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    "notes": "They really don't need a server appliance as far as authentication and such. They use a mix of PC and MAC computers. Most of their customer and business data is stored on the serer in a shared location. \n\nI would recommend a NAS appliance of some sort with a backup service to move that data to the cloud to ensure the longevity and protection for the data. Advised Jennifer I will put together a couple of solutions based on their needs and reach back out to her. Also told her that the current server is out of Microsoft support and the hardware itself is going to become a concern as far as reliability and failure chance. Will work with Chaz to determine solutions and contact Jennifer back to present.\n\n6/19/20\nSent quote to Jennifer for review and will follow up with call to discuss Monday\n\n6/24/20\nCalled Jennifer - she did not receive the email. Sent email to jvwpeco@gmail.com and will follow up with her tomorrow afternoon to discuss",
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        "notes": "According to the PBX at 192.168.2.21, accessed from \"Vidmer Server T140\" via TV.. the phones in use are LIP-9020\n\nTammy was able to find an invoice for some work including a phone system and a few phones, but no line items (back in November of 2019) detailing what each cost was.",
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        "notes": "Emailed Steve the quote per his request.",
        "soFlag": false,
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        "notes": "Called and spoke with Jennifer regarding opportunity, set activity for on-site visit with Zach to discuss.",
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        "notes": "Customer is now running everything through adobe creative cloud, not even using their on-premise server.\nThey no longer need a backup option.",
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        "enteredBy": "zwarren",
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        "soInfluencerRecId": 490,
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    ]
  },
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    "opportunityRecId": 483,
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    "notes": "SSD for the service workstations.",
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        "notes": "Few notes about the current website:\nThe header section is the same throughout all webpages, but the content isn't in sync, meaning they are updating this header in each page.. This can be seen via the formatting of text, and the times are different for the same services on every other page.\nIf we assist with this, I would like to offer assistance with making this a PHP _Include and have a central location to update this header. \nAnother issue with the header is that the rotating images on the right keep resizing, thus adjusting the size of the page. On mobile this would be a nightmare as it would cause you to scroll up/down while reading content.\n\nMy final note; The telephone number at the very top should be in an anchor tag like so: <a href=\"tel:12707532258\">+1 (270)753-2258</a>\nThis will make the phone number clickable and thus allow a cell phone or even computer (using skype, or a soft phone) to bring up the phone app with the number prefilled.",
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        "notes": "If we do this with them, I'm thinking we charge them a flat rate for hosting / domain / and us updating the website for them. Just to make their lives easier, and to keep the pages consistent.",
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    "notes": "7/20/21 jgnech no response from customer closing opp to no decision, buddy also spoke with and doesn't want to spend the money to update system, if reopened needs to be requoted\n052021 - TT Buddy, he said that he has tried to reach Mark and has not been successful, he said he will try again. -gt\n042721 - Email to Buddy to update -gt\n041621 Per Buddy, this was way under-quoted and will need a new bid, Buddy will contact client. -gt\n041521 Email to ZC for any updates -gt\nZC and CER reviewed and ZC will rehash with Buddy to confirm next steps 041321cer\n030421 - TT Mark said that he would like to tallk to Richard about the quote that was provided, said that seems to him the quote is for a new system, he does not want a new system was hoping to just be able to switch out the smokes he has for smoke/co detectors.  Activity set for RS to call and message with MS for RS to call.\n02/03/21 - called and lmtc on vcmail\n1/20/21- Called and lmtc on vcmail of Donna, Mark's number no vcmail\nCalled client no answer-vcmail full, sent text message to inquire if he has any questions regarding the quote or if he would like to schedule.\nCO detectors, client requested quote\nQuote attached",
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        "soActivityRecId": 11750,
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        "dateClosed": "2022-10-06T15:09:04.403Z",
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        "dateTimeStartUtc": "2022-10-06T00:00:00.000Z",
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    ],
    "opportunityNotes": [
      {
        "soNotesRecId": 416,
        "opportunityRecId": 627,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called keg Darren out till Friday or Saturday 5-20-22  He will call me and I will discuss his needs with him again.  JO  Chaz gave me a bit of information and i just need to get a bit More. JO",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-05-17T12:31:32.000Z",
        "updatedBy": "joutland",
        "mobileGuid": "dc08f5ed-fe70-4930-a2bd-66e325b9bd11",
        "lastUpdateUtc": "2022-05-17T17:31:32.000Z"
      },
      {
        "soNotesRecId": 428,
        "opportunityRecId": 627,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "8/10/21 Talked to Darren and is waiting on CER to gather more information for this opp JG\n052021 - Printed opportunity to get update from CER -gt\n041921 - Matt and CER are working on testing this equipment and have not yet been able to make a quote. -gt",
        "soFlag": false,
        "enteredBy": "mherren",
        "lastUpdate": "2022-05-19T11:03:44.000Z",
        "updatedBy": "mherren",
        "mobileGuid": "dabc8e7d-42b6-44b2-8db5-b638afe87c67",
        "lastUpdateUtc": "2022-05-19T16:03:44.000Z"
      },
      {
        "soNotesRecId": 637,
        "opportunityRecId": 627,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "6-8 Spoke with a girl asking kiki wants auto attndant and 1 phone up front one back and cordless 2  to 4 need to see what kind they have now . Wants to give hours and time and menu and specials then ring hunt group of all phones for orders  trying to get remaining info and bid 3500.00 i think ",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-06-09T12:03:22.000Z",
        "updatedBy": "joutland",
        "mobileGuid": "020fb5fa-780f-4993-ba13-c71765789784",
        "lastUpdateUtc": "2022-06-09T17:03:22.000Z"
      },
      {
        "soNotesRecId": 725,
        "opportunityRecId": 627,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "went to keg 3 times today talked with kiki then last visit Daren came out  and changed all.  He said 4 cordless and no hardwired with vision of both lines  hold and can answer and tell  auto attendant and no internet lines.  staying with etel if have to go to hosted or something so no hosted.  Nec sl2100 with g577 cordless units and auto attendant and voicemail  JO doing research ",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-06-15T15:30:47.000Z",
        "updatedBy": "joutland",
        "mobileGuid": "b7abd8de-7417-4ca5-a57d-c302a025094e",
        "lastUpdateUtc": "2022-06-15T20:30:47.000Z"
      },
      {
        "soNotesRecId": 752,
        "opportunityRecId": 627,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Working on new quote with Darren and Chaz for NEC because of 4 cordless units that must see both lines and transfer cost 3100.00 for equipment plus wiring of 3 and antanna  1350.00 installation probably  plus mark up of 3100.00",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-06-17T12:05:40.000Z",
        "updatedBy": "joutland",
        "mobileGuid": "c40f9834-8a75-4430-864f-ef65701dad3d",
        "lastUpdateUtc": "2022-06-17T17:05:40.000Z"
      },
      {
        "soNotesRecId": 753,
        "opportunityRecId": 627,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "i have revised quote to nec and 6890.00  cant attach properly look in my files ",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-06-17T12:44:26.000Z",
        "updatedBy": "joutland",
        "mobileGuid": "c548cb12-a8dd-489f-b90e-cc80ac3b9c53",
        "lastUpdateUtc": "2022-06-17T17:44:26.000Z"
      },
      {
        "soNotesRecId": 857,
        "opportunityRecId": 627,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "called the keg and they said bring new quote and cordless by after lunch today and they will show Daren and then he or kiki will call back ",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-06-29T11:24:47.000Z",
        "updatedBy": "joutland",
        "mobileGuid": "5f415fda-acae-4ddc-b9f0-6334a50a1ccf",
        "lastUpdateUtc": "2022-06-29T16:24:47.000Z"
      },
      {
        "soNotesRecId": 935,
        "opportunityRecId": 627,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "called keg 4 times over this week and KIKI is not available and hasnt called back. Chaz thinks Darren is out of town.  They still have one of the cordlesses that darren wanted to see.  need to pick that up from her soon Holding for her to call me JO",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-07-20T10:08:56.000Z",
        "updatedBy": "joutland",
        "mobileGuid": "594a1993-cfc8-457b-9e21-43fd4120d4b8",
        "lastUpdateUtc": "2022-07-20T15:08:56.000Z"
      },
      {
        "soNotesRecId": 936,
        "opportunityRecId": 627,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "The new quote is in my files and i need to attach it to this. Darren out of town try him back in about 3 weeks this opportunity is 547 days old and he doesnt sem to be in a hurry JO",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-07-20T10:12:42.000Z",
        "updatedBy": "joutland",
        "mobileGuid": "582b8ea4-4083-48d5-96b7-79ad08e27291",
        "lastUpdateUtc": "2022-07-20T15:12:42.000Z"
      },
      {
        "soNotesRecId": 950,
        "opportunityRecId": 627,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "We have moved this out two weeks due to customer is on vacation, please followup in two weeks.",
        "soFlag": false,
        "enteredBy": "jbombard",
        "lastUpdate": "2022-07-21T10:35:09.000Z",
        "updatedBy": "jbombard",
        "mobileGuid": "894435b9-7523-4c05-9b22-aa25b4298304",
        "lastUpdateUtc": "2022-07-21T15:35:09.000Z"
      },
      {
        "soNotesRecId": 961,
        "opportunityRecId": 627,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "there is a 3rd bid for more money in my files that did not attach to this JO",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-07-22T09:32:57.000Z",
        "updatedBy": "joutland",
        "mobileGuid": "8542116e-f580-4080-acb3-32a7dfc628b0",
        "lastUpdateUtc": "2022-07-22T14:32:57.000Z"
      },
      {
        "soNotesRecId": 1283,
        "opportunityRecId": 627,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called and let them know to have Darren give me a call back when he is available. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-12T09:22:13.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "804c017e-e484-4c03-a361-62b27d1f1ed9",
        "lastUpdateUtc": "2022-09-12T14:22:13.000Z"
      },
      {
        "soNotesRecId": 1405,
        "opportunityRecId": 627,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called and server was busy. 9/26",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-26T13:58:16.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "15fa4e0e-d735-4af3-9613-a4874235e538",
        "lastUpdateUtc": "2022-09-26T18:58:16.000Z"
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    ],
    "forecastItems": [],
    "contacts": [
      {
        "soInfluencerRecId": 646,
        "opportunityRecId": 627,
        "contactRecId": 376,
        "contactName": "Darren Yates",
        "phoneNbr": "(270) 762-0040",
        "emailAddress": null,
        "companyRecId": 19682,
        "companyName": "The Keg",
        "soRoleRecId": null,
        "notes": null,
        "lastUpdate": "2021-01-18T13:39:56.000Z",
        "updatedBy": "CRobinso",
        "referralFlag": false
      }
    ]
  },
  {
    "opportunityRecId": 628,
    "opportunityName": "Remote Daily Backups",
    "companyRecId": 20645,
    "contactRecId": 1685,
    "soPipelineRecId": 5,
    "datePipelineChange": null,
    "soInterestRecId": 1,
    "estimatedTotal": "0",
    "probabilityToClose": 50,
    "source": null,
    "dateBecameLead": "2021-01-18T14:53:30.403Z",
    "dateCloseExpected": "2021-01-18T00:00:00.000Z",
    "billingUnitRecId": 6,
    "contractTypeRecId": null,
    "oldCloseFlag": false,
    "dateClosed": "2021-03-29T16:01:13.533Z",
    "closedBy": "gthornto",
    "enteredBy": "gthornto",
    "updatedBy": "gthornto",
    "notes": "02/10/21 Email to Dr. Phillips to follow up\n01/28/21 - Called and spoke to Bethany, she said she received the quotes and gave them to the doc.  Told her to let me know if he has any questions.\nRemote daily backups needed.",
    "companyAddressRecId": 2711,
    "redFlag": false,
    "oldWonFlag": false,
    "oldActualTotal": "0",
    "oldCompetitor": null,
    "oldCloseNotes": null,
    "soOppStatusRecId": 32,
    "pmProjectRecId": null,
    "ownerLevelRecId": 11,
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    "soUrgencyRecId": 7,
    "approvedByRecId": null,
    "dateApproved": null,
    "notificationHistory": ",93,147,",
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    "mobileGuid": "69199494-638a-4e7e-81c4-a51d65c5673b",
    "poNumber": null,
    "dateBecameLeadUtc": "2021-01-18T20:53:30.403Z",
    "lastUpdatedUtc": "2021-03-29T21:01:14.060Z",
    "dateClosedUtc": "2021-03-29T21:01:13.533Z",
    "dateCloseExpectedUtc": "2021-01-18T00:00:00.000Z",
    "shipToCompanyRecId": 20645,
    "shipToContactRecId": null,
    "shipToCompanyAddressRecId": 2711,
    "billToCompanyRecId": 20645,
    "billToContactRecId": 1685,
    "billToCompanyAddressRecId": 2711,
    "billingTermsRecId": 1,
    "taxCodeRecId": 8,
    "taxTotal": "0",
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    "techContactRecId": null,
    "id": "da74e022-bc98-ee11-b2cb-000c29c55070",
    "company": {
      "companyRecId": 20645,
      "companyId": "DrJosephPhillipsChiroprac",
      "companyName": "Dr. Joseph Phillips Chiropractic",
      "phoneNbr": "2707539030",
      "phoneNbrFax": "",
      "websiteUrl": "",
      "accountNbr": "Dr. Joseph Phillips Chiropractic",
      "timeZoneRecId": 2,
      "sicCodeId": null,
      "remitToRecId": 20645,
      "lastUpdate": "2025-02-06T15:08:14.000Z",
      "updatedBy": "lstarks",
      "companyStatusRecId": 1,
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      "userfield1": null,
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        "notes": "1/6/22 I spoke with Melissa on Tues. and she is going to check on this for us. JG.\n8/31/21 Called April and the mail box is full, will have to try back JG\nQuote prepared with JG and ready for JG to send to client.  080221cer Quote sent JG\n\n.",
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        "enteredBy": "mherren",
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        "seqNbr": null,
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        "notes": "spoke to melissa 7-18-22 and she said to send this quote updated.  She will be getting new POs end of this month",
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        "notes": "sent quote to melissa via email ",
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      {
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        "notes": "tried to call Melissa and see for sure if  she received new updated quote  na and no voicemail  setup JO",
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      },
      {
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        "notes": "Spoke with Melissa- they are waiting to hear about budgeting and PO's from admins. She said she will call back once that information is divulged .",
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        "enteredBy": "sroberts",
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        "notes": "Still interested, needs new quote. ",
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        "notes": "Quote resent 9/26",
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        "notes": "Tried to follow up, no answer, no VM box. 10/6",
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        "notes": "Melissa says she has given this to the program director. Once they get back to her, she will let us know. ",
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        "notes": "Tried to follow up on this, no answer, no VM box. 11/18",
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        "notes": "Melissa hasn't heard anything from the program director yet. ",
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        "notes": "Sent follow up text. 1/11",
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        "notes": "Melissa texted back and said she has not heard anything. 1/11",
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    "notes": "040521 - Shirley called in said that she approves this work to please continue\n040221 - Called and spoke with Kristi, she advised that she did receive the email and that she had forwarded it to the owner and is waiting her response.\n032921 - Talked to Kristi and emailed quote, she said she will have to have it approved by the owner and will send it to her.\nNew panel needed, current panel is 27 years old and communicates very slowly and may have past the age of compatibility with modern phone line protocols.  Needs a bid for an 8 zone panel with alarm.com.",
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    "notes": "1/3/22 Jaime emailed and they will be sending over a PO for this soon.  This has been approved for this fiscal year.  Will win once PO and final word is sent. JG\n12/8/21 Sent a copy of all outstanding quotes to new contact Jaime Kemp and also spoke with him over the phone.  He will review and get back with us. JG\n10/1 Sent an email to follow up on quote JG\njgench 06/17/21- this op will have to wait as they do not have the funding available right now\n060221 - LMTC on vcmail to follow up on quotes sent\n052121 - LMTC on vcmail to follow up on quotes sent\n051321 - LMTC to follow up on quotes sent\n051121 - Emailed quotes to John - GMT\nCould you give me a cost to change all the security alarm panels out to the same style at Lakewood.  The locations will be Harrelson School, Henry Elementary, Grove School, Henry County High and Central Office.  We have received money from the state/federal government just as all other systems have due to covid.\n\nReplace with Power Series Pro panel, need a zone and module count",
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        "notes": "This quote shall remain in the event he wants to connect to grain dryer later; but, will need to be modified since much of the home equipment was installed March 2022\n\n2/7/22 CER has updates from Tripp and Sharon\n06/14/21 Called and left a vm for Trip to follow up on quotes sent\n052521 - Emailed quote to Tripp - gt",
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      },
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        "notes": "Called Tripp and he said he is getting updates in his office right now. He will let us know in the future if he wants to do this. Needs to remain. ",
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        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-02T09:49:23.000Z",
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        "notes": "Made follow up call, no answer, left VM. 12/16",
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        "notes": "Sent follow up text to Sharon. 1/11",
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        "notes": "Sharon texted back and said, \"Hey Audrey, this is Sharon. We are still interested in a link to the grain dryers and cameras but need a little time before we can visit about it. I actually had a knee replacement surgery yesterday and Tripp is in Louisville with me for several days to assist. We will be in touch when Tripp returns to Murray.\" 1/12",
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        "notes": "Sharon said they are doing some other construction and are not quite ready for this yet. ",
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        "notes": "Sent Sharon follow up text.",
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        "notes": "Scott said they put in for a grant for the items, but they are not anticipating getting it. Said it is on hold for now. Emails in attachments. ",
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        "notes": "Email from Scott: Thank you for reaching out. We received word last week that we have been awarded a grant that will allow us to install new cameras. So we will not be needing those at this time. Thank you again for continuing to follow up. 10/24",
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        "notes": "5/2/22 quote sent to scott via email. JG",
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        "notes": "called 731-986-8223 Scotts number to see if he received quote and no answer try wednesday JO",
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        "notes": "12/27/21 Left a vm for follow up with scott jG\n12/9/21 Left a vm for follow up with scott jG\n112221 Communications with Scott regarding questions and options.  E-mail attached.  cer\n110521 - Per Scott Carter:  We are currently discussing our NVR options that you all quoted updating in the summer. Not arrived at a decision, but the situation may drive that decision closer to the top to make.  -GT\nSetting this out until Spring - it's a \"wish list\" item per Scott 10/06/21 see attached\n9/23/21 Called and left scott an email to follow up on NVR quotes JG\n8/17/21Sent an email for follow up JG\n06/28/21 jgnech quote sent\nQuote prepared - sent e-mail to Jackie to please review and e-mail me both of these for Huntingdon 062821 cer",
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        "notes": "6/3/22 I have sent Scott an email to follow up on quotes sent JG",
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        "notes": "Left message with secretary for Scott to call me back.",
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        "notes": "Scott said they put in for a grant for the items, but they are not anticipating getting it. Said it is on hold for now. Emails in attachments. ",
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        "notes": "Tried to follow up and see if they were still interested and how they were getting along. No answer, phone kept ringing and never offered VM. 10/20",
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        "notes": "Sent follow up email. 10/24",
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        "notes": "Email from Scott: Thank you for reaching out. We received word last week that we have been awarded a grant that will allow us to install new cameras. So we will not be needing those at this time. Thank you again for continuing to follow up. 10/24",
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        "notes": "I followed up with Scott on this and they got a grant to do something else instead. 11/21",
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    "notes": "8/11/21 Talked to Doug and said if we could not do this by the end of this week that he didn't want to do it at all because they are going out of town for a few weeks \n and wanted it completed before then JG\n7/26/21 jgnech quote sent to customer via email\nReady to send to customer.  072621cer\n\njgnech 7/20/21Per Zach there is no zone list, all hard wired zones, a 16zone DSC neo would work.  3 key pads not monitored\n\n071921 - Per Zach C - Diagnosed alarm system, it was not properly booting whatsoever, sadly I did not get a proper count of the number of keypads, but all zones are hardwired, would need at least a 16 zone panel, and one expansion.",
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    "notes": "8/21/21 Per CER closing this opp JG\n8/17/21 Moving this to a later opp.  Talked to Buddy and he has fixed the current panel so they do not need the update currently, but will probably need it in the future JG\nPrepared quote with Buddy in-office and he is hand delivering.  072121 cer",
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        "notes": "3/16/22 Sent Jill an email to follow up on the progress of the internet issues JG\n2/8/22 Jill emailed back - At this time I am still working on consistent speed internet and WiFi for our property. This has been a big issue for us.\n I will not be able to add security cameras at this time until we have more answers to our inconsistent internet issues\n2/2/22 Sent an email to follow up with Jill and see where she is at with an update JG\n12/2/21 Talked to Jill and she would love to get this done, just needs about 30 days to get some funds together.  She asked for us to check back in in 30 days JG\n11/5/21 Sen Jill a follow up email about the quote JG\n10/28/21 Jill is going to talk about the quote with her husband and call back with approval update JG\n10/26/21 quote sent via email JG",
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        "notes": "was given this to call on and found out we are doing the net work ourselves and rusty and gina are doing changes and amberly is calling at same time im calling so i dropped off and handed to amberly JO",
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        "notes": "4/18/22 Sent an email to John to follow up on status of quote JG\n3/8/22 Called and left a vm for John\n1/6/22 Sent an email to follow up with John on quote JG\n12/2/21 Called and left a vm for John about quote JG\n10/28/21 Talked to John and he is waiting on approval JG\n10/14/21 Quote sent via email JG\n090221 - John called in to see if we had any updates on this, told him I would have Jackie call him back. Email to JG to return call -gt\nJohn needs access control for 2 -3 doors at the ambulance service.",
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    "notes": "11/11/21 Called stone to follow up and he thanked us for everything we did and may call back at a later time.  He just doesn't have the money for this right now. Said he may just do this project himself JG\n10/27/21 Followed up on the email with the info below.  Stone is going to look it over when he gets home and let me know an update JG\nIf Stone would like to finance it will be $210 per month VIA ACH for 12 months JG\nSent an email with this option \n10/19/21 sent a follow up text to see if quote was approved JG\n10/11/21 Quote sent via text JG\nCompleted & Ready to Send 10/08/21\nStone called and said he is having issues with trespassing on property and would like for someone to install security cameras.  Would like to be able to view them from the tv in his home.",
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    "notes": "Per phone call with David this is approved --- CER will put products on ticket.  092221cer\nPotential new computer and monitor, etc.  Information Sent to David after conversation 092221cer.  See e-mail for information",
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        "notes": "4/18/22 Called and left a message with Robin to follow up with Daniel about quote JG\n3/31/22 Called and left a message to call back, Mitchell is on vacation today JG\n3/11/22 Sent and email to Mitchell to check the status of the quote JG\n3/8/22 Left a message with Robin for Mitchell to call back JG\n2/24/22 Called and left a message to call back about quote JG\n12/28/21 Talked to Mitchell and the quote was moved up for approval, he is waiting on a response JG\n12/10/21 Sent an email to follow up on status of quote JG\n11/30/21 Left mitchell a vm for follow up JG\n11/18/21 Called and left a voicemail to follow up with Mitchell JG\n11/11/21 Sent Mitchell an email to follow up JG\n11/2/21 Sent Mitchell an email to follow up on quote status JG\n10/19/21 Called and talked to Mitchell. He received the quote and it is currently under review.  I told him we will be more that happy to schedule a second on site visit as it may be needed with the additional cameras added to the quote JG\n10/14/21 Quote sent to customer via email JG\nCalled and left a VM for Mitchell to call back to go over details below JG 10/13\nDiscussed quote with Zach and Jackie to gather the below information --- providing to Jackie the following to call customer with:\n$20K - $25K project including 22 cameras, NVR with capacity for 32 cameras, 2 switches, fiber and termination, battery backup, etc.  Would be 2-3 weeks before we could do project.  If in their price range schedule time for Zach, Austin, and I to go onsite and look at it next week.  Adding activity --- 10/13/21\n\n22 cameras total:  3 domes and 19 bullets, 32 ch NVR, single 300' fiber run, misc wire & connectors, 3 or more people for a week, someone to terminate the fiber, cameras on each level, 2 switches (8-150 at top and 24 port SFP inside), 2-3 weeks \n\n100521 - Called and scheduled on-site visit for Zach with Mitchell - GT\n100521 - Mitchell called would like a quote for a camera system.  They do not currently have any camera system.  They would like indoor and outdoor cameras.  Would possibly like to view remotely, not sure yet. - GT",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-05-10T13:15:31.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "489702c5-0306-4541-ab41-8b77a7567048",
        "lastUpdateUtc": "2022-05-10T18:15:31.000Z"
      },
      {
        "soNotesRecId": 332,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "5/10/22 Stopped by to see if I could talk to Mitchell or Daniel and they are in the middle of audits this week. I will try to call and follow up with Daniel JG",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-05-10T13:16:54.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "7e91cb9f-33a6-493e-8676-9db9ca76f899",
        "lastUpdateUtc": "2022-05-10T18:16:54.000Z"
      },
      {
        "soNotesRecId": 363,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "5/12/22 I have called and left a message with a gentleman to follow up on the status of the quote and size of the NVR needed with Daniel. JG",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-05-12T10:56:58.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "72407fdf-331b-4810-a3a6-9d4a3d8d4dd8",
        "lastUpdateUtc": "2022-05-12T15:56:58.000Z"
      },
      {
        "soNotesRecId": 578,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "5/31/22 I have sent an email to Daniel Pugh for follow up and status update. JG",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-05-31T13:23:54.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "a85aaa81-b617-4e0b-82cd-e33a2db821fa",
        "lastUpdateUtc": "2022-05-31T18:23:54.000Z"
      },
      {
        "soNotesRecId": 738,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": " I have sent an email to Daniel Pugh for follow up and status update. JG",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-06-16T12:21:57.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "552e6edd-ee3a-4bdc-875a-2f90bac31869",
        "lastUpdateUtc": "2022-06-16T17:21:57.000Z"
      },
      {
        "soNotesRecId": 957,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Placed a followup call to Mr. Comb to see if he had received the quote for the camera system they are interested in. There was no answer, left a message to have him call.",
        "soFlag": false,
        "enteredBy": "jbombard",
        "lastUpdate": "2022-07-21T12:11:24.000Z",
        "updatedBy": "jbombard",
        "mobileGuid": "01d01f28-7414-4633-b031-ac38e535aeaa",
        "lastUpdateUtc": "2022-07-21T17:11:24.000Z"
      },
      {
        "soNotesRecId": 2112,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Received an email from Brandon Rodgers asking that the quote be updated and to know our lead time on install.  Forwarded that information to CER and replied to Mr. Rodgers that we will get that to him asap.\n\nI have attached the email for reference.",
        "soFlag": false,
        "enteredBy": "gthornto",
        "lastUpdate": "2022-12-09T12:34:59.000Z",
        "updatedBy": "gthornto",
        "mobileGuid": "aa6b9b90-db8a-4fed-95ed-1cc33652b371",
        "lastUpdateUtc": "2022-12-09T18:34:59.000Z"
      },
      {
        "soNotesRecId": 2131,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Austin has taken lead on this and has information. 12/15",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-15T16:29:06.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "8d1d138f-93f9-4760-88ed-89fd64012550",
        "lastUpdateUtc": "2022-12-15T22:29:06.000Z"
      },
      {
        "soNotesRecId": 2219,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Emailed CER, Austin, and Gina to get product info on the last things I cannot find in CW. 12/20",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-20T15:28:18.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "7df98bbb-de16-4a60-ae48-36eec0a16fe1",
        "lastUpdateUtc": "2022-12-20T21:28:18.000Z"
      },
      {
        "soNotesRecId": 2244,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent quote letter to Austin for review. 12/22",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-22T11:22:47.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "302821bf-4714-4f83-a447-505fb807e583",
        "lastUpdateUtc": "2022-12-22T17:22:47.000Z"
      },
      {
        "soNotesRecId": 2283,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Quote emailed 12/27",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-27T11:57:19.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "0c6d8b8f-e619-4b16-9328-4addf15d1d22",
        "lastUpdateUtc": "2022-12-27T17:57:19.000Z"
      },
      {
        "soNotesRecId": 2284,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Per CER: Follow-up with a call and let them know we could start first week of January if needed.",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-27T12:08:33.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "9f5eca9f-fd87-4d4d-994f-ed6177aa3b54",
        "lastUpdateUtc": "2022-12-27T18:08:33.000Z"
      },
      {
        "soNotesRecId": 2285,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to call direct number, no answer. Called Company number and woman at the desk said Mitchell went to lunch and to call back in an hour. 12/27",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-27T12:09:13.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "14a1d8f3-4636-4c55-99f5-405864607271",
        "lastUpdateUtc": "2022-12-27T18:09:13.000Z"
      },
      {
        "soNotesRecId": 2289,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called company again and let Mitchell know we have availability open the first week of January if they do accept the quote. 12/27",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-27T13:44:00.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "80444983-3ba5-44e7-849b-adec711fc357",
        "lastUpdateUtc": "2022-12-27T19:44:00.000Z"
      },
      {
        "soNotesRecId": 2316,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent Mitchell an email stating that we still have availability open next week if he accepts the quote now. 12/30",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-30T12:59:12.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "f175b516-0bc3-436c-9f16-ed34f9a88f28",
        "lastUpdateUtc": "2022-12-30T18:59:12.000Z"
      },
      {
        "soNotesRecId": 2317,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called Mitchell, he sent me to Whitney, and they are ready to do this. They said they'd call Brandon and see why they haven't acted on it yet. 12/30",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-03T08:35:06.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "31d5969a-e53a-4ca0-a585-32c8cf365370",
        "lastUpdateUtc": "2023-01-03T14:35:06.000Z"
      },
      {
        "soNotesRecId": 2343,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Brandon was supposed to call us. He never called, so I called Whitney. She is texting him to see what is going on. 1/4",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-04T13:43:38.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "0a7d567d-eee2-4b68-b4b0-4c417bb92ee5",
        "lastUpdateUtc": "2023-01-04T19:43:38.000Z"
      },
      {
        "soNotesRecId": 2346,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Brandon called. Directed Audrey to call him back. (731) 592-8041.",
        "soFlag": false,
        "enteredBy": "kgore",
        "lastUpdate": "2023-01-04T13:57:01.000Z",
        "updatedBy": "kgore",
        "mobileGuid": "3bee1e97-f4a3-4964-80de-3de149f79e1d",
        "lastUpdateUtc": "2023-01-04T19:57:01.000Z"
      },
      {
        "soNotesRecId": 2347,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Brandon did not receive the quote the first time. Resent 1/4",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-04T14:08:54.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "4f5d029b-4f41-4989-bf5c-0ab03e2d7ec0",
        "lastUpdateUtc": "2023-01-04T20:08:54.000Z"
      },
      {
        "soNotesRecId": 2348,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Austin spoke with Brandon on the phone. We need to specify in the quote letter how many channels and TB on the NVR and add 32 channel as an option. Include pricing for everything. 1/4",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-04T14:24:12.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "674a76bc-e9dd-48bb-8a11-061f1e45615d",
        "lastUpdateUtc": "2023-01-04T20:24:12.000Z"
      },
      {
        "soNotesRecId": 2648,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call. Brandon said he has to take direction from his corporate security team right now and they are working through other vendors. He said they have one more quote to receive then they will make a decision. He said we don't need to follow up. He will give us a call when he gets the go. 2/1",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-02-01T15:51:57.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "fba23177-7cf8-49fa-b772-58c749f52f00",
        "lastUpdateUtc": "2023-02-01T21:51:57.000Z"
      },
      {
        "soNotesRecId": 4043,
        "opportunityRecId": 1071,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Spoke to Brandon and they have decided not to do cameras. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-30T14:45:45.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "9a5d7a3d-8b0a-4491-8481-13021be2d9d9",
        "lastUpdateUtc": "2023-05-30T19:45:45.000Z"
      }
    ],
    "forecastItems": [
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        "notes": "5/19/22 Revised quote sent to Belinda via email JG\n5/12/22 I have called and left a vm for Belinda to follow up on the various projects that have been quoted for the church JG\nNEED TO VERIFY WITH CER - RB 03282022\n2/21/21 Called and talked to Belinda, she is waiting on approval as the church has been very busy with donations for the tornado victims JG\n12/9/21 Belinda had called back and said that Father will be presenting the quotes at a meeting tonight and they will follow up after JG\n12/2/21 Quotes and cover letter sent via email JG\n100721 - Called and spoke with Belinda set an appointment for an on-site visit for Rusty and Chaz. -GT",
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        "notes": "Called. St. Leo's is closed. Reassigned for Monday.",
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        "notes": "Left message with Debbie to have Belinda call back.",
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        "notes": "Made follow up call, no answer. Their hours are 8-12 M-TH. 2/3",
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        "notes": "Made follow up call again. Belinda said everyone has been out sick, but this is on their mind still. They were not able to discuss this at the finance meeting because there were other more pressing matters they needed to discuss. She also had questions about an invoice and passwords that I will direct to Tammy and Rusty. 2/8",
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        "notes": "Belinda had called for me on Wednesday and I was not here. Service ticket assigned to me to call her back. I gave her a call and she asked if the quote was still effective. I said it should be, but I would ask. She also thought they should be tax exempt, but tax was listed on the quote. Going to ask Gina if we have that information for them. This can be won as soon as I get these questions answered. 2/24",
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        "notes": "Updated tax code to KY Exempt and attached updated CW quote. Sent Belinda an email to supply us with exempt certificate. 2/27",
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        "notes": "Rusty said this quote does not need updated in any way. Can be won 2/27",
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  },
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    "opportunityRecId": 1100,
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        "notes": "5/12/22 I have called and left a message for Mike to call back regarding this quote JG",
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        "notes": "4/5/22 Called Mike to follow up and left a vm to call back JG\n3/8/22 Left a vm for Mike to follow up with him and Lee JG\n1/4/22 Talked to Mike and he said that ever since the tornado they have been super busy trying to get the county moved in,  He is going to get an update for us as he has not talked to lee yet. JG\n12/9/21 - email from Lee still waiting\n11/23/21 Called and left Mike a VM with the information from CER - JG\nQuote is almost completed - awaiting confirmation how the network will be setup and if we will be providing computer/switch or they will and if VPN access will be utilized",
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        "notes": "5/31/22 I have called and left a message for Mike to call back regarding this quote JG",
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        "notes": "Chaz talked to Lee via email and Lee is working on the status of this",
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        "notes": "Sent Lee an e-mail to follow-up and see if he had any new information.",
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        "notes": "Mike Ivan called in and requested that this quote be sent to gmcclain@heartland.net.  Sent quote",
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        "notes": "Sent email to gmcclain@heartland.net per Mike's request.  Email came back as undelivered.  LMTC for Mike to confirm email address.",
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        "notes": "Mike called in with new email address, sent email to gmcclain@hci.com",
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        "notes": "Called and advised Mike that I have sent the quote again, he advised that they would like to add another reader on the stairwell door.  Chaz has updated the quote and I have sent the updated quote to Mr. McClain.",
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        "notes": "Email from Gary that has correspondence between himself and Lee, notes indicate that Mike Irvan is a maintenance guy and should not be involved in this whatsoever.",
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        "notes": "Quote is correct - if they do not want a reader on two of the doors in question it would just be $400 less.",
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        "notes": "Per CER's conversation with Gary --- Mike is NOT to be involved with this project.  Gary is lead.",
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        "notes": "Quote letter prepared and sent in the mail. 8/29",
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        "notes": "1/21/22 Sent Ray an email to follow up on quote JG\n12/13/21 Called and quote is still be reviewed JG\nQuote is being reviewed by customer 12/3/21 JG\n11/30/21 Quote sent via email JG",
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        "notes": "Judy was at client site and was asked about this bid, she said that she didn't accept it the first time because we wouldn't quote labor.  Reopened.",
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        "notes": "Rusty and I met with Ray and decided that 7 cameras would be the number and one nvr and 7 runs on outside of building due to inside being hard to get to because of material storage. outside cable maybe in o rings and ray will make camera holders. the nvr will be located in a small cabinet close to rays desk on the kitchen side of the wall and get internet and network stuff off the floor and into the cabinet also with nvr for security. Be sure and give complete quote with all install and material nothing left open and for chance. Ray wants firm amount, no surprises. be sure and include small cabinet in bid JO ",
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        "notes": "New bid prepared at 5909.99 which includes equipment,labor,installation and all overhead.  If we stay on outside of building on the 4 back cameras with outside wire and come down the back at 50 foot from each end and from the outside straight into the kitchen where the nvr and MES is located it will cut down greatly on the cost of wire and labor. The front 2 can come around the side JO",
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        "notes": "Took bid to Lisa She said Ray had just left for Portugal for 3 weeks and she would contact me and let me know what he says when he gets back JO4-27-22",
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        "notes": "5/20/22 Ray had questions about the verifocal cameras and the rack that were quoted.  I have sent him ethe information he is looking for with the assistance of Austin on the camera questions.  I have included the email sent with that info in the attachments. JG",
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        "notes": "6-08-22 Called and spoke with Lisa and she said Ray was deciding he had spoken to a tech and she would call me back when he got back to the office. Probably today",
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        "notes": "Called ray advised 4443.50 for cameras without rack and network stuff per Chaz JO he said bring quote",
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        "notes": "Went by Rays Monday and gave quote revised by Chaz and talked a while and he said he would let us know in a week or so what he has decided.  JO ",
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        "notes": "customer has not decided and will call us when he does ",
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        "notes": "Talked to Ray and he said he is procrastinating and will let us know in 2 to 3 weeks follow up 3 weeks ",
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        "notes": "Spoke with Ray and he said he was mulling it around and would call me when ready.  I also told him about a quote i sent to Bmbi and he is going to think about that he said he would call me  JO",
