02-04:00","2023-04-07T11:55:02-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","54139","Texted client can't get through on their phone. I will email client again to find out if they're still interested.","2023-04-07T10:55:30-04:00","2023-04-07T10:55:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","53052","We need the payroll register and this client is having trouble with it...","2023-03-31T14:05:53-04:00","2023-03-31T14:05:53-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","49721","Tracy files recently uploaded ( 4 days ago) do not correspond to the time frame needed. Client needs to provide: Payroll Registers for 2020 Q2 and 2021 Q2 in a quarterly format. Please have client provide by tomorrow. If not this account will have to be cancelled. After cancellation if client would like to move forward they will have to provide all required documents and sign a new agreement.","2023-03-13T14:16:40-04:00","2023-03-13T14:16:40-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","49164","Hi Tracy, We can't find any new file. Please upload.","2023-03-08T16:43:58-05:00","2023-03-08T16:43:58-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","47421","Any update from client regarding quarterly format payroll registers?","2023-02-23T11:36:08-05:00","2023-02-23T11:36:08-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","46493","Tracy any update from this client?","2023-02-16T08:14:08-05:00","2023-02-16T08:14:08-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","67130","Matthew Lazenby opened an email titled Lead Status Changed: Project Painting LLC","2023-06-08T16:01:45-04:00","2023-06-08T16:01:45-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","66997","Matthew Lazenby opened an email titled Lead Status Changed: Project Painting LLC","2023-06-08T11:19:34-04:00","2023-06-08T11:19:34-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","66611","Matthew Lazenby opened an email titled Lead Status Changed: Project Painting LLC","2023-06-07T11:53:41-04:00","2023-06-07T11:53:41-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","66328","Matthew Lazenby opened an email titled Lead Status Changed: Project Painting LLC","2023-06-06T13:38:20-04:00","2023-06-06T13:38:20-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","66235","Matthew Lazenby opened an email titled Lead Status Changed: Project Painting LLC","2023-06-06T10:49:11-04:00","2023-06-06T10:49:11-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","61040","Hi, any updated regarding the pending docs?","2023-05-11T15:37:38-04:00","2023-05-11T15:37:38-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","59074","Lou, please try and reach out to these people.","2023-05-02T11:37:44-04:00","2023-05-02T11:37:44-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","56030","Hi Matthew Lazenby any update on this client.","2023-04-18T11:41:42-04:00","2023-04-18T11:41:42-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","53048","tried calling several time no answer. Sent email.","2023-03-31T13:58:56-04:00","2023-03-31T13:58:56-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","52448","Sent an email requesting payroll registers for all eligible quarters","2023-03-28T14:35:59-04:00","2023-03-28T14:35:59-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","52353","I have not heard back from the client","2023-03-28T11:16:18-04:00","2023-03-28T11:16:18-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","52324","Any update from this client regarding missing documents?","2023-03-28T09:29:53-04:00","2023-03-28T09:29:53-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","51488","Sent email regarding the payroll registers for 2020 Q2 and 2021 Q2","2023-03-22T11:57:21-04:00","2023-03-22T11:57:21-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","49725","Lou Armstrong opened an email titled Lead Status Changed: Project Painting LLC","2023-03-13T14:22:49-04:00","2023-03-13T14:22:49-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","49691","Lou Armstrong opened an email titled Lead Status Changed: Project Painting LLC","2023-03-13T12:16:11-04:00","2023-03-13T12:16:11-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","49431","Hi Tracy, We are still missing 2021 Q2, 2020 & Q2.","2023-03-10T09:19:10-05:00","2023-03-10T09:19:46-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","49410","Hi Tracy, Thank you. We got information for all quarters except 2020 Q2 and 2021 Q2. Provide provide payroll registers for above mentioned quarters as well. Rest all is good.","2023-03-10T03:04:42-05:00","2023-03-10T03:04:42-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","49267","I uploaded them again in 1 pdf","2023-03-09T11:43:25-05:00","2023-03-09T11:43:25-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","49217"," opened an email titled Occams ERC Program Missing Documents Follow Up - {Company_Name}","2023-03-09T09:12:33-05:00","2023-03-09T09:12:33-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","49193","System sent an email to projectpaintingllc7@gmail.com Occams ERC Program Missing Documents Follow Up - {Company_Name}","2023-03-08T22:35:27-05:00","2023-03-08T22:35:27-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","48835","Tracy Fox opened an email titled Lead Status Changed: Project Painting LLC","2023-03-07T10:07:14-05:00","2023-03-07T10:07:14-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","48801","Hi Tracy, We can't find any new file. Please upload.","2023-03-06T22:34:44-05:00","2023-03-06T22:34:44-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","48632","uploaded payroll summaries Quarterly","2023-03-06T09:41:12-05:00","2023-03-06T09:41:12-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","47937","Left message regarding the payroll registers to be broken down per quarter","2023-02-28T10:55:56-05:00","2023-02-28T10:55:56-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","46591","reached out to Francis, waiting for a reply","2023-02-16T13:24:30-05:00","2023-02-16T13:24:30-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","45289","Left message regarding the payroll register","2023-02-03T10:58:55-05:00","2023-02-03T10:58:55-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","45274","Is there an update from this client regarding their payroll registers in quarterly format? Perhaps client can provide us with view only access to their payroll platform. Client has been in this status for 24 days we like to move along within the process.","2023-02-03T09:53:45-05:00","2023-02-03T09:53:45-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","43263","Sent email regarding the quarterly payroll registers","2023-01-13T13:32:23-05:00","2023-01-13T13:32:23-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","42828","Tracy Fox opened an email titled Lead Status Changed: Project Painting LLC","2023-01-10T10:33:03-05:00","2023-01-10T10:33:03-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","42817","Team, We have 941's but payroll registers are not quarterly. Please arrange for quarterly payroll registers.","2023-01-10T03:25:33-05:00","2023-01-10T03:25:33-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","41567","Sent another email requesting 2019 and 2020 tax returns and the 3508 forms","2022-12-20T12:30:29-05:00","2022-12-20T12:30:29-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","41322","Sent email requesting the 2019 and 2020 tax returns and the 3508 forms.","2022-12-16T12:17:48-05:00","2022-12-16T12:17:48-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","41321","Called to get the tax returns to move forward on the file. Mail box was full unable to leave a message","2022-12-16T12:12:50-05:00","2022-12-16T12:12:50-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","40325","Sent another email regarding the missing documents","2022-12-05T13:23:45-05:00","2022-12-05T13:23:45-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","39523","send docs or your file is cancelled","2022-11-22T14:08:58-05:00","2022-11-22T14:08:58-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","39068","left message regarding the missing documents","2022-11-16T12:01:56-05:00","2022-11-16T12:01:56-05:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","36781","Sent email regarding missing 2020 and 2021 tax returns","2022-10-20T16:23:27-04:00","2022-10-20T16:23:27-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","36741","Tracy Fox opened an email titled Lead Status Changed: Project Painting LLC","2022-10-20T12:54:36-04:00","2022-10-20T12:54:36-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","36189","Lou Armstrong opened an email titled Lead Status Changed: Project Painting LLC","2022-10-14T12:42:01-04:00","2022-10-14T12:42:01-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","36182","Tracy Fox opened an email titled Lead Status Changed: Project Painting