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        "notes": "5/13/22 I have called Kelly to see if we can coordinate a day and time for Austin to go out and look at this property.  I have left her a vm to call back JG\n3/21/22 Email response from Kelley - I’m so sorry! We’ve had a family wedding this week (my oldest son!) and Ive been in Florida for the last 2 weeks helping out…had to put everything at the lakehouse on hold temporarily but will circle back around. Give me until I get back home next week to my desk and start following up on items left unfinished! \nThanks for following up and I’ll be back with you shortly!\n3/17/22 Sent Kelley an email to follow up on quote and conversation that was had with Zach JG\n3/8/22 Called and left a message for Kelley to follow up on her conversation with Zach and the quote. JG\n2/1/22 Called and left a message for follow up with Kelly JG\n1/20/22 Kelly called and said she is out of town, she will be in contact as soon as she gets back home. JG\n1/18/22 Called and left a vm to confirm quote was received JG\n1/14/22 Ready to send - Quote sent via email JG\n",
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        "notes": "5/16/22 I have sent Kelly an email asking about a time and day to get Austin out to complete an on site visit for the security system. JG\n3/21/22 Email response from Kelley - I’m so sorry! We’ve had a family wedding this week (my oldest son!) and Ive been in Florida for the last 2 weeks helping out…had to put everything at the lakehouse on hold temporarily but will circle back around. Give me until I get back home next week to my desk and start following up on items left unfinished! \nThanks for following up and I’ll be back with you shortly!\n3/17/22 Sent Kelley an email to follow up on quote and conversation that was had with Zach JG\n3/8/22 Called and left a message for Kelley to follow up on her conversation with Zach and the quote. JG\n2/1/22 Called and left a message for follow up with Kelly JG\n1/20/22 Kelly called and said she is out of town, she will be in contact as soon as she gets back home. JG\n1/18/22 Called and left a vm to confirm quote was received JG\n1/14/22 Ready to send - Quote sent via email JG\n",
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        "notes": "Gina Thornton Thu 05/19/2022 12:04 PM UTC-05 \n\nChecked scheduled and advised Jackie should be able to schedule for June 20th.  She will contact client and set activity.",
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        "notes": "5/19/22 email sent to let Kelley know that we have tentatively scheduled Austin for 8:30 on June 20th for an on site. JG",
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        "notes": "Updated quote sent to Kelley via email JG",
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        "notes": "Thanks Jackie! I think the quote looks good and we are fine to proceed with scheduling.\nWe will be at the lake for sure on June 17-20 and June 40-July 4th and not sure beyond that. Please let me know when they are available to install and I will do my best to be there.\nThanks for all of your help!\nKelley Austin \n\n",
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        "lastUpdate": "2023-07-14T14:11:01.287Z",
        "notifyCompleteFlag": false,
        "notificationSentFlag": false,
        "srServiceRecId": null,
        "agrHeaderRecId": null,
        "marketingCampaignRecId": null,
        "assignToRecId": 208,
        "assignByRecId": 208,
        "mobileGuid": "089a1799-de90-49a9-8000-96150f531057",
        "srLocationRecId": 4,
        "dateTimeStart": "2023-07-21T00:00:00.000Z",
        "dateTimeEnd": "2023-07-21T00:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2023-07-21T00:00:00.000Z",
        "dateTimeEndUtc": "2023-07-21T00:00:00.000Z",
        "dateEnteredUtc": "2023-06-21T17:13:44.570Z",
        "lastUpdateUtc": "2023-07-14T19:11:01.287Z",
        "dateClosedUtc": "2023-07-14T19:11:01.283Z",
        "soActStatusRecId": 2,
        "currencyRecId": 7,
        "id": "81d76027-bc98-ee11-b2cb-000c29c55070"
      },
      {
        "soActivityRecId": 19267,
        "opportunityRecId": 1233,
        "assignTo": "ageurin",
        "assignedBy": "ageurin",
        "companyRecId": 20875,
        "soActivityTypeRecId": 3,
        "subject": "Complete Opportunity",
        "soReferenceRecId": null,
        "dateEntered": "2023-07-14T09:25:41.350Z",
        "enteredBy": "ageurin",
        "contactRecId": 2669,
        "contactName": null,
        "closeFlag": true,
        "dateClosed": "2023-07-14T09:25:41.347Z",
        "closedBy": "ageurin",
        "updatedBy": "ageurin",
        "lastUpdate": "2023-07-14T09:25:41.580Z",
        "notifyCompleteFlag": false,
        "notificationSentFlag": false,
        "srServiceRecId": null,
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        "assignToRecId": 208,
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        "mobileGuid": "35ce5da7-c118-42a3-8452-346d6e4ce829",
        "srLocationRecId": null,
        "dateTimeStart": "2023-07-14T00:00:00.000Z",
        "dateTimeEnd": "2023-07-14T00:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2023-07-14T00:00:00.000Z",
        "dateTimeEndUtc": "2023-07-14T00:00:00.000Z",
        "dateEnteredUtc": "2023-07-14T14:25:41.350Z",
        "lastUpdateUtc": "2023-07-14T14:25:41.580Z",
        "dateClosedUtc": "2023-07-14T14:25:41.347Z",
        "soActStatusRecId": 2,
        "currencyRecId": 7,
        "id": "ffd96027-bc98-ee11-b2cb-000c29c55070"
      }
    ],
    "opportunityNotes": [
      {
        "soNotesRecId": 186,
        "opportunityRecId": 1233,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "4/18/22 I have sent Kim a text message to follow up on the quotes that were sent JG\n3/1/22 Called Kim and left a VM to follow up JG\n1/31/22 Called and left a vm for follow up JG\n1/20/22 Called and left a vm to follow up on quote JG\n1/14/22 Quote sent via email Jg\nReady to Send\n\nSeparating for camera system\n\n--- I think this will need to be created as a new customer but the information can be based upon Days Inn Paducah.  Gina can provide you additional info on this as needed.  Interested in approx. 4 cameras, something with front doorbell which is an old style phone activated box, perhaps alarm system tie in with doorbell\nWe need to get an activity set for someone to go on site and check this out – maybe Zach or Austin\n",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-04-18T15:02:24.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "436e54f2-e50c-4908-9dbc-869957b6ea22",
        "lastUpdateUtc": "2022-04-18T20:02:24.000Z"
      },
      {
        "soNotesRecId": 386,
        "opportunityRecId": 1233,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "5/13/22 Sent Kim a text to call back on the status of these quotes ",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-05-13T12:59:54.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "15f54bd1-9671-47aa-bd9e-108cdf015284",
        "lastUpdateUtc": "2022-05-13T17:59:54.000Z"
      },
      {
        "soNotesRecId": 448,
        "opportunityRecId": 1233,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "3/1/22 Called Kim and left a VM to follow up JG\n1/31/22 Called and left a vm for follow up JG\n1/20/22 Called and left a vm to follow up on quote JG\n1/14/22 Quote sent via email Jg\nReady to Send",
        "soFlag": false,
        "enteredBy": "mherren",
        "lastUpdate": "2022-05-19T13:17:10.000Z",
        "updatedBy": "mherren",
        "mobileGuid": "42c606c0-f60c-448e-bd13-d3dc7b3ef7c8",
        "lastUpdateUtc": "2022-05-19T18:17:10.000Z"
      },
      {
        "soNotesRecId": 659,
        "opportunityRecId": 1233,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent follow-up text",
        "soFlag": false,
        "enteredBy": "sroberts",
        "lastUpdate": "2022-06-10T11:33:25.000Z",
        "updatedBy": "sroberts",
        "mobileGuid": "43b435bf-bca4-4dfa-beda-7b6760fef27e",
        "lastUpdateUtc": "2022-06-10T16:33:25.000Z"
      },
      {
        "soNotesRecId": 724,
        "opportunityRecId": 1233,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Pricing updated and newest quotes sent to customer via email JG",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-06-15T15:12:54.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "b2eb78e2-26a3-4b21-8786-bc7d15442c64",
        "lastUpdateUtc": "2022-06-15T20:12:54.000Z"
      },
      {
        "soNotesRecId": 757,
        "opportunityRecId": 1233,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "I have texted Kim to make sure she has received the new quotes JG",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-06-17T13:01:37.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "90c7d469-24b0-4dc0-a7f8-ff3954280a56",
        "lastUpdateUtc": "2022-06-17T18:01:37.000Z"
      },
      {
        "soNotesRecId": 805,
        "opportunityRecId": 1233,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "I sent Kim an email to follow up that the updated quotes were received",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-06-24T15:38:06.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "2951e5e0-84cd-4811-a7fb-7354fce1fc27",
        "lastUpdateUtc": "2022-06-24T20:38:06.000Z"
      },
      {
        "soNotesRecId": 984,
        "opportunityRecId": 1233,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called KIm and talked with her about quotes that had been renewed by Jackie and she said give her about 2 weeks to talk to Mark JO followup 8-8-22  to see if they have decided yes",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-07-25T13:16:19.000Z",
        "updatedBy": "joutland",
        "mobileGuid": "0c8b43d8-e4d2-45ed-8538-ac4f59ceb84c",
        "lastUpdateUtc": "2022-07-25T18:16:19.000Z"
      },
      {
        "soNotesRecId": 1365,
        "opportunityRecId": 1233,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to follow up, left VM. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-22T12:53:17.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "18911cd1-0957-4437-b4a4-a54e8c9d3014",
        "lastUpdateUtc": "2022-09-22T17:53:17.000Z"
      },
      {
        "soNotesRecId": 1567,
        "opportunityRecId": 1233,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to call (mobile #) again, left VM. 10/19",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-10-19T10:06:03.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "4f8f99a6-2d7d-4d91-8294-a77281347118",
        "lastUpdateUtc": "2022-10-19T15:06:03.000Z"
      },
      {
        "soNotesRecId": 1822,
        "opportunityRecId": 1233,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to call MOBILE again, left VM. 11/9",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-09T10:12:22.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "0234b76d-e368-47d8-bb6e-5b07ac273e8f",
        "lastUpdateUtc": "2022-11-09T16:12:22.000Z"
      },
      {
        "soNotesRecId": 2018,
        "opportunityRecId": 1233,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to call mobile number, no answer. Called the Best Western and gave the woman at the front desk our office phone number and she is going to let Kim know to give us a call in regards to the surveillance cameras and alarm systems. 11/30",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-30T13:24:15.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "73469833-a244-4d0b-8789-1ff637cdb94f",
        "lastUpdateUtc": "2022-11-30T19:24:15.000Z"
      },
      {
        "soNotesRecId": 2871,
        "opportunityRecId": 1233,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer. 2/15",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-02-15T11:38:51.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "55822630-9ba2-4711-a61f-dab2fd6c278c",
        "lastUpdateUtc": "2023-02-15T17:38:51.000Z"
      },
      {
        "soNotesRecId": 3275,
        "opportunityRecId": 1233,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer. 3/22",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-03-22T15:59:18.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "8ce05827-3624-4605-aab4-072baecd2378",
        "lastUpdateUtc": "2023-03-22T20:59:18.000Z"
      },
      {
        "soNotesRecId": 3682,
        "opportunityRecId": 1233,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Attempted to call, no answer. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-01T08:51:07.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "f7fd14bd-6931-4382-8321-c3b22d4fda42",
        "lastUpdateUtc": "2023-05-01T13:51:07.000Z"
      },
      {
        "soNotesRecId": 3796,
        "opportunityRecId": 1233,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Left VM for Kim.",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-08T15:34:19.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "c55994ab-d74d-42d8-863e-9578d2a511ca",
        "lastUpdateUtc": "2023-05-08T20:34:19.000Z"
      },
      {
        "soNotesRecId": 4189,
        "opportunityRecId": 1233,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Attempted to call to follow up, and had to leave another voicemail",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-06-21T12:13:33.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "9dbb60a1-afc9-46ad-9198-910c8387814d",
        "lastUpdateUtc": "2023-06-21T17:13:33.000Z"
      }
    ],
    "forecastItems": [
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        "soForecastDtlRecId": 2945,
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        "revenue": "1175",
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        "includeFlag": false,
        "quoteWerksDocNo": null,
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        "updatedBy": "jgnech",
        "lastUpdate": "2023-07-14T09:25:41.000Z",
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    ],
    "contacts": [
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        "soInfluencerRecId": 1321,
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        "contactRecId": 2669,
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        "lastUpdate": "2022-01-03T13:27:12.000Z",
        "updatedBy": "jgnech",
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      }
    ]
  },
  {
    "opportunityRecId": 1234,
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    "estimatedTotal": "0",
    "probabilityToClose": 20,
    "source": null,
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    "dateCloseExpected": "2022-06-30T00:00:00.000Z",
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    "oldCloseFlag": false,
    "dateClosed": "2022-06-28T11:18:37.710Z",
    "closedBy": "jgnech",
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    "companyAddressRecId": 3066,
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    "taxTotal": "0",
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    "techContactRecId": null,
    "id": "2b77e022-bc98-ee11-b2cb-000c29c55070",
    "company": {
      "companyRecId": 20876,
      "companyId": "SmothermanClay",
      "companyName": "Smotherman, Clay",
      "phoneNbr": "2702935708",
      "phoneNbrFax": "",
      "websiteUrl": "",
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      "lastUpdate": "2023-02-23T11:20:23.000Z",
      "updatedBy": "twade",
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      "marketRecId": 30,
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      "annualRevenue": "0",
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      "dateEntered": "2022-01-03T13:28:29.000Z",
      "billingTermsRecId": 3,
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      "internalFlag": false,
      "srNotify": "A",
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      "srSignoffRecId": 0,
      "billOverrideFlag": false,
      "billSrFlag": false,
      "billCompleteSrFlag": false,
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      "mobileGuid": "a23046c7-5d16-47bb-ac19-d5c6e4d59fce",
      "officeCalendarRecId": null,
      "lastUpdatedUtc": "2023-02-23T17:20:23.000Z",
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      "dateEnteredUtc": "2022-01-03T19:28:29.000Z",
      "enteredBy": "jgnech",
      "dateAcquiredUtc": "2022-01-03T19:28:29.000Z",
      "profileLastUpdateUtc": "2022-01-03T19:28:29.000Z",
      "profileLastUpdatedBy": null,
      "annualRevenueUpdateUtc": "2022-01-03T19:28:29.000Z",
      "customerUsageTypeRecId": null,
      "notificationHistory": ",",
      "invTemplateSetupRecId": null,
      "emailTemplateRecId": null,
      "optionsLastUpdateUtc": "2022-01-03T19:28:29.000Z",
      "optionsUpdatedBy": "jgnech",
      "yearEstablished": null,
      "resellerId": null,
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        "lastUpdateUtc": "2022-05-19T18:15:16.000Z"
      },
      {
        "soNotesRecId": 723,
        "opportunityRecId": 1257,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Pricing updated and newest quotes sent to customer via email JG",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-06-15T15:11:51.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "3c1546c8-8d6b-45ed-a868-ef71ee590928",
        "lastUpdateUtc": "2022-06-15T20:11:51.000Z"
      },
      {
        "soNotesRecId": 756,
        "opportunityRecId": 1257,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "I have texted Kim to make sure she has received the new quotes JG",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-06-17T13:01:02.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "97bab407-b479-435f-900e-44949682f067",
        "lastUpdateUtc": "2022-06-17T18:01:02.000Z"
      },
      {
        "soNotesRecId": 804,
        "opportunityRecId": 1257,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "I sent Kim an email to follow up that the updated quotes were received",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-06-24T15:36:57.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "5e8f17af-7f61-4dc2-8a54-9376b4d498a0",
        "lastUpdateUtc": "2022-06-24T20:36:57.000Z"
      },
      {
        "soNotesRecId": 842,
        "opportunityRecId": 1257,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "jackie updated all customer will call us when ready ",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-06-29T09:25:40.000Z",
        "updatedBy": "joutland",
        "mobileGuid": "e34120e5-0051-4f42-b6ee-f5fe1c01c890",
        "lastUpdateUtc": "2022-06-29T14:25:40.000Z"
      },
      {
        "soNotesRecId": 938,
        "opportunityRecId": 1257,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Spoke with KIm and she wants me to resend this quote and she will work on getting an ok on this 7-20-22",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-07-20T12:25:10.000Z",
        "updatedBy": "joutland",
        "mobileGuid": "6ae32573-a0cd-4000-bbfe-129c55e78c95",
        "lastUpdateUtc": "2022-07-20T17:25:10.000Z"
      },
      {
        "soNotesRecId": 1366,
        "opportunityRecId": 1257,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to follow up, left VM. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-22T12:54:33.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "a6fb789e-5c53-4413-983b-afaf70dc7e9e",
        "lastUpdateUtc": "2022-09-22T17:54:33.000Z"
      },
      {
        "soNotesRecId": 1566,
        "opportunityRecId": 1257,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to call (mobile #) again, left VM. 10/19",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-10-19T10:05:55.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "f84bb620-eecc-4e9b-b520-70bbce90dad8",
        "lastUpdateUtc": "2022-10-19T15:05:55.000Z"
      },
      {
        "soNotesRecId": 1821,
        "opportunityRecId": 1257,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to call MOBILE again, left VM. 11/9",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-09T10:11:20.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "78446d6e-3e0c-437b-9f69-372c5f956ad9",
        "lastUpdateUtc": "2022-11-09T16:11:20.000Z"
      },
      {
        "soNotesRecId": 2017,
        "opportunityRecId": 1257,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to call mobile number, no answer. Called the Best Western and gave the woman at the front desk our office phone number and she is going to let Kim know to give us a call in regards to the surveillance cameras and alarm systems. 11/30",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-30T13:23:53.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "fa05d08b-ec6a-4361-9ab1-24d411d43e9f",
        "lastUpdateUtc": "2022-11-30T19:23:53.000Z"
      },
      {
        "soNotesRecId": 2870,
        "opportunityRecId": 1257,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer. 2/15",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-02-15T11:38:45.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "3deb2c60-6e96-4cb3-a852-25f7fee20f47",
        "lastUpdateUtc": "2023-02-15T17:38:45.000Z"
      },
      {
        "soNotesRecId": 3274,
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer. 3/22",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-03-22T15:58:38.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "7c2f1af0-0614-449f-8114-b269529217a1",
        "lastUpdateUtc": "2023-03-22T20:58:38.000Z"
      },
      {
        "soNotesRecId": 3680,
        "opportunityRecId": 1257,
        "seqNbr": null,
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        "notes": "Follow up call, no answer",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-01T08:50:45.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "1ade60eb-f724-42cc-b3b4-c143007af557",
        "lastUpdateUtc": "2023-05-01T13:50:45.000Z"
      },
      {
        "soNotesRecId": 3797,
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Left VM for Kim.",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-08T15:34:45.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "db9bcab6-7458-45ac-ab12-9a5995a5e863",
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      },
      {
        "soNotesRecId": 3982,
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Left VM",
        "soFlag": false,
        "enteredBy": "bgordon",
        "lastUpdate": "2023-05-24T16:20:43.000Z",
        "updatedBy": "bgordon",
        "mobileGuid": "17219559-852e-4436-8df7-ff09db661507",
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      },
      {
        "soNotesRecId": 4188,
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        "noteTypeRecId": 2,
        "notes": "Attempted to call Kim to follow up, and had to leave another VoiceMail",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-06-21T12:12:41.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "a113629f-7377-48fe-9a39-9559901f21ff",
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    ],
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    ],
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        "contactName": "Kim Rust",
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        "companyName": "Rust, Kim",
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      }
    ]
  },
  {
    "opportunityRecId": 1258,
    "opportunityName": "Alarm System",
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    "estimatedTotal": "0",
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    "dateClosed": "2022-04-29T09:49:01.117Z",
    "closedBy": "jgnech",
    "enteredBy": "twade",
    "updatedBy": "jgnech",
    "notes": "3/3/22 Per my discussion with CER, I have sent an email offering customer financing w/ ACH payments JG\n3/1/22 Called William to follow up and he was very displeased with the price of the quotes.  Said that he told the other lady in the office that he only wanted to spend $1,000.  I told him I was not aware of the budget cap and would try to rework the quote JG\n2/16/22 Quote sent to customer via email JG\nMr. Swatzel phoned today (01-17-2022) and said he had called sometime back in December requesting a quote for a security system at his home, but has not heard back from anyone. I apologized for the delay and told him I will give the info to Jackie (who is not in today but will be tomorrow) and have her call him in the morning. ",
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      "srNotify": "A",
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      "srSignoffRecId": 0,
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      "billUnapprovedPmFlag": false,
      "billRestrictDownPaymentPmFlag": false,
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      "taxId": null,
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      "priceHeaderRecId": null,
      "emailCcFlag": false,
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      "dateAcquiredUtc": "2021-12-20T19:41:02.000Z",
      "profileLastUpdateUtc": "2021-12-20T19:41:03.000Z",
      "profileLastUpdatedBy": null,
      "annualRevenueUpdateUtc": "2021-12-20T19:41:03.000Z",
      "customerUsageTypeRecId": null,
      "notificationHistory": ",",
      "invTemplateSetupRecId": null,
      "emailTemplateRecId": null,
      "optionsLastUpdateUtc": "2021-12-20T19:41:03.000Z",
      "optionsUpdatedBy": "jgnech",
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      "resellerId": null,
      "coreEntityCompanyId": null,
      "coreEntityUpdatedBy": "jgnech",
      "coreEntityLastUpdateUtc": "2021-12-20T19:41:03.000Z",
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    },
    "activities": [
      {
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        "notes": "I have emailed Chaz asking for an update on the next steps for this opportunity JG",
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        "notes": "Chaz followed up on this. Email per Julie:\n\n\"Hey, I would really like to sit down and discuss options. It's a little far out, but can we put something on the calendar to talk on 10/19? That gets me through all of my extensions and hopefully by that time my panic and anxiety level will be significantly lower than it is on this beautiful Monday morning.\" \n\nEmail in Attachments as well",
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        "notes": "3/14/22 Called to follow up with Jake and he said he has alot of things going on with his other business that requires his attention right now and asked if I could follow up about this in mid May JG\n3/4/22 Talked to Jake and he asked if we can just replace the 2 cams that are out as he has already put so much money into the system.  Mike is getting pricing and we will have to rework quote. JG\n2/11/22 Quote sent via email JG",
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        "notes": "Reviewed and printed to give to Chaz.",
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        "notes": "Called to followup on bid, customer was out of office until Monday, left a return call request. Will call back Monday morning.",
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        "notes": "Made follow up call. Ryan had just stepped out of the office, but the woman who answered let me know that they are still having meetings on this and it is going to be awhile before they get moving on it. 11/18",
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        "notes": "5/12/22 I called and left a message for Ryan to follow up on the quote and where they are at with these projects JG\n4/12/22 Spoke with Ryan and they have a few different projects they are working on right now, this is still in the works JG\n3/11/22 Talked to Ryan and he said they have just added two new members to the board and have a meeting this coming Tuesday. It may be a month or so before this is decided on for a bid JG\n2/24/22 sent a follow up email to Ryan about quotes JG\n2/7/22 Quote sent via email to Ryan JG\nSeparating into different quotes - subsection C",
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        "notes": "5/12/22 I called and left a message for Ryan to follow up on the quote and where they are at with these projects JG\n4/12/22 Spoke with Ryan and they have a few different projects they are working on right now, this is still in the works JG\n3/11/22 Talked to Ryan and he said they have just added two new members to the board and have a meeting this coming Tuesday. It may be a month or so before this is decided on for a bid JG\n2/24/22 sent a follow up email to Ryan about quotes JG\n2/7/22 Quote sent via email to Ryan JG\nSeparating into different quotes - subsection D",
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        "notes": "I have called and talked to Ryan.  They had a meeting on Tuesday and our bid came in at the most cost effective.  The other bids were at over 100K and included technology and cameras that the parks saw as unnecessary for their needs.  Ryan said they have another meeting in July and they will probably have us formally bid the project and they would like to start sometime in August. Consider this project won and a follow up will be made in July for further instruction. JG ",
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        "notes": "Reviewed and printed for Chaz to review.",
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        "notes": "Called to followup on bid, customer was out of office until Monday, left a return call request. Will call back Monday morning.",
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        "notes": "Made follow up call. Ryan had just stepped out of the office, but the woman who answered let me know that they are still having meetings on this and it is going to be awhile before they get moving on it. 11/18",
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    "notes": "Separating into different quotes - subsection E",
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        "notes": "4/12/22 Called and left a vm for Dave to see if there was any progress on getting out of contract with his other company JG\n3/1/22 Talked with Dave and he is still working on getting out of his contract with the old company JG\n2/9/22 Quote sent via email JG\nDave called and said he is looking to have his old system replaced.  It is an 18 year old At&t system.  Everything is hard wired and there are some out building extensions.  He requested that it be tied into his cell phone.  A tech will have to take a look at the current system.",
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        "notes": "Emailed Gina to see what the next step on this should be. 11/21",
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        "notes": "Per Gina: I just called and spoke to Mr. Hilton.  He said that he does have the quote, he does not want anyone to come and look at the current alarm.  He said that with the holidays approaching this is not something that he is going to do right now.  I told him to give us a call back at the beginning of the year if he would like.  I advised that the quote he received is good for thirty days and with the fluctuation of pricing from our vendors, either up or down, we will need to requote at that time.  He said that he would do that.  I wished him a happy holiday season.\n\nMy suggestion is that we close this opportunity to lost.  If Mr. Hilton decides to revisit this we will requote at that time.  I do not see any reason to continue to waste valuable resources following up on this quote which may not every come to fruition. \n",
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    "notes": "3/9/22 Talked to Nathan and they are going to pass on this opp as they are planning on relocating to a new office location in a year. \n3/8/22 Called and left a vm to follow up on quote JG\n2/8/22 Quote sent to Nathan via email JG\nCustomer's existing system is a QualSys system---NOT A QOLSYS--- but is not being monitored.  Customer site has two doors (front and rear) without door sensors.  Customer has one motion sensor which may/not be functional.  There are 3/4 existing motion sensors.  There may be need for additional motion sensor. - Rusty 02-02-22",
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        "notes": "The customer has a 1Gbps fiber connection at the RV Park Guest Check-In Building. There are to AC Mesh Pro's already onsite that we can factory reset and re-provision to provide Wi-Fi to the front rows of campers. I Propose P-2-P links from the Guest Check-In Building / RV Park Sign to Poles to be mounted on locations designated on attached map. At each box there will be a P-2-P radio, AP and POE Switch. The Guest Check-in will have a rack with a USG Pro 4, 16P switch and one AP for internal use. This solution will allow the customer to easily scale to add a NVR in the future with IP cameras mounted throughout the park and in the Guest Check-in Building. ",
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        "notes": "found where we could get certified and sent to chaz and called Troy and he said call him early in the morning next week or the week after and he would find out if they had someone or if we should go to school or what  call try 5-25-22 at 8:00 am and check if he has info yet JO",
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        "notes": "LMTC troy to set appointment for next Wednesday to go to plant  6-15-22 if that works with Troy ",
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        "notes": "Called troy to see if he had spoken with his boss as to when we could look at break bell system and he is checking to see if monday the 11th or the 25th will work for his boss and he will let me know JO",
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        "notes": "called  troy and advised that Josh is coming friday at 10:00 am and would like a site map if possible JO ",
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        "notes": "Site visit with Troy, Intercom system take over, needs to work with disaster alerts (alarms) tornado, fire, storm, threats etc. Break bells for all shifts, 15 minutes, lunch and start and end shifts. Needing recordings that can be activated by dialing a # and recording plays line down (line #) and once up another message would indicate line is back online. There may be a need to replace lines and or some loud speakers, Troy is getting together a site map of all working and non-work equipment. Installs should be planned for a Saturday since the plant is not in operation as of now, but could change. Josh",
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        "notes": "Buddy and myself visited the site and Buddy looked at what was needed. We were meet in the parking lot by Troy and he says they are now just wanting the break bells to work again, all the other things had been added on by staff up front. Does not feel Corporate will go for anything else at this time. Buddy seem to have an idea on how to repair their issues.",
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        "notes": "Received email from Troy (attached)  He is wanting to receive the quote for the system upgrade that was discussed.",
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        "notes": "031022 - Kim said that it will be a couple of months until they start doing the renovations on the inside.  She will let us know then. -GT\n03/10/22 - Text to Kim to follow-up on quotes sent, she replied that she received and will review when she has time to -GT\n3/8/22 Called and left a vm to make sure Kim got the quotes that were sent JG\n3/7/22 Quote sent via email JG\nCamera notes from on site per Austin in attachments",
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        "notes": "5/24/22 I have sent Kim an email regarding the status of both her home and business camera quotes that were sent JG",
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        "notes": "5/31/22 - Per email from Kim - We are for sure doing the Bridge St location once we start complete the remodel.  That will be sometime this fall.",
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        "notes": "Tried to follow up, no answer. Left VM. If no response, will follow up again.",
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        "notes": "Called again, no answer. ",
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        "notes": "Called again, no answer. ",
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        "notes": "Customer said they are definitely wanting to get these cameras, but they are in the middle of a remodel, so they will not need to get the cameras until later this year. ",
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        "notes": "Made follow up call. Kim said they are in the middle of this remodel still, and to pencil her in for the 1st of February. I let her know I'd call back around then and see where things are at. 12/20",
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        "notes": "Made follow up call, no answer. Left VM for Kim stating that I had gotten to thinking about her this morning and wanted to give her a call to let her know we are most likely going to be booked up pretty soon, but we wanted to get her taken care of by the end of this month. 2/3",
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        "notes": "Sent text message 2/10",
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        "notes": "Kim called. She would like to proceed ASAP. We will likely have to requote this.",
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        "notes": "Austin went on-site there today in regards to a ticket for moving some wires. He spoke with her about this quote. She is a chamber member so the 10% discount was added. Created new quote letter, no products needed to be changed. 3/1",
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        "notes": "Sent new quote letter to Chaz, Austin, Gina, and Travis for review. 3/1",
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        "notes": "New quote letter emailed 3/1",
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        "notes": "4/8/22 Called and left a vm for Kaleena to call back JG\n3/23/22 Kaleena received quotes and they are under review JG\n3/9/22 Quote sent via email JG",
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        "notes": "printed quote and gave to Sarah to email because I have no scanner JO",
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        "notes": "Buddy said this will take an hour to do, and it is probably in the 400.00 price.  He said this is a communicator and that it has to connect to 2 copper lines or 2 cell lines or 2 sip lines.  the current communicator is not working JO   Just for our knowledge. ",
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        "notes": "Followed up with customer. She is still interested in this and wants a new quote emailed to her. ",
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        "notes": "resent quote and ccd so it is there JO",
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        "notes": "Called Jerry last week and he called back in and got someone else and they went and got his computer and are working on it , so I don't think there is anything i can do till they have looked at this computer and let me know if it is fixed or if a new one is needed JO",
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        "notes": "after calling Jerry he called back and spoke to Randy and he went out and got computer and someone fixed it and took it back.  Today Rusty told Gina he would put together a quote for a New computer and send it to me where I can call him back and try to sell him a new updated one and the difference he will experience.  JO",
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        "notes": "Matt says mayes computer is real old and needs new one , Gina has advised Rusty to get someone to bid it.  Waiting for Bid .",
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        "notes": "sent Gina email on this requesting quote",
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        "notes": "emailed quote to Jerry and called him and let him know it was on the way JO He said he would look and let me know ",
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        "notes": "5/2/22 quote sent to customer via email JG",
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        "notes": "5/5/22 Customer has received the quote, had some unexpected medical bills come up and will have to put this off for a bit.  I will follow up in about a month to see where things are at JG",
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        "notes": "Made follow up call, no answer, left VM. 1/16",
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        "notes": "Attempted to call Joetta and had to leave VM. Closing this Opp. ",
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    "notes": "032922 - Jerry called in and rescheduled on-site for this afternoon with JP - GT\n03/28/22 - Was not able to get in touch with Mr. Burcham to make sure he would be able to meet us.  Text message and phone messages left, will try to reschedule. \n Talked to Jackie and she is going to reach out again in the morning.-GT\n\nGMT 031822 - Mr. Burcham reports that he has two systems at 2 different locations,  They both communicate over Verizon 3G.  He needs an upgrade and for the monitoring to be taken over on these accounts.  He mentioned that they also monitor the temperature inside the barns as well and this will be necessary for this account.  Mr. Burcham will meet you at the Robinson Levee Rd address first.  Please get an email address from this client.\n\nFirst location:  89 Robinson Levee Rd McKenzie, TN 38201\nSecond Location:  4650 HWY 423 McKenzie, TN  38201",
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called Burcham farms and left a message to call back to Total tech 4-11-22 JO",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-04-11T09:19:27.000Z",
        "updatedBy": "joutland",
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        "notes": "Customer is waiting for Chaz or rusty to make a bid on the ATA that allows the hog thing to call in for trouble this was a request to change from 3G to 4G  the verizon ATA would need to be replaced or programmed JO 4-20-22",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-04-20T09:41:49.000Z",
        "updatedBy": "joutland",
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        "notes": "Talked with Jackie and she said the verizon ATA was giving wireless home phone line to the hog farm for it to dial out on and we cant deal with it.  So Chaz needs to see what we can offer through ?  I think only Verizon and ATT have this service . Let me know JO 4-20-22",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-04-20T10:09:01.000Z",
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      },
      {
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Maybe leave the verizon service and connect to a 4g communicator of ours? jo just a thought",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-04-20T10:10:09.000Z",
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        "soInfluencerRecId": 1521,
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        "contactName": "Jerry Burcham",
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        "updatedBy": "gthornto",
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  },
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    "opportunityRecId": 1426,
    "opportunityName": "Alarm Takeover",
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    "dateClosed": "2022-04-04T09:55:31.963Z",
    "closedBy": "jgnech",
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    "notes": "4/4/22 Mike called in to go over details of quote.  We confirmed pricing and monitoring and he asked what was the soonest this could be completed.  I checked with Mike H. on parts and had Gina look at the schedule.  Converting to a ticked to be completed JG\n3/31/22 Quote sent via email JG\n032822 Talked to Austin, he advised that he had the info for this and would get together for the quote.  Jackie advised that she is working on this as well to get the info for the quote - GT\nMike would like us to takeover the alarm at this site.",
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        "notes": "Per J Oultand- I spoke with Stacey and he said he had not started new office. He said he can’t even get anyone to bud new office due to material increases.  He said it would not be July , but as soon as it was time for prewire he would call us. He also said he was going to put all in new because the alarm stuff is old that he now has and change monitoring at that time. I will set follow up for 7-1 but it will be longer than that because of no start on budging yet. ",
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        "notes": "Tried to follow up with customer. No answer, no VM box. ",
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        "notes": "Tried to call again, no answer. ",
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        "notes": "Tried to call again, no answer. ",
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        "notes": "Called again, immediately went to voicemail. Left VM. Sent text message as well. 12/30",
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        "notes": "Made follow up call, no answer. 3/29",
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        "notes": "made call to follow-up/ no one answered. ",
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        "notes": "Made follow up call, immediately went to voicemail. 4/12",
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        "id": "2fb99f26-bc98-ee11-b2cb-000c29c55070"
      }
    ],
    "opportunityNotes": [
      {
        "soNotesRecId": 137,
        "opportunityRecId": 1430,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "LMTC on vcmail to change this to the 29th for on-site visit - Mr. Harold called in from message and rescheduled on-site",
        "soFlag": false,
        "enteredBy": "gthornto",
        "lastUpdate": "2022-04-12T11:32:54.000Z",
        "updatedBy": "gthornto",
        "mobileGuid": "0dffe6af-e24c-48ca-8b56-9e2c9625d67f",
        "lastUpdateUtc": "2022-04-12T16:32:54.000Z"
      },
      {
        "soNotesRecId": 226,
        "opportunityRecId": 1430,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "4/26/22 I have left a vm for George requesting to move the onsite visit that was scheduled for 3PM this Friday to 3PM next Thursday. ",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-04-26T15:01:49.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "e8e50c9a-2979-469c-88a1-ea5a91c0b9d7",
        "lastUpdateUtc": "2022-04-26T20:01:49.000Z"
      },
      {
        "soNotesRecId": 773,
        "opportunityRecId": 1430,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "I have sent George a text to see if he would like to schedule an on site for this.",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-06-20T09:50:44.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "5a797663-1361-47f8-8e73-4b6ac334eec4",
        "lastUpdateUtc": "2022-06-20T14:50:44.000Z"
      },
      {
        "soNotesRecId": 1222,
        "opportunityRecId": 1430,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Followed up with customer and he wants an onsite scheduled sometime next week. ",
        "soFlag": false,
        "enteredBy": "abriggs",
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        "updatedBy": "abriggs",
        "mobileGuid": "4ffcf785-09c7-48eb-aa98-07067c473be0",
        "lastUpdateUtc": "2022-09-02T20:08:34.000Z"
      },
      {
        "soNotesRecId": 1315,
        "opportunityRecId": 1430,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called to get email from customer. He said he wants a payment plan for this, instead of paying all at once. Spectrum will be done on September 17th, then we can follow them. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-14T14:23:21.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "e207d7c8-7c03-4cb0-9f6c-3eff9421640c",
        "lastUpdateUtc": "2022-09-14T19:23:21.000Z"
      },
      {
        "soNotesRecId": 1389,
        "opportunityRecId": 1430,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Waiting on Chaz for payment plan. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-23T10:56:49.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "a31345a5-f2b2-4efb-b4df-e51751b67203",
        "lastUpdateUtc": "2022-09-23T15:56:49.000Z"
      },
      {
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Per CER: Offer basic residential system for $350 on day of install, then $100.34/month. Must pay on ACH forever. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-10-03T08:28:33.000Z",
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      },
      {
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called to offer plan, but there was a bad connection. Will call back. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-10-06T15:22:38.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "c5bcc214-6fc2-4636-bc68-f5106e536d4c",
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      },
      {
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Emailed payment plan. 10/7",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-10-07T10:27:01.000Z",
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      {
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        "noteTypeRecId": 2,
        "notes": "I called George and he said he is waiting for Spectrum to be in at 8-9 AM on the 17th, then he will most likely want to proceed with this. He is going to talk with his son about the monthly payment and they are going to go over their options. He also said he has some blink cameras that he is wondering if they would be able to be installed to his system additionally. I told him if a tech was able to look at those, they may be able to let him know if that is able to be done. 10/14",
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        "enteredBy": "abriggs",
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        "noteTypeRecId": 2,
        "notes": "I called George to follow up to see if he still wants the product and he said there is no way that he is going to pay for this and that he thinks the offer is ridiculous. He said that if we come up with a more reasonable offer then he may look at it but as of right now he is not interested.",
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        "enteredBy": "lhelton",
        "lastUpdate": "2022-11-04T14:36:58.000Z",
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    "notes": "Copied from other opportunity - he is doing shop only!\n3/21/22 Austin sent a text after review of the quote letting us know that he is good with everything for the shop, but does not want to do anything with the house JG\n3/21/22 Quote sent via email JG\nAustin recently had a break in and would like to inquire about an alarm and cameras for the shop.  The lead is generated from CER as Austin used to work for Total Tech.",
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        "notes": "Mark said he wanted 3 wireless cameras and a recorder and access from his cell phone. Rusty and Austin said no wireless cameras because of problems and batteries I talked to Tommy Phillips at Murray State and he said they would run wires for cameras to network closet and Rusty said the closet would be ok to connect to and then give mark a monitor in his office to see what was going on and to look at passed recordings and his phone would work ok with this   we meet with Mark this pm JO 4-19-22",
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        "notes": "This is in for rusty to bid  8 port nvr with 5 cameras and MSU will pull wire once this bid is won.  we will need a shelf on the back wall for NVR to sit  and Mark will want to be able to turn cameras off and on and see from his cell phone. JOANN and her work space is not to be in sight of Camera for the 2 front doors ",
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        "notes": "worked with Mark and sold camera system. next step is for me to meet with Tommy Phillips and Chris Neal MSU and blue tape mark where they will pull wire and place a cat6 jack on the end of wire in the ceiling and connect to patch panel in equipment room and connect patch cords to the patch panel and run to where nvr will be placed on the back wall beside Murray electric internet and my switch   We need a shelf from lowes or wherever we get them to mount to the wall and set NVR on . Mark wants cameras set on doors where they wont pickup Joann desk and them eating in the kitchen  just capture the door and he has a cat he doesn't want to capture. Then we will connect cameras to the jacks they will have ready and program  ",
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        "notes": "5/3/22 - Quote sent to customer via email JG\nJackie says she  is working on this  JO 4-20-22",
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        "notes": "5/24/22 Larry had come in to pay an invoice and I was able to ask him about this.  He said this is something that he is going to wait on for a little longer. JG",
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        "notes": "Called Larry and left voicemail that if interested we could look at alarm system because he said after having the camera s for a while he would decide if an alarm is needed. Jackie sent an email also ",
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        "notes": "Chaz and I (Josh) spoke about this quote, we agreed to offer the customer a 5% discount if he agreed to do business with today. Attempting to call the customer 7/27/2022.",
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        "notes": "Customer said he is not interested in this right now. They are working on landscaping for their house and don't want to put money elsewhere. ",
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        "notes": "Took quote to Kendra for the church meeting and she will let us know if the board approves in MAY 2022 Judy",
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        "notes": "Called Kendra and offered to reduce quote by \"close to $400\" ($395.61 to be exact).  I have ALREADY reduced quoted materials and labor.  I told her that when other company went to install, they would have to take down their network and setup all settings, etc. which would impact the office staff.",
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        "notes": "Kendra advised Sarah that they had accepted a quote tht was $1000 cheaper than our quote.  Kendra said that they are going to go with other company\n\nRusty called her and talked to her - see his notes in another note - Kendra said that she would take this before the board and let us know.",
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      {
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        "companyRecId": 19567,
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        "subject": "Follow Up --if no response",
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        "contactRecId": 263,
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        "closeFlag": true,
        "dateClosed": "2023-03-03T09:49:11.963Z",
        "closedBy": "kgore",
        "updatedBy": "kgore",
        "lastUpdate": "2023-03-03T09:49:12.143Z",
        "notifyCompleteFlag": false,
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        "dateTimeStart": "2023-03-03T09:00:00.000Z",
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        "automated": false,
        "dateTimeStartUtc": "2023-03-03T15:00:00.000Z",
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        "id": "3dc19f26-bc98-ee11-b2cb-000c29c55070"
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      {
        "soActivityRecId": 15718,
        "opportunityRecId": 1505,
        "assignTo": "bgordon",
        "assignedBy": "kgore",
        "companyRecId": 19567,
        "soActivityTypeRecId": 18,
        "subject": "Follow-up",
        "soReferenceRecId": 0,
        "dateEntered": "2023-03-03T09:49:40.150Z",
        "enteredBy": "kgore",
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        "contactName": "",
        "closeFlag": true,
        "dateClosed": "2023-04-06T08:57:41.957Z",
        "closedBy": "bgordon",
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        "dateTimeStart": "2023-04-06T09:00:00.000Z",
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        "automated": false,
        "dateTimeStartUtc": "2023-04-06T14:00:00.000Z",
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        "id": "9ccc6027-bc98-ee11-b2cb-000c29c55070"
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      {
        "soActivityRecId": 16670,
        "opportunityRecId": 1505,
        "assignTo": "bgordon",
        "assignedBy": "bgordon",
        "companyRecId": 19567,
        "soActivityTypeRecId": 18,
        "subject": "Follow-up: Follow Up --if no response",
        "soReferenceRecId": 0,
        "dateEntered": "2023-04-06T08:57:42.153Z",
        "enteredBy": "bgordon",
        "contactRecId": 263,
        "contactName": "",
        "closeFlag": true,
        "dateClosed": "2023-04-13T11:21:56.063Z",
        "closedBy": "bgordon",
        "updatedBy": "bgordon",
        "lastUpdate": "2023-04-13T11:22:03.603Z",
        "notifyCompleteFlag": false,
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        "mobileGuid": "e88b75ff-d4a1-4c49-841b-007159d4272b",
        "srLocationRecId": null,
        "dateTimeStart": "2023-04-11T08:30:00.000Z",
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        "automated": false,
        "dateTimeStartUtc": "2023-04-11T13:30:00.000Z",
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        "currencyRecId": 7,
        "id": "30d06027-bc98-ee11-b2cb-000c29c55070"
      },
      {
        "soActivityRecId": 16821,
        "opportunityRecId": 1505,
        "assignTo": "gthornto",
        "assignedBy": "CRobinso",
        "companyRecId": 19567,
        "soActivityTypeRecId": 18,
        "subject": "follow up",
        "soReferenceRecId": 0,
        "dateEntered": "2023-04-13T11:21:43.763Z",
        "enteredBy": "bgordon",
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        "contactName": "",
        "closeFlag": true,
        "dateClosed": "2023-07-14T09:34:59.460Z",
        "closedBy": "ageurin",
        "updatedBy": "ageurin",
        "lastUpdate": "2023-07-14T09:34:59.460Z",
        "notifyCompleteFlag": false,
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        "assignToRecId": 185,
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        "mobileGuid": "830e3811-3473-4d23-8982-fe5846a5e65a",
        "srLocationRecId": 4,
        "dateTimeStart": "2023-09-11T08:00:00.000Z",
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        "automated": false,
        "dateTimeStartUtc": "2023-09-11T13:00:00.000Z",
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        "id": "c0d06027-bc98-ee11-b2cb-000c29c55070"
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      {
        "soActivityRecId": 19285,
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        "assignTo": "ageurin",
        "assignedBy": "ageurin",
        "companyRecId": 19567,
        "soActivityTypeRecId": 3,
        "subject": "Complete Opportunity",
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        "dateEntered": "2023-07-14T09:35:12.727Z",
        "enteredBy": "ageurin",
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        "closeFlag": true,
        "dateClosed": "2023-07-14T09:35:12.730Z",
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        "mobileGuid": "d217c056-635b-489c-8a01-986612e85d62",
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        "dateTimeStart": "2023-07-14T00:00:00.000Z",
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        "automated": false,
        "dateTimeStartUtc": "2023-07-14T00:00:00.000Z",
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        "id": "10da6027-bc98-ee11-b2cb-000c29c55070"
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    ],
    "opportunityNotes": [
      {
        "soNotesRecId": 214,
        "opportunityRecId": 1505,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Corbin answered and said set appointment for am on the 4-28-22 between 8 and 12 and if Ricky saw any problems with that date he would call in and let us know . JO",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-04-25T10:02:41.000Z",
        "updatedBy": "joutland",
        "mobileGuid": "1180e2f1-eec2-4e71-81a0-8d980d83053b",
        "lastUpdateUtc": "2022-04-25T15:02:41.000Z"
      },
      {
        "soNotesRecId": 259,
        "opportunityRecId": 1505,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "5/3/22 - Quote sent to customer via email JG",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-05-03T16:52:26.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "4f5e7659-7b76-4764-9350-4bef019345b9",
        "lastUpdateUtc": "2022-05-03T21:52:26.000Z"
      },
      {
        "soNotesRecId": 284,
        "opportunityRecId": 1505,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "5/5/22 The customer has received the quote and it is under review JG",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-05-05T11:42:56.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "6b8ce86f-51e8-4250-8adc-fcb977e6e3c8",
        "lastUpdateUtc": "2022-05-05T16:42:56.000Z"
      },
      {
        "soNotesRecId": 312,
        "opportunityRecId": 1505,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Ricky was with a customer and the accountant , I have forgotten his name said they had the quote and he was looking and would let us know in a few days. JO  check back next week if he doesnt call back in before that JO",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-05-10T09:18:07.000Z",
        "updatedBy": "joutland",
        "mobileGuid": "5200a99b-582f-4115-a5dc-f7e7b8665981",
        "lastUpdateUtc": "2022-05-10T14:18:07.000Z"
      },
      {
        "soNotesRecId": 313,
        "opportunityRecId": 1505,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "I didn't see where Jackie had just called customer about getting quote on Friday JO  Going to wait another week and not harass him JO",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-05-10T09:20:01.000Z",
        "updatedBy": "joutland",
        "mobileGuid": "ea4f385f-de02-45d5-80f4-f631b8196099",
        "lastUpdateUtc": "2022-05-10T14:20:01.000Z"
      },
      {
        "soNotesRecId": 628,
        "opportunityRecId": 1505,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called and Ricky wasn't there but spoke with David and told him i was just checking on the camera quote and he said Ricky said a little pricey but don't read anything into that and he would tell him i called. JO",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-06-08T14:25:51.000Z",
        "updatedBy": "joutland",
        "mobileGuid": "720fd55f-2885-4a16-8424-aad140d56ef5",
        "lastUpdateUtc": "2022-06-08T19:25:51.000Z"
      },
      {
        "soNotesRecId": 1225,
        "opportunityRecId": 1505,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to follow up with customer. No answer, left VM. If no response, will follow up again. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-02T15:37:20.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "3d9605d6-d82a-4003-b313-d3f63f3556d4",
        "lastUpdateUtc": "2022-09-02T20:37:20.000Z"
      },
      {
        "soNotesRecId": 1286,
        "opportunityRecId": 1505,
        "seqNbr": null,
        "noteTypeRecId": 4,
        "notes": "Ricky says he still wants to proceed with the camera system upgrade, but for now he has to hold off due to some unexpected property damage he is having to fix. He said he will give us a call once he gets his building repaired. ",
        "soFlag": false,
        "enteredBy": "awells",
        "lastUpdate": "2022-09-12T11:42:19.000Z",
        "updatedBy": "awells",
        "mobileGuid": "89ec6f0e-b651-41b4-9147-fbb1e91619cd",
        "lastUpdateUtc": "2022-09-12T16:42:19.000Z"
      },
      {
        "soNotesRecId": 2048,
        "opportunityRecId": 1505,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Followed up with Ricky on this and he said he wants to wait until the beginning of next year to do this. 12/5",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-05T11:35:18.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "815e39d6-3990-4722-b08f-92cb615be9f6",
        "lastUpdateUtc": "2022-12-05T17:35:18.000Z"
      },
      {
        "soNotesRecId": 2690,
        "opportunityRecId": 1505,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call and guy who answered said Ricky was busy with a customer. He said he would let him know to give us a call back. 2/3",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-02-03T15:36:45.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "6cde03e0-8a3d-408e-b3d3-7e55c51bad61",
        "lastUpdateUtc": "2023-02-03T21:36:45.000Z"
      },
      {
        "soNotesRecId": 3029,
        "opportunityRecId": 1505,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Spoke with Ricky. He is still interested in this but they have some other issues going on currently. He asked that we follow back up in about a month.",
        "soFlag": false,
        "enteredBy": "kgore",
        "lastUpdate": "2023-03-03T09:49:04.000Z",
        "updatedBy": "kgore",
        "mobileGuid": "22c72144-f6e8-4b02-9a87-c3c04b333227",
        "lastUpdateUtc": "2023-03-03T15:49:04.000Z"
      },
      {
        "soNotesRecId": 3446,
        "opportunityRecId": 1505,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call and lady who answered said that Ricky was not available. She said he would let him know to give us a call back and I left a message. ",
        "soFlag": false,
        "enteredBy": "bgordon",
        "lastUpdate": "2023-04-06T08:56:55.000Z",
        "updatedBy": "bgordon",
        "mobileGuid": "b30fb38e-44cb-4d00-8481-3c7c726e8556",
        "lastUpdateUtc": "2023-04-06T13:56:55.000Z"
      },
      {
        "soNotesRecId": 3533,
        "opportunityRecId": 1505,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent emails to staff about opps that need attention. 4/12",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-04-12T16:52:48.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "4af75ac6-d81a-4dba-9748-7370aff1798f",
        "lastUpdateUtc": "2023-04-12T21:52:48.000Z"
      },
      {
        "soNotesRecId": 3537,
        "opportunityRecId": 1505,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called Ricky and he said that he is still interested in the upgrade, but he said it will probably this fall. I set a follow activity for the fall.",
        "soFlag": false,
        "enteredBy": "bgordon",
        "lastUpdate": "2023-04-13T11:20:34.000Z",
        "updatedBy": "bgordon",
        "mobileGuid": "82220acf-70fe-4653-ab7e-8b9c70209707",
        "lastUpdateUtc": "2023-04-13T16:20:34.000Z"
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    ],
    "forecastItems": [
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        "notes": "Impossible to give quote without clearer of what they want.  Someone from the tech team (maybe Randy as I think he has the most website experience) will need to get a clear understanding of what they want -- number of pages, any special features (payments, etc.) so that we can determine how to price it.",
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        "notes": "Texted Adley via textbox to see if she had received Rusty's email/was still interested.",
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        "notes": "SENT ADLEY ANOTHER EMAIL ASKING FOR ANSWERS TO QUESTIONS",
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        "notes": "Called to follow up with Maddie. She said that they honestly have not given it much thought. She said that she will go ahead and look at the emails again that Rusty sent and then will let us know.",
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        "notes": "LM on VM for Adley to schedule CER and Allison to go on site to address all tickets. \nHoping to schedule for 8/7, 8/14 or 8/16 all day. ",
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    "notes": "Brodie called requesting quote for 5 doors- 3 double doors and 2 single- all exterior. This is actually 18 months old customer bought 18 months ago from someone else",
    "companyAddressRecId": 2087,
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        "notes": "Yes, Alarm.com is the solution for her.  There is a doorbell on both doors.  She wants cameras on both front and back doors and three interior cameras (mom’s bedroom, hallway outside that bedroom, and in the family room.  There is an attic space (has a light up there so electricity exists in attic).  All camera locations would be ceiling (or could be).  The Internet modem (Murray Electric) is in another bedroom and comes from under the house up through the floor.  Her WiFi is from a NetGear device.  I did speed tests from various locations in the house.  Those results are below:\n\nTest\tDownload\tUpload\n1 (At Modem)\t780.0 MB/sec\t5.91 MB/sec\n2 (Mom’s Bedroom)\t59.5 MB/sec\t5.83 MB/sec\n3 (Family Room)\t41.4 MB/sec\t5.4 MB/sec\n\nI should have gotten a model number from that AP.  She is open to replace it for sure.\n",
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        "notes": "Photos added to opportunity and to G:\\Opportunity\\Sarah Kaegi folder.",
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        "notes": "6/2/22 Quote sent to Sara via email JG",
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        "notes": "Need to reconfigure quote to see if we can be within a $2,000 budget",
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        "notes": "Requoted by CER information sent to customer via email",
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        "notes": "A new revised offer for just two video doorbell cameras has been emailed to the customer on 8.5.2022. JB",
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        "notes": "Doorbell quote was accepted by Sarah.  Converted to a ticket with doorbells only.  Other items still working.",
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        "notes": "A revised quote has been prepared with a discount attached, emailed to the customer this morning.",
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    "opportunityNotes": [
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        "notes": "Called customer and meeting tomorrow with Austin.at about 8:15 am  There will be 4 gates and cameras. The resident gates will need to be solar and the business gates on the same property have electricity.",
        "soFlag": false,
        "enteredBy": "joutland",
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        "notes": "Requested quotes from Capitol fence per Andrew's part list through Austin\n\nSpoke with Alesha James and will meet with her and Austin thursday 5-4-22 to look at 4 gates to be installed and cameras for residence and business same property. The 2 resident gates will need to be solar and the 2 business gates have electricity and she says that pavement is already in place for the gates . ",
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        "enteredBy": "crobinso",
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        "notes": "Called Alesha and advised her 15,000.00 for each electric gate operation kit. and 7200.00 for each solar operation kit in this  door king brand. That there was a solar that they don't sell much because they don't like it as well because it doesnt allow high number code change and doesnt last as long and not much support and it is 3500.00 a gate to make them open and shut. She and her husband will discuss this weekend and next week and will call me. She wants to know how much it would cost to put fancy lock on each ro;; up storage door. that codes can change and the like . I told her i would check next week to see if we sell anything like that if she decides not to do the gate kits to auto open and shut ",
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        "notes": "Customer would like to revisit this. Reopened opp. 11/2",
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        "notes": "Sent email to Michael letting him know we have availability if they want to schedule this. 11/2",
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        "notes": "Per Travis: Kick out another 30 days. 1/25",
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        "notes": "Chaz said paxton has door speakers we need to use on pams paxton unit. he has used them at the city. Zac put them in at city.  there is a catalog in drawer in sarahs room under printer so we can see what all we can connect to the paxton unit and also gina is schedulling a trip for Austin to look at length of wire is there electricity do we need a poe for electricity. they need to hook into the network and she can open door JO  ",
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        "notes": "E-mailed quote to Pam- added email to attachments \n",
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        "notes": "Emailed Pam a picture of the unit that will sit on her desk. Matt found it for me  That she will talk into when someone is at the door. She saID SHE WOULD GIVE A YES OR NO REAL SOON IF THIS LOOKED OK jo",
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        "notes": "Pam emailed back that the picture of the thing is good and she will take 3 doors 6000.00 plus tax if they pay tax JO Order equipment ",
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        "notes": "Buddy went on-site under the guise that he was doing pre-install work.  The 3 doors currently have Paxton systems on them.  She will also want capabilities of remotely unlocking those doors.",
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        "notes": "Spoke with customer and she advised had committed to order yesterday. This company is not as busy as us  and will have it installed by tuesday ready to go for less than \n2000.00 dollars  She said she would still order cards and things from us but they needed cheap and quick.  It is not on her phone system because they dont have one so some kind of stand alone unit with 3 speakers.  JO ",
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        "notes": "\tWe need to send them a quote for 21 new IP cameras Labor & Material @ $9,680.00.  You can do as a letter or just a misc tech---whatever  (We do not know for certain if they will be domes or bullets.  When we win this bid Austin and I will need to go down there to plan the project and firm  up the camera types)",
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        "notes": "nEED QUOTE FROM CHAZ ON 9 COMMERCIAL DOORS AND ONE REGULAR DOOR  hIS QUOTE IS FOR 3 RIGHT NOW  MAY NEED aUSTIN OR cHAZ TO GO BACK OUT OR cHAZ MAY KNOW BECAUSE HE HAS SEEN BUILDING ALREADY jO  pLEASE LET ME KNOW WHEN QUOTE IS FIGURED jo",
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        "notes": "I have called and talked to John and he said they are preparing for an open house event so this has not been brought up.  They have a meeting set for Friday to go over needs, but he doesn't know if the access control system will be covered.  I told him we will call back next week.",
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        "notes": "5/17/22 Quote sent to Trace via email and call made to let him know that it was being sent JG",
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        "notes": "Email from Scott: Thank you for reaching out. We received word last week that we have been awarded a grant that will allow us to install new cameras. So we will not be needing those at this time. Thank you again for continuing to follow up. 10/24",
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        "notes": "The way Scott responded to our emails makes it seem like he is on a different page than us about installation. CER responded to his emails and told me to follow up in a few weeks and go from there. ",
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        "notes": "I have called to follow up with Mr. Tarver.  The camera that he had put in the back of the building was less than $100, but works for what he needs it for.  I told him that I have an alarm quote ready for him and he said he doesn't thank that he needs the alarm right now.  The system that he had before was put in during the 1980's from what I was told by Buddy  and hasn't been monitored or functioning in quite sometime.  I told Mr Tarver about some of the other services we offer and he thanked me for calling back.  ",
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        "mobileGuid": "b8f4926f-ebd3-494b-946c-5f6c319c3ae6",
        "lastUpdateUtc": "2022-06-03T16:50:31.000Z"
      },
      {
        "soNotesRecId": 619,
        "opportunityRecId": 1564,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "6/8/22 I have sent John and email to follow up on both quotes that were sent JG",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-06-08T11:07:55.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "75efb668-965b-4ee6-86fd-aead37f560f5",
        "lastUpdateUtc": "2022-06-08T16:07:55.000Z"
      },
      {
        "soNotesRecId": 808,
        "opportunityRecId": 1564,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "I have called and left a vm to follow up on both quotes.  They may still be out of town.",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-06-24T16:06:04.000Z",
        "updatedBy": "jgnech",
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        "lastUpdateUtc": "2022-06-24T21:06:04.000Z"
      },
      {
        "soNotesRecId": 836,
        "opportunityRecId": 1564,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Losing Hub 01 Quote, was quoted to be done before customer left for Alaska. The trip was to be about 30 days long.",
        "soFlag": false,
        "enteredBy": "jgnech",
        "lastUpdate": "2022-06-28T13:54:05.000Z",
        "updatedBy": "jgnech",
        "mobileGuid": "1be44f8a-6291-4c78-8a90-0970eddbcf0e",
        "lastUpdateUtc": "2022-06-28T18:54:05.000Z"
      },
      {
        "soNotesRecId": 841,
        "opportunityRecId": 1564,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Jackie has sent all just followup on monitoring and ask Austin Customer should be back from Alaska in 30 days ",
        "soFlag": false,
        "enteredBy": "joutland",
        "lastUpdate": "2022-06-29T09:23:44.000Z",
        "updatedBy": "joutland",
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        "lastUpdateUtc": "2022-06-29T14:23:44.000Z"
      },
      {
        "soNotesRecId": 1064,
        "opportunityRecId": 1564,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Left follow-up voicemail- awaiting response ",
        "soFlag": false,
        "enteredBy": "sroberts",
        "lastUpdate": "2022-08-11T08:33:28.000Z",
        "updatedBy": "sroberts",
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        "lastUpdateUtc": "2022-08-11T13:33:28.000Z"
      },
      {
        "soNotesRecId": 1227,
        "opportunityRecId": 1564,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to follow up with customer. No answer, left VM. If no response, will follow up again. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-02T15:48:36.000Z",
        "updatedBy": "abriggs",
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        "soNotesRecId": 1282,
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        "notes": "Called again, no answer. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-12T09:12:31.000Z",
        "updatedBy": "abriggs",
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      },
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        "notes": "Called again, no answer. ",
        "soFlag": false,
        "enteredBy": "abriggs",
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        "notes": "Called again, no answer. 9/26",
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        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-26T14:03:39.000Z",
        "updatedBy": "abriggs",
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        "companyName": "Allen, John",
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    "closedBy": "jgnech",
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    "notes": "Customer indicates their comptuers are all slow.  Need to provide a quote to upgrade/replace the following computers to a SSD and 16GB of RAM: \n(1) AHAW-DRBIERBS;\n(2) AHAW-FRONTDESK;  \n(3) AHAWSURGERYEXAM; and\n(4) AHAW-BACKCOUNTE",
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    "activities": [
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        "notes": "All – \nLet’s go with a response of – “Occasionally we will take on this type of work on a time and material basis; however, we are scheduled so far in advance at this time we must respectfully decline.”\n \nAlso, I would feel comfortable saying – our normal labor rate is $85/hr; however, when we are installing customer-owned equipment it is $125 per man per hour.\n \nChaz",
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        "notes": "Notes from Initial Equipment / Configuration Evaluation:\n\nDell PowerEdge T320\nST: 11P5282\nWarranty Ended: 12-18-2018\n1x8 Core CPU \n24GB RAM\nESXI vSphere 5.5\n4VMs\n\nCCSOSVR - Windows Server 2019\n- Hosts QBW Files\n- Runs Syslog Server & Wazuh Agent\nCCSODC - Windows Server 2008R2\n- DC, DNS, DHCP\n- File Shares: E:\\SHARED for Administrators and Public\nSHERIFFSERVER - Windows Server 2008R2\n- Evidence Tracker 7.7, KYOPS (State Police), Paxton Net2, Network Shares E:\\ and F:\\\nTAXSERVER2 - Windows Server 2012R2\n- Hosts TaxMaster. Will need to confirm if this is still in use. \n\n**RECOMMEND REPLACEMENT HARDWARE AND UPGRADED SERVER LICENSING **\n\n\n",
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        "notes": "Sent email to follow up",
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        "notes": "Nicky said they are still interested in this, but it may be a while before they do it.",
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        "notes": "There is an activity to follow up next week.",
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        "notes": "Nicky said this is going to be on hold for a while. ",
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        "assignTo": "ageurin",
        "assignedBy": "ageurin",
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        "soActivityRecId": 20748,
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        "assignTo": "rback",
        "assignedBy": "ageurin",
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    ],
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        "opportunityRecId": 1617,
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        "notes": "PowerEdge T430, Service Tag 9SSFXK2\nWarranty Expired 09/02/2022\n32GB RAM but 1.23 GB free\n189.49 GB free on host\nCBAH_DC\nQuickbooksWin10\nMedevolve\nmemr-1088-1\nNeed to determine type RAM and number of open slots\nNeed to determine number of open bays for drives",
        "soFlag": false,
        "enteredBy": "rback",
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      },
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        "opportunityRecId": 1617,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "RAM:  Server was shipped with 64GB of RAM but only has 32GB now\n\nDell V4Y10 32GB DDR4 2RX4 PC4-19200 2400Mhz Ecc\nDell HNDJ7 16GB DDR4 2RX8 PC4-19200 DDR4-2400MHz ECC RDIMM",
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        "enteredBy": "rback",
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        "updatedBy": "rback",
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      },
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        "soNotesRecId": 1626,
        "opportunityRecId": 1617,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Per CER the opportunity we are working on for server upgrades that we do not have to consider these applications/virtual servers",
        "soFlag": false,
        "enteredBy": "gthornto",
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        "updatedBy": "gthornto",
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        "opportunityRecId": 1617,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Created letter to customer and gave copy to CER for approval.",
        "soFlag": false,
        "enteredBy": "rback",
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        "updatedBy": "rback",
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      {
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        "opportunityRecId": 1617,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "CER returned to RB with approval",
        "soFlag": false,
        "enteredBy": "rback",
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        "updatedBy": "rback",
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      },
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        "opportunityRecId": 1617,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent follow-up text to Lorri via textbox.",
        "soFlag": false,
        "enteredBy": "kgore",
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        "updatedBy": "kgore",
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      },
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        "opportunityRecId": 1617,
        "seqNbr": null,
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        "notes": "Lori responded via textbox. She will bring this to the owner's attention today. Sent her a copy of the quote letter.",
        "soFlag": false,
        "enteredBy": "kgore",
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        "updatedBy": "kgore",
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        "opportunityRecId": 1617,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Followed up with Lorri via textbox.",
        "soFlag": false,
        "enteredBy": "kgore",
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      },
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        "opportunityRecId": 1617,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Followed up with Lorri via Textbox and attempted to call with no answer.",
        "soFlag": false,
        "enteredBy": "kgore",
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        "updatedBy": "kgore",
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      },
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        "soNotesRecId": 3239,
        "opportunityRecId": 1617,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call to Lorri. She said it is still in the folder that they look at every Thursday, but there were no new notes on it, so they must still be deciding. 3/20",
        "soFlag": false,
        "enteredBy": "abriggs",
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        "updatedBy": "abriggs",
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        "lastUpdateUtc": "2023-03-20T20:30:24.000Z"
      },
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        "opportunityRecId": 1617,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer, sent email. 4/21",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-04-21T15:36:59.000Z",
        "updatedBy": "abriggs",
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        "opportunityRecId": 1617,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "\"On hold per CER\"",
        "soFlag": false,
        "enteredBy": "ageurin",
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        "updatedBy": "ageurin",
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "This has been added to list for IT Meeting",
        "soFlag": false,
        "enteredBy": "ageurin",
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        "updatedBy": "ageurin",
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        "opportunityRecId": 1617,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Per IT meeting: Rusty will update this and sent to CER for approval. Then CER will reach out to Cagle & Bailey directly. ",
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        "includeFlag": true,
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        "updatedBy": "jgnech",
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    "dateClosed": "2023-03-01T09:01:14.710Z",
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    "notes": "•\tQB_Server (APP) I believe this is a physical box and will require new hardware.",
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      "phoneNbrFax": "",
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      "billRestrictDownPaymentPmFlag": false,
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      "notificationHistory": ",",
      "invTemplateSetupRecId": 30,
      "emailTemplateRecId": 48,
      "optionsLastUpdateUtc": "2021-03-30T19:36:02.000Z",
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        "opportunityRecId": 1618,
        "assignTo": "rback",
        "assignedBy": "jgnech",
        "companyRecId": 19375,
        "soActivityTypeRecId": 18,
        "subject": "On hold for delivery process",
        "soReferenceRecId": 0,
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      {
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        "subject": "Complete Opportunity",
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        "closeFlag": true,
        "dateClosed": "2023-12-18T13:56:28.413Z",
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    ],
    "opportunityNotes": [
      {
        "soNotesRecId": 3611,
        "opportunityRecId": 1620,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, Trace was not in the office today. 4/21",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-04-21T15:31:08.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "92928a4d-096a-4ad7-ba17-5fe389b2b7da",
        "lastUpdateUtc": "2023-04-21T20:31:08.000Z"
      },
      {
        "soNotesRecId": 4357,
        "opportunityRecId": 1620,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Trace was not in the office again, so replied to Rustys email to check in again.",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-07-07T10:06:31.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "f341af01-6f62-4bc1-a09a-bdc67360e8d7",
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      {
        "soNotesRecId": 4833,
        "opportunityRecId": 1620,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Activity to follow up next week.",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-08-18T13:28:08.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "547e1fce-6c67-48ed-80ea-46d1790a3a2e",
        "lastUpdateUtc": "2023-08-18T18:28:08.000Z"
      },
      {
        "soNotesRecId": 5081,
        "opportunityRecId": 1620,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "This has been added to list for IT Meeting",
        "soFlag": false,
        "enteredBy": "ageurin",
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        "updatedBy": "ageurin",
        "mobileGuid": "35552950-15c6-4f71-ad60-0e938f30fc48",
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      },
      {
        "soNotesRecId": 5307,
        "opportunityRecId": 1620,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Per IT meeting: Rusty will update this and sent to CER for approval. Then CER will reach out to customer directly. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-09-18T11:43:31.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "d404b1e4-fa59-4058-883c-28a20276ded8",
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      {
        "soNotesRecId": 5603,
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Email to ask CER about this. He didn't want me to send the quote. ",
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        "enteredBy": "ageurin",
        "lastUpdate": "2023-10-10T08:28:14.000Z",
        "updatedBy": "ageurin",
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Chaz took note of this. ",
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        "enteredBy": "ageurin",
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        "updatedBy": "ageurin",
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      {
        "soNotesRecId": 6269,
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Per Amanda she has sent this quote to Trace - GT 12/08/2023",
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        "enteredBy": "gthornto",
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        "soNotesRecId": 6393,
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Message to Amanda to see if there is an update on this or if I should call Trace.\n",
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        "enteredBy": "ageurin",
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        "notes": "Text to Trace\n",
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    "notes": "•\tPFLDC (DC) The actual work here should be easy; but, we need to get a plan together for David on this and some general security items.  Needs discussion. ",
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        "subject": "On hold for delivery process",
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        "subject": "Send David Quote Letter",
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        "notes": "Pricing below is through Ingram Cloud CSP. The second set of products include the threat management portion which would allow customer to not have AppRiver application.\nThe below two products are for the online versions of Office with email, instant messaging, HD video conferencing, plus 1 TB personal file storage and sharing. Does not include the Office suite for PC or Mac.\nOffice 365 E1 (NCE COM MTH) $10.91 with MSRP of $12.00\nOffice 365 E1 (NCE COM ANN) $100.80 with MSRP of $120.00\n\nThe below two options are for the Office suite for PC and Mac with apps for tablets and phones, plus email, instant messaging, HD video conferencing, 1 TB personal file storage and sharing, and available add-ons like PSTN calling.\nOffice 365 E3 (NCE COM MTH) $25.09 with MSRP of $27.60  \nOffice 365 E3 (NCE COM MTH) $231.84 with MSRP of $276.00\n\nThe below two options are for Office 365 E3, Enterprise Mobility + Security E3, and Windows 10/11 Enterprise E3. This per-user licensed suite of products offers users best-in-class productivity across devices while providing IT security and control.\nMicrosoft 365 E3 (NCE COM MTH) $32.72 with MSRP of $36.00\nMicrosoft 365 E3 (NCE COM MTH) $362.88 with MSRP of $432.00",
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        "notes": "Customer has 53 mailboxes per an export from EAC on customer's server.  Of those, it appears customer has at most 41 mailboxes associated with actual human beings. ",
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        "notes": "One option is to go with the Office E1 plan and do a Microsoft Defender for Office 365 Plan 1 add-on.",
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        "notes": "CER left a note on my desk that says \"Riley will need a sit down. We will discuss.\" 3/29",
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        "notes": "Chaz said they are most likely going to go with this, but we do not have availability right now. Chaz will most likely be the one who meets with them sometime this summer to discuss. \n\nPer CER: Follow up with him at the end of April. 3/29",
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        "notes": "Message to CER about this.",
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        "notes": "Sent email to remind CER of this. \n",
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        "notes": "LOST – OTHER TT QUOTE.  Note:  This was for the old Exchange server that is being decommissioned for Office 365",
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    "notes": "•\tTFD-SVR02 (DC) Should be an easy transition we could likely schedule for their Fall Break. (missed it)\n- awaiting CER approval",
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    "opportunityNotes": [
      {
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        "notes": "Checking on this and i still have no information from Buddy. Not sure what we are quoting but will call as soon as i get information on what to sell and the cost JO",
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        "notes": "Talked to Jamie and he is trying to get fed money or state to have access door stuff.  Lakewood school is first  it has 11 doors that now have a magnetic latch that has a pad beside it and the teachers have a code they enter. it only holds 99 and they have used 95.  he wants to controll from computer or phone and be able to lock or unlock that way plus RFID reader on the door with teacher badges.  updated and new.  He wants to know like an avg. per door so they can see how much to get started.  he thinks it will start school wide and go to system wide.  He was in Nashville and wanted me to get this together JO",