LLC","2022-10-14T12:24:11-04:00","2022-10-14T12:24:11-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","36023","Tracy Fox opened an email titled Lead Status Changed: Project Painting LLC","2022-10-13T14:28:05-04:00","2022-10-13T14:28:05-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","36022","Francis Pook opened an email titled Welcome to ERC Processing at Occams & Fidelity","2022-10-13T14:28:03-04:00","2022-10-13T14:28:03-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","36021","Rakesh Sharma sent an email to projectpaintingllc7@gmail.com titled Welcome to ERC Processing at Occams & Fidelity","2022-10-13T14:25:47-04:00","2022-10-13T14:25:47-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","36019","Tracy Fox opened an email titled Lead Status Changed: Project Painting LLC","2022-10-13T14:18:30-04:00","2022-10-13T14:18:30-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","36018","As per ZD #2837, Tracy confirmed that the number of employees is 10.","2022-10-13T14:08:43-04:00","2022-10-13T14:08:43-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","36015","The agreement has been signed, a welcome email will be sent and payment will be processed.","2022-10-13T14:07:38-04:00","2022-10-13T14:07:38-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","35991","Uploaded some documents. Client said he signed the agreement","2022-10-13T12:59:13-04:00","2022-10-13T12:59:13-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","35295","Spoke to Francis and he will be completing the DocuSign agreement and getting the documents together to sending them to me. Note:: NO PPP LOANS","2022-10-06T14:04:10-04:00","2022-10-06T14:04:10-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","35273","Sent email with the link and list of documents needed. I will call him at 11am","2022-10-06T12:26:17-04:00","2022-10-06T12:26:17-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","35272","Tracy please call Francis at 11am PST on Thurs 10.6","2022-10-06T12:25:51-04:00","2022-10-06T12:25:51-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","35271","Referred by Ethan Wesby (son of existing Fidelity ERC Client Emilia Wesby of Bridges Aid Services LLC","2022-10-06T12:24:52-04:00","2022-10-06T12:24:52-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("1846","35270","DocuSign email link sent","2022-10-06T12:24:09-04:00","2022-10-06T12:24:09-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","66766","Sent a follow up email regarding the pending memo to Brittany","2023-06-07T15:26:06-04:00","2023-06-07T15:26:06-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","66353","Sent Brittany a follow up email on 06/02 and she stated that she will have the completed memo early this week will send another follow up email tomorrow if we don't receive the memo.","2023-06-06T14:43:19-04:00","2023-06-06T14:43:19-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","57614","Brittany Besler. 30 Minute Meeting 1:30pm - 2:00pm, Wednesday, April 26, 2023 Eastern Time - US & Canada","2023-04-25T14:31:41-04:00","2023-04-25T14:31:41-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","57546","Pre FPSO Interview - Inc.Jet Inc Tuesday, April 25, 2023 2:00 PM - 2:30 PM","2023-04-25T11:51:47-04:00","2023-04-25T11:51:47-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","55783","Rakesh Sharma: Invoice 3609 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","2023-04-17T12:11:23-04:00","2023-04-17T12:11:23-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","55774","The fee type is customized @$0 per EE + 15% of the success fee. As per Jesse W, the retainer is waived as per David K's approval.","2023-04-17T11:56:10-04:00","2023-04-17T11:56:10-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","67309","Jesse Westfall opened an email titled Lead Status Changed: NORWIX INC","2023-06-09T11:42:50-04:00","2023-06-09T11:42:50-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","67291","Jesse Westfall opened an email titled Lead Status Changed: NORWIX INC","2023-06-09T11:23:58-04:00","2023-06-09T11:23:58-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","67035","Jesse Westfall opened an email titled Lead Status Changed: NORWIX INC","2023-06-08T11:59:07-04:00","2023-06-08T11:59:07-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","65593","There is no activity on this for over 5 weeks now. What is the hold-up? Why is there no follow up?","2023-06-02T02:47:05-04:00","2023-06-02T02:47:05-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","57830","Jesse