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        "notes": "Gina,\n\nI have been going over the access points at each school. The \"current\" in this list is doors that have a basic keypad or an AIPhone in place. The need amount is what the school would need as a minimal amount,( example at Lakewood adding one unit to the kitchen door,) and the all non classroom number is having one door with an access system at all entry areas, even some interior points. This should give you an idea as to what we are looking for. \n\nLakewood -   Current 9    need 10      All non class access points- 12\n\nHarrelson     Current 8    need 8      All non class access points- 10\n\nGrove           Current 5    need 8      All non class access points- 9\n\nHenry            Current 4    need 8      All non class access points- 13\n\nHigh school    Current 5                   All non class access points- 16\n\nHigh school field house    Current 0         need 1\n\nHigh school band building   Current 0       need 1\n\nWe are considering a system for staff in the K- 8 schools, and possibly staff and students for 9-12 grade. Our School Superintendent is wanting to meet and hear a presentation on the scope and possibilities of a system such as this as soon as we can to get something going. If you want me to come by to go over more details to help you prepare, I would be glad to.\nThanks,\n\n\n\n\n\n\n-- \nJamie Kemp\n",
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        "notes": "Quotes Sent 9/1",
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        "notes": "Sent follow up email to Dr. Watkins 9/23",
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        "notes": "Dr. Watkins seemed to not understand the BuyBoard process when she emailed back. I emailed her to set up a meeting with Chaz to clear some things up. 10/10",
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        "notes": "Leah Watkins replied, \"Good morning! We have a meeting scheduled with our team to discuss some options and specific needs. It will not occur until next week. After this meeting, we will be more prepared to discuss next steps. We will determine the process of preparing a bid with our specific needs included. THANKS for reaching out!\"\n\nWaiting on her to let us know. 10/13",
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      },
      {
        "soNotesRecId": 1792,
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        "noteTypeRecId": 2,
        "notes": "Sent another check-in email to see where they are at with this. 11/7",
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        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-07T15:00:50.000Z",
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        "noteTypeRecId": 2,
        "notes": "Leah replied to the email: \"We are developing the bid! Thanks for reaching out!\" Emails attached. 11/7",
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        "notes": "Per Jamie Kemp on 02/28/23:  We have advertised for access control bids. The pre-bid meeting is next Tuesday, 9:00 AM at my office, 105 Dudley Street. I want to make sure you are aware.",
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        "enteredBy": "gthornto",
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        "notes": "Sent emails to staff about opps that need attention. 4/12",
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    "dateClosed": "2022-06-20T15:41:01.370Z",
    "closedBy": "rback",
    "enteredBy": "sroberts",
    "updatedBy": "rback",
    "notes": "Several computers need upgraded or replaced to improve efficiency. Attached document for reference. Possibly 6 new computers and upgrade RAM  and SSD on 7 computers.",
    "companyAddressRecId": 1936,
    "redFlag": false,
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    "oldActualTotal": "0",
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        "notes": "Waiting on a call back from Stacey to go over details of what is needed.",
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    "dateClosed": "2023-02-08T09:34:01.437Z",
    "closedBy": "abriggs",
    "enteredBy": "gthornto",
    "updatedBy": "abriggs",
    "notes": "When on site JP was advised of a recent break-in, a burg panel should be quoted for this site.",
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        "automated": false,
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        "dateTimeStart": "2023-05-30T00:00:00.000Z",
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        "automated": false,
        "dateTimeStartUtc": "2023-05-30T00:00:00.000Z",
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      {
        "soNotesRecId": 783,
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        "notes": "I have called and left a vm to let Nancy know that her quote is ready and we need an email address to send it to her.",
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        "enteredBy": "jgnech",
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        "notes": "Quote emailed to Nancy",
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        "soNotesRecId": 800,
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        "notes": "I have sent Nancy a text to follow up and make sure she received the quote.",
        "soFlag": false,
        "enteredBy": "jgnech",
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        "soNotesRecId": 873,
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        "notes": "I have emailed Nancy to see if she has any follow up questions on the quote that was sent",
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        "notes": "Followed up with customer and she said it seems a bit pricey. She was driving, so she said she'd give us a call back. ",
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        "enteredBy": "abriggs",
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        "notes": "Tried to call customer, left VM. 9/30",
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        "notes": "Called again and she said she wasn't even interested in this to begin with, it was just something the guy who was there was talking about with her. She said she hasn't had a chance to look at the quote and she will call us once she has. 10/7",
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        "notes": "Called again and she said she is in Hopkinsville in a training and she'll have to call us back. 11/4",
        "soFlag": false,
        "enteredBy": "abriggs",
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        "notes": "Sent follow up text. 12/5",
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        "notes": "Made follow up calls to Company and Mobile numbers. No answer. 1/5",
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        "enteredBy": "abriggs",
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        "notes": "Sent follow up text. 2/7",
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        "notes": "Called Company number, no answer. Called Mobile, no answer, left VM. 3/8",
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        "enteredBy": "abriggs",
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        "notes": "Made follow up call and Nancy said she is not interested at this point and will have to call us back once she does want to do it. 3/27",
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        "notes": "Losing per CER.",
        "soFlag": false,
        "enteredBy": "ageurin",
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        "notes": "Text to Tracy via Textbox to follow up.",
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        "notes": "Call to Riley... Tracy is out for an appointment. Call back later today.",
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        "notes": "Spoke to Tracy and she notified me that she glanced at the quote but has not looked into it deeply. She needs to speak to Mary Anne about it and she is out of town until early next week. Verified follow up at end of next week works well if we have not heard from her.",
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        "notes": "Made follow up call. Tracy said they are thinking they want to upgrade the laptop computer and upgrade those 6 desktop computers. She is unsure if Mary Anne will want to replace her desktop computer. She has not been able to ask her this week. She is going to shoot Mary Anne an email and will send all of their final decisions on Monday. 2/10",
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        "notes": "Tracy emailed me and said, \"Hi Audrey, I briefly spoke with Mary Ann regarding y’all’s recommendations on computer replacements & upgrades and we’re going to hold off for now. We just have too much stuff going on, but plan to re-evaluate after tax season.\" 2/13\n",
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        "notes": "Spoke to Tracy. She needs to get with the higher ups on this but she said she would give us a call back.",
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        "notes": "Sending email to follow up",
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        "notes": "Tracy said that we can do whatever we think needs to be done. She hasn't had time to really look at them, but she trusts us. ",
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        "notes": "Rusty said this will need to be requoted",
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        "notes": "Spoke to Mr. Chris. He said that he has recieved the quote and looked at it, but hasn't even had a chance to think about it. They have alot of things going on right now, and he has it on his calendar to sit down and look at it and let us know how he feels about it, but said it will be a little while as he is currently working on about 10 different bids for jobs, and he is just busier and has more going on than he expected.",
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        "notes": "Called to follow up. Chris was in the middle of a meeting and said that he would \"hold on that quote\" and call us back.",
        "soFlag": false,
        "enteredBy": "bgordon",
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      {
        "soNotesRecId": 4051,
        "opportunityRecId": 1641,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent email about this and another quote on 5/22\n",
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        "enteredBy": "ageurin",
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        "updatedBy": "ageurin",
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        "notes": "Chris said he hasn't had a chance to discuss this with anyone yet. He said to call back in a few weeks if we have not heard back from him. ",
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        "enteredBy": "ageurin",
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      },
      {
        "soNotesRecId": 4397,
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        "seqNbr": null,
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        "notes": "Called and left VM for Chris",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-07-11T10:50:12.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "1b6335d0-fae1-4f30-a886-ab730e841396",
        "lastUpdateUtc": "2023-07-11T15:50:12.000Z"
      },
      {
        "soNotesRecId": 4741,
        "opportunityRecId": 1641,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "email to chris to check in. Did mention that this will have to be requoted.",
        "soFlag": false,
        "enteredBy": "ageurin",
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        "updatedBy": "ageurin",
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        "lastUpdateUtc": "2023-08-08T20:03:11.000Z"
      },
      {
        "soNotesRecId": 4835,
        "opportunityRecId": 1641,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "No follow up at this time per CER",
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        "enteredBy": "ageurin",
        "lastUpdate": "2023-08-18T13:28:49.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "7357e054-262d-43e9-b2f2-197fd5107f93",
        "lastUpdateUtc": "2023-08-18T18:28:49.000Z"
      },
      {
        "soNotesRecId": 5083,
        "opportunityRecId": 1641,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "This has been added to list for IT Meeting",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-08-29T09:22:45.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "7a74a702-b73b-4e92-9578-ab88c031f55c",
        "lastUpdateUtc": "2023-08-29T14:22:45.000Z"
      },
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        "noteTypeRecId": 2,
        "notes": "Per IT meeting: Rusty will update this and sent to CER for approval. Then CER will reach out to customer directly. ",
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        "enteredBy": "ageurin",
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        "notes": "CER did not want me to send these. Email to him to remind him of them. ",
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        "notes": "Chaz took note of this. ",
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        "notes": "I have emailed Tina to make sure she received the quote\nYes , I did receive the quote. Thank you. Brooks will be out of town until the end of this week or the first of next. As soon as he gets back, I will discuss with him. \n\nThanks,\nSent from my iPhone From Tina\n",
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        "notes": "Text with Tina and she said Brooks is still thinking on the quote",
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        "notes": "PER CER: He is not going to be purchasing a new computer for Tina at this time – we need to mark that opportunity lost",
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    ],
    "opportunityNotes": [
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        "noteTypeRecId": 2,
        "notes": "Jackie says Austin has made a visit and is getting a quote ready for this customer , when this happens i think Sarah and i will make a letter and email to the customer and then follow up in 3 days of quote to see if customer is ready and then send to Gina to make a ticket and schedule Austin to install.  I think will be the flow.  or if by Patrick  info . Austin may have alreday had the customer to sign while on site.  Not sure if that has been implemented yet. JOI ",
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        "enteredBy": "joutland",
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      },
      {
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Quote sent via e-mail ",
        "soFlag": false,
        "enteredBy": "sroberts",
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      {
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        "noteTypeRecId": 2,
        "notes": "Phillip called requesting quote for additional camera and had several questions regarding app used to view them and upgrading to possibly 8 channel nvr- waiting to talk with Austin and will get back to him ",
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        "enteredBy": "sroberts",
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        "notes": "spoke with Phillip today and he said mediacom is putting in internet in about a week and he would make his mind up for sure in a couple of weeks. I told him i would check back with him on 8-8-22 ",
        "soFlag": false,
        "enteredBy": "joutland",
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        "notes": "Made follow up call, left VM",
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        "notes": "Tried to call again, no answer. ",
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        "notes": "Tried to call again, no answer. 9/22",
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        "enteredBy": "abriggs",
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        "noteTypeRecId": 2,
        "notes": "Philip says they decided to do something different with this instead. ",
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        "enteredBy": "abriggs",
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    "notes": "Have a current system, they don't use it.  Need quote for  Qolsys.",
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        "notes": "i typed temporary letter and sarah will type permanent one and send to customer ",
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        "notes": "called alan and he said that Buddy had come by and looked at his upgrade and he was waiting for the quote and when we got that to email him at AKBUGG@charter.net JO  holding for quote from buddy JO",
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        "notes": "Buddy called and gave me the details pertaining to this system replacement/take over. It's a 30 year old ADT system, please review opportunity for details. JB",
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        "notes": "During the site visit, Mr & Mrs. Smith informed me that they would like a quote to add two more Key Panels like the two already installed, one would be at the Master Bedroom, the other would be at the back door. They would also like an IR camera with WIFI to smart cap; we also talked about adding a doorbell camera at the front door, one listed in Alarm.com [ADC-VDB770]. We have promised a quote to be emailed by Thursday morning, July 28th, 2022 with a followup call on Monday or Tuesday the following week.\n\nThey still have a need for a tech visit, but, have decided to hold off to address the issue with an install visit at the same time.",
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        "notes": "called and left a voicemail to see if they had recieved quotes and if questions and requested them to call and hopefully buy JO 7-22-22",
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        "notes": "sent her quote again and ccd myself so it did go out. Not sure if it is hanging in her spam or what  ",
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        "notes": "Mrs. Vinson called about a quote, and requested data sheet for the camera doorbell, visit alarm.com and downloaded the information and emailed to customer. Attempted to call her back and left message to return my call [7.27.2022].",
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        "notes": "Called Mrs. Vinson this morning, her and her husband are getting over the flu, and are still considering adding the camera. She was informed that the camera casing could be painted to match the trim if that is what she preferred to happen. Allowing a few days until we check in with them again.",
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        "notes": "I spoke with Becky and she said they are recovering from covid- not sure why that on-site was scheduled, but no need for us to come out. she said they are still discussing quote and will get back with us.",
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    "notes": "Good morning.  You recently installed a surveillance system for our tenant Edward Jones in Union City, Tn.  We own another property in Dyersburg that we would like to get an estimate on security cameras.  I have detailed exterior and interior photos as well as floor plan drawings for your review.  I realize before a final price you might need to visit the site but I think we can get a ballpark estimate first.\n\nThe address of Edward Jones in UC was at 800 E. Reelfoot Avenue.  Our property in Dyersburg is at 508 Troy Avenue.  You can reach me at 731.885.2600 if you would like to discuss.\n\nThank you.\nMickey J. Smith\n",
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        "notes": "7-20-22 Spoke with rose and kevin doesnt want new computer but wants to upgrade their Lenova computer and amanda said she needs to go from 4 gb to 16 gb maybe needs 365? and solid state something please requote this for rose and send quote for upgrade  pfo-1wwrp serial number and quote labor with her bringing in to office with a chocolate cake JO",
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        "notes": "Advised rose that Trend Micro-AV is the software security that we use and that it is 65.00 annually and no one in the computer group knows if an install charge so I told her just the annual charge of 65.00 a year She will ask kevin and let us know and we will need to make a ticket",
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        "dateClosed": "2023-05-01T13:21:19.487Z",
        "closedBy": "ageurin",
        "updatedBy": "ageurin",
        "lastUpdate": "2023-05-01T13:21:19.700Z",
        "notifyCompleteFlag": false,
        "notificationSentFlag": false,
        "srServiceRecId": null,
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        "mobileGuid": "afae49b5-257e-4d79-93c4-4e600180f1f1",
        "srLocationRecId": 4,
        "dateTimeStart": "2023-04-26T15:00:00.000Z",
        "dateTimeEnd": "2023-04-26T16:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2023-04-26T20:00:00.000Z",
        "dateTimeEndUtc": "2023-04-26T21:00:00.000Z",
        "dateEnteredUtc": "2023-04-26T15:37:53.053Z",
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        "currencyRecId": 7,
        "id": "52d26027-bc98-ee11-b2cb-000c29c55070"
      },
      {
        "soActivityRecId": 17331,
        "opportunityRecId": 1702,
        "assignTo": "ageurin",
        "assignedBy": "ageurin",
        "companyRecId": 20050,
        "soActivityTypeRecId": 3,
        "subject": "Complete Opportunity",
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        "dateEntered": "2023-05-01T12:34:16.583Z",
        "enteredBy": "ageurin",
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        "closeFlag": true,
        "dateClosed": "2023-05-01T12:34:16.587Z",
        "closedBy": "ageurin",
        "updatedBy": "ageurin",
        "lastUpdate": "2023-05-01T12:34:17.200Z",
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        "mobileGuid": "01ca689b-4ad6-4017-9a2c-47ebad8b45e0",
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        "dateTimeStart": "2023-05-01T00:00:00.000Z",
        "dateTimeEnd": "2023-05-01T00:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2023-05-01T00:00:00.000Z",
        "dateTimeEndUtc": "2023-05-01T00:00:00.000Z",
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        "id": "b2d26027-bc98-ee11-b2cb-000c29c55070"
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    ],
    "opportunityNotes": [
      {
        "soNotesRecId": 1040,
        "opportunityRecId": 1702,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Appoint has been scheduled for Tuesday, August 9th, 2022 at 4:00 pm, wanting to prepare a quote with items to offer and data sheets.",
        "soFlag": false,
        "enteredBy": "jbombard",
        "lastUpdate": "2022-08-05T14:36:21.000Z",
        "updatedBy": "jbombard",
        "mobileGuid": "09a11968-3dc6-4c74-9c61-9dca30a1be7d",
        "lastUpdateUtc": "2022-08-05T19:36:21.000Z"
      },
      {
        "soNotesRecId": 1127,
        "opportunityRecId": 1702,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Reviewed camera and alarm quotes - ready to make a multi-part letter and send.  \n\nMonitoring for alarm will not increase as it will be part of the same system.\n\nCamera maintenance fee will be $65 per month - this includes all service and equipment less new installation and/or act of God",
        "soFlag": false,
        "enteredBy": "crobinso",
        "lastUpdate": "2022-08-24T14:40:24.000Z",
        "updatedBy": "crobinso",
        "mobileGuid": "42c9910b-e761-429d-9a8f-a41d49bb7008",
        "lastUpdateUtc": "2022-08-24T19:40:24.000Z"
      },
      {
        "soNotesRecId": 1144,
        "opportunityRecId": 1702,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Multi-part quote sent via email 8/25",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-08-25T15:33:03.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "659b6728-daad-4247-a562-c45d722c014f",
        "lastUpdateUtc": "2022-08-25T20:33:03.000Z"
      },
      {
        "soNotesRecId": 1170,
        "opportunityRecId": 1702,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called 8/29 to follow up. No answer and no VM box. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-08-29T08:31:41.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "caaa2d05-aa02-46e1-8b02-70282018a5ce",
        "lastUpdateUtc": "2022-08-29T13:31:41.000Z"
      },
      {
        "soNotesRecId": 1338,
        "opportunityRecId": 1702,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called customer and she said this is on her list to do. She has not looked at the quote yet. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-16T09:44:07.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "774a7256-c22d-48ff-a69d-ebd1466afbf9",
        "lastUpdateUtc": "2022-09-16T14:44:07.000Z"
      },
      {
        "soNotesRecId": 1519,
        "opportunityRecId": 1702,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Gina resent quote to customer per request on 10/6",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-10-14T14:25:25.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "414fde98-bcf6-4b18-8a50-b7a6dc94670e",
        "lastUpdateUtc": "2022-10-14T19:25:25.000Z"
      },
      {
        "soNotesRecId": 1580,
        "opportunityRecId": 1702,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to follow up, no answer, VM memory full. 10/19",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-10-19T12:15:33.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "0b5110ed-0f56-4be9-8134-8e2be977e794",
        "lastUpdateUtc": "2022-10-19T17:15:33.000Z"
      },
      {
        "soNotesRecId": 1737,
        "opportunityRecId": 1702,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to follow up, no answer, VM memory full. 11/2",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-02T13:55:12.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "d4edd70a-bec2-42e0-a70d-30b66d1c4784",
        "lastUpdateUtc": "2022-11-02T18:55:12.000Z"
      },
      {
        "soNotesRecId": 1943,
        "opportunityRecId": 1702,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call. Dr. Belinda said she is trying to start a business that is connected with her house, so that is holding up her purchase of this. I let her know we will keep in contact with her about it and she said that is fine. 11/17",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-17T14:38:29.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "c9d29c2a-5f6a-42e6-9a3c-57dde6c0adc7",
        "lastUpdateUtc": "2022-11-17T20:38:29.000Z"
      },
      {
        "soNotesRecId": 2208,
        "opportunityRecId": 1702,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer. 12/20",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-20T14:38:20.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "e74cc8f2-0ebb-452e-801f-38c0ba5f029f",
        "lastUpdateUtc": "2022-12-20T20:38:20.000Z"
      },
      {
        "soNotesRecId": 2532,
        "opportunityRecId": 1702,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent text message, it didn't go through. Made follow up call. Belinda said she is still trying to open up her own clinic, so this will have to stay on hold for now. She said if I follow up in the middle of next month, that would be fine. 1/25",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-30T11:50:39.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "896840b5-9111-4bdc-8336-f85b66055c51",
        "lastUpdateUtc": "2023-01-30T17:50:39.000Z"
      },
      {
        "soNotesRecId": 2852,
        "opportunityRecId": 1702,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer, left VM. 2/15",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-02-15T09:32:32.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "e3701c60-20a4-45b6-89b2-cdc20d701c4c",
        "lastUpdateUtc": "2023-02-15T15:32:32.000Z"
      },
      {
        "soNotesRecId": 2921,
        "opportunityRecId": 1702,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Spoke to Belinda on her cell number (not the ticket number for future reference.) She is waiting for a few things regarding insurance and other building things as this will be a new business. Follow up mid March.",
        "soFlag": false,
        "enteredBy": "kgore",
        "lastUpdate": "2023-02-22T08:53:32.000Z",
        "updatedBy": "kgore",
        "mobileGuid": "7f2d62c2-033c-4f54-b564-e23dc7c04e3a",
        "lastUpdateUtc": "2023-02-22T14:53:32.000Z"
      },
      {
        "soNotesRecId": 3184,
        "opportunityRecId": 1702,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "LMTC on vcmail to follow-up",
        "soFlag": false,
        "enteredBy": "gthornto",
        "lastUpdate": "2023-03-15T10:46:42.000Z",
        "updatedBy": "gthornto",
        "mobileGuid": "3179fc1b-b033-4b3f-aa4a-f226daaace9c",
        "lastUpdateUtc": "2023-03-15T15:46:42.000Z"
      },
      {
        "soNotesRecId": 3643,
        "opportunityRecId": 1702,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Spoke with Dr. Merritt regarding another service call and got some details on her opps. Attaching email.Amberly,\n\nDr. Merritt is highly interested in getting these opportunities rolling I believe but there are specific sales questions she has. Hope is supposed to be making notes on one of these opportunities as she discussed much of this with Dr. Merritt while on-site last week. Two things Belinda mentioned to me were that she wants a panic button and that she does not have a burglar alarm panel at her back door and she would like one. These may be included already in the previous quote. Overall, I believe the next steps are to discuss all of this with her, review Hope’s notes, and decided exactly what she is needing. Then she will likely need a brand new quote as this was quoted over 6 months ago. It is important that we contact her at her 225 cell number because she is unlikely to answer her other contact which is her home number I believe. I will add this email to the ticket and then schedule an activity for you to review all of this. Thank you!\n",
        "soFlag": false,
        "enteredBy": "kgore",
        "lastUpdate": "2023-04-26T10:53:34.000Z",
        "updatedBy": "gthornto",
        "mobileGuid": "6ac7f793-6d7d-452b-b8db-ed5e4b002536",
        "lastUpdateUtc": "2023-04-26T15:53:34.000Z"
      }
    ],
    "forecastItems": [
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    ],
    "contacts": [
      {
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        "opportunityRecId": 1702,
        "contactRecId": 934,
        "contactName": "Belinda Merritt",
        "phoneNbr": "(731) 479-0134",
        "emailAddress": "merrittphysician@yahoo.com",
        "companyRecId": 20050,
        "companyName": "Merritt, Dr. Belinda",
        "soRoleRecId": null,
        "notes": null,
        "lastUpdate": "2022-07-22T16:36:24.000Z",
        "updatedBy": "sroberts",
        "referralFlag": false
      },
      {
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        "companyName": "Merritt, Dr. Belinda",
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        "notes": null,
        "lastUpdate": "2023-04-26T10:32:53.000Z",
        "updatedBy": "kgore",
        "referralFlag": false
      }
    ]
  },
  {
    "opportunityRecId": 1703,
    "opportunityName": "Relocate Network Equipment to Cooler Location",
    "companyRecId": 20141,
    "contactRecId": 1073,
    "soPipelineRecId": 6,
    "datePipelineChange": null,
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    "estimatedTotal": "0",
    "probabilityToClose": 100,
    "source": null,
    "dateBecameLead": "2022-07-24T23:17:29.980Z",
    "dateCloseExpected": "2022-07-24T00:00:00.000Z",
    "billingUnitRecId": 6,
    "contractTypeRecId": null,
    "oldCloseFlag": false,
    "dateClosed": "2022-08-03T13:34:22.990Z",
    "closedBy": "gthornto",
    "enteredBy": "gthornto",
    "updatedBy": "ahafford",
    "notes": "Per Amanda when on-site Mr. Wyatt asked about having the equipment moved to a cooler location in the home.",
    "companyAddressRecId": 1914,
    "redFlag": false,
    "oldWonFlag": false,
    "oldActualTotal": "0",
    "oldCompetitor": null,
    "oldCloseNotes": null,
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    "pmProjectRecId": null,
    "ownerLevelRecId": 11,
    "soTypeRecId": 79,
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    "notificationHistory": ",201,",
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    "mobileGuid": "741ef8a3-1b4a-4148-9155-25078963efba",
    "poNumber": null,
    "dateBecameLeadUtc": "2022-07-25T04:17:29.980Z",
    "lastUpdatedUtc": "2024-04-29T19:11:26.957Z",
    "dateClosedUtc": "2022-08-03T18:34:22.990Z",
    "dateCloseExpectedUtc": "2022-07-24T00:00:00.000Z",
    "shipToCompanyRecId": 20141,
    "shipToContactRecId": null,
    "shipToCompanyAddressRecId": 1914,
    "billToCompanyRecId": 20141,
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    "billingTermsRecId": 1,
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    "taxTotal": "0",
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    "techContactRecId": null,
    "id": "f078e022-bc98-ee11-b2cb-000c29c55070",
    "company": {
      "companyRecId": 20141,
      "companyId": "WyattT",
      "companyName": "Wyatt, Tanner",
      "phoneNbr": "2702938870",
      "phoneNbrFax": "",
      "websiteUrl": "",
      "accountNbr": "Wyatt, Tanner",
      "timeZoneRecId": 2,
      "sicCodeId": null,
      "remitToRecId": 20141,
      "lastUpdate": "2025-07-03T12:17:17.000Z",
      "updatedBy": "tsexton",
      "companyStatusRecId": 1,
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      "ownerLevelRecId": 11,
      "userfield1": null,
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      "deleteFlag": false,
      "dateDeleted": null,
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      "marketRecId": 30,
      "leadFlag": false,
      "leadSource": null,
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        "notes": "Need to know when walls are going up before this is quoted. Spoke with Mike, and he said that is not a problem. He will try to figure out an estimated date and get back to us.",
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        "notes": "Called to confirm an on-site with Mike. He said the building is up, but there are still no doors or electricity. He said it is okay for Austin to stop by on Thursday and take a look if he wants to. 12/5",
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        "notes": "Gina Thornton Fri 02/03/2023 10:55 AM UTC-06 Called and spoke to Mr. Dixon, he advised that the office is not complete yet.  He said he would let us know when it's ready.",
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        "notes": "Left a Voicemail for Mike to follow up on this. ",
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        "notes": "Per CER:  Gina – \n\nThat fire test will be between $270 - $300 depending on the device count.  Fire tests are $15 per device.\n\nChaz\n",
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        "notes": "Tried to follow up, no answer, no VM box. ",
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        "notes": "Made follow up call again. Ralph wants to know if there is a motem with this that allows for a wireless call to be made. They are also talking about getting another school building. They want to know if this system can be used in another building? 10/24",
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        "notes": "This is ready to send - include Network Security Updates & Maintenance plan of $12.95 per month",
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        "notes": "Multi-part quote sent via email 8/25",
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        "notes": "Rachel emailed back and said she would talk it over with her husband and let us know. ",
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        "notes": "Rachel asked for a separate quote for just the network upgrade. Sent on 8/26. They are thinking about not upgrading their ADT system right now. ",
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        "notes": "Called to follow up on 8/29. No answer, left a VM. ",
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        "notes": "Rachel emailed and said she got my VM. They have a newborn so things are hectic. She said she hasn't talked to her husband yet, but will let us know when she does. ",
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        "notes": "Tried to follow up, left VM. 9/23",
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        "notes": "Followed up and Rachel said they are trying wifi extenders right now, but would let us know if those don't work. ",
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    "notes": "Nikki just moved here and has an alarm system but it is currently not being monitored and she knows no details of system,m. She would like a quote for us to takeover system and monitoring.",
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        "notes": "Per text message:  Hey Josh! Our ADT contract runs through the end of January 2023",
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        "notes": "Quote is ready to send - notify customer if they elect to proceed with install we will provide free monitoring until Jan 1, 2023 to compensate for their current ADT contract",
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        "notes": "Rachel emailed back and said she would talk it over with her husband and let us know. ",
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        "notes": "After the on-site visit, the customer really only need three IR Cameras, placed in locations shown on google earth image attached. A quote has been prepared and reviewed by Chaz, the labor has been adjusted by Chaz, and a letter has been prepared and is being sent to customer who requested it be sent via mail.",
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        "notes": "Called to verify they received the quote, left a message to return my call.",
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        "enteredBy": "jbombard",
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        "notes": "Called Rebecca and she said she had discussed with Josh about not getting cameras and getting keyless entry and video doorbell instead. Quote needs updated and resent. ",
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        "notes": "Create letter and will be ready to send.  Video Doorbell monthly fee setup as ACH for 11.99 per month",
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        "notes": "Letter created and mailed 8/26",
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        "notes": "Followed up with customer. No answer, left VM. ",
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        "notes": "Called customer and she said she hasn't had a chance to look at the quote yet. Doesn't seem interested. ",
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        "notes": "Called one last time, no answer. 10/12",
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        "notes": "All jobs that have been requested are compiled within one letter quote on the g drive under the church name. A copy is being mailed and emailed to the customer, and he was notified via a phone call.",
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        "notes": "Mark does want a card reader for this door- he only wants to be able to remotely lock and unlock it- the center doors already have a card reader and they will be used with key reader only. need to adjust quote per this request if possible",
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        "notes": "Mark doesn't want the mullion card reader- he just wants electronic locks that can be scheduled when to lock and unlock ",
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        "notes": "I spoke with the customer on Friday, him  and his wife  are working a lot of hours right now, and he will call me when he can meet us at the address to look at the security upgrade.",
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        "notes": "Called to see if still interested. He seems interested, but he was busy ATM, so he said he would call us back when he got a second. ",
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        "notes": "Called to see if he was still interested and both numbers listed went to an automatic VM saying that the number you are trying to reach is no longer in service or no longer available. Sent an email in regards to this so we can fix the numbers in the system.",
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        "notes": "Greg emailed back with and he said that he is not ready to upgrade at this time. He also sent a new number.",
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        "id": "14d86027-bc98-ee11-b2cb-000c29c55070"
      },
      {
        "soActivityRecId": 19065,
        "opportunityRecId": 1729,
        "assignTo": "ageurin",
        "assignedBy": "ageurin",
        "companyRecId": 19325,
        "soActivityTypeRecId": 18,
        "subject": "Follow Up",
        "soReferenceRecId": null,
        "dateEntered": "2023-07-11T11:17:55.300Z",
        "enteredBy": "ageurin",
        "contactRecId": 37,
        "contactName": null,
        "closeFlag": true,
        "dateClosed": "2023-07-14T14:14:12.397Z",
        "closedBy": "ageurin",
        "updatedBy": "ageurin",
        "lastUpdate": "2023-07-14T14:14:12.400Z",
        "notifyCompleteFlag": false,
        "notificationSentFlag": false,
        "srServiceRecId": null,
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        "mobileGuid": "3e5faeed-4ee9-41c9-95c6-8c7412380957",
        "srLocationRecId": 4,
        "dateTimeStart": "2023-08-01T00:00:00.000Z",
        "dateTimeEnd": "2023-08-01T00:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2023-08-01T00:00:00.000Z",
        "dateTimeEndUtc": "2023-08-01T00:00:00.000Z",
        "dateEnteredUtc": "2023-07-11T16:17:55.300Z",
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        "soActStatusRecId": 2,
        "currencyRecId": 7,
        "id": "3fd96027-bc98-ee11-b2cb-000c29c55070"
      },
      {
        "soActivityRecId": 19306,
        "opportunityRecId": 1729,
        "assignTo": "ageurin",
        "assignedBy": "ageurin",
        "companyRecId": 19325,
        "soActivityTypeRecId": 3,
        "subject": "Complete Opportunity",
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        "dateEntered": "2023-07-14T14:14:08.183Z",
        "enteredBy": "ageurin",
        "contactRecId": 37,
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        "closeFlag": true,
        "dateClosed": "2023-07-14T14:14:08.183Z",
        "closedBy": "ageurin",
        "updatedBy": "ageurin",
        "lastUpdate": "2023-07-14T14:14:08.417Z",
        "notifyCompleteFlag": false,
        "notificationSentFlag": false,
        "srServiceRecId": null,
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        "mobileGuid": "7cb38f8e-9661-4a47-9b94-26748d31cdb3",
        "srLocationRecId": null,
        "dateTimeStart": "2023-07-14T00:00:00.000Z",
        "dateTimeEnd": "2023-07-14T00:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2023-07-14T00:00:00.000Z",
        "dateTimeEndUtc": "2023-07-14T00:00:00.000Z",
        "dateEnteredUtc": "2023-07-14T19:14:08.183Z",
        "lastUpdateUtc": "2023-07-14T19:14:08.417Z",
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        "soActStatusRecId": 2,
        "currencyRecId": 7,
        "id": "22da6027-bc98-ee11-b2cb-000c29c55070"
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    ],
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      {
        "soNotesRecId": 1115,
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        "notes": "Quote made and sent to customer. 8/22/22",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-08-22T10:50:30.000Z",
        "updatedBy": "abriggs",
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        "lastUpdateUtc": "2022-08-22T15:50:30.000Z"
      },
      {
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        "opportunityRecId": 1729,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called Kim Thursday 8/25 and she was not available. Have not heard back through email either. Will call tomorrow and see if she is in the office. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-08-25T13:47:10.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "34df75cb-65a3-4c9e-af9d-41a49d002dfe",
        "lastUpdateUtc": "2022-08-25T18:47:10.000Z"
      },
      {
        "soNotesRecId": 1156,
        "opportunityRecId": 1729,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Left follow up VM",
        "soFlag": false,
        "enteredBy": "sroberts",
        "lastUpdate": "2022-08-26T13:28:45.000Z",
        "updatedBy": "sroberts",
        "mobileGuid": "d81144cd-9ed9-450b-978d-1682b4dcac8b",
        "lastUpdateUtc": "2022-08-26T18:28:45.000Z"
      },
      {
        "soNotesRecId": 1190,
        "opportunityRecId": 1729,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called again today and spoke to desk worker. She said Kim had an emergency, but is working on getting back to us about the quote. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-08-31T09:25:39.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "22c48cd5-de24-40e3-9bd0-49fda840b42c",
        "lastUpdateUtc": "2022-08-31T14:25:39.000Z"
      },
      {
        "soNotesRecId": 1568,
        "opportunityRecId": 1729,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to call (mobile #) again, left VM. 10/19",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-10-19T10:05:44.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "f027e786-b6d5-4c8b-9c22-8427db7488f7",
        "lastUpdateUtc": "2022-10-19T15:05:44.000Z"
      },
      {
        "soNotesRecId": 1823,
        "opportunityRecId": 1729,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to call MOBILE again, left VM. 11/9",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-09T10:13:01.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "2c1b2ac2-3edc-44bb-a7a7-313c1a005408",
        "lastUpdateUtc": "2022-11-09T16:13:01.000Z"
      },
      {
        "soNotesRecId": 2016,
        "opportunityRecId": 1729,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to call mobile number, no answer. Called the Best Western and gave the woman at the front desk our office phone number and she is going to let Kim know to give us a call in regards to the surveillance cameras and alarm systems. 11/30",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-30T13:23:28.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "e1115dae-e49d-4177-8c1c-e719e31608da",
        "lastUpdateUtc": "2022-11-30T19:23:28.000Z"
      },
      {
        "soNotesRecId": 2869,
        "opportunityRecId": 1729,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer. 2/15",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-02-15T11:38:07.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "25ed4017-a2e1-44ec-8ddc-dcc53f095b95",
        "lastUpdateUtc": "2023-02-15T17:38:07.000Z"
      },
      {
        "soNotesRecId": 3674,
        "opportunityRecId": 1729,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Follow up call- no answer. LEFT VM",
        "soFlag": false,
        "enteredBy": "bgordon",
        "lastUpdate": "2023-04-27T14:41:09.000Z",
        "updatedBy": "bgordon",
        "mobileGuid": "fae498d6-6a40-49ad-a624-062303799209",
        "lastUpdateUtc": "2023-04-27T19:41:09.000Z"
      },
      {
        "soNotesRecId": 3704,
        "opportunityRecId": 1729,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "No answer. Left VM. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-02T09:44:08.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "1ac20414-f4f7-4ad1-9072-08fbe10c88d4",
        "lastUpdateUtc": "2023-05-02T14:44:08.000Z"
      },
      {
        "soNotesRecId": 3762,
        "opportunityRecId": 1729,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Left message with front desk. Kim is supposed to call back by EOD",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-04T14:08:46.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "47043361-bbd4-4367-a6fa-fa91e540ea80",