Westfall opened an email titled Lead Status Changed: NORWIX INC","2023-04-26T11:40:04-04:00","2023-04-26T11:40:04-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","57768","Jesse Westfall opened an email titled Lead Status Changed: NORWIX INC","2023-04-26T10:39:08-04:00","2023-04-26T10:39:08-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","57545","Jesse Westfall opened an email titled Lead Status Changed: Inc.Jet Inc","2023-04-25T11:49:54-04:00","2023-04-25T11:49:54-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","57540","Q-Review call complete. No further docs needed. Please send declaration form.","2023-04-25T11:38:37-04:00","2023-04-25T11:38:37-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","57498","Jesse Westfall opened an email titled Lead Status Changed: Inc.Jet Inc","2023-04-25T09:54:57-04:00","2023-04-25T09:54:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","57497","ZD# 5816 Client has confirmed date and time below for Qualification Review call. Date: Tomorrow, Tuesday, April 25th, 2023 Time: 11:00 AM EST","2023-04-25T09:36:22-04:00","2023-04-25T09:36:22-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","57228","ZD# 5816 Proposed date and time for Q-Review call: Date: Tomorrow, Tuesday, April 25th, 2023 Time: 11:00 AM EST","2023-04-24T12:42:26-04:00","2023-04-24T12:42:26-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","57185","Jesse Westfall opened an email titled Lead Status Changed: Inc.Jet Inc","2023-04-24T10:41:57-04:00","2023-04-24T10:41:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","56730","Jesse Westfall opened an email titled Lead Status Changed: Inc.Jet Inc","2023-04-20T13:01:49-04:00","2023-04-20T13:01:49-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","56111","Christopher Turner opened an email titled Occams ERC Program Missing Documents - Inc.Jet Inc","2023-04-18T14:50:48-04:00","2023-04-18T14:50:48-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","56109","Nelson Rodrigues sent an email to christopher_turner@norwix.com titled Occams ERC Program Missing Documents - Inc.Jet Inc","2023-04-18T14:50:22-04:00","2023-04-18T14:50:22-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","55785","Jesse Westfall opened an email titled Lead Status Changed: Inc.Jet Inc","2023-04-17T12:13:26-04:00","2023-04-17T12:13:26-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","55780","Jesse Westfall opened an email titled Lead Status Changed: Inc.Jet Inc","2023-04-17T12:06:40-04:00","2023-04-17T12:06:40-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","55773","The agreement has been signed and a welcome email will be sent.","2023-04-17T11:54:37-04:00","2023-04-17T11:54:37-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","55647","email 4/14","2023-04-14T13:48:00-04:00","2023-04-14T13:48:00-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","54955","david email 4/12","2023-04-12T13:45:58-04:00","2023-04-12T13:45:58-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","54645","4/11 email","2023-04-11T10:44:57-04:00","2023-04-11T10:44:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","53948","4/6 emailed Chris to see if he would accept proposed amendments to Agreement doc","2023-04-06T12:10:42-04:00","2023-04-06T12:10:42-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","53023","Jesse Westfall opened an email titled Lead Status Changed: Inc.Jet Inc","2023-03-31T12:52:55-04:00","2023-03-31T12:52:55-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","52405","3/28 emailed","2023-03-28T13:50:57-04:00","2023-03-28T13:50:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("2790","51761","ERC Agreement with retainer waived. approved by David","2023-03-23T16:01:59-04:00","2023-03-23T16:01:59-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","66444","Reminder that is Sent Retainer Reminder sent 1 on 06/06/2023","2023-06-06T18:00:31-04:00","2023-06-06T18:00:31-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","64573","Rakesh Sharma: Invoice 3818 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","2023-05-30T11:28:33-04:00","2023-05-30T11:28:33-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","66829","ZD# 6440, informed client about the Payroll's required.","2023-06-07T19:08:09-04:00","2023-06-07T19:08:09-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","66523","6/7 email","2023-06-07T09:43:20-04:00","2023-06-07T09:43:20-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","65726","6/2 email invoice reminder","2023-06-02T12:28:26-04:00","2023-06-02T12:28:38-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","64576","Jesse Westfall opened an email titled Lead Status Changed: Paolo Cianii DDS","2023-05-30T11:35:06-04:00","2023-05-30T11:35:06-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","64541","Jesse Westfall opened an email titled Lead Status Changed: Paolo Cianii DDS","2023-05-30T10:41:22-04:00","2023-05-30T10:41:22-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","64534","The client has an alternate phone number 805-963-0666.","2023-05-30T10:34:39-04:00","2023-05-30T10:34:39-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","64531","The agreement has been signed and a welcome email will be sent.","2023-05-30T10:33:42-04:00","2023-05-30T10:33:42-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","64239","5/26 email","2023-05-26T11:20:40-04:00","2023-05-26T11:20:40-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","63871","5/25 call with Courtney, Agreement sent","2023-05-25T11:39:05-04:00","2023-05-25T11:39:05-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","63490","5/23 email","2023-05-23T13:37:35-04:00","2023-05-23T13:37:35-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","62762","5/19 email","2023-05-19T15:49:50-04:00","2023-05-19T15:49:50-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","61310","5/15 email","2023-05-15T11:12:05-04:00","2023-05-15T11:12:05-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","59674","5/4, missed meeting, LVM","2023-05-04T15:07:11-04:00","2023-05-04T15:07:11-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","59105","AutoX NA opened an email titled Lead Status Changed: Paolo F Ciani DDS","2023-05-02T12:19:26-04:00","2023-05-02T12:19:26-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","59022","appt set for 5.4","2023-05-02T10:42:07-04:00","2023-05-02T10:42:07-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","58377","4/28 email","2023-04-28T10:05:48-04:00","2023-04-28T10:05:48-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","57353","4/24 email","2023-04-24T16:00:26-04:00","2023-04-24T16:00:26-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","56791","4/20 email","2023-04-20T14:58:25-04:00","2023-04-20T14:58:25-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","56324","Jesse Westfall opened an email titled Lead Status Changed: Paolo F Ciani DDS","2023-04-19T12:42:52-04:00","2023-04-19T12:42:52-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("3422","56187","4/18 call. Requested more information, email FU","2023-04-18T17:21:30-04:00","2023-04-18T17:24:41-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("4883","67460","Varun Kumar added a comment: 9 JUNE - DAY1 - ATTEMPT3 - 2:42 PM EST - LEFT VM","2023-06-09T19:46:44-04:00","2023-06-09T19:46:44-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("4883","67459","Varun Kumar added a comment: 9 JUNE - DAY1 - ATTEMPT2 - 12:40 PM EST - UNABLE TO DAIL","2023-06-09T19:46:36-04:00","2023-06-09T19:46:36-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("4883","67458","Varun Kumar added a comment: 9 JUNE - DAY1 - ATTEMPT1 - 10:45 PM EST - UNABLE TO DAIL","2023-06-09T19:46:22-04:00","2023-06-09T19:46:22-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("4883","67175","Varun Kumar added a comment: \JUN8 DAY 1 ATTEMPT 1 - 12:18 PM EST LEFT VM \","2023-06-09T05:14:57-04:00","2023-06-09T05:14:57-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("4883","67174","Varun Kumar added a comment: JUN 8 DAY 1 ATTEMPT 1 -12:18 PM EST LEFT VM \","2023-06-09T05:11:31-04:00","2023-06-09T05:11:31-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("4883","67042","Varun Kumar added a comment: LEAD PICKED UP, FOLLOW UP STARTED","2023-06-08T12:49:35-04:00","2023-06-08T12:49:35-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("4883","67032","Exxcelrank LLC - Colin Scott added a comment: Exxcelrank LLC - Colin Scott added a comment: The lead has been assigned to Varun Kumar","2023-06-08T11:58:25-04:00","2023-06-08T11:58:25-04:00")INSERT INTO tbj_erc_lead_notes (lead_id,note_id,note,created,modified) VALUES ("4883","67031","Exxcelrank LLC - Colin Scott added a comment: Exxcelrank LLC - Colin Scott added a comment: Exxcelrank LLC - Colin Scott Referred Lead on 2023-06-08 15:58:22","2023-06-08T11:58:24-04:00","2023-06-08T11:58:24-04:00")