        "lastUpdateUtc": "2023-05-04T19:08:46.000Z"
      },
      {
        "soNotesRecId": 3860,
        "opportunityRecId": 1729,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Dropped in to Folow Up",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-15T09:49:06.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "8d781237-83e6-4041-a5d5-c467fe9ddf0c",
        "lastUpdateUtc": "2023-05-15T14:49:06.000Z"
      },
      {
        "soNotesRecId": 4061,
        "opportunityRecId": 1729,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Left VM on Kims phone, and called the hotel. They said that she is not there, and they don't know what she is going to end up doing. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-31T09:45:07.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "13a83b21-a60f-4d86-8f95-0cac5db5113e",
        "lastUpdateUtc": "2023-05-31T14:45:07.000Z"
      },
      {
        "soNotesRecId": 4244,
        "opportunityRecId": 1729,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Again, no answer. ",
        "soFlag": false,
        "enteredBy": "ageurin",
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        "updatedBy": "ageurin",
        "mobileGuid": "d94865fb-a038-4cc8-b717-2acbf63ded7b",
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      },
      {
        "soNotesRecId": 4406,
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        "seqNbr": null,
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        "notes": "Called and texted with no answer. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-07-11T11:17:45.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "3c9c26fb-4b5e-45e1-a402-803d0c73a4da",
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    ],
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        "updatedBy": "gthornto",
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        "mobileGuid": "4b815b33-5820-469c-ae80-014441b54e79",
        "lastUpdateUtc": "2023-07-14T19:14:09.000Z"
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    ],
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        "contactRecId": 2669,
        "contactName": "Kim Rust",
        "phoneNbr": "(270) 559-6795",
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        "companyName": "Rust, Kim",
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        "lastUpdate": "2022-08-10T15:07:47.000Z",
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      },
      {
        "soInfluencerRecId": 1875,
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        "contactName": "Kim Rust",
        "phoneNbr": "(270) 753-5353",
        "emailAddress": "Krust@charterlodging.com",
        "companyRecId": 19325,
        "companyName": "Best Western of Murray",
        "soRoleRecId": null,
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        "lastUpdate": "2022-08-19T14:19:39.000Z",
        "updatedBy": "gthornto",
        "referralFlag": false
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    ]
  },
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    "estimatedTotal": "0",
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    "dateClosed": "2022-08-10T16:38:15.110Z",
    "closedBy": "ageurin",
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    "updatedBy": "ageurin",
    "notes": "Adding 5 cameras.",
    "companyAddressRecId": 1651,
    "redFlag": false,
    "oldWonFlag": false,
    "oldActualTotal": "0",
    "oldCompetitor": null,
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      "companyName": "Tokai Carbon USA",
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      "accountNbr": "Tokai Carbon USA",
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      "dateEntered": "2019-03-11T18:01:47.000Z",
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      "profileLastUpdatedBy": "zwarren",
      "annualRevenueUpdateUtc": "2019-03-11T23:01:47.000Z",
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      "notificationHistory": ",",
      "invTemplateSetupRecId": 30,
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    },
    "activities": [
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        "soActivityRecId": 11396,
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        "assignTo": "ageurin",
        "assignedBy": "ageurin",
        "companyRecId": 19898,
        "soActivityTypeRecId": 3,
        "subject": "Complete Opportunity",
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        "assignedBy": "rback",
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        "subject": "Complete Opportunity",
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        "dateEntered": "2022-11-08T16:40:54.770Z",
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        "dateClosed": "2022-11-08T16:40:54.777Z",
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        "lastUpdate": "2022-11-08T16:40:54.953Z",
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        "srLocationRecId": null,
        "dateTimeStart": "2022-11-08T00:00:00.000Z",
        "dateTimeEnd": "2022-11-08T00:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2022-11-08T00:00:00.000Z",
        "dateTimeEndUtc": "2022-11-08T00:00:00.000Z",
        "dateEnteredUtc": "2022-11-08T22:40:54.770Z",
        "lastUpdateUtc": "2022-11-08T22:40:54.953Z",
        "dateClosedUtc": "2022-11-08T22:40:54.777Z",
        "soActStatusRecId": 2,
        "currencyRecId": 7,
        "id": "4fb99f26-bc98-ee11-b2cb-000c29c55070"
      },
      {
        "soActivityRecId": 12711,
        "opportunityRecId": 1731,
        "assignTo": "rback",
        "assignedBy": "rback",
        "companyRecId": 19659,
        "soActivityTypeRecId": 3,
        "subject": "Stage Change from Discovery to 6. Won",
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        "dateEntered": "2022-11-08T16:40:54.997Z",
        "enteredBy": "rback",
        "contactRecId": 354,
        "contactName": null,
        "closeFlag": true,
        "dateClosed": "2022-11-08T16:40:54.997Z",
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        "updatedBy": "rback",
        "lastUpdate": "2022-11-08T16:40:55.037Z",
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        "mobileGuid": "d8bdb487-f951-4eb2-9445-acd1c9b7b882",
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        "dateTimeStart": "2022-11-08T00:00:00.000Z",
        "dateTimeEnd": "2022-11-08T00:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2022-11-08T00:00:00.000Z",
        "dateTimeEndUtc": "2022-11-08T00:00:00.000Z",
        "dateEnteredUtc": "2022-11-08T22:40:54.997Z",
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    ],
    "opportunityNotes": [
      {
        "soNotesRecId": 1072,
        "opportunityRecId": 1731,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent Helen a message in the text box app letting her know the cost of each.",
        "soFlag": false,
        "enteredBy": "rback",
        "lastUpdate": "2022-08-15T07:53:08.000Z",
        "updatedBy": "rback",
        "mobileGuid": "3e69fda8-b2ae-4e97-b8ad-c475b5e7df9c",
        "lastUpdateUtc": "2022-08-15T12:53:08.000Z"
      },
      {
        "soNotesRecId": 1326,
        "opportunityRecId": 1731,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Followed up with customer. She has been sick and hasn't had this on her mind. Will follow up in a few weeks if she doesn't contact us first. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-15T15:35:56.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "48de4548-3915-42de-83fd-d8779fa44baa",
        "lastUpdateUtc": "2022-09-15T20:35:56.000Z"
      },
      {
        "soNotesRecId": 1517,
        "opportunityRecId": 1731,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called to follow up, no answer, left VM. 10/14",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-10-14T14:18:13.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "1bd20b31-f760-4554-b8db-7ef92c967e75",
        "lastUpdateUtc": "2022-10-14T19:18:13.000Z"
      },
      {
        "soNotesRecId": 1677,
        "opportunityRecId": 1731,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Helen wants a quote in a letter format so she knows what she is getting. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-10-26T15:28:13.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "e5bf3f37-1d68-4cb3-b5f8-f4222669d162",
        "lastUpdateUtc": "2022-10-26T20:28:13.000Z"
      },
      {
        "soNotesRecId": 1694,
        "opportunityRecId": 1731,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent quote letter to CER, Gina, and Rusty for review. 10/28",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-10-28T10:16:31.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "846e23b4-e19e-49e9-9f99-3b287004476b",
        "lastUpdateUtc": "2022-10-28T15:16:31.000Z"
      },
      {
        "soNotesRecId": 1700,
        "opportunityRecId": 1731,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Created new quote in letter format and attached it to opportunity.",
        "soFlag": false,
        "enteredBy": "rback",
        "lastUpdate": "2022-10-31T08:07:22.000Z",
        "updatedBy": "rback",
        "mobileGuid": "1c13b6ad-f5ba-4c92-9376-cff8bd65073e",
        "lastUpdateUtc": "2022-10-31T13:07:22.000Z"
      },
      {
        "soNotesRecId": 1715,
        "opportunityRecId": 1731,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called Helen to get an email address that I could send to. No answer, left VM. 10/31",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-10-31T10:54:08.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "2b59db9b-7627-4e65-a65f-6713b6cd9f5a",
        "lastUpdateUtc": "2022-10-31T15:54:08.000Z"
      },
      {
        "soNotesRecId": 1747,
        "opportunityRecId": 1731,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to call again, no answer. 11/2",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-02T15:28:50.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "d3c76a30-3da9-4d73-9351-b27f4747456e",
        "lastUpdateUtc": "2022-11-02T20:28:50.000Z"
      },
      {
        "soNotesRecId": 1761,
        "opportunityRecId": 1731,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent text message to get email. 11/4",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-04T10:14:05.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "8d876c14-a982-49bc-ad63-c9f1caf3b681",
        "lastUpdateUtc": "2022-11-04T15:14:05.000Z"
      },
      {
        "soNotesRecId": 1804,
        "opportunityRecId": 1731,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Helen called and wanted to know when her new computer would be ready because her computer went completely down on 11/06/2022. I got her email and added it to her contact so we could get ready to send the quote and told her that a quote would be ready within the coming days and we will follow up to make sure they got the quote and then we could go from there.",
        "soFlag": false,
        "enteredBy": "lhelton",
        "lastUpdate": "2022-11-07T16:03:53.000Z",
        "updatedBy": "lhelton",
        "mobileGuid": "06bec516-6a47-4230-abaf-b3c704dc4eac",
        "lastUpdateUtc": "2022-11-07T22:03:53.000Z"
      },
      {
        "soNotesRecId": 1806,
        "opportunityRecId": 1731,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Helen called in, she had not received the quote.  I resent it to her email and text her to confirm she received it.",
        "soFlag": false,
        "enteredBy": "gthornto",
        "lastUpdate": "2022-11-08T15:56:17.000Z",
        "updatedBy": "gthornto",
        "mobileGuid": "1745ec56-4721-44f8-85f5-0498c62a29da",
        "lastUpdateUtc": "2022-11-08T21:56:17.000Z"
      },
      {
        "soNotesRecId": 1807,
        "opportunityRecId": 1731,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called Helen's cell phone and talked with her over the phone.  She approved the quote.",
        "soFlag": false,
        "enteredBy": "rback",
        "lastUpdate": "2022-11-08T16:40:18.000Z",
        "updatedBy": "rback",
        "mobileGuid": "18e41a82-27b7-45f6-b7b9-df8666eb940c",
        "lastUpdateUtc": "2022-11-08T22:40:18.000Z"
      }
    ],
    "forecastItems": [
      {
        "soForecastDtlRecId": 4834,
        "opportunityRecId": 1731,
        "description": "Products",
        "revenue": "2214.61",
        "cost": "1626.62",
        "soOppStatusRecId": 29,
        "includeFlag": true,
        "quoteWerksDocNo": null,
        "quoteWerksDocName": null,
        "updatedBy": "gthornto",
        "lastUpdate": "2022-11-08T16:57:01.000Z",
        "soForecastTypeId": "P",
        "linkFlag": true,
        "recurringRevenue": null,
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        "recurringFlag": false,
        "productFlag": false,
        "mobileGuid": "5592b92d-c62b-4f66-967e-be1b2340681c",
        "lastUpdateUtc": "2022-11-08T22:57:01.000Z"
      },
      {
        "soForecastDtlRecId": 4835,
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        "revenue": "-100",
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        "includeFlag": true,
        "quoteWerksDocNo": null,
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        "lastUpdate": "2022-11-08T16:41:27.000Z",
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        "productFlag": false,
        "mobileGuid": "8ce6ddc0-8849-4b13-8bd8-38b15822aee8",
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      {
        "soForecastDtlRecId": 5481,
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        "revenue": "127.5",
        "cost": "63.75",
        "soOppStatusRecId": 29,
        "includeFlag": true,
        "quoteWerksDocNo": null,
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        "updatedBy": "rback",
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        "mobileGuid": "86d763c5-93d4-4a09-a0cf-72d2a525db2a",
        "lastUpdateUtc": "2022-11-08T22:41:27.000Z"
      }
    ],
    "contacts": [
      {
        "soInfluencerRecId": 1856,
        "opportunityRecId": 1731,
        "contactRecId": 354,
        "contactName": "Helen Spann",
        "phoneNbr": "(270) 293-7100",
        "emailAddress": null,
        "companyRecId": 19659,
        "companyName": "Spann, Helen",
        "soRoleRecId": null,
        "notes": null,
        "lastUpdate": "2022-08-11T10:33:47.000Z",
        "updatedBy": "rback",
        "referralFlag": false
      }
    ]
  },
  {
    "opportunityRecId": 1732,
    "opportunityName": "Wireless Network Installation ",
    "companyRecId": 21089,
    "contactRecId": 3063,
    "soPipelineRecId": 3,
    "datePipelineChange": null,
    "soInterestRecId": 1,
    "estimatedTotal": "0",
    "probabilityToClose": 20,
    "source": null,
    "dateBecameLead": "2022-08-15T09:49:49.953Z",
    "dateCloseExpected": "2022-08-15T00:00:00.000Z",
    "billingUnitRecId": 6,
    "contractTypeRecId": null,
    "oldCloseFlag": false,
    "dateClosed": "2022-08-16T10:17:01.750Z",
    "closedBy": "sroberts",
    "enteredBy": "mthies",
    "updatedBy": "sroberts",
    "notes": "Customer Requested Physical Ethernet wires to two locations. One has an existing Cat5e the other we can utilize a Moca-Adapter. Will need a switch in the data closet and a small switch in the master bedroom and one in the living room. This will also need several APs to adequately cover the home. Customer mentioned not utilizing the existing in-ceiling speakers but instead putting wireless speakers in each room. It appears there will be many wireless devices in this home and I recommend 4 APs due to size of the residence and the amount of wireless devices.  ",
    "companyAddressRecId": 3398,
    "redFlag": false,
    "oldWonFlag": false,
    "oldActualTotal": "0",
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    "dateBecameLeadUtc": "2022-08-15T14:49:49.953Z",
    "lastUpdatedUtc": "2022-08-16T15:17:02.103Z",
    "dateClosedUtc": "2022-08-16T15:17:01.750Z",
    "dateCloseExpectedUtc": "2022-08-15T00:00:00.000Z",
    "shipToCompanyRecId": 21089,
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    "taxTotal": "116.97",
    "currencyRecId": 7,
    "techContactRecId": null,
    "id": "0d79e022-bc98-ee11-b2cb-000c29c55070",
    "company": {
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      "companyId": "CunninghamJim",
      "companyName": "Cunningham, Jim",
      "phoneNbr": "3053325770",
      "phoneNbrFax": "",
      "websiteUrl": "",
      "accountNbr": "Cunningham, Jim",
      "timeZoneRecId": 2,
      "sicCodeId": "",
      "remitToRecId": 21089,
      "lastUpdate": "2023-11-08T08:17:16.000Z",
      "updatedBy": "ageurin",
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      "annualRevenue": "0",
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      "nbrEmployees": 0,
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      "srNotify": "A",
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      "billOverrideFlag": false,
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      "billUnapprovedSrFlag": false,
      "billCompletePmFlag": false,
      "billUnapprovedPmFlag": false,
      "billRestrictDownPaymentPmFlag": false,
      "approvalFlag": false,
      "taxId": "",
      "exchangeHref": null,
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      "vendorNbr": "",
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      "lastUpdatedUtc": "2023-11-08T14:17:16.000Z",
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      "profileLastUpdateUtc": "2022-08-09T15:02:46.000Z",
      "profileLastUpdatedBy": "sroberts",
      "annualRevenueUpdateUtc": "2022-08-09T15:02:46.000Z",
      "customerUsageTypeRecId": null,
      "notificationHistory": ",",
      "invTemplateSetupRecId": null,
      "emailTemplateRecId": null,
      "optionsLastUpdateUtc": "2022-08-09T15:02:46.000Z",
      "optionsUpdatedBy": "sroberts",
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      "resellerId": "",
      "coreEntityCompanyId": null,
      "coreEntityUpdatedBy": "sroberts",
      "coreEntityLastUpdateUtc": "2022-08-09T15:02:46.000Z",
      "m365ContactSyncFlag": false,
      "id": "60f69c1f-bc98-ee11-b2cb-000c29c55070",
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    },
    "activities": [
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        "opportunityRecId": 1732,
        "assignTo": "rback",
        "assignedBy": "rback",
        "companyRecId": 21089,
        "soActivityTypeRecId": 3,
        "subject": "Stage Change from Prospecting to Discovery",
        "soReferenceRecId": null,
        "dateEntered": "2022-08-15T12:55:06.617Z",
        "enteredBy": "rback",
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        "contactName": null,
        "closeFlag": true,
        "dateClosed": "2022-08-15T12:55:06.603Z",
        "closedBy": "rback",
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        "dateTimeStartUtc": "2022-08-15T00:00:00.000Z",
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        "id": "82b49f26-bc98-ee11-b2cb-000c29c55070"
      },
      {
        "soActivityRecId": 11432,
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        "companyRecId": 21089,
        "soActivityTypeRecId": 18,
        "subject": "Onsite Visit and Create Quote",
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        "dateEntered": "2022-08-15T13:25:12.297Z",
        "enteredBy": "mthies",
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        "closeFlag": true,
        "dateClosed": "2022-11-09T09:30:18.817Z",
        "closedBy": "mwillett",
        "updatedBy": "mwillett",
        "lastUpdate": "2022-11-09T09:30:19.010Z",
        "notifyCompleteFlag": false,
        "notificationSentFlag": false,
        "srServiceRecId": null,
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        "assignToRecId": 190,
        "assignByRecId": 190,
        "mobileGuid": "79ed9534-0b47-4c5b-a8a1-521020621732",
        "srLocationRecId": 4,
        "dateTimeStart": "2022-08-15T00:00:00.000Z",
        "dateTimeEnd": "2022-08-15T00:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2022-08-15T00:00:00.000Z",
        "dateTimeEndUtc": "2022-08-15T00:00:00.000Z",
        "dateEnteredUtc": "2022-08-15T18:25:12.297Z",
        "lastUpdateUtc": "2022-11-09T15:30:19.010Z",
        "dateClosedUtc": "2022-11-09T15:30:18.817Z",
        "soActStatusRecId": 2,
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        "id": "83b49f26-bc98-ee11-b2cb-000c29c55070"
      },
      {
        "soActivityRecId": 11438,
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        "assignTo": "sroberts",
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        "companyRecId": 21089,
        "soActivityTypeRecId": 3,
        "subject": "Complete Opportunity",
        "soReferenceRecId": null,
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      {
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        "assignTo": "abriggs",
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        "notes": "Per Austin, 1 man, 1 helper, 1.5 days",
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        "notes": "Followed up and the customer said that he is still interested and he is going to check with his niece who just moved in about their financial situation and will call us when he finds out.",
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        "notes": "I assume you mean 15\".",
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        "notes": "Sent quote to Pamela via email- will follow up ",
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        "notes": "Per Rusty: If this product exceeds customer's budget, we can re-quote with a less powerful laptop which should still be sufficient.  I did not include additional warranty options on the quote.  There is NO accidental damage protection on this laptop.  If customer breaks it, that is not covered under the warranty.  I would recommend adding ACCIDENTAL DAMAGE PROTECTION and UPGRADING TO a 3 YEAR warranty.  Doing so DOES ADD additional cost (ABOUT $200) to it.",
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        "notes": "Pamela is currently looking over the quote. She will get back with us once discussed with company. ",
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        "notes": "Quote emailed 9/22",
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        "notes": "Customer said he received the quote and he does not have any questions. Did not seem interested... will follow up again if we don't hear anything. ",
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        "notes": "Called to follow up and he said he is on vacation right now. 10/12",
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        "notes": "Made follow up call, no answer, left VM. 11/2",
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        "notes": "Made follow up call. Richard said he has other bids coming from other people right now. One is ADT. He said he is not spending that kind of money to do something he doesn't even want to do. He thinks his system is perfectly fine, he just wants it to be able to auto dial to a monitoring center. Other companies have told him they can make his system do that without replacing the whole thing. He said he will consider us again if we redo our bid. 11/16",
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        "notes": "Per CER: Call Richard and explain to him that we will do what he wants -- instead of redoing the whole system -- for $1,200. ",
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        "lastUpdate": "2022-11-18T14:50:26.000Z",
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        "notes": "Called Dr. Blalock to give him this info and he said he is in a patient's room right now and Wednesdays are a better time to call him. 11/18",
        "soFlag": false,
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      {
        "soNotesRecId": 2033,
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        "notes": "Called Dr. Blalock to give this new pricing info, but he gave me even more details as to what he is wanting. He believes he has a good, hardwired system even if it is older. He has had instances where his back doors fly open by themselves because of the wind. He wants his hardwired system to be monitored by a company so that he gets a phone call from them when things like that happen to make sure he is okay. He has had other people look at his system and some believe he can have a wireless hybrid system that includes cameras and monitoring. He has no monitoring now because he got rid of his phone lines. He would be fine with having his system on the internet or dial up somehow. He also has 2 doors that do not work with his alarm system now. If we are willing to fix those as well, that is fine. He just wants to know if we can or can't do what he wants. If we can, he would like 2 different quotes: one with cameras and one without. 11/30",
        "soFlag": false,
        "enteredBy": "abriggs",
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      },
      {
        "soNotesRecId": 2413,
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        "seqNbr": null,
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        "notes": "Resent email to Gina, Chaz, Austin, and Travis. 1/11",
        "soFlag": false,
        "enteredBy": "abriggs",
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      },
      {
        "soNotesRecId": 2481,
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        "noteTypeRecId": 2,
        "notes": "Audrey Briggs Mon 01/16/2023 2:00 PM UTC-06 \n\nPer CER: Tell him we will use what he's got and get it monitored for $1,800 total. We will get it communicating first and any things that need fixing after getting it communicating, we will quote products needed as necessary. ",
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        "enteredBy": "abriggs",
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        "updatedBy": "abriggs",
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      },
      {
        "soNotesRecId": 2519,
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called to confirm onsite, no answer, left VM and sent text message. 1/25",
        "soFlag": false,
        "enteredBy": "abriggs",
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        "notes": "Buddy has brought back notes, but I have no clue what needs to be added for these systems. Asked CER to add correct products per Buddy's notes. 2/8",
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        "notes": "Quote emailed 9/23",
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        "notes": "Tried to follow up to make sure Barbara received the quote emailed this morning. No answer, left VM. 9/23",
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        "notes": "Barbara called back and said she would get back with us next week. ",
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        "notes": "Austin called and confirmed details of quote with customer. Quote was missing Paxton server, so added product as MISC-Security per Chaz. Resent 9/26",
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        "notes": "Barbara responded to the email and said she has a meeting this Tuesday to display the quotes to the church council. Will follow up if she doesn't let us know how it goes. 9/30",
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        "notes": "Barbara called and wanted warranty plan information. CER said she could go through Paxton for a 3 year manufacturer warranty, or we could quote her an ACH maintenance plan. I sent her info for this plan (attached) that she could display at her meeting this morning. 10/5",
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        "notes": "Sent old quotes on accident. Sent her new and she is reviewing this info. 10/6",
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        "notes": "Called Barbara to follow up and she said she is displaying all of her bids to the Session tomorrow, but ours is looking like the best so far! She wants to know how much a reinstatement fee would be if they did not accept the maintenance plan for about 2 years after the install. ",
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        "notes": "Per CER: \nReinstatement Fee @ $474.54 after 1 year, then $1,898.16 after 2 years, then maintenance plan is no longer an option. \nPassed this along to Barbara over the phone and text message. ",
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        "notes": "Called to follow up and they are still discussing their options for this. 10/24",
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called to follow up with Barbara again. She said their meeting was cancelled last week, but is rescheduled for this week. They should have a decision after this weekend. 11/9",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-09T10:01:25.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "a32cdc0e-d958-4530-b713-d79273cb970c",
        "lastUpdateUtc": "2022-11-09T16:01:25.000Z"
      },
      {
        "soNotesRecId": 1970,
        "opportunityRecId": 1759,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer. 11/18",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-18T16:37:34.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "69cfde98-ba0f-4e98-80c2-960ad63ac887",
        "lastUpdateUtc": "2022-11-18T22:37:34.000Z"
      },
      {
        "soNotesRecId": 2117,
        "opportunityRecId": 1759,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer, left VM for Barbara to let us know how this is progressing and wished her Merry Christmas. 12/9",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-09T14:58:20.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "1a29b615-c8e6-4234-aff2-f82ad60462fa",
        "lastUpdateUtc": "2022-12-09T20:58:20.000Z"
      },
      {
        "soNotesRecId": 2401,
        "opportunityRecId": 1759,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up calls. Company number was answered by someone who told me I have the wrong number. Direct number had no answer. Sent text message. 1/10",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-10T13:47:41.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "111ef78a-ce91-4a34-8d91-7aace3a5b364",
        "lastUpdateUtc": "2023-01-10T19:47:41.000Z"
      },
      {
        "soNotesRecId": 2409,
        "opportunityRecId": 1759,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Barbara texted back and said \"Sorry Audrey, I was on a phone call trying to untangle some other 'stuff'. I'm working on getting all the estimates together and am running into headwinds trying to get the actual paperwork. And I can't move forward until I have it all. I haven't forgotten you, believe me.\" 1/10",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-10T15:32:59.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "2aa0d531-0826-49d7-9db7-9846fa187590",
        "lastUpdateUtc": "2023-01-10T21:32:59.000Z"
      },
      {
        "soNotesRecId": 3722,
        "opportunityRecId": 1759,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Left VM for Barbara",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-02T15:45:06.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "b7b1b581-7668-4297-9535-5d19ef3b24f5",
        "lastUpdateUtc": "2023-05-02T20:45:06.000Z"
      },
      {
        "soNotesRecId": 3807,
        "opportunityRecId": 1759,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Barb has chosen to go with another company at this time... With that said, she is having a lot of communication issues with them and is waiting to see how that goes. She loved us as a company so she would like us to follow up again and if things have not gotten better, she is going to take it to the higher ups for reconsideration.",
        "soFlag": false,
        "enteredBy": "kgore",
        "lastUpdate": "2023-05-09T09:23:02.000Z",
        "updatedBy": "kgore",
        "mobileGuid": "f6b36ee9-696a-461e-8d00-ae69c784df9f",
        "lastUpdateUtc": "2023-05-09T14:23:02.000Z"
      },
      {
        "soNotesRecId": 3820,
        "opportunityRecId": 1759,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Austin is in contact with Barbara. He will be attempting to requote this to work for her.",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-09T16:30:36.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "ceac058e-fdff-471a-8fff-7e81fcbe72b5",
        "lastUpdateUtc": "2023-05-09T21:30:36.000Z"
      },
      {
        "soNotesRecId": 3931,
        "opportunityRecId": 1759,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent follow up email to Barbara",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-22T10:39:48.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "868c343f-c3fb-4d67-b45a-ee1caf10d1e1",
        "lastUpdateUtc": "2023-05-22T15:39:48.000Z"
      },
      {
        "soNotesRecId": 4034,
        "opportunityRecId": 1759,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Barbara has passed the quote along. She is out of town this week. She said that if i have not heard from her by the time I get back from my trip, to give her a follow up call. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-30T12:13:40.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "eae4c9d1-d89c-4fb9-8520-3b985a9b1fa8",
        "lastUpdateUtc": "2023-05-30T17:13:40.000Z"
      },
      {
        "soNotesRecId": 4493,
        "opportunityRecId": 1759,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Left VM for Barb and sent text.",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-07-14T08:39:17.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "f5bda05d-7e50-4a09-9529-153d0eb241a2",
        "lastUpdateUtc": "2023-07-14T13:39:17.000Z"
      },
      {
        "soNotesRecId": 4673,
        "opportunityRecId": 1759,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "After digging, this is not part of the quote that we have been working on. This is not in the plans as of now. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-08-01T09:31:13.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "4de512b1-d08b-43df-a48d-2b2d4edffdcf",
        "lastUpdateUtc": "2023-08-01T14:31:13.000Z"
      },
      {
        "soNotesRecId": 6742,
        "opportunityRecId": 1759,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Email to Barb to check in. ",
        "soFlag": false,
        "enteredBy": "ahafford",
        "lastUpdate": "2024-01-30T14:07:51.000Z",
        "updatedBy": "ahafford",
        "mobileGuid": "b68e4f86-86bf-44e2-aa0f-23b06e30be23",
        "lastUpdateUtc": "2024-01-30T20:07:51.000Z"
      },
      {
        "soNotesRecId": 7542,
        "opportunityRecId": 1759,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Barb reports they are not going to do this.",
        "soFlag": false,
        "enteredBy": "gthornto",
        "lastUpdate": "2024-05-21T13:18:42.000Z",
        "updatedBy": "gthornto",
        "mobileGuid": "e5031c95-2f6c-40f7-8cf4-fa45918c378a",
        "lastUpdateUtc": "2024-05-21T18:18:42.000Z"
      }
    ],
    "forecastItems": [
      {
        "soForecastDtlRecId": 5129,
        "opportunityRecId": 1759,
        "description": "Products",
        "revenue": "1300",
        "cost": "1300",
        "soOppStatusRecId": 53,
        "includeFlag": false,
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        "updatedBy": "abriggs",
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        "soForecastTypeId": "P",
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      {
        "soForecastDtlRecId": 5130,
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        "revenue": "605.42",
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      {
        "soForecastDtlRecId": 5131,
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        "revenue": "149.95",
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        "mobileGuid": "e08b5165-9665-4459-ae87-07fc4f36e6a2",
        "lastUpdateUtc": "2024-05-21T18:19:03.000Z"
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      {
        "soForecastDtlRecId": 5135,
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        "description": "Products",
        "revenue": "44.99",
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        "lastUpdate": "2024-05-21T13:19:03.000Z",
        "soForecastTypeId": "P",
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        "lastUpdateUtc": "2024-05-21T18:19:03.000Z"
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    ],
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        "soInfluencerRecId": 1888,
        "opportunityRecId": 1759,
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        "contactName": "Barbara Dantoni",
        "phoneNbr": "(410) 688-5868",
        "emailAddress": "bdantoni@fpcdyersburg.org",
        "companyRecId": 21105,
        "companyName": "First Presbyterian Church, Dyersburg",
        "soRoleRecId": null,
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        "lastUpdate": "2022-08-24T11:46:35.000Z",
        "updatedBy": "sroberts",
        "referralFlag": false
      }
    ]
  },
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    "opportunityRecId": 1760,
    "opportunityName": "Emergency Pendant",
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    "estimatedTotal": "0",
    "probabilityToClose": 50,
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    "dateBecameLead": "2022-08-24T13:36:56.693Z",
    "dateCloseExpected": "2022-08-31T00:00:00.000Z",
    "billingUnitRecId": 6,
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    "oldCloseFlag": false,
    "dateClosed": "2022-09-15T14:57:37.270Z",
    "closedBy": "abriggs",
    "enteredBy": "abriggs",
    "updatedBy": "abriggs",
    "notes": "Customer is wanting to get a quote on an emergency pendant. Should not need an on-site. Just wants pricing options. ",
    "companyAddressRecId": 3426,
    "redFlag": false,
    "oldWonFlag": false,
    "oldActualTotal": "0",
    "oldCompetitor": null,
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    "company": {
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      "companyId": "GibbsMaryLou",
      "companyName": "Gibbs, Mary Lou",
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      "accountNbr": "Gibbs, Mary Lou",
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      "profileLastUpdateUtc": "2022-08-24T18:32:29.000Z",
      "profileLastUpdatedBy": "abriggs",
      "annualRevenueUpdateUtc": "2022-08-24T18:32:29.000Z",
      "customerUsageTypeRecId": null,
      "notificationHistory": ",",
      "invTemplateSetupRecId": null,
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      "optionsLastUpdateUtc": "2022-08-24T18:32:29.000Z",
      "optionsUpdatedBy": "abriggs",
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      "coreEntityCompanyId": null,
      "coreEntityUpdatedBy": "abriggs",
      "coreEntityLastUpdateUtc": "2022-08-24T18:32:29.000Z",
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    },
    "activities": [
      {
        "soActivityRecId": 11841,
        "opportunityRecId": 1760,
        "assignTo": "abriggs",
        "assignedBy": "abriggs",
        "companyRecId": 21106,
        "soActivityTypeRecId": 3,
        "subject": "Complete Opportunity",
        "soReferenceRecId": null,
        "dateEntered": "2022-09-15T14:57:37.333Z",
        "enteredBy": "abriggs",
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        "contactName": null,
        "closeFlag": true,
        "dateClosed": "2022-09-15T14:57:37.330Z",
        "closedBy": "abriggs",
        "updatedBy": "abriggs",
        "lastUpdate": "2022-09-15T14:57:37.517Z",
        "notifyCompleteFlag": false,
        "notificationSentFlag": false,
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        "assignToRecId": 209,
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        "mobileGuid": "008ba510-536d-4b9b-a2c1-8596eca39214",
        "srLocationRecId": null,
        "dateTimeStart": "2022-09-15T00:00:00.000Z",
        "dateTimeEnd": "2022-09-15T00:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2022-09-15T00:00:00.000Z",
        "dateTimeEndUtc": "2022-09-15T00:00:00.000Z",
        "dateEnteredUtc": "2022-09-15T19:57:37.333Z",
        "lastUpdateUtc": "2022-09-15T19:57:37.517Z",
        "dateClosedUtc": "2022-09-15T19:57:37.330Z",
        "soActStatusRecId": 2,
        "currencyRecId": 7,
        "id": "0fb69f26-bc98-ee11-b2cb-000c29c55070"
      },
      {
        "soActivityRecId": 11842,
        "opportunityRecId": 1760,
        "assignTo": "abriggs",
        "assignedBy": "abriggs",
        "companyRecId": 21106,
        "soActivityTypeRecId": 3,
        "subject": "Stage Change from Prospecting to Evaluation",
        "soReferenceRecId": null,
        "dateEntered": "2022-09-15T14:57:37.543Z",
        "enteredBy": "abriggs",
        "contactRecId": 3093,
        "contactName": null,
        "closeFlag": true,
        "dateClosed": "2022-09-15T14:57:37.533Z",
        "closedBy": "abriggs",
        "updatedBy": "abriggs",
        "lastUpdate": "2022-09-15T14:57:37.573Z",
        "notifyCompleteFlag": false,
        "notificationSentFlag": false,
        "srServiceRecId": null,
        "agrHeaderRecId": null,
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        "mobileGuid": "3b1bc442-f636-42d1-947d-6617f919f8bc",
        "srLocationRecId": null,
        "dateTimeStart": "2022-09-15T00:00:00.000Z",
        "dateTimeEnd": "2022-09-15T00:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2022-09-15T00:00:00.000Z",
        "dateTimeEndUtc": "2022-09-15T00:00:00.000Z",
        "dateEnteredUtc": "2022-09-15T19:57:37.543Z",
        "lastUpdateUtc": "2022-09-15T19:57:37.573Z",
        "dateClosedUtc": "2022-09-15T19:57:37.533Z",
        "soActStatusRecId": 2,
        "currencyRecId": 7,
        "id": "10b69f26-bc98-ee11-b2cb-000c29c55070"
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    ],
    "opportunityNotes": [
      {
        "soNotesRecId": 1159,
        "opportunityRecId": 1760,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Per discussion with Audrey customer can pay $439.99 up front and $39.99 a month \nOR\n$99 up front and $67.49 per month",
        "soFlag": false,
        "enteredBy": "crobinso",
        "lastUpdate": "2022-08-27T09:38:38.000Z",
        "updatedBy": "crobinso",
        "mobileGuid": "c20cf39d-8384-4826-8105-0a32797b2ce9",
        "lastUpdateUtc": "2022-08-27T14:38:38.000Z"
      },
      {
        "soNotesRecId": 1178,
        "opportunityRecId": 1760,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called customer to give pricing options. No answer, left VM. 8/29",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-08-29T09:36:26.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "7939b1b9-18e9-4cc2-8914-362e3305bcc7",
        "lastUpdateUtc": "2022-08-29T14:36:26.000Z"
      },
      {
        "soNotesRecId": 1239,
        "opportunityRecId": 1760,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called customer to give pricing options. No answer, left VM. 9/7",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-07T10:25:25.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "5e8cf9e9-bf06-4ccc-ab7d-3d546e6d1db9",
        "lastUpdateUtc": "2022-09-07T15:25:25.000Z"
      }
    ],
    "forecastItems": [],
    "contacts": [
      {
        "soInfluencerRecId": 1889,
        "opportunityRecId": 1760,
        "contactRecId": 3093,
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        "soActivityRecId": 15433,
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        "dateClosed": "2023-03-15T10:42:50.617Z",
        "closedBy": "gthornto",
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        "lastUpdate": "2023-03-15T10:42:50.860Z",
        "notifyCompleteFlag": false,
        "notificationSentFlag": false,
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        "mobileGuid": "0bd88c07-7ebd-40d1-977a-5c0f522d0b42",
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        "dateTimeStart": "2023-03-15T09:00:00.000Z",
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        "automated": false,
        "dateTimeStartUtc": "2023-03-15T14:00:00.000Z",
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        "dateTimeStart": "2023-04-21T09:30:00.000Z",
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        "automated": false,
        "dateTimeStartUtc": "2023-04-21T14:30:00.000Z",
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        "id": "eecd6027-bc98-ee11-b2cb-000c29c55070"
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      {
        "soActivityRecId": 17233,
        "opportunityRecId": 1761,
        "assignTo": "ageurin",
        "assignedBy": "kgore",
        "companyRecId": 20050,
        "soActivityTypeRecId": 18,
        "subject": "Review",
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        "closeFlag": true,
        "dateClosed": "2023-05-01T13:21:13.317Z",
        "closedBy": "ageurin",
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        "mobileGuid": "700c9ac1-9724-4fad-bd0c-43691e6f4d83",
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        "dateTimeStart": "2023-04-26T15:00:00.000Z",
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        "automated": false,
        "dateTimeStartUtc": "2023-04-26T20:00:00.000Z",
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        "id": "53d26027-bc98-ee11-b2cb-000c29c55070"
      },
      {
        "soActivityRecId": 17237,
        "opportunityRecId": 1761,
        "assignTo": "hdeckard",
        "assignedBy": "hdeckard",
        "companyRecId": 20050,
        "soActivityTypeRecId": 18,
        "subject": "Hope Documentation",
        "soReferenceRecId": null,
        "dateEntered": "2023-04-26T11:07:58.657Z",
        "enteredBy": "hdeckard",
        "contactRecId": 1239,
        "contactName": null,
        "closeFlag": true,
        "dateClosed": "2023-04-26T11:09:14.703Z",
        "closedBy": "hdeckard",
        "updatedBy": "hdeckard",
        "lastUpdate": "2023-04-26T11:09:14.930Z",
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        "notificationSentFlag": false,
        "srServiceRecId": null,
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        "mobileGuid": "62ee272e-c707-428d-accd-39fe10446359",
        "srLocationRecId": 4,
        "dateTimeStart": "2023-04-26T00:00:00.000Z",
        "dateTimeEnd": "2023-04-26T00:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2023-04-26T00:00:00.000Z",
        "dateTimeEndUtc": "2023-04-26T00:00:00.000Z",
        "dateEnteredUtc": "2023-04-26T16:07:58.657Z",
        "lastUpdateUtc": "2023-04-26T16:09:14.930Z",
        "dateClosedUtc": "2023-04-26T16:09:14.703Z",
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        "currencyRecId": 7,
        "id": "57d26027-bc98-ee11-b2cb-000c29c55070"
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      {
        "soActivityRecId": 17332,
        "opportunityRecId": 1761,
        "assignTo": "ageurin",
        "assignedBy": "ageurin",
        "companyRecId": 20050,
        "soActivityTypeRecId": 3,
        "subject": "Complete Opportunity",
        "soReferenceRecId": null,
        "dateEntered": "2023-05-01T12:34:33.153Z",
        "enteredBy": "ageurin",
        "contactRecId": 1239,
        "contactName": null,
        "closeFlag": true,
        "dateClosed": "2023-05-01T12:34:33.157Z",
        "closedBy": "ageurin",
        "updatedBy": "ageurin",
        "lastUpdate": "2023-05-01T12:34:33.367Z",
        "notifyCompleteFlag": false,
        "notificationSentFlag": false,
        "srServiceRecId": null,
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        "mobileGuid": "e8e5cfb8-b4e5-4d0c-a8d0-8384fd4d5110",
        "srLocationRecId": null,
        "dateTimeStart": "2023-05-01T00:00:00.000Z",
        "dateTimeEnd": "2023-05-01T00:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2023-05-01T00:00:00.000Z",
        "dateTimeEndUtc": "2023-05-01T00:00:00.000Z",
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        "lastUpdateUtc": "2023-05-01T17:34:33.363Z",
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        "id": "b3d26027-bc98-ee11-b2cb-000c29c55070"
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    ],
    "opportunityNotes": [
      {
        "soNotesRecId": 1128,
        "opportunityRecId": 1761,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Reviewed camera and alarm quotes - ready to make a multi-part letter and send.  \n\nMonitoring for alarm will not increase as it will be part of the same system.\n\nCamera maintenance fee will be $65 per month - this includes all service and equipment less new installation and/or act of God",
        "soFlag": false,
        "enteredBy": "crobinso",
        "lastUpdate": "2022-08-24T14:40:35.000Z",
        "updatedBy": "crobinso",
        "mobileGuid": "db6d89fc-cb34-45fc-85a9-4b36c3810991",
        "lastUpdateUtc": "2022-08-24T19:40:35.000Z"
      },
      {
        "soNotesRecId": 1143,
        "opportunityRecId": 1761,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Multi-part quote sent via email 8/25",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-08-25T15:32:01.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "b2db4299-6aa3-4944-b2f2-42d9df951028",
        "lastUpdateUtc": "2022-08-25T20:32:01.000Z"
      },
      {
        "soNotesRecId": 1171,
        "opportunityRecId": 1761,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called 8/29 to follow up. No answer and no VM box. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-08-29T08:32:19.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "e0aff669-04cb-4e9a-b0c6-341ada58a8ee",
        "lastUpdateUtc": "2022-08-29T13:32:19.000Z"
      },
      {
        "soNotesRecId": 1186,
        "opportunityRecId": 1761,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Customer called back and said she would check her email for the quote. Waiting to hear back from her. If no response, will follow up. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-08-29T13:53:33.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "76ba5dca-a0d3-4a2b-a56a-36af27f57759",
        "lastUpdateUtc": "2022-08-29T18:53:33.000Z"
      },
      {
        "soNotesRecId": 1201,
        "opportunityRecId": 1761,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to follow up. No answer and no VM box. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-01T15:24:47.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "0dab6559-1b39-4cff-8664-e5f5c9807dae",
        "lastUpdateUtc": "2022-09-01T20:24:47.000Z"
      },
      {
        "soNotesRecId": 1322,
        "opportunityRecId": 1761,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called customer and she said this is on her list to do. She has not looked at the quote yet. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-15T14:59:32.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "4546dbf4-058d-4268-9632-ba7d7180fc09",
        "lastUpdateUtc": "2022-09-15T19:59:32.000Z"
      },
      {
        "soNotesRecId": 1464,
        "opportunityRecId": 1761,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Resent quote to customer per request",
        "soFlag": false,
        "enteredBy": "gthornto",
        "lastUpdate": "2022-10-06T08:44:21.000Z",
        "updatedBy": "gthornto",
        "mobileGuid": "c627e83c-b20b-4e03-b0fd-ff35ca9eae33",
        "lastUpdateUtc": "2022-10-06T13:44:21.000Z"
      },
      {
        "soNotesRecId": 1579,
        "opportunityRecId": 1761,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to follow up, no answer, VM memory full. 10/19",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-10-19T12:15:25.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "4be26433-4741-4f0d-80db-7de8c5d8a05d",
        "lastUpdateUtc": "2022-10-19T17:15:25.000Z"
      },
      {
        "soNotesRecId": 1736,
        "opportunityRecId": 1761,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to follow up, no answer, VM memory full. 11/2",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-02T13:54:16.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "b4f0ac88-ffd4-45d8-b3a1-8b1d4e55dcee",
        "lastUpdateUtc": "2022-11-02T18:54:16.000Z"
      },
      {
        "soNotesRecId": 1944,
        "opportunityRecId": 1761,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call. Dr. Belinda said she is trying to start a business that is connected with her house, so that is holding up her purchase of this. I let her know we will keep in contact with her about it and she said that is fine. 11/17",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-17T14:38:57.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "64c58605-9fce-454f-b31b-1ad71eb4ca89",
        "lastUpdateUtc": "2022-11-17T20:38:57.000Z"
      },
      {
        "soNotesRecId": 2209,
        "opportunityRecId": 1761,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer. 12/20",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-20T14:40:09.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "6445cd4c-3e75-4781-9fe7-2f4e84b3cf20",
        "lastUpdateUtc": "2022-12-20T20:40:09.000Z"
      },
      {
        "soNotesRecId": 2605,
        "opportunityRecId": 1761,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent text message, it didn't go through. Made follow up call. Belinda said she is still trying to open up her own clinic, so this will have to stay on hold for now. She said if I follow up in the middle of next month, that would be fine. 1/25",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-30T11:50:50.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "bc49c803-46d6-482d-85f5-8b18f63681aa",
        "lastUpdateUtc": "2023-01-30T17:50:50.000Z"
      },
      {
        "soNotesRecId": 2851,
        "opportunityRecId": 1761,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer, left VM. 2/15",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-02-15T09:32:10.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "b7436dfb-b907-412f-901d-84ad572e88fb",
        "lastUpdateUtc": "2023-02-15T15:32:10.000Z"
      },
      {
        "soNotesRecId": 2922,
        "opportunityRecId": 1761,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Spoke to Belinda on her cell number (not the ticket number for future reference.) She is waiting for a few things regarding insurance and other building things as this will be a new business. Follow up mid March.",
        "soFlag": false,
        "enteredBy": "kgore",
        "lastUpdate": "2023-02-22T08:55:43.000Z",
        "updatedBy": "kgore",
        "mobileGuid": "e4888757-6421-4bf8-aa7a-9770f4b72ba8",
        "lastUpdateUtc": "2023-02-22T14:55:43.000Z"
      },
      {
        "soNotesRecId": 3183,
        "opportunityRecId": 1761,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "LMTC on vcmail to follow-up",
        "soFlag": false,
        "enteredBy": "gthornto",
        "lastUpdate": "2023-03-15T10:42:22.000Z",
        "updatedBy": "gthornto",
        "mobileGuid": "ae121eaa-b86b-473b-b0a1-197f7d656550",
        "lastUpdateUtc": "2023-03-15T15:42:22.000Z"
      },
      {
        "soNotesRecId": 3641,
        "opportunityRecId": 1761,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Spoke with Dr. Merritt regarding another service call and got some details on her opps. Attaching email.Amberly,\n\nDr. Merritt is highly interested in getting these opportunities rolling I believe but there are specific sales questions she has. Hope is supposed to be making notes on one of these opportunities as she discussed much of this with Dr. Merritt while on-site last week. Two things Belinda mentioned to me were that she wants a panic button and that she does not have a burglar alarm panel at her back door and she would like one. These may be included already in the previous quote. Overall, I believe the next steps are to discuss all of this with her, review Hope’s notes, and decided exactly what she is needing. Then she will likely need a brand new quote as this was quoted over 6 months ago. It is important that we contact her at her 225 cell number because she is unlikely to answer her other contact which is her home number I believe. I will add this email to the ticket and then schedule an activity for you to review all of this. Thank you!\n",
        "soFlag": false,
        "enteredBy": "kgore",
        "lastUpdate": "2023-04-26T10:51:50.000Z",
        "updatedBy": "gthornto",
        "mobileGuid": "2f86f348-4ad1-43ac-8990-1b6b4f41576a",
        "lastUpdateUtc": "2023-04-26T15:51:50.000Z"
      }
    ],
    "forecastItems": [
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        "soForecastDtlRecId": 4941,
        "opportunityRecId": 1761,
        "description": "Products",
        "revenue": "338.1",
        "cost": "223.93",
        "soOppStatusRecId": 32,
        "includeFlag": false,
        "quoteWerksDocNo": null,
        "quoteWerksDocName": null,
        "updatedBy": "crobinso",
        "lastUpdate": "2023-05-01T12:34:34.000Z",
        "soForecastTypeId": "P",
        "linkFlag": true,
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        "recurringFlag": false,
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        "mobileGuid": "57a02239-b153-4b30-91aa-80487d9096a2",
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      },
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        "revenue": "102.6",
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        "soForecastDtlRecId": 4943,
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        "revenue": "168.23",
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        "updatedBy": "crobinso",
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        "recurringFlag": false,
        "productFlag": false,
        "mobileGuid": "adbe5ae2-1498-4bb7-af4b-1eb8e1dacb93",
        "lastUpdateUtc": "2023-05-01T17:34:34.000Z"
      },
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        "soForecastDtlRecId": 4944,
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        "revenue": "250",
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        "includeFlag": false,
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        "updatedBy": "crobinso",
        "lastUpdate": "2023-05-01T12:34:34.000Z",
        "soForecastTypeId": "P",
        "linkFlag": true,
        "recurringRevenue": null,
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        "mobileGuid": "7132968a-51f1-491a-8522-cd6c7c641317",
        "lastUpdateUtc": "2023-05-01T17:34:34.000Z"
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    ],
    "contacts": [
      {
        "soInfluencerRecId": 1890,
        "opportunityRecId": 1761,
        "contactRecId": 934,
        "contactName": "Belinda Merritt",
        "phoneNbr": "(731) 479-0134",
        "emailAddress": "merrittphysician@yahoo.com",
        "companyRecId": 20050,
        "companyName": "Merritt, Dr. Belinda",
        "soRoleRecId": null,
        "notes": null,
        "lastUpdate": "2022-08-24T14:27:34.000Z",
        "updatedBy": "crobinso",
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        "notes": "Customer called and asked if we had quote information yet. He wants to discuss pricing over the phone. Putting a letter together, so I can better explain pricing to him. ",
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        "notes": "Jeff came to the office and had a meeting with JP about this. 10/31",
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        "notes": "Per Audrey and JP, would have a quote ready on Monday by noon. Called and left Mr. Chiles a VM letting him know ",
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        "notes": "Called Jeff he said he is still interested but he said that he is still pondering over getting this or not and that he will call back when he comes upon a decision.",
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        "notes": "Contacted customer and left voicemail in regards to scheduling- need to schedule this for JP ",
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        "notes": "Customer called and asked if we had quote information yet. He wants to discuss pricing over the phone. Putting a letter together, so I can better explain pricing to him. ",
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        "notes": "Jeff came to the office and had a meeting with JP about this. 10/31",
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        "notes": "Per Audrey and JP, would have a quote ready on Monday by noon. Called and left Mr. Chiles a VM letting him know ",
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        "notes": "Called Jeff he said he is still interested but he said that he is still pondering over getting this or not and that he will call back when he comes upon a decision.",
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        "updatedBy": "gthornto",
        "mobileGuid": "da7dd23e-5925-45f3-be17-722f4acaf5cd",
        "lastUpdateUtc": "2022-09-28T17:50:15.000Z"
      },
      {
        "soNotesRecId": 1536,
        "opportunityRecId": 1767,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called to follow up on the quote sent. Alex said he is still in the process of talking to higher ups on this. He said he would let us know once they decide. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-10-17T08:41:17.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "a6f84f48-334a-4876-b0e2-0afce42cb68a",
        "lastUpdateUtc": "2022-10-17T13:41:17.000Z"
      },
      {
        "soNotesRecId": 1770,
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        "noteTypeRecId": 2,
        "notes": "Called to follow up, Alex said that they were really busy as of right now and they will call back when they get the chance to let us know if they are still interested.",
        "soFlag": false,
        "enteredBy": "lhelton",
        "lastUpdate": "2022-11-04T14:25:52.000Z",
        "updatedBy": "lhelton",
        "mobileGuid": "5cfb7969-b620-4937-97ab-530fd430b2fc",
        "lastUpdateUtc": "2022-11-04T19:25:52.000Z"
      },
      {
        "soNotesRecId": 1932,
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        "noteTypeRecId": 2,
        "notes": "Called to follow up Alex was not in the office today. The person who answered said to call back in the morning since he had no information on the quote.",
        "soFlag": false,
        "enteredBy": "lhelton",
        "lastUpdate": "2022-11-16T15:31:56.000Z",
        "updatedBy": "lhelton",
        "mobileGuid": "d9715785-9bdc-437c-9dba-8a4816576002",
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      },
      {
        "soNotesRecId": 2226,
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        "notes": "Made follow up call. Someone else answered and said Alex is at a church service until 3:00 today. He said he would let Alex know to give us a call back and let us know if he is still interested in this. 12/21",
        "soFlag": false,
        "enteredBy": "abriggs",
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      },
      {
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        "noteTypeRecId": 2,
        "notes": "Alex called back and said he appreciates all we have done, but they are not interested in doing this right now. 12/21",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-21T15:15:42.000Z",
        "updatedBy": "abriggs",
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        "lastUpdateUtc": "2022-12-21T21:15:42.000Z"
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    ],
    "forecastItems": [],
    "contacts": [
      {
        "soInfluencerRecId": 1896,
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    "activities": [
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        "subject": "Gather Info",
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        "mobileGuid": "fd61afcd-1c21-4636-af18-6d4470fa0265",
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        "dateTimeStart": "2022-09-22T00:00:00.000Z",
        "dateTimeEnd": "2022-09-22T00:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2022-09-22T00:00:00.000Z",
        "dateTimeEndUtc": "2022-09-22T00:00:00.000Z",
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        "id": "21b69f26-bc98-ee11-b2cb-000c29c55070"
      },
      {
        "soActivityRecId": 11969,
        "opportunityRecId": 1768,
        "assignTo": "abriggs",
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        "dateEntered": "2022-09-23T10:31:48.037Z",
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        "closeFlag": true,
        "dateClosed": "2022-09-28T10:32:24.630Z",
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        "dateTimeStart": "2022-09-26T13:30:00.000Z",
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        "dateTimeStartUtc": "2022-09-26T18:30:00.000Z",
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      },
      {
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        "assignTo": "mwillett",
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        "soActivityTypeRecId": 3,
        "subject": "Complete Opportunity",
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        "dateEntered": "2022-10-04T13:52:26.867Z",
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        "closeFlag": true,
        "dateClosed": "2022-10-04T13:52:26.873Z",
        "closedBy": "mwillett",
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        "notificationSentFlag": false,
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        "mobileGuid": "e47a784b-6ca3-4c4f-9e27-32de2088bf61",
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        "dateTimeStart": "2022-10-04T00:00:00.000Z",
        "dateTimeEnd": "2022-10-04T00:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2022-10-04T00:00:00.000Z",
        "dateTimeEndUtc": "2022-10-04T00:00:00.000Z",
        "dateEnteredUtc": "2022-10-04T18:52:26.867Z",
        "lastUpdateUtc": "2022-10-04T18:52:27.067Z",
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        "id": "3cb79f26-bc98-ee11-b2cb-000c29c55070"
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    ],
    "opportunityNotes": [
      {
        "soNotesRecId": 1160,
        "opportunityRecId": 1768,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Make quote letter with following information:\n$1,154.99 up front and $46.98 per month\nOR\n$119.17 per month and only $99 up front",
        "soFlag": false,
        "enteredBy": "crobinso",
        "lastUpdate": "2022-08-27T09:53:05.000Z",
        "updatedBy": "crobinso",
        "mobileGuid": "27bb723d-dc97-41e9-a99e-a66575a6d05e",
        "lastUpdateUtc": "2022-08-27T14:53:05.000Z"
      },
      {
        "soNotesRecId": 1199,
        "opportunityRecId": 1768,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Quote prepared and mailed. 9/1",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-01T15:17:15.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "edfadc15-60d2-4f72-b1f5-f0c5a6500b23",
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      },
      {
        "soNotesRecId": 1245,
        "opportunityRecId": 1768,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Follow up call, no VM available. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-07T13:35:11.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "f3273d0c-19a7-4de2-9d77-393c352aff15",
        "lastUpdateUtc": "2022-09-07T18:35:11.000Z"
      },
      {
        "soNotesRecId": 1307,
        "opportunityRecId": 1768,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Elizabeth Waller called and had a lot of questions about the details of this install. Emailed Austin about getting in contact with her. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-14T10:38:43.000Z",
        "updatedBy": "abriggs",
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      },
      {
        "soNotesRecId": 1386,
        "opportunityRecId": 1768,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Austin has not been able to get ahold of Elizabeth. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-23T10:31:03.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "5321eb9b-3f0d-4900-9676-83b73af60ec6",
        "lastUpdateUtc": "2022-09-23T15:31:03.000Z"
      },
      {
        "soNotesRecId": 1418,
        "opportunityRecId": 1768,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to follow up with Elizabeth, but went straight to VM. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-28T10:32:20.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "9d2312b5-57d0-45cf-8611-d1f9831b4bd9",
        "lastUpdateUtc": "2022-09-28T15:32:20.000Z"
      },
      {
        "soNotesRecId": 1422,
        "opportunityRecId": 1768,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent updated quote per AW",
        "soFlag": false,
        "enteredBy": "gthornto",
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      },
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        "soNotesRecId": 1427,
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Ms. Waller emailed that she was not able to see the quote in the format sent.  Requested a PDF sent.  Emailed quote back to her in PDF format.",
        "soFlag": false,
        "enteredBy": "gthornto",
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        "updatedBy": "gthornto",
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    ],
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      },
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        "notes": "Sent revised quote letter to Gina and CER for review. 10/21",
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        "updatedBy": "abriggs",
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      },
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        "notes": "Cannot send letter until an email is found for Amy. 10/26",
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      },
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        "notes": "Quote emailed 10/26",
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        "notes": "Called Freda to see if they had any questions on this. She said they have not had a chance to sit down with Amy and discuss it, but she will let us know when they do. 10/31",
        "soFlag": false,
        "enteredBy": "abriggs",
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      },
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        "notes": "Called Freda about another ticket, and she is going to get back with us on this at the beginning of next week. She has not had the chance to sit down with Steve and Amy. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2022-11-04T11:39:17.000Z",
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      },
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        "notes": "Made follow up call with Freda and they are not 100% sure if they want to do this yet. She says they will think on it more after the holidays. 11/30",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-30T13:06:55.000Z",
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      },
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        "notes": "Made follow up call. Freda said Amy has been in the hospital with COVID and has been having troubles. She wants us to keep this information around just in case they come back to it in a few months. 1/30",
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        "notes": "Left VM for Freda.",
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        "notes": "Left VM",
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        "notes": "Kicking out 90 days per CER. They are doing to be adding on, and they will wait until that is finished to do this. CER 1 is doing the addition., ",
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  },
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    "updatedBy": "ageurin",
    "notes": "•\tTest all fiber pairs in the existing fiber panel to ensure end to end connectivity and reliability.\n•\tLabel all fiber pairs with the corresponding IDF (i.e., IDF4-1).\n•\tTerminate any unterminated fiber pairs running to the IDFs and test the fiber connections.\n•\tInspect the existing patch panels in the network MDF to verify the cabling is Category 5 or greater.\no\tUse the drawing provided on Page 4 of this document to mark the location of any jacks containing less than Category 5 cabling.\no\tProvide optional pricing to replace these locations with Category 6 cable(s).\n\n(Per documents provided by customer.)",
    "companyAddressRecId": 3434,
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    "oldActualTotal": "0",
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      "optionsLastUpdateUtc": "2022-08-31T13:43:15.000Z",
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        "assignTo": "ageurin",
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        "subject": "Complete Opportunity",
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    ],
    "opportunityNotes": [
      {
        "soNotesRecId": 1359,
        "opportunityRecId": 1772,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Quotes emailed 9/7\nThe quotes needed to be revised because not all the information was there. Resent on 9/7\nCustomer was confused as to why the cost was so high. Resent a breakdown of the quotes 9/16",
        "soFlag": false,
        "enteredBy": "abriggs",
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      },
      {
        "soNotesRecId": 1415,
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Followed up with Robert today on these projects and he said he is currently at a standstill with his customer for this project. He said they have been kicking around quotes and they understand everybody is pretty booked up right now. He said he would let us know as soon as they have made a decision. 9/28",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-28T09:30:42.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "8521273b-c69d-4d7a-8e99-62b32872da9e",
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      },
      {
        "soNotesRecId": 1531,
        "opportunityRecId": 1772,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called to follow up, no answer, left VM. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-10-14T16:32:12.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "4a76cdb4-bfdf-4ec4-8ede-312348841ef8",
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      },
      {
        "soNotesRecId": 1882,
        "opportunityRecId": 1772,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called to follow up. Bob said they are still waiting to hear back about a decision on this. I let him know we just wanted to make sure we kept them on our list, so we'd keep in contact. 11/11",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-11T10:53:44.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "a7f79a34-988c-4f74-ae22-a6ae47cfc44f",
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      },
      {
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        "opportunityRecId": 1772,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer. 12/20",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-20T14:34:07.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "db1cb1a4-f5d4-4141-9453-9f0e7a997cdb",
        "lastUpdateUtc": "2022-12-20T20:34:07.000Z"
      },
      {
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        "opportunityRecId": 1772,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "made Follow-up call, no answer. texted via textbox.",
        "soFlag": false,
        "enteredBy": "kgore",
        "lastUpdate": "2023-01-30T10:35:46.000Z",
        "updatedBy": "kgore",
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      },
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        "seqNbr": null,
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        "notes": "Made follow up call, no answer. 3/1",
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        "enteredBy": "abriggs",
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      },
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        "noteTypeRecId": 2,
        "notes": "Per Travis: I spoke with \"Bob\" Robert Haig with the Bunzl Projects.  Had a good conversation.  He is still waiting on his customer to decide what they are going to do. If they move forward it will definitely be with us.  He is not sure of a timeline.  \n\nSet Follow up for May 1.  \n\n4/4",
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        "enteredBy": "abriggs",
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        "updatedBy": "abriggs",
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        "notes": "Pushing out Until July per Travis ",
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      },
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called with no answer. ",
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        "enteredBy": "ageurin",
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    ],
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      {
        "soInfluencerRecId": 1906,
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        "contactName": "Robert Haig",
        "phoneNbr": "(302) 853-0551",
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        "companyName": "Bunzl - Schwarz",
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        "lastUpdate": "2022-08-31T09:04:03.000Z",
        "updatedBy": "abriggs",
        "referralFlag": false
      }
    ]
  },
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    "opportunityName": "Wireless Access Install",
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    "datePipelineChange": null,
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    "estimatedTotal": "0",
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    "oldCloseFlag": false,
    "dateClosed": "2023-07-13T08:25:31.663Z",
    "closedBy": "ageurin",
    "enteredBy": "abriggs",
    "updatedBy": "ageurin",
    "notes": "•\tInstall One (1) Category 6 cable from the network MDF to each of the Three (3) new wireless Access Point locations in the Main Office space as designated by the icons on the drawing provided on Page 4 of this document, terminating the cable onto a mod plug, and leaving a 25’ service loop at the AP side.\n•\tTerminate each Access Point onto a VIOLET jack in the existing patch panels in the network MDF and label the patch panel according to the assigned Access Point number as detailed on the drawing.\n•\tSecure the mod plug to the unexposed side of the ceiling tile.  Mark the exposed side of the ceiling tile with BLUE tape for future Access Point installation by a Bunzl network engineer.\n\n(Per document provided by customer.)",
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    "redFlag": false,
    "oldWonFlag": false,
    "oldActualTotal": "0",
    "oldCompetitor": null,
    "oldCloseNotes": null,
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    "notificationHistory": ",147,",
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    "billToContactRecId": 3107,
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    "taxTotal": "0",
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    "techContactRecId": null,
    "id": "3579e022-bc98-ee11-b2cb-000c29c55070",
    "company": {
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      "companyId": "BunzlSchwarz",
      "companyName": "Bunzl - Schwarz",
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      "phoneNbrFax": "",
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      "accountNbr": "Bunzl - Schwarz",
      "timeZoneRecId": 2,
      "sicCodeId": "",
      "remitToRecId": 21112,
      "lastUpdate": "2024-10-22T16:25:02.000Z",
      "updatedBy": "twade",
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      {
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        "seqNbr": null,
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        "notes": "Made follow up call, no answer. 3/1",
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      {
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Per Travis: I spoke with \"Bob\" Robert Haig with the Bunzl Projects.  Had a good conversation.  He is still waiting on his customer to decide what they are going to do. If they move forward it will definitely be with us.  He is not sure of a timeline.  \n\nSet Follow up for May 1.  \n\n4/4",
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      {
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        "notes": "Pushing until July per Travis\n",
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        "notes": "Called with no answer. losing per CER",
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    "dateClosed": "2023-07-13T08:25:53.747Z",
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        "soActStatusRecId": 2,
        "currencyRecId": 7,
        "id": "f2cf6027-bc98-ee11-b2cb-000c29c55070"
      },
      {
        "soActivityRecId": 17427,
        "opportunityRecId": 1774,
        "assignTo": "ageurin",
        "assignedBy": "ageurin",
        "companyRecId": 21112,
        "soActivityTypeRecId": 18,
        "subject": "Follow Up",
        "soReferenceRecId": null,
        "dateEntered": "2023-05-02T16:50:29.643Z",
        "enteredBy": "ageurin",
        "contactRecId": 3107,
        "contactName": null,
        "closeFlag": true,
        "dateClosed": "2023-07-13T08:25:37.880Z",
        "closedBy": "ageurin",
        "updatedBy": "ageurin",
        "lastUpdate": "2023-07-13T08:25:37.883Z",
        "notifyCompleteFlag": false,
        "notificationSentFlag": false,
        "srServiceRecId": null,
        "agrHeaderRecId": null,
        "marketingCampaignRecId": null,
        "assignToRecId": 208,
        "assignByRecId": 208,
        "mobileGuid": "3ce54fad-1659-4232-81a2-445890ce8d3a",
        "srLocationRecId": 4,
        "dateTimeStart": "2023-07-13T00:00:00.000Z",
        "dateTimeEnd": "2023-07-13T00:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2023-07-13T00:00:00.000Z",
        "dateTimeEndUtc": "2023-07-13T00:00:00.000Z",
        "dateEnteredUtc": "2023-05-02T21:50:29.643Z",
        "lastUpdateUtc": "2023-07-13T13:25:37.883Z",
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        "soActStatusRecId": 2,
        "currencyRecId": 7,
        "id": "10d36027-bc98-ee11-b2cb-000c29c55070"
      },
      {
        "soActivityRecId": 19186,
        "opportunityRecId": 1774,
        "assignTo": "ageurin",
        "assignedBy": "ageurin",
        "companyRecId": 21112,
        "soActivityTypeRecId": 3,
        "subject": "Complete Opportunity",
        "soReferenceRecId": null,
        "dateEntered": "2023-07-13T08:25:53.773Z",
        "enteredBy": "ageurin",
        "contactRecId": 3107,
        "contactName": null,
        "closeFlag": true,
        "dateClosed": "2023-07-13T08:25:53.777Z",
        "closedBy": "ageurin",
        "updatedBy": "ageurin",
        "lastUpdate": "2023-07-13T08:25:53.983Z",
        "notifyCompleteFlag": false,
        "notificationSentFlag": false,
        "srServiceRecId": null,
        "agrHeaderRecId": null,
        "marketingCampaignRecId": null,
        "assignToRecId": 208,
        "assignByRecId": 208,
        "mobileGuid": "8fd55076-4195-487a-98fb-8ee28d5b4af3",
        "srLocationRecId": null,
        "dateTimeStart": "2023-07-13T00:00:00.000Z",
        "dateTimeEnd": "2023-07-13T00:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2023-07-13T00:00:00.000Z",
        "dateTimeEndUtc": "2023-07-13T00:00:00.000Z",
        "dateEnteredUtc": "2023-07-13T13:25:53.777Z",
        "lastUpdateUtc": "2023-07-13T13:25:53.987Z",
        "dateClosedUtc": "2023-07-13T13:25:53.777Z",
        "soActStatusRecId": 2,
        "currencyRecId": 7,
        "id": "aed96027-bc98-ee11-b2cb-000c29c55070"
      }
    ],
    "opportunityNotes": [
      {
        "soNotesRecId": 1358,
        "opportunityRecId": 1774,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Quotes emailed 9/7\nThe quotes needed to be revised because not all the information was there. Resent on 9/7\nCustomer was confused as to why the cost was so high. Resent a breakdown of the quotes 9/16",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-19T13:56:57.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "fb88d171-63de-4644-aaca-78a22a78f375",
        "lastUpdateUtc": "2022-09-19T18:56:57.000Z"
      },
      {
        "soNotesRecId": 1414,
        "opportunityRecId": 1774,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Followed up with Robert today on these projects and he said he is currently at a standstill with his customer for this project. He said they have been kicking around quotes and they understand everybody is pretty booked up right now. He said he would let us know as soon as they have made a decision. 9/28",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-09-28T09:30:26.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "8716d94e-2ea7-401a-9783-5968bd482054",
        "lastUpdateUtc": "2022-09-28T14:30:26.000Z"
      },
      {
        "soNotesRecId": 1530,
        "opportunityRecId": 1774,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called to follow up, no answer, left VM. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-10-14T16:32:06.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "a9efaab1-6999-41b9-ade2-33e95c74b116",
        "lastUpdateUtc": "2022-10-14T21:32:06.000Z"
      },
      {
        "soNotesRecId": 1881,
        "opportunityRecId": 1774,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called to follow up. Bob said they are still waiting to hear back about a decision on this. I let him know we just wanted to make sure we kept them on our list, so we'd keep in contact. 11/11",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-11T10:53:39.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "80198d6b-ece5-4ee7-a641-30a7405b6b92",
        "lastUpdateUtc": "2022-11-11T16:53:39.000Z"
      },
      {
        "soNotesRecId": 2204,
        "opportunityRecId": 1774,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer. 12/20",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-20T14:33:47.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "49662493-652d-44b3-97f4-5711ed62c074",
        "lastUpdateUtc": "2022-12-20T20:33:47.000Z"
      },
      {
        "soNotesRecId": 2599,
        "opportunityRecId": 1774,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "made Follow-up call, no answer. texted via textbox.",
        "soFlag": false,
        "enteredBy": "kgore",
        "lastUpdate": "2023-01-30T10:36:06.000Z",
        "updatedBy": "kgore",
        "mobileGuid": "2cd8c213-90ec-4f9d-94ff-81da4cab3842",
        "lastUpdateUtc": "2023-01-30T16:36:06.000Z"
      },
      {
        "soNotesRecId": 3021,
        "opportunityRecId": 1774,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer. 3/1",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-03-01T16:15:59.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "1f3c99fc-39b6-4ad7-b3c3-d36771a41c41",
        "lastUpdateUtc": "2023-03-01T22:15:59.000Z"
      },
      {
        "soNotesRecId": 3414,
        "opportunityRecId": 1774,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Per Travis: I spoke with \"Bob\" Robert Haig with the Bunzl Projects.  Had a good conversation.  He is still waiting on his customer to decide what they are going to do. If they move forward it will definitely be with us.  He is not sure of a timeline.  \n\nSet Follow up for May 1.  \n\n4/4",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-04-05T09:04:24.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "428c9794-85b7-496c-a0b3-bc7e1afe87ac",
        "lastUpdateUtc": "2023-04-05T14:04:24.000Z"
      },
      {
        "soNotesRecId": 3735,
        "opportunityRecId": 1774,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Pushing until July Per Travis",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-02T16:50:17.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "7d5d5197-d342-4786-b66d-f5e740461ab4",
        "lastUpdateUtc": "2023-05-02T21:50:17.000Z"
      },
      {
        "soNotesRecId": 4458,
        "opportunityRecId": 1774,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called with no answer. Losing per CER. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-07-13T08:25:48.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "d89cf573-e247-4398-a7f4-13444ae9394b",
        "lastUpdateUtc": "2023-07-13T13:25:48.000Z"
      }
    ],
    "forecastItems": [],
    "contacts": [
      {
        "soInfluencerRecId": 1908,
        "opportunityRecId": 1774,
        "contactRecId": 3107,
        "contactName": "Robert Haig",
        "phoneNbr": "(302) 853-0551",
        "emailAddress": null,
        "companyRecId": 21112,
        "companyName": "Bunzl - Schwarz",
        "soRoleRecId": null,
        "notes": null,
        "lastUpdate": "2022-08-31T09:10:32.000Z",
        "updatedBy": "abriggs",
        "referralFlag": false
      }
    ]
  },
  {
    "opportunityRecId": 1775,
    "opportunityName": "Warehouse Office Networking",
    "companyRecId": 21112,
    "contactRecId": 3107,
    "soPipelineRecId": 5,
    "datePipelineChange": null,
    "soInterestRecId": 1,
    "estimatedTotal": "0",
    "probabilityToClose": 50,
    "source": null,
    "dateBecameLead": "2022-08-31T09:12:15.197Z",
    "dateCloseExpected": "2023-07-01T00:00:00.000Z",
    "billingUnitRecId": 6,
    "contractTypeRecId": null,
    "oldCloseFlag": false,
    "dateClosed": "2023-07-13T08:23:47.730Z",
    "closedBy": "ageurin",
    "enteredBy": "abriggs",
    "updatedBy": "ageurin",
    "notes": "•\tInspect the existing patch panels in IDF-4 in the Warehouse Office to verify the cabling is Category 5 or greater.\no\tUse the drawing provided on Page 6 of this document to mark the location of any jacks containing less than Category 5 cabling.\no\tProvide optional pricing to replace these locations with Category 6 cable(s).\n•\tInstall Two (2) Category 6 cables from IDF-4 located in the Warehouse Office space to each of the Two (2) new duplex work area outlets in the Warehouse Office space (marked with a RED triangle) as determined by the drawing provided on Page 6 of this document.\n•\tTerminate Data One (white) and Data Two (yellow) onto a 2-port faceplate at the workstation location and label accordingly.\n•\tTerminate Data One (white) and Data Two (yellow) onto the existing patch panel in IDF-4 and label the patch panel accordingly.\n•\tInstall Four (4) Category 6 cables from IDF-4 in the Warehouse Office space to One (1) new quad work area outlet in the Warehouse Office space (marked with a BLUE triangle) as determined by the drawing provide on Page 6 of this document.\n•\tTerminate Data One (white), Data Two (yellow), Data Three (white), and Data Four (yellow) onto a 4-port faceplate at the workstation location and label accordingly.\n•\tTerminate Data One (white), Data Two (yellow), Data Three (white), and Data Four (yellow) onto the existing patch panel in IDF-4 and label the patch panel accordingly.\n•\tInstall One (1) Category 6 cable from IDF-4 to One (1) new wireless Access Point location in the Warehouse Office space as designated by the icons on the drawing provided on Page 6 of this document, terminating the cable onto a mod plug, and leaving a 25’ service loop at the AP side.\n•\tTerminate the Access Point onto a VIOLET jack in the existing patch panel in IDF-4 and label the patch panel according to the assigned Access Point number as detailed on the drawing.\n•\tSecure the mod plug to the unexposed side of the ceiling tile.  Mark the exposed side of the ceiling tile with BLUE tape for future Access Point installation by a Bunzl network engineer.\n•\tContact Aaron Hill (612-695-3747) at Bunzl Corporate IT to test for connectivity.  Should there be any issues, work with Aaron to troubleshoot until connectivity is established.\n\n(per document provided by customer.)",
    "companyAddressRecId": 3434,
    "redFlag": false,
    "oldWonFlag": false,
    "oldActualTotal": "0",
    "oldCompetitor": null,
    "oldCloseNotes": null,
    "soOppStatusRecId": 32,
    "pmProjectRecId": null,
    "ownerLevelRecId": 11,
    "soTypeRecId": 78,
    "marketingCampaignRecId": null,
    "agrTypeRecId": null,
    "srServiceRecId": null,
    "soUrgencyRecId": 7,
    "approvedByRecId": null,
    "dateApproved": null,
    "notificationHistory": ",147,",
    "rejectedByRecId": null,
    "dateRejected": null,
    "mobileGuid": "7ac723aa-f851-4e36-8d8e-02e41aee095b",
    "poNumber": null,
    "dateBecameLeadUtc": "2022-08-31T14:12:15.197Z",
    "lastUpdatedUtc": "2023-07-13T13:23:48.033Z",
    "dateClosedUtc": "2023-07-13T13:23:47.730Z",
    "dateCloseExpectedUtc": "2023-07-01T00:00:00.000Z",
    "shipToCompanyRecId": 21112,
    "shipToContactRecId": null,
    "shipToCompanyAddressRecId": 3434,
    "billToCompanyRecId": 21112,
    "billToContactRecId": 3107,
    "billToCompanyAddressRecId": 3434,
    "billingTermsRecId": 1,
    "taxCodeRecId": 8,
    "taxTotal": "0",
    "currencyRecId": 7,
    "techContactRecId": null,
    "id": "3779e022-bc98-ee11-b2cb-000c29c55070",
    "company": {
      "companyRecId": 21112,
      "companyId": "BunzlSchwarz",
      "companyName": "Bunzl - Schwarz",
      "phoneNbr": "3028530551",
      "phoneNbrFax": "",
      "websiteUrl": "",
      "accountNbr": "Bunzl - Schwarz",
      "timeZoneRecId": 2,
      "sicCodeId": "",
      "remitToRecId": 21112,
      "lastUpdate": "2024-10-22T16:25:02.000Z",
      "updatedBy": "twade",
      "companyStatusRecId": 1,
      "taxCodeRecId": 8,
      "currencyRecId": null,
      "ownerLevelRecId": 11,
      "userfield1": null,
      "userfield2": null,
      "userfield3": null,
      "userfield4": null,
      "userfield5": null,
      "userfield6": null,
      "userfield7": null,
      "userfield8": null,
      "userfield9": null,
      "userfield10": null,
      "deleteFlag": false,
      "dateDeleted": null,
      "deletedBy": null,
      "marketRecId": 14,
      "leadFlag": false,
      "leadSource": null,
      "parentCompanyRecId": 0,
      "annualRevenue": "0",
      "revenueYear": 0,
      "nbrEmployees": 0,
      "ownershipTypeRecId": null,
      "dateEntered": "2022-08-31T08:43:14.000Z",
      "billingTermsRecId": 3,
      "billingDeliveryRecId": 2,
      "internalFlag": false,
      "srNotify": "A",
      "autoAssignFlag": true,
      "srSignoffRecId": 0,
      "billOverrideFlag": false,
      "billSrFlag": false,
      "billCompleteSrFlag": false,
      "billUnapprovedSrFlag": false,
      "billCompletePmFlag": false,
      "billUnapprovedPmFlag": false,
      "billRestrictDownPaymentPmFlag": false,
      "approvalFlag": false,
      "taxId": "",
      "exchangeHref": null,
      "unsubscribeFlag": false,
      "vendorNbr": "",
      "priceHeaderRecId": null,
      "emailCcFlag": false,
      "emailCcAddress": null,
      "mobileGuid": "9771c03c-d77b-44a7-a5ed-b5699752b607",
      "officeCalendarRecId": null,
      "lastUpdatedUtc": "2024-10-22T21:25:02.000Z",
      "dateDeletedUtc": null,
      "dateEnteredUtc": "2022-08-31T13:43:14.000Z",
      "enteredBy": "abriggs",
      "dateAcquiredUtc": "2022-08-31T13:43:14.000Z",
      "profileLastUpdateUtc": "2022-08-31T13:43:15.000Z",
      "profileLastUpdatedBy": "abriggs",
      "annualRevenueUpdateUtc": "2022-08-31T13:43:15.000Z",
      "customerUsageTypeRecId": null,
      "notificationHistory": ",",
      "invTemplateSetupRecId": null,
      "emailTemplateRecId": null,
      "optionsLastUpdateUtc": "2022-08-31T13:43:15.000Z",
      "optionsUpdatedBy": "abriggs",
      "yearEstablished": null,
      "resellerId": "",
      "coreEntityCompanyId": null,
      "coreEntityUpdatedBy": "abriggs",
      "coreEntityLastUpdateUtc": "2022-08-31T13:43:14.000Z",
      "m365ContactSyncFlag": false,
      "id": "77f69c1f-bc98-ee11-b2cb-000c29c55070",
      "creditLimit": null,
      "additionalDebt": null
    },
    "activities": [
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        "soActivityRecId": 11904,
        "opportunityRecId": 1775,
        "assignTo": "abriggs",
        "assignedBy": "abriggs",
        "companyRecId": 21112,
        "soActivityTypeRecId": 3,
        "subject": "Stage Change from Prospecting to Evaluation",
        "soReferenceRecId": null,
        "dateEntered": "2022-09-19T13:46:41.883Z",
        "enteredBy": "abriggs",
        "contactRecId": 3107,
        "contactName": null,
        "closeFlag": true,
        "dateClosed": "2022-09-19T13:46:41.877Z",
        "closedBy": "abriggs",
        "updatedBy": "abriggs",
        "lastUpdate": "2022-09-19T13:46:42.070Z",
        "notifyCompleteFlag": false,
        "notificationSentFlag": false,
        "srServiceRecId": null,
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        "assignToRecId": 209,
        "assignByRecId": 209,
        "mobileGuid": "89396a49-236b-4ac3-b833-29d9a191051c",
        "srLocationRecId": null,
        "dateTimeStart": "2022-09-19T00:00:00.000Z",
        "dateTimeEnd": "2022-09-19T00:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2022-09-19T00:00:00.000Z",
        "dateTimeEndUtc": "2022-09-19T00:00:00.000Z",
        "dateEnteredUtc": "2022-09-19T18:46:41.883Z",
        "lastUpdateUtc": "2022-09-19T18:46:42.070Z",
        "dateClosedUtc": "2022-09-19T18:46:41.877Z",
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        "id": "4db69f26-bc98-ee11-b2cb-000c29c55070"
      },
      {
        "soActivityRecId": 11911,
        "opportunityRecId": 1775,
        "assignTo": "abriggs",
        "assignedBy": "abriggs",
        "companyRecId": 21112,
        "soActivityTypeRecId": 18,
        "subject": "Follow Up",
        "soReferenceRecId": null,
        "dateEntered": "2022-09-19T13:59:02.360Z",
        "enteredBy": "abriggs",
        "contactRecId": 3107,
        "contactName": null,
        "closeFlag": true,
        "dateClosed": "2022-09-28T09:38:00.703Z",
        "closedBy": "abriggs",
        "updatedBy": "abriggs",
        "lastUpdate": "2022-09-28T09:38:00.903Z",
        "notifyCompleteFlag": false,
        "notificationSentFlag": false,
        "srServiceRecId": null,
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        "assignToRecId": 209,
        "assignByRecId": 209,
        "mobileGuid": "0946c88b-0e2d-41f7-82bf-c71ce84cd128",
        "srLocationRecId": 4,
        "dateTimeStart": "2022-09-26T14:00:00.000Z",
        "dateTimeEnd": "2022-09-26T14:30:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2022-09-26T19:00:00.000Z",
        "dateTimeEndUtc": "2022-09-26T19:30:00.000Z",
        "dateEnteredUtc": "2022-09-19T18:59:02.360Z",
        "lastUpdateUtc": "2022-09-28T14:38:00.903Z",
        "dateClosedUtc": "2022-09-28T14:38:00.703Z",
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        "id": "54b69f26-bc98-ee11-b2cb-000c29c55070"
      },
      {
        "soActivityRecId": 12379,
        "opportunityRecId": 1775,
        "assignTo": "abriggs",
        "assignedBy": "abriggs",
        "companyRecId": 21112,
        "soActivityTypeRecId": 18,
        "subject": "Follow Up -2",
        "soReferenceRecId": null,
        "dateEntered": "2022-10-19T13:29:09.843Z",
        "enteredBy": "abriggs",
        "contactRecId": 3107,
        "contactName": null,
        "closeFlag": true,
        "dateClosed": "2022-11-11T10:54:11.150Z",
        "closedBy": "abriggs",
        "updatedBy": "abriggs",
        "lastUpdate": "2022-11-11T10:54:11.343Z",
        "notifyCompleteFlag": false,
        "notificationSentFlag": false,
        "srServiceRecId": null,
        "agrHeaderRecId": null,
        "marketingCampaignRecId": null,
        "assignToRecId": 209,
        "assignByRecId": 209,
        "mobileGuid": "265581e7-a3b3-4692-afed-318b8644ce47",
        "srLocationRecId": 4,
        "dateTimeStart": "2022-10-26T13:00:00.000Z",
        "dateTimeEnd": "2022-10-26T13:30:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2022-10-26T18:00:00.000Z",
        "dateTimeEndUtc": "2022-10-26T18:30:00.000Z",
        "dateEnteredUtc": "2022-10-19T18:29:09.833Z",
        "lastUpdateUtc": "2022-11-11T16:54:11.343Z",
        "dateClosedUtc": "2022-11-11T16:54:11.150Z",
        "soActStatusRecId": 2,
        "currencyRecId": 7,
        "id": "14b89f26-bc98-ee11-b2cb-000c29c55070"
      },
      {
        "soActivityRecId": 12995,
        "opportunityRecId": 1775,
        "assignTo": "abriggs",
        "assignedBy": "abriggs",
        "companyRecId": 21112,
        "soActivityTypeRecId": 18,
        "subject": "Follow Up",
        "soReferenceRecId": null,
        "dateEntered": "2022-11-11T10:55:50.580Z",
        "enteredBy": "abriggs",
        "contactRecId": 3107,
        "contactName": null,
        "closeFlag": true,
        "dateClosed": "2022-12-20T14:34:27.087Z",
        "closedBy": "abriggs",
        "updatedBy": "cwmngservice",
        "lastUpdate": "2022-12-20T14:36:32.293Z",
        "notifyCompleteFlag": false,
        "notificationSentFlag": false,
        "srServiceRecId": null,
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        "notes": "Quotes emailed 9/7\nThe quotes needed to be revised because not all the information was there. Resent on 9/7\nCustomer was confused as to why the cost was so high. Resent a breakdown of the quotes 9/16",
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        "notes": "Followed up with Robert today on these projects and he said he is currently at a standstill with his customer for this project. He said they have been kicking around quotes and they understand everybody is pretty booked up right now. He said he would let us know as soon as they have made a decision. 9/28",
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        "notes": "Called to follow up, no answer, left VM. ",
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        "notes": "Called to follow up. Bob said they are still waiting to hear back about a decision on this. I let him know we just wanted to make sure we kept them on our list, so we'd keep in contact. 11/11",
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        "notes": "made Follow-up call, no answer. texted via textbox.",
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        "notes": "Per Travis: I spoke with \"Bob\" Robert Haig with the Bunzl Projects.  Had a good conversation.  He is still waiting on his customer to decide what they are going to do. If they move forward it will definitely be with us.  He is not sure of a timeline.  \n\nSet Follow up for May 1.  \n\n4/4",
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        "notes": "Pushing out to July Per Travis.",
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        "notes": "Made follow up call no answer. Losing per CER",
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call with no answer. Losing per CER. ",
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      {
        "soInfluencerRecId": 1910,
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        "contactRecId": 3108,
        "contactName": "Robert Haig",
        "phoneNbr": "(302) 853-0551",
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        "companyRecId": 21113,
        "companyName": "Bunzl - McCue",
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        "lastUpdate": "2022-08-31T09:15:31.000Z",
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  },
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    "opportunityRecId": 1777,
    "opportunityName": "IDF-4 Work",
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    "datePipelineChange": null,
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    "estimatedTotal": "0",
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    "source": null,
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    "dateClosed": "2023-07-13T08:25:04.367Z",
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    "updatedBy": "ageurin",
    "notes": "•\tRemove the Two (2) existing 7290 express hubs and One (1) existing Gemini express hub from the IDF-4 equipment rack.  \n•\tMove the Three (3) existing patch panels and One (1) existing horizontal cable manager down 3U in the IDF-4 equipment rack to make room for the new network equipment.\n•\tInstall One (1) Six-strand Multimode (62.5/125) armored fiber optic backbone cable from the network MDF in the Main Office space to IDF-4 in the Warehouse Office space as determined by the drawing provided on Page 3 of this document.\n•\tInstall One (1) new fiber panel into the top of the equipment rack of IDF-4.\n•\tRe-terminate the existing fiber onto LC connectors in the new fiber panel at the top of the rack.          \n•\tTerminate the new Multimode fiber optic cable onto LC connectors in the fiber panel at each end and test the fiber connections.\n•\tInstall One (1) 24-port unloaded patch panel directly below the new fiber panel in the equipment rack of IDF-4 for the new McCue network terminations.\n•\tInstall One (1) vertical cable manager into the equipment rack of IDF-4.\n•\tInstall One (1) customer provided Cisco Meraki 8-port switch into the network MDF.\n•\tPatch strands 1 & 2 of the new fiber optic cable to Port 9 on the Meraki switch in the MDF.\n•\tPatch strands 3 & 4 of the new fiber optic cable to Port 10 on the Meraki switch in the MDF.\n•\tPatch strands 1 & 2 of the new fiber optic cable to Port 9 on the Meraki switch in IDF-4.\n•\tPatch strands 3 & 4 of the new fiber optic cable to Port 10 on the Meraki switch in IDF-4.\n•\tInstall Four (4) Category 6 cables from IDF-4 in the Warehouse Office to each of the Two (2) new quad work area outlet locations (marked with a RED triangle) in the warehouse space as determined by the drawing provide on Page 3 of this document. **NOTE:  The work area outlets are to be installed at desk top height (approx. 36” above finished floor).\n•\tTerminate Data One (white), Data Two (yellow), Data Three (white), and Data Four (yellow) onto a 4-port faceplate at the workstation location and label D1 – D8 accordingly.\n•\tTerminate Data One (white), Data Two (yellow), Data Three (white), and Data Four (yellow) onto the new unloaded patch panel in IDF-4 and label the patch panel D1 – D8 accordingly.\n•\tPatch all locations into open ports on the Meraki switch in IDF-4.\n•\tContact Aaron Hill (612-695-3747) at Bunzl Corporate IT to test for connectivity.  Should there be any issues, work with Aaron to troubleshoot until connectivity is established.\n\n(Per document provided by customer.)",
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      "companyName": "Bunzl - McCue",
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      "websiteUrl": "",
      "accountNbr": "Bunzl - McCue",
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      "sicCodeId": "",
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      "updatedBy": "twade",
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      "leadSource": null,
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      "annualRevenue": "0",
      "revenueYear": 0,
      "nbrEmployees": 0,
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      "billingDeliveryRecId": 2,
      "internalFlag": false,
      "srNotify": "A",
      "autoAssignFlag": true,
      "srSignoffRecId": 0,
      "billOverrideFlag": false,
      "billSrFlag": false,
      "billCompleteSrFlag": false,
      "billUnapprovedSrFlag": false,
      "billCompletePmFlag": false,
      "billUnapprovedPmFlag": false,
      "billRestrictDownPaymentPmFlag": false,
      "approvalFlag": false,
      "taxId": "",
      "exchangeHref": null,
      "unsubscribeFlag": false,
      "vendorNbr": "",
      "priceHeaderRecId": null,
      "emailCcFlag": false,
      "emailCcAddress": null,
      "mobileGuid": "afa92366-e514-4673-a224-3b283c9aacc1",
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      "notificationHistory": ",",
      "invTemplateSetupRecId": null,
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      "optionsLastUpdateUtc": "2022-08-31T13:44:49.000Z",
      "optionsUpdatedBy": "abriggs",
      "yearEstablished": null,
      "resellerId": "",
      "coreEntityCompanyId": null,
      "coreEntityUpdatedBy": "abriggs",
      "coreEntityLastUpdateUtc": "2022-08-31T13:44:49.000Z",
      "m365ContactSyncFlag": false,
      "id": "78f69c1f-bc98-ee11-b2cb-000c29c55070",
      "creditLimit": null,
      "additionalDebt": null
    },
    "activities": [
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        "assignTo": "awells",
        "assignedBy": "abriggs",
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        "subject": "On-Site Evaluation",
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        "contactName": "",
        "closeFlag": true,
        "dateClosed": "2022-09-19T13:59:29.510Z",
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        "dateTimeStart": "2022-09-01T12:00:00.000Z",
        "dateTimeEnd": "2022-09-01T14:00:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2022-09-01T17:00:00.000Z",
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        "dateClosed": "2022-11-11T10:56:14.407Z",
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        "closeFlag": true,
        "dateClosed": "2023-05-02T16:51:46.297Z",
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        "notes": "Per CER: Set up a time for Austin and Dempsey to go on-site and test ranges for no more than half a day. 11/9",
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        "notes": "Per Austin:\nPush Buttons - ASA AATS-18\nHost Transmitter - DSC HSM2HOST 9\nRepeater - DSC PG 9920\nContacts - dSC PG 9309 (goes with every push button)\nHardwired Keypad - DSC HS2 LCD ENGN (1 per system)",
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        "notes": "Creating Excel spreadsheet. 12/19",
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        "notes": "Sent drafted spreadsheet to Chaz. 12/20",
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        "notes": "Rita called wanting an update on all of this. She said she has emailed Chaz various times and just wants to be kept in the loop. Per Audrey, I told her there was an upcoming meeting and apologized for our lack of communication.",
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        "notes": "Email to Travis, Gina, Chaz, and Austin CC Audrey communicating Rita's concerns.",
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        "notes": "Lauren Tanner Mon 03/06/2023 9:46 AM UTC-06 \nRodney, the head of security called, and stated his frustration that we have not gotten back with them regarding the panic buttons. They are wanting a call back today (3/6/2023) with information on where we stand with the project. ",
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        "notes": "Lauren Tanner Mon 03/06/2023 10:16 AM UTC-06 \n\nPer CER email--\"Call him back and tell him that we have a new employee starting tomorrow who is an expert in this type of installation and we will place this on his list to address this week. I will setup a meeting for us to discuss this and other items with Patrick.\" \n\nI called them back, with no answer. I emailed the email on file and told them that our new employee, Patrick, will get to them this week and I thanked them for their patience. I will call back again this afternoon to confirm they received the email. ",
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        "notes": "Email to Travis for update. ",
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      {
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        "noteTypeRecId": 2,
        "notes": "Re-occuring fees per CER: \n\n\nRSV5302A – Router Maintenance Small Annual Fee                          $64.81\nRSV5312A – Wireless Link Software Maintenance Annual Fee      $88.65\nRSV5308A – Wireless AP Maintenance Annual Fee                            $77.20\n",
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        "notes": "Quote emailed 9/7",
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        "notes": "Followed up with customer. He says he thinks the price is a little high, but he would let us know when he's made a decision. Will keep in contact. ",
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        "notes": "Waiting on breakdown of pricing from Chaz. ",
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        "notes": "Per CER: Lose to Pricing",
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        "notes": "Opened this back up per CER. Sent letter to Chaz, Gina, Austin for review. 10/19",
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        "notes": "Sent revised letter to CER, Austin, & Gina to review. 10/20",
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        "notes": "Tried to call to get an email. No answer, left VM. 10/21",
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        "notes": "Called Terry today and he hasn't had a chance to look at the quote yet. 10/31",
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        "notes": "Made follow up call, no answer, left VM. 11/16",
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      {
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        "subject": "Stage Change from New to Lost",
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      {
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        "opportunityRecId": 1793,
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        "noteTypeRecId": 2,
        "notes": "Per CER: Text Sam and see how he is doing, ask him if he would like to reinvestigate. Sent message 1/11",
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      },
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        "notes": "Susan Underwood called and must be frustrated that she is out of the loop on this stuff. Her and Sam argued on the phone about whether doing this or getting a price first. They decided they want a quote. Sam thought he was just waiting for a quote at this point. 1/11",
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        "notes": "Per CER: Not sure where this is on anyone’s radar; but, I just talked to Michelle – she called me to check on a couple things – hold on this.  I will be back in touch and we will probably need to reach out to her tomorrow. 1/30",
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        "notes": "Michelle is wanting to get an updated quote for both open opportunities and get some more information/the bell rolling on this.",
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      },
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        "soNotesRecId": 4380,
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        "notes": "Sent Michelle a text to see if Austin cn go tomorrow",
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        "notes": "Austin is meeting Michelle on Thursday to discuss this.",
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        "notes": "Austin is working on this.",
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        "notes": "Austin and CER discussed these opportunities this morning, and they are going to update them, and Austin is going to be reaching out to Michelle.",
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        "notes": "Austin has attempted contact, and has not been able to get ahold of Michelle.",
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        "notes": "Chaz is going to text Michelle",
        "soFlag": false,
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      },
      {
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        "noteTypeRecId": 2,
        "notes": "Hey, how is life your way?  I was talking with Austin the other day about your stuff and meant to send you a note and got busy.  Anywho, I know all this stuff is incredibly expensive.  I know when I originally talked to Sam about the camera stuff we talked $10/$15K; but, that was a whole different animal and we never even talked pricing on access control that was just a suggestion I had as I was leaving they might be interested in.  That was also pre some wires being cut that are run adjacent to electrical wires or something that would have to either be replaced or done wirelessly.  \n\nAt any rate, not sure if Austin gave you my suggestion; but, if I were going to take a budget conscious get me back and going approach I would go this route and keep it around $9K:\nReplace NVRs at North Storage building and Neon Beach; Replace the point-to-point between storage building and neon beach.  This will get all the cameras that work on your phones and properly recording.  I would then suggest we install 2 new cameras that would give good coverage of the drive area where you go down into the lower buildings to see folks coming in and out.  That would get your immediate needs taken care of and lay the groundwork for adding wireless links and other cameras/access control over time.\n\nJust a thought to throw out there if you want to take that approach and keep it around $9,000.  If you want us to put that on actual paper we can.\n\nHope you’re having a great start to the week!!!\n",
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        "enteredBy": "ageurin",
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      },
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        "soNotesRecId": 6230,
        "opportunityRecId": 1793,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "CER sent text to Michelle as a end of the year item to see if they wanted to do anything before year end.",
        "soFlag": false,
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      },
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        "opportunityRecId": 1793,
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        "noteTypeRecId": 2,
        "notes": "Michelle still can't talk her dad into it. She said it is still on hold for a while. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-12-12T09:13:34.000Z",
        "updatedBy": "ageurin",
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      {
        "soNotesRecId": 6999,
        "opportunityRecId": 1793,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Email to Michelle to check in. ",
        "soFlag": false,
        "enteredBy": "ahafford",
        "lastUpdate": "2024-03-14T15:10:31.000Z",
        "updatedBy": "ahafford",
        "mobileGuid": "d9bec897-43f0-48ab-84ef-9776082bede4",
        "lastUpdateUtc": "2024-03-14T20:10:31.000Z"
      },
      {
        "soNotesRecId": 7228,
        "opportunityRecId": 1793,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent text to Michelle ",
        "soFlag": false,
        "enteredBy": "ahafford",
        "lastUpdate": "2024-04-10T16:06:53.000Z",
        "updatedBy": "ahafford",
        "mobileGuid": "ee00603d-dbca-43ca-8122-24a69f1e6230",
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      },
      {
        "soNotesRecId": 7381,
        "opportunityRecId": 1793,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "LMTC on vcmail for Michelle - let her know that we would need to re-quote if she is still interested.  Told her I was closing these out in our system, but she is welcome to call anytime and we are happy to do this for her.",
        "soFlag": false,
        "enteredBy": "gthornto",
        "lastUpdate": "2024-04-24T08:38:23.000Z",
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        "lastUpdateUtc": "2024-04-24T13:38:23.000Z"
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    "notes": "Customer is wanting a quote for basic IT stuff and remote connection. Says she does not want an on-site before the quote is sent. Will need a phone call from a tech to see what exactly she is needing. Then quote needs prepared and sent. ",
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        "notes": "Called to schedule on-site visit, LMTC on vcmail.",
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        "notes": "Called to schedule on-site. LMTC on voicemail. ",
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        "notes": "Sent quote letter to CER, Gina, and Austin for review. 10/27",
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        "notes": "Gina says she is responsive to text message. Texted to follow up 12/16",
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    "notes": "Per Chaz:\n\nDavid is to call me Sunday night or Monday morning and we are going to try to get together early next week.  If that doesn’t work out for him I have told him it will have to be the first part of the following. ",
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      {
        "soNotesRecId": 2132,
        "opportunityRecId": 1808,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Per Buddy: The product originally needed here no longer exists in an analog market. \n\nPer Chaz: We have to quote them a new system. ",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-16T08:18:55.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "b4f2f9f5-ecc7-4a5c-8c5f-af02e370539d",
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      },
      {
        "soNotesRecId": 2166,
        "opportunityRecId": 1808,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Notes from Buddy regarding Opportunity # 1808\nMain building:\n4 Addressable pull stations\n2 addressable duct detectors\n2 accessible control module relays\nStorage building:\n4 accessible pull stations\n7 accessible duct detectors\n7 accessible control module relays\n1 fire light 50 device addressable fire panel\n1 2-line self-communicator\n2 days labor\nPossibly 2 people needed \n",
        "soFlag": false,
        "enteredBy": "kgore",
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        "updatedBy": "kgore",
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        "lastUpdateUtc": "2022-12-16T22:18:47.000Z"
      },
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        "notes": "Per Gina: \nYes, I spoke with Buddy and he needs to go by there and look at it.  I believe that Buddy was going to contact the fire marshal and see if he requires them to have those duct detectors or not. 12/19",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-19T08:27:12.000Z",
        "updatedBy": "abriggs",
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      },
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        "opportunityRecId": 1808,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "CER is adding product to this. 12/21",
        "soFlag": false,
        "enteredBy": "abriggs",
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        "updatedBy": "abriggs",
        "mobileGuid": "15a5ed03-6b53-40bb-b52e-faf29c4afc8a",
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      },
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        "opportunityRecId": 1808,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent quote letter to CER for review. 12/23",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-23T14:02:04.000Z",
        "updatedBy": "abriggs",
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        "lastUpdateUtc": "2022-12-23T20:02:04.000Z"
      },
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        "soNotesRecId": 2268,
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        "noteTypeRecId": 2,
        "notes": "Quote emailed 12/23",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-23T15:22:46.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "4da6d547-0831-4ce6-b167-da8aa38207f1",
        "lastUpdateUtc": "2022-12-23T21:22:46.000Z"
      },
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        "soNotesRecId": 2295,
        "opportunityRecId": 1808,
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        "notes": "Made follow up call with Kim. She asked if all of this is to get them back online with us for monitoring. I said yes it was, and that everything on here was kind of like killing two birds with one stone. She also asked about separate pricing if they only got the 2 duct detectors. I told her around $700-$800, but that is without CEO approval and it could change with the new year. She was very understanding about that. She is taking it to be approved and said we do not need to follow up. She said she will call us at the end of January once she talks to the committee. 12/28",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-28T14:13:18.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "bd50887d-03aa-4857-b252-79314a7bd22a",
        "lastUpdateUtc": "2022-12-28T20:13:18.000Z"
      },
      {
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        "notes": "Kim called the office and said they are going to hold on all of this for now, but we can follow up in a few months. Also, she wants pricing on JUST 2 duct detectors and labor. I told her I can get a price sheet on that and send it right over. 1/25",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-25T16:46:35.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "eb8f8712-3b28-4c76-9676-b03ce2164b7c",
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      },
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        "noteTypeRecId": 2,
        "notes": "I called Buddy to get info about the 2 duct detectors and he explained to me that ALL of the products we quoted here are essential for the functional operation of their fire system. The 5 distributors we go through do not sell the older duct detectors anymore that are needed here, so we HAVE to replace everything and get it upgraded. I called Kim and let her know this and she said she'd take it to the rest of the team and they would let us know if they approve it. 1/25",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-25T17:02:54.000Z",
        "updatedBy": "abriggs",
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      },
      {
        "soNotesRecId": 3756,
        "opportunityRecId": 1808,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Kim said they are going to wait a bit for this. Maybe a few weeks/a month",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-04T13:33:31.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "4c5a5487-bbd5-4f1b-b2c3-1d7666dfd39e",
        "lastUpdateUtc": "2023-05-04T18:33:31.000Z"
      },
      {
        "soNotesRecId": 4052,
        "opportunityRecId": 1808,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent follow up email since I will be out of office next week. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-31T09:08:04.000Z",
        "updatedBy": "ageurin",
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      },
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        "noteTypeRecId": 2,
        "notes": "This number has been disconnected.",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-06-27T12:11:48.000Z",
        "updatedBy": "ageurin",
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        "seqNbr": null,
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        "notes": "Found the office phone number and called it. Got transferred to Kim, and she didn't answer so I left a VM for her. ",
        "soFlag": false,
        "enteredBy": "ageurin",
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        "updatedBy": "ageurin",
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      },
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        "noteTypeRecId": 2,
        "notes": "Adjusting prices per CER to requote.",
        "soFlag": false,
        "enteredBy": "ageurin",
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        "updatedBy": "ageurin",
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        "noteTypeRecId": 2,
        "notes": "Attached requote. needing Jo's email, but she did not answer. ",
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        "enteredBy": "ageurin",
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        "notes": "Buddy is wanting to go back and do another onsite just to be sure that everything will work the way that it was going to originally as they have done some other work. ",
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        "enteredBy": "ageurin",
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        "notes": "FYI I just spoke to Jo @ Carey Counseling center. Buddy just went by to give them a quote and it doesn't sound like it will be going anywhere anytime soon. She said she is at a stand still because of leasing agreements and such. ",
        "soFlag": false,
        "enteredBy": "ageurin",
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    "notes": "Mr. Hardy would like a quote for adding electronic locks to two doors\n\n**This has been revised to be split up: 1 door each by the school and church. ",
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        "notes": "Called to follow up on quote sent. I let her know labor for setup is $85/hr, one hour minimum. She also wants to know if we can match Walmart's price for this. 10/19",
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        "automated": false,
        "dateTimeStartUtc": "2023-02-20T15:00:00.000Z",
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        "subject": "Complete Opportunity",
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    ],
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        "noteTypeRecId": 2,
        "notes": "Per Matt: I believe we need to follow up with the customer. I sent the quote last month.",
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        "enteredBy": "abriggs",
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        "notes": "Denny says he is definitely wanting to do this, he just wants to wait till December. He says right now is not a good time, but he will give us plenty of lead time when he is ready to schedule. 10/17",
        "soFlag": false,
        "enteredBy": "abriggs",
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      {
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        "notes": "Made follow up call. Denny said he wants to wait for this awhile longer. He is interested in getting new office phones set up. Making a separate opportunity for that now. 12/16",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-16T14:01:48.000Z",
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Denny said that this is going to happen, but he would like to catch his breath and then move through with this. ",
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        "enteredBy": "ageurin",
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        "notes": "Made follow up call, Denny had just stepped out. I will call again later today. 2/15",
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        "notes": "Made follow up call. The guy who answered said Denny took a late lunch and he would give him the message that we called. He said if Denny doesn't call us right back, then I should call him. 2/20",
        "soFlag": false,
        "enteredBy": "abriggs",
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        "notes": "Tried to call Denny again because he didn't call back. He was already out for the day and will be back at 7AM tomorrow. 2/20",
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        "notes": "Denny would like us to wait on this until the summer. He will reach back out then.",
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        "notes": "Denny said he is not ready yet. He said that he will reach back out, but he thinks it will be closer to the end of the year.",
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        "enteredBy": "ageurin",
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    "dateClosed": "2023-09-13T14:09:49.723Z",
    "closedBy": "ageurin",
    "enteredBy": "abriggs",
    "updatedBy": "ageurin",
    "notes": "Need to quote electronic gate system. They currently have 3 very old gates with non-functional gate system- need to quote fixing current system or total upgrade. ",
    "companyAddressRecId": 3425,
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      "companyId": "FirstPresbyterianChurchDyersbu",
      "companyName": "First Presbyterian Church, Dyersburg",
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      "websiteUrl": "",
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        "notes": "Quote emailed 9/23",
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        "notes": "Barbara called back and said she would get back with us next week. ",
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        "notes": "Austin called and confirmed details of quote with customer. ",
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        "notes": "Barbara responded to the email and said she has a meeting this Tuesday to display the quotes to the church council. Will follow up if she doesn't let us know how it goes. 9/30",
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        "notes": "Barbara called and wanted warranty plan information. CER said she could go through Paxton for a 3 year manufacturer warranty, or we could quote her an ACH maintenance plan. I sent her info for this plan (attached) that she could display at her meeting this morning. 10/5",
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        "notes": "Sent old quotes on accident. Sent her new and she is reviewing this info. 10/6",
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        "notes": "Called Barbara to follow up and she said she is displaying all of her bids to the Session tomorrow, but ours is looking like the best so far! She wants to know how much a reinstatement fee would be if they did not accept the maintenance plan for about 2 years after the install. ",
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        "notes": "Per CER: \nReinstatement Fee @ $474.54 after 1 year, then $1,898.16 after 2 years, then maintenance plan is no longer an option. \nPassed this along to Barbara over the phone and text message. ",
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        "notes": "Called to follow up and they are still discussing their options for this. 10/24",
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        "opportunityRecId": 1813,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called to follow up with Barbara again. She said their meeting was cancelled last week, but is rescheduled for this week. They should have a decision after this weekend. 11/9",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-09T10:02:18.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "fc733d52-4d1f-4976-a30a-c7bef23666ee",
        "lastUpdateUtc": "2022-11-09T16:02:18.000Z"
      },
      {
        "soNotesRecId": 1971,
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer. 11/18",
        "soFlag": false,
        "enteredBy": "abriggs",
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        "updatedBy": "abriggs",
        "mobileGuid": "8603a9d8-f01e-47b5-9fac-3090e9fc6d26",
        "lastUpdateUtc": "2022-11-18T22:38:54.000Z"
      },
      {
        "soNotesRecId": 2118,
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer, left VM for Barbara to let us know how this is progressing and wished her Merry Christmas. 12/9",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-09T14:58:49.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "5d598423-2edd-449c-b3a4-a8076e34e732",
        "lastUpdateUtc": "2022-12-09T20:58:49.000Z"
      },
      {
        "soNotesRecId": 2402,
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        "noteTypeRecId": 2,
        "notes": "Made follow up calls. Company number was answered by someone who told me I have the wrong number. Direct number had no answer. Sent text message. 1/10",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-10T13:51:52.000Z",
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        "lastUpdateUtc": "2023-01-10T19:51:52.000Z"
      },
      {
        "soNotesRecId": 2408,
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        "notes": "Barbara texted back and said \"Sorry Audrey, I was on a phone call trying to untangle some other 'stuff'. I'm working on getting all the estimates together and am running into headwinds trying to get the actual paperwork. And I can't move forward until I have it all. I haven't forgotten you, believe me.\" 1/10",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-10T15:32:04.000Z",
        "updatedBy": "abriggs",
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        "lastUpdateUtc": "2023-01-10T21:32:04.000Z"
      },
      {
        "soNotesRecId": 3721,
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        "noteTypeRecId": 2,
        "notes": "Left VM for Barbara",
        "soFlag": false,
        "enteredBy": "ageurin",
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        "updatedBy": "ageurin",
        "mobileGuid": "596c226d-12e4-4d46-ab60-b74a7fa49ca4",
        "lastUpdateUtc": "2023-05-02T20:43:13.000Z"
      },
      {
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        "notes": "Barb has chosen to go with another company at this time... With that said, she is having a lot of communication issues with them and is waiting to see how that goes. She loved us as a company so she would like us to follow up again and if things have not gotten better, she is going to take it to the higher ups for reconsideration.",
        "soFlag": false,
        "enteredBy": "kgore",
        "lastUpdate": "2023-05-09T09:23:18.000Z",
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        "lastUpdateUtc": "2023-05-09T14:23:18.000Z"
      },
      {
        "soNotesRecId": 3819,
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        "notes": "Barbara said communication with the other company is sparse, she would like to talk to someone about getting her quote lowered for her. She said she is also concerned because we are not local to them-thinks they need someone close by. She would like a call back. ",
        "soFlag": false,
        "enteredBy": "ahafford",
        "lastUpdate": "2023-05-09T16:01:54.000Z",
        "updatedBy": "ahafford",
        "mobileGuid": "2c2ab6cd-b75f-4a73-91a3-5f54ca697d21",
        "lastUpdateUtc": "2023-05-09T21:01:54.000Z"
      },
      {
        "soNotesRecId": 3821,
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Austin is in contact with Barbra, and he is going to attempt to re quote this to make this work for her. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-09T16:31:13.000Z",
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        "mobileGuid": "b74fbe88-5590-4380-8ce3-a80556d0720a",
        "lastUpdateUtc": "2023-05-09T21:31:13.000Z"
      },
      {
        "soNotesRecId": 3901,
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        "notes": "Revised quote to show they are tax exempt. Also added the $90 maintenance plan that Travis approved. Sending now. They have a meeting tonight ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-17T08:21:53.000Z",
        "updatedBy": "ageurin",
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        "lastUpdateUtc": "2023-05-17T13:21:53.000Z"
      },
      {
        "soNotesRecId": 3930,
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        "noteTypeRecId": 2,
        "notes": "Sent Barbara a follow up email",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-22T10:39:15.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "d6fc7b95-9731-4032-a081-3a0cfeb45773",
        "lastUpdateUtc": "2023-05-22T15:39:15.000Z"
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      {
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        "notes": "Barbara has passed the quote along. She is out of town this week. She said that if i have not heard from her by the time I get back from my trip, to give her a follow up call. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-30T12:13:28.000Z",
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      },
      {
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        "notes": "Barbara said that she is waiting for word from the deacons. She said that this week is their big convention, and they are mostly out of office this week. ",
        "soFlag": false,
        "enteredBy": "ageurin",
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        "lastUpdateUtc": "2023-06-15T15:01:59.000Z"
      },
      {
        "soNotesRecId": 4126,
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        "noteTypeRecId": 2,
        "notes": "Barbara did tell me to wait until the first week of next month so that she has time to discuss with them.",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-06-15T10:03:43.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "1bda832f-6d96-4ed1-a174-4de5575b7096",
        "lastUpdateUtc": "2023-06-15T15:03:43.000Z"
      },
      {
        "soNotesRecId": 4344,
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent email to Barbara to follow up",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-07-07T09:25:49.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "9cf78a2e-a371-4ca8-9131-4831e1e74a55",
        "lastUpdateUtc": "2023-07-07T14:25:49.000Z"
      },
      {
        "soNotesRecId": 4496,
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        "noteTypeRecId": 2,
        "notes": "Amberly, my guys are still intent on having a local vendor. But I think their hopes are waning. I've got questions (of them) comparing equipment and technologies. Stay tuned. And please stay close if I need clarification. Thanks!",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-07-14T11:10:22.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "270cb8a3-4432-40b5-9e27-c5491a8a4f38",
        "lastUpdateUtc": "2023-07-14T16:10:22.000Z"
      },
      {
        "soNotesRecId": 4620,
        "opportunityRecId": 1813,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Emails with Barb to clear up some questions she had.",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-07-26T12:52:17.000Z",
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        "lastUpdateUtc": "2023-07-26T17:52:17.000Z"
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      {
        "soNotesRecId": 4721,
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        "notes": "Called and spoke to Barb - she advised that it is between us and another company.  I told her that we could do the install as soon as the product got here when they pull the trigger.  She said she would probably not be able to get back to us next week, but the week after. - GT 08/04/2023",
        "soFlag": false,
        "enteredBy": "gthornto",
        "lastUpdate": "2023-08-04T14:14:54.000Z",
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      {
        "soNotesRecId": 4896,
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        "notes": "Email to Barbara to follow up",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-08-21T11:06:30.000Z",
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        "notes": "Barbara replied that the deacon who was handling the project moved to Mississippi. She said that the bid was back in Barbara and the Pastors lap. She is going to make sure she gets a meeting this week to see if they can get any closer to a decision.",
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        "notes": "Email to Barb to follow up",
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        "enteredBy": "ageurin",
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        "notes": "Barb said that they have a meeting on Sunday. Austin also told me he has already talked to her. \n",
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    "notes": "Erin Emailed asking if we had the ability to install a camera at back door that they can easily view on their phones. ",
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        "notes": "Sent quote letter to Gina and CER for review. 10/21",
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        "notes": "Quote emailed 10/26",
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        "notes": "called to follow up no answer left a voicemail asking if they've received the quote and to call us back when they get the chance.",
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        "notes": "Amberly called this customer in regards to the ticket in correspondence with this. (T#12351) She asked about the quote for this. She had not seen it yet, because a tech had told her to expect it in the MAIL instead. I went over the quote details with her, but she thought there were supposed to be 4 cameras inside, 4 cameras outside. I am revising the quote and adding camera locations to it, then resending it. 11/2",
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        "notes": "Sent REVISED quote letter. 11/2",
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        "notes": "Went to follow up and the line went to an automated message saying that they were closed at 1:30 will call back on Monday to follow up.\n",
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        "notes": "Went to follow up and the line went to an automatic voice message and I told the customer to call back and let us know if they received the quote we sent and if they had any questions. I also sent an email as well with no response.",
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        "notes": "Went to follow up  again and the line went to an automatic voice message and I told the customer to call back and let us know if they received the quote we sent and if they had any questions. ",
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        "notes": "Spoke to Stacia, and she has a couple questions about the quote",
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        "notes": "Tried to call Stacia and answer the questions she has about the quote. No answer, left VM. 11/30",
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        "notes": "Tried to call again, no answer. It just kept ringing and wouldn't allow me to leave a VM. 12/8",
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        "notes": "Stacia called and gave me an alternate cell number to be reached at. Seemed very interested.",
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        "notes": "Tried to give Stacia another call. No answer, left VM to call back. 12/19",
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        "notes": "Tried to call again, no answer, left VM with our office hours. 12/10",
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        "notes": "Sent follow up text message. 12/27",
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        "notes": "Per CER: 4 doors and AC Server = $11,000. Need payment of $5,000 and rest of balance can be handled per current trade agreement. Maintenance plan = $165/month in trade. 12/5",
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        "notes": "Risa gave GM email: tpetty@forevercom.com",
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        "notes": "Made follow up call. Tammy has received the quote, but hasn't had a chance to look at it. I let her know she can call us if she has nay questions. 12/9",
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        "notes": "Made follow up call and Tammy said they are going to hold off until after the first of the year for this. 12/19",
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        "notes": "Followed up with Tammy on this and they haven't finished their budgets for last year yet. She said once they get that figured out, she will have more of an answer. She said it should be no later than next month when she gets an answer. 2/3",
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        "notes": "Made follow up call. She said their boss was sick and the budgets are taking longer than expected. She said follow up in 3 weeks and they SHOULD be done by then. 4/3",
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        "notes": "Tammy said that this is on hold. They need to get cameras first. ",
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        "notes": "Per CER: Text Sam and see how he is doing, ask him if he would like to reinvestigate. Sent message 1/11",
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        "notes": "Sent michelle a message to see if austin could come onsite tomorrow\n",
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        "subject": "Complete Opportunity",
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        "notes": "Called David to get an email, no answer, left VM. 10/17",
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        "noteTypeRecId": 2,
        "notes": "David called back and gave Makayla his email. ",
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        "notes": "Quote emailed 10/19",
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        "notes": "David emailed back and said he would get back with us on this. 10/19",
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        "notes": "David said they are still thinking on this and want to wait until the quotes from the other places get to them as well. 10/26",
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        "notes": "Chaz is looking over these. 11/9",
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        "notes": "Sent an e-mail to David following up on all the outstanding alarm opportunities.  Just letting him know that we weren't pressing; but, wanted to be certain that he wasn't waiting on us for anything and if there was anything we could do to please let us know.  cer",
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        "notes": "Sent email to Chaz to see if there were updates. 4/12",
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        "notes": "Sent emails to staff about opps that need attention. 4/12",
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        "notes": "Lost per CER",
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        "automated": false,
        "dateTimeStartUtc": "2022-11-16T00:00:00.000Z",
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    ],
    "opportunityNotes": [
      {
        "soNotesRecId": 1468,
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        "notes": "Called Buddy and he is getting product info on this for me before I can prepare a quote.",
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      {
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        "notes": "This is what needs quoted per Buddy:\n\n2 Pull Stations\nEdwards Signaling\nMPSR1-345W-GE",
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        "enteredBy": "abriggs",
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      {
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        "notes": "Emailed Darrell to get price info. 11/7",
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        "notes": "Per Darrell: \n\nBuddy informed the product ID would be:\nMPSR1-SHTW-GE\nOUR COST :   $77.78 EA   VENDOR:  ANIXTER",
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        "enteredBy": "abriggs",
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        "notes": "Sent quote to Gina for review. 11/7",
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        "notes": "Gina advised that this quote can be sent, but they are behind on payments and we will not do anything further with them until they make those. 11/9",
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        "notes": "Quote emailed 11/9",
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        "notes": "Called to follow up and Shannon said that they were unsure if the quote was received or not and they will check and see if they got it. She will call back when she finds out. (Note: She also said that Ross Hooper no longer works there so I changed the contact to Shannon)",
        "soFlag": false,
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        "notes": "Shannon called back and said that we have the go ahead to get everything done for this opp. I asked for their hours for scheduling and they said that they are open form 8-5 Mon-Thurs and 8-4 on Friday. ",
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        "enteredBy": "lhelton",
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        "notes": "Tommy called and asked if there was any information regarding this. I called back and Cathy answered. She said she would like a second opinion because she doesn't think she needs an upgrade for anything. She is confused as to what the problems are. She also thought she requested 2 quotes, but there is only record of 1 here. ",
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        "notes": "There should be one quote for a relay to get the fire detector working again and another quote for the upgrades to their alarm system. I scheduled Buddy to go out and form a second opinion per Cathy's request. She still wants this quote though. ",
        "soFlag": false,
        "enteredBy": "abriggs",
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        "notes": "Called Tommy and they are not still interested in this. 10/28",
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        "notes": "Made follow up call, Hoyt says he has internet at his house, but not at his shop yet. He will let us know once he gets it. 11/30",
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    "notes": "Per CER: \n\nMy thought is to cover all entrances with external cameras (blue), each hallway and front window (red).  I have not given any consideration to the parking lot.  If she wants that we could certainly add it; but, my emphasis was just to cover the doors/patios.\n\nPlease send her the diagram and information and see if she likes it or if there are other changes.\n\nUnless she asks we will NOT send a quote and do it T&M.  Just let me know what she wants to do in regard to the layouts and we can tweak as needed.",
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        "notes": "Tried to call and apologize to Tim for the delay on the quotes and get an email from him. No answer, left VM. 10/20",
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        "notes": "Logan took this call initially. I called again and left VM to get more details on this. ",
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        "notes": "Emailed Matt and Rusty to see what the next step is on this. 11/21",
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        "notes": "Would like to review with CER before adding product to this. ",
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        "notes": "Steve found problems with this quote. He said he thought he only needed 2 motion detectors, 3 vanishing door contacts, 1 outdoor siren, and no indoor siren. He also wants to know if the outdoor siren flashes LED's when it goes off like the one he has now. 10/28",
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        "notes": "Steve called back and said he wants all of this wireless. He said the only thing to plug in to 110 is the keypad. There is currently a keypad in the pantry, but he wants to know the dimensions on the one he will be getting. 10/28",
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        "notes": "Steve had made a comment that the things he was telling me were products he already had at the location. I tried to call Steve back and see if the quote was supposed to be reworked, or if he understood it. He didn't answer, left VM. 11/7",
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        "notes": "Steve called back and the list of products he gave me are things he already has. He wants to know if the stuff he has now can be reused for this new system. If so, the quote needs to be redone. He DOES want the touch panel FOR SURE, but we need to figure out if his old stuff can communicate with that touch panel. 11/7",
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        "notes": "Quote has been reworked. Going to ask for review at opp meeting today. 11/9",
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        "notes": "Per CER: The door devices and motion detectors can be reused. The sirens cannot be reused. Indoor siren is unnecessary, so that is optional. Rework the quote to be approximately $1800, with labor as T&M. Explain to Steve that we tried to \"trim\" or \"customize\" this for him as best as we could. 11/10",
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        "notes": "Reworking quote, then Steve wants it emailed to him and a phone call. 11/10",
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        "notes": "Steve is happy with this. He asked about the price of labor. I explained that we would also bill for time getting there. I also explained that we are unsure of how long this may exactly take, but we will bill based on time and material used. He was fine with this. He also requested images of the touch panel and siren he is getting. Once I send these, he said he will pull the trigger later today. Also, he does not want the indoor siren that was optional. 11/11",
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        "notes": "Tried to call Steve and see what his decision is. There was a bad connection and the call failed. 11/16",
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        "notes": "Sent email to CER to review this. ",
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        "notes": "Quote emailed 10/20",
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        "notes": "Stephanie has sent this on to Lisa Jones for review. 10/21",
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        "notes": "Called Lisa to follow up and see if she had any questions about this. She had no idea what it was for. I told her I'd get some answers for her. \nCalled Buddy and he said there is a work order for this. (Ticket #12655) I called Lisa back to explain this, but there was no answer. Left VM. 10/31",
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        "notes": "Called Lisa again and she said she understands. She got ahold of the clinic and she is waiting to hear back for approval. 11/7",
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        "notes": "Made follow up call and Lisa said she has not heard any word about this yet. 11/21",
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        "notes": "Made follow up call. Lisa still has not gotten any direction on this, so she thinks they are holding for now. 12/16",
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        "notes": "Made follow up call, no answer, sent text message. 1/25",
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        "notes": "[1:00 PM] Erwin, Tommy - Total Tech Solutions\nHey, I spoke with Lisa Jones at pathways. She said she’s waiting to hear back from leader ship, and she would check back with them and get back with us.\n\n",
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        "notes": "On 03/15/2023, i tried to call Mrs. Jones but did not get an answer. I will change the activity for tomorrow 03/16/2023 and try again.",
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    "notes": "Mr. Potter is interested in cameras for a new building they have put up.",
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        "notes": "Sent quote letter to CER, Gina, and Austin for review. 10/27",
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        "notes": "Made follow up call, no answer, left VM. 11/7",
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        "notes": "Jill called and had some questions about the quotes. Here is the information she gave me and questions she had:\n\nStorage Building - She believes there should only be 4 cameras quoted here. She mainly wants viewing of the rv repair part. If we need to take the cameras off the back of the building (NW and SW) to make it cheaper that is fine. \nRV Park Main Building - She does not think there should be 16 cameras quoted. She believes there should be a max of 6 cameras quoted for outside. She wants viewing of entrances and exits. Also, can she have a video doorbell inside of the lobby along with 2 other cameras?\n\nOverall, she wants to see what other options she has as far as doing the bare minimum to make it all cheaper. (This includes the access points as well.) She would also like to do a monthly payment plan. ",
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        "notes": "Emailed CER, Gina, and Austin about the questions Jill had. 11/10",
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        "notes": "Called Jill to get more details before I rework these quotes. Need to know what her budget is and how many cams she is wanting at the least. 11/14",
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        "notes": "Jill said her budget is around $10,000. She reiterated how she wants to do as minimal as possible. I'm going to give this to Austin to rework the product info. 11/16",
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        "notes": "Meeting with Austin and Chaz tomorrow to go over this. 12/7",
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        "notes": "Revised quotes sent 12/9",
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        "notes": "Made follow up call, no answer, left VM. 12/16",
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        "notes": "Sent follow up text message. 12/21",
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        "notes": "Jill called and had questions for me and information:\n\n1. They cannot start on the Storage Building projects yet. The electrician has not given her the 'okay' for that part yet. Those opps will remain on hold.\n2. However, she is ready to have the doorbell and 6 cameras done in the main building. \n3. She would like to be able to view the cameras on 2 monitors in 2 different offices. Need to quote keyboards and mice with those as well.\n4. She asked about the ethernet cabling and I let her know that we included that in the quote, which made some pricing higher. \n\n12/30",
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        "lastUpdateUtc": "2022-11-02T14:11:13.000Z"
      },
      {
        "soNotesRecId": 1726,
        "opportunityRecId": 1877,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Quote emailed 11/2",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-02T09:24:56.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "6283013b-b2f2-40a2-ab59-12f3e790357e",
        "lastUpdateUtc": "2022-11-02T14:24:56.000Z"
      },
      {
        "soNotesRecId": 1767,
        "opportunityRecId": 1877,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Followed up to see if Kent received the quote and if he had any questions. Kent received the quote and he had a few in regards to the monthly service plan. Since he already has a service plan he is wondering if what he has in place would include what he is getting in the quote. He also has a few questions on the tech side of things, such as all of the things the app could do and how hard it is to use. Kent also said he wanted to talk with buddy about those at some point.",
        "soFlag": false,
        "enteredBy": "lhelton",
        "lastUpdate": "2022-11-04T14:08:36.000Z",
        "updatedBy": "lhelton",
        "mobileGuid": "9f62ebba-2b70-4817-b740-9a1417070ad0",
        "lastUpdateUtc": "2022-11-04T19:08:36.000Z"
      },
      {
        "soNotesRecId": 1773,
        "opportunityRecId": 1877,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Per Buddy this client does not want a new system, just needs a sim module.  CER is aware and this quote will need to be reworked.",
        "soFlag": false,
        "enteredBy": "gthornto",
        "lastUpdate": "2022-11-04T16:40:36.000Z",
        "updatedBy": "gthornto",
        "mobileGuid": "61a4ab26-b1bd-4142-8bc2-9b01d3ede9e1",
        "lastUpdateUtc": "2022-11-04T21:40:36.000Z"
      },
      {
        "soNotesRecId": 1893,
        "opportunityRecId": 1877,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Per CER: Send a note saying there was miscommunication on what was sent. Give him the option to upgrade his Legacy to Alarm.com. Comms door lock is not supported. There is limited functionality there. $622.76 installed price. Legacy panels are not eligible for a service & maintenance plan. Monitoring will stay the same. 11/9",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-11T15:38:05.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "f40af09c-6758-4167-a1bd-64de063cda7a",
        "lastUpdateUtc": "2022-11-11T21:38:05.000Z"
      },
      {
        "soNotesRecId": 2007,
        "opportunityRecId": 1877,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "2nd quote letter emailed 11/30",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-30T08:54:40.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "abab37d2-e6ee-4ff3-99db-8854a1106a06",
        "lastUpdateUtc": "2022-11-30T14:54:40.000Z"
      },
      {
        "soNotesRecId": 2052,
        "opportunityRecId": 1877,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Followed up on quote and Kent said he hasn't had a chance to talk with his wife about it, but as soon as he does he will give us a call. 12/5",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-05T13:04:35.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "222ffbb4-433b-4030-b213-525cb7e1c53b",
        "lastUpdateUtc": "2022-12-05T19:04:35.000Z"
      },
      {
        "soNotesRecId": 2372,
        "opportunityRecId": 1877,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called Company and Mobile numbers. Company number does not exist. No answer from Mobile. Sent text message. 1/5",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-05T14:24:11.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "da9a518a-2f5f-4fbe-912d-16bcacdc8d6a",
        "lastUpdateUtc": "2023-01-05T20:24:11.000Z"
      },
      {
        "soNotesRecId": 2711,
        "opportunityRecId": 1877,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent follow up text. 2/7",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-02-07T14:47:57.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "7297a967-ec98-42b7-96f6-5ae3899bbf6c",
        "lastUpdateUtc": "2023-02-07T20:47:57.000Z"
      },
      {
        "soNotesRecId": 3073,
        "opportunityRecId": 1877,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called Company number, it is inactive. Called Mobile number, no answer, left VM. 3/8",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-03-08T09:15:46.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "0d4ba868-da06-4944-a107-db2bd1f2fbdc",
        "lastUpdateUtc": "2023-03-08T15:15:46.000Z"
      },
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        "notes": "Made follow up call. Kent said his wife broke her leg pretty bad, so she has been out of work for about 6 months. He said money is pretty tight right now, but we can reach out about mid-summer to requote this for them. 4/5",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-04-05T16:09:03.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "16c49ad2-0436-40f2-b68a-7ceb06ff67de",
        "lastUpdateUtc": "2023-04-05T21:09:03.000Z"
      },
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        "soNotesRecId": 4182,
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Mr. Martin asked that we wait to follow up for another 2 months. He would like to do it, but their finances aren't caught back up from his wife breaking her leg. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-06-21T09:40:41.000Z",
        "updatedBy": "ageurin",
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        "lastUpdateUtc": "2023-06-21T14:40:41.000Z"
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    ],
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        "contactName": "Kent Martin",
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        "lastUpdate": "2022-10-26T14:34:54.000Z",
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    ]
  },
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    "dateClosed": "2022-11-09T08:09:48.643Z",
    "closedBy": "abriggs",
    "enteredBy": "ageurin",
    "updatedBy": "abriggs",
    "notes": "Looking into adding a camera at the back gate of the property. Said it is probably 300 feet from the house. Has internet at the house. ",
    "companyAddressRecId": 3491,
    "redFlag": false,
    "oldWonFlag": false,
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    "activities": [
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    "opportunityNotes": [
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        "seqNbr": null,
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        "notes": "Per CER: This was a bad lead – he has no money to spend and is wanting to get evidence for a court matter that we do not want to get involved in anyway.  Ethan and I suggested he go grab him a trail camera at Gander Mountain.  11/9",
        "soFlag": false,
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  },
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    "opportunityRecId": 1879,
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    "dateClosed": "2022-11-17T15:22:37.307Z",
    "closedBy": "abriggs",
    "enteredBy": "abriggs",
    "updatedBy": "abriggs",
    "notes": "In correspondence with Ticket #12857\n\nIt was discovered that a new part needed to be ordered to service their fire alarm. ",
    "companyAddressRecId": 2016,
    "redFlag": false,
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        "notes": "Per CER: Swap panel out and put Alarm.com Communicator for $1100. Credit $300 for prior communicator invoice that was already paid for. Put that we suggest that we verify their smokes and replace any 3 years or older. These are $115 apiece if she approves. 12/5",
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        "notes": "Quote emailed 12/5",
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        "notes": "Made follow up call. Patricia said she had no questions and she seemed like she was not interested. I let her know to give us a call if she has any and we'd be happy to help. 12/7",
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        "notes": "Made follow up call and when asked if they were still interested, Patricia said \"I don't know right now.\" She sounded annoyed that I called. 12/20",
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        "notes": "Asked Gina about how Patricia is usually annoyed when I call her. Per Gina: Follow up in a month, then lose it if she doesn't do anything by then. 12/20",
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        "notes": "Audrey Briggs Mon 01/16/2023 1:50 PM UTC-06 \n\nSent follow up text. ",
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        "notes": "Made follow up call, no answer, no VM available. 2/15",
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        "notes": "Made follow up call, no answer, no VM available. 3/2",
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        "notes": "Made follow up call, no answer, losing per Gina. 4/12",
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    "notes": "Austin has spoken to Mr. Smith about a new camera system and possible alarm system for the Premier Primary Care building. Contact for the building is Steve Tate. (730)693-6041",
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        "subject": "Visit On-Site",
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        "notes": "Sent quote letter to CER, Gina, and Austin for review. 11/4",
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        "notes": "Quote emailed 11/4",
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        "notes": "Tried to call twice to follow up on the quote sent to Mickey, but the extensions were not working. 11/7",
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        "notes": "Tried to call and follow up on quote the extensions were still not working, so I sent an email and I am currently awaiting a response. I will update everything accordingly as soon as i get a response.",
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        "notes": "he responded to my previous email saying he would email back with questions and he never did so I emailed him back asking if he still had any.",
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        "enteredBy": "lhelton",
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        "notes": "Made follow up call to Direct number. The extensions were not working. Called company number, no answer, left VM. 2/3",
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        "enteredBy": "abriggs",
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        "notes": "Made follow up call again. Extension worked this time. I left a VM with Mickey. 2/10",
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        "notes": "Left VM for customer",
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        "notes": "Spoke with the owner he advised he was not interested due to them renting the building.",
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        "enteredBy": "terwin",
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        "contactName": "Mickey Smith",
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    "dateClosed": "2023-02-06T16:53:14.760Z",
    "closedBy": "rback",
    "enteredBy": "ageurin",
    "updatedBy": "twade",
    "notes": "Losing the quote because of the age of the opportunity.  \n\nPam is considering getting a new computer. She would like some options because she doesn't even know where to begin when it comes to looking for one. She said she believes the monitor they have now is a 21 inch. ",
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      "companyName": "Dexter Almo Water District",
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        "notes": "The first thing is to determine what TYPE of device is needed ... a laptop or desktop.  Then, based on that decision the following two Word documents would be used.  These two documents are also attached to this opportunity.\n \nhttps://totaltechsolutions-my.sharepoint.com/:w:/g/personal/rusty_back_totaltech_net/ETFfhF5eBrdDt3KcygXSUJEBULneQ8vVXBuXKyAb_DeMIw\n\nhttps://totaltechsolutions-my.sharepoint.com/:w:/g/personal/rusty_back_totaltech_net/ETFfhF5eBrdDt3KcygXSUJEBPSNclcYg3xA0nkdcIAX9EQ",
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        "notes": "Called Pamela and got some details about the type of computer she is wanting:\n\nShe wants a desktop PC. They will use it to run their RVF program, google email, and quickbooks. They need extra storage on it because they have a lot of files they need to keep on there. The computers they have now are in the TB ranges. This will be connected to a wireless network. Only ONE 22\" monitor is needed, not dual monitors. She also wants a keyboard and mouse with it. They have a regular desk that this will all fit on, so they are not limited in space. 11/9",
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        "notes": "Customer emailed back and asked if the monitor stand already comes on the computer. I explained that the monitor itself has a stand already attached that holds it up, but the monitor stand can elevate it further if needed. It would allow them to adjust the monitor up and down as needed. This could ultimately save them more desk space. I also sent them images for more detail. 11/9",
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        "notes": "Made another follow up call. Pamela said they don't have their monthly meeting until the 1st of next month to discuss this. 11/21",
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        "notes": "Nick said they are going through a bit of a transition period right now. They said this iis on hold right now. ",
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    "notes": "Per email attached: I was hoping to get a quote for putting a camera inside our building; in our office space. \nPlease get back with me at your earliest convenience. \n",
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        "notes": "This just needs labor per CER. 11/7",
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        "notes": "After discussing with Austin and Chaz, we either need to have Austin make a second opinion on this or get a zone list at the least. I called Jamie to schedule a time to get Austin out there, but there was no answer. Left VM 11/10",
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        "notes": "Tried to call mobile and company numbers. No answers, sent text message. 12/30",
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        "notes": "Made follow up call, left VM on Company number. 1/25",
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        "notes": "Made follow up call. Jamie said they are actually looking into getting a whole new burglary system, so they will be contacting us soon to go over that. The price of that will be compared to this, as well as quotes from other companies. 2/27",
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        "notes": "Amberly Geurin Thu 06/15/2023 9:56 AM UTC-05 \nMade follow up call. Had to leave Voicemail.\n",
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        "closeFlag": true,
        "dateClosed": "2024-01-21T14:13:48.080Z",
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        "id": "69a4f891-99b8-ee11-b2ce-000c29c55070"
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    "opportunityNotes": [
      {
        "soNotesRecId": 1835,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Spoke to Susie and gathered more information from the Laptop Inquiry sheet and added to the description. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2022-11-10T12:23:16.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "c3b721ab-11e0-4a60-a595-9e4cdcf4273a",
        "lastUpdateUtc": "2022-11-10T18:23:16.000Z"
      },
      {
        "soNotesRecId": 1947,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called Susie and she is okay with the price we are at now, but this is definitely not enough storage for what she needs it for. She does photography and genealogy searching, so her current laptop has over 465 GB of storage on her hard disc drive. It is a Dell, but some of the parts inside are not Dell anymore. I told her we would find a better storage option and she is aware that the price is going to go higher than $1,400. 11/17",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-17T16:50:44.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "7443bd45-673a-4640-921f-8b2cf43f472e",
        "lastUpdateUtc": "2022-11-17T22:50:44.000Z"
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        "opportunityRecId": 1892,
        "seqNbr": null,
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        "notes": "Susie said she would be happy with another external hard drive, but it would need a lot of storage. She has filled up her 456 GB of hard drive on the laptop itself, and is currently filling up her 900 GB external hard drive. I let her know we would find some options and pricing for her to compare. 11/18",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-18T13:31:16.000Z",
        "updatedBy": "abriggs",
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        "lastUpdateUtc": "2022-11-18T19:31:16.000Z"
      },
      {
        "soNotesRecId": 1972,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Added several external storage options.  (1) Added external docking station (item 7) and choice of either 2TB or 4TB hard drive options (items 8 and 9) or  (2) a external 8TB hard drive (option 10).  So, customer would choose their storage option (2TB, 4TB, or 8TB).  Then, customer would get items 7 and 8, 7 and 9, or just item 10. ",
        "soFlag": false,
        "enteredBy": "rback",
        "lastUpdate": "2022-11-21T07:34:28.000Z",
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      {
        "soNotesRecId": 1985,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called Susie to give options and she was eating, so she said she would call back soon. 11/21",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-21T13:18:32.000Z",
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        "soNotesRecId": 1990,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Susie called back and I was in an opp meeting. Tried to call her back, no answer, no VM box. 11/21",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-21T14:17:30.000Z",
        "updatedBy": "abriggs",
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        "seqNbr": null,
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        "notes": "Susie called back and I gave her all the info. She was given an external hard drive from one of her friends, but she really liked the idea of the docking station having USB ports. She is most likely going to get the docking station with the 4TB hard drive option. She will call us back and let us know. 11/21",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-11-21T14:55:49.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "3dfb53d2-a804-4235-9479-1fc82c6e33c0",
        "lastUpdateUtc": "2022-11-21T20:55:49.000Z"
      },
      {
        "soNotesRecId": 2076,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called to follow up with Susie, with no answer & VM box is not set up. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2022-12-06T09:26:20.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "af0cc9c6-c59a-47b3-b824-a3705166f8d3",
        "lastUpdateUtc": "2022-12-06T15:26:20.000Z"
      },
      {
        "soNotesRecId": 2088,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Susie called back this evening and said she is having issues with her cd drive on her computer now too. I explained to her that there are external cd drives you can purchase, so she asked if the external hard drive has more than one USB port. When I looked it up, it showed that it does not. She would like to compare quotes for an external hard drive with more than one USB port as well as a new computer with more storage. 12/7",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-07T15:29:55.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "977d75c5-3e18-458c-b886-2f064335b430",
        "lastUpdateUtc": "2022-12-07T21:29:55.000Z"
      },
      {
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        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Added external DVD drive to quote.  The 8TB external drive connects to the computer/laptop via USB cable.  Added $50 Christmas discount.",
        "soFlag": false,
        "enteredBy": "rback",
        "lastUpdate": "2022-12-21T10:23:21.000Z",
        "updatedBy": "rback",
        "mobileGuid": "da47e047-1d34-4500-8742-2365253a68ff",
        "lastUpdateUtc": "2022-12-21T16:23:21.000Z"
      },
      {
        "soNotesRecId": 2228,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to call Direct number and give quote info. No answer, sent text message. 12/21",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-21T13:27:59.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "88d6692e-21ae-4ed9-8deb-d38c9d2cd713",
        "lastUpdateUtc": "2022-12-21T19:27:59.000Z"
      },
      {
        "soNotesRecId": 2229,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Susie called back and I explained the quote to her. She seemed very happy with the laptop and 8TB external hard drive option. She said she will get back to me in the New Year, because she has to purchase a new washer and dryer right now. 12/21",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-21T14:09:43.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "8ee4a54a-f045-4d7f-9b54-c9b341f8b1d4",
        "lastUpdateUtc": "2022-12-21T20:09:43.000Z"
      },
      {
        "soNotesRecId": 2534,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer. Sent text message. 1/25",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-25T13:37:24.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "085bfad0-090f-480e-9335-8864ebdf5077",
        "lastUpdateUtc": "2023-01-25T19:37:24.000Z"
      },
      {
        "soNotesRecId": 2540,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Susie texted back and said \"The washer/dryer is looming in the near future and I have used a SD card as a mini backup system for my genealogy photos that aren't critical. That has opened up space on the hard drive for now.\nI appreciate the thought and I have not given up on the upgrade...it is past necessary. \nThe time will come and I will go to no one else but y'all for the laptop. \nThanks.\"\n1/25",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-25T14:43:56.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "ae0842b7-b9e2-4a32-9176-705fb1c6ef2e",
        "lastUpdateUtc": "2023-01-25T20:43:56.000Z"
      },
      {
        "soNotesRecId": 3502,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call. Susie said she would love to look into more options for a laptop. She said she has 465 GB on her computer now, but only 66 GB are available. She'd like us to get her pictures and details about computers with in the TB storage range if possible. 4/12",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-04-12T16:17:59.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "82d1f3fa-5e45-422e-b858-16c98df97f51",
        "lastUpdateUtc": "2023-04-12T21:17:59.000Z"
      },
      {
        "soNotesRecId": 3556,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Rusty made new quote letter and I got pictures ready for Susie of the products. Sent text message to ask if she wanted me to mail it to her. 4/17",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-04-17T14:01:43.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "9d37e23d-572d-476b-84c3-6956a32dd484",
        "lastUpdateUtc": "2023-04-17T19:01:43.000Z"
      },
      {
        "soNotesRecId": 3568,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Susie replied back that she would be coming in to the office whenever to look at the samples. 4/19",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-04-19T12:30:58.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "d5e070f5-8b88-4fa5-9b83-9de9c4734532",
        "lastUpdateUtc": "2023-04-19T17:30:58.000Z"
      },
      {
        "soNotesRecId": 3594,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Susie came in and we discussed the storage options on the quote. I showed her pictures of the products and she loved them. She said she has a trip coming up in May that she is trying to save for, so she took the papers and said she would ponder it. I think she will get this eventually, she just needs time. 4/19",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-04-21T12:02:38.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "edfe9f7c-a7f8-461f-b18e-243b67001313",
        "lastUpdateUtc": "2023-04-21T17:02:38.000Z"
      },
      {
        "soNotesRecId": 4250,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to call Suzie, she does not have a voicemail box set up.. Set up another one. We will need to requote this though. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-06-27T12:49:47.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "a648af11-b4ca-4e04-a4be-f88231bb733c",
        "lastUpdateUtc": "2023-06-27T17:49:47.000Z"
      },
      {
        "soNotesRecId": 4251,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Susie said that she would like this to be quoted again since she is sure that it is out of date. ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-06-27T12:54:54.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "57958530-a64f-4d37-a692-d0ea105efe55",
        "lastUpdateUtc": "2023-06-27T17:54:54.000Z"
      },
      {
        "soNotesRecId": 4307,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Susie Adams called and wanted to let us know that she uses Kingsoft, not Word, and wants to make sure that all of those files on her current computer can be transferred correctly to her new laptop. She said she hasn’t given you an answer yet on the laptop quote, but just wanted “you to keep in mind that she doesn’t use Word but needs all her files to transfer to the new computer and would like Word on her new laptop too”. \n\nsurely she means Kingsoft and not WORD on the new laptop",
        "soFlag": false,
        "enteredBy": "ltanner",
        "lastUpdate": "2023-07-05T07:19:54.000Z",
        "updatedBy": "rback",
        "mobileGuid": "28f35f34-dea8-406a-9ab3-c2f7894002d8",
        "lastUpdateUtc": "2023-07-05T12:19:54.000Z"
      },
      {
        "soNotesRecId": 4363,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called with no answer, so reached out through text ",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-07-07T12:57:13.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "a82e48fb-fb6d-43b7-b495-bd56f0deb8dc",
        "lastUpdateUtc": "2023-07-07T17:57:13.000Z"
      },
      {
        "soNotesRecId": 4393,
        "opportunityRecId": 1892,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "If Thursday a not a good day please let me know.\nOh, and I do have a genealogy program called Ancestral Quest 14 with thousands of family connections that would be horrible to lose. Decades of work.\nI apologize for not mentioning it first.",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-07-11T08:26:58.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "8ac50236-a2f4-4cb9-981e-1c80d3e694d2",
        "lastUpdateUtc": "2023-07-11T13:26:58.000Z"
      }
    ],
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        "notes": "Per Helen's email (attached):\n\nGood Morning Audrey, \n\nWe have been trying to get in touch with the customer.. Latest email to them was 12-01. We are trying to get their approval to proceed with this cell.. Once they have responded and ready to go, we will let you know.. \n\nThank You for the Follow Up!\n\nHave a great day!  🙂\n",
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        "notes": "Helen replied: \n\nGood Afternoon Audrey, \n\nThank you for the follow up! I reached out to our Client Relations Dept. to see what became of this install.. Could be the customer has not reached back out to them, or they simply do not want to move forward.. \n\nAs soon as they respond to me, I will update you!\n\nThank You and Happy New Year!  🙂\n",
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        "notes": "Helen replied: \n\nHello Audrey!\n\nWe have not heard anything from that customer, so for now, I would go on ahead and put this on the back burner.. I Know our Customer Relations Dept was working with this customer.. Should they decide they want to move forward, we will most certainly, give you guys a call.. \n\nThanks for following up and hope you have a great week!  \n2/7",
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        "notes": "Products per Buddy and reviewed by CER. Per CER: Make it $2,400 with a maintenance plan of 1% and a 50% deposit is required. 11/11",
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        "notes": "Gina gave info over the phone and the customer wants a payment plan for this. Sent email to CER, Tammy, and Gina about that. 11/11",
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        "notes": "Lorri replied with email approving price increase.  Email attached.",
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    "notes": "Per CER: Make a letter and call Pat. Telephone line is no longer a good form of communication. Give 2 options: \n1. Upgrade comm @ no cost to HUB 01. Monitoring goes up to $29.99 a month. \n2. Upgrade comm to Alarm.com for $125.00. Monitoring goes up to $34.99.",
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        "notes": "Called to give info to Pat. She was unsure of why we were quoting her a new communicator. There were thing overlooked with this and we need to call her back and try to fix it. 11/17",
        "soFlag": false,
        "enteredBy": "abriggs",
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        "updatedBy": "abriggs",
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        "seqNbr": null,
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        "notes": "Per CER: Send Austin on-site and have him give you info immediately afterwards so we fix this. Called Pat to get Austin scheduled, no answer, left VM. 11/18",
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        "dateClosed": "2022-11-21T13:29:25.130Z",
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        "notes": "Per CER: I would tell her two cameras would like run her between $1000 - $1500. ",
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        "notes": "Tried to call and give pricing info and see if customer was interested in an on-site but it didn't ring and said, \"We're sorry, the number you have dialed has calling restrictions that have prevented the completion of your call.\" 11/21",
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        "notes": "Per CER: I would say we consider it dead. 11/21",
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        "lastUpdateUtc": "2022-11-30T14:08:15.000Z"
      },
      {
        "soNotesRecId": 2051,
        "opportunityRecId": 1913,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer, left VM. 12/5",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-05T12:46:04.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "667acf11-e5ff-4956-908b-ad1bcdc2926c",
        "lastUpdateUtc": "2022-12-05T18:46:04.000Z"
      },
      {
        "soNotesRecId": 2214,
        "opportunityRecId": 1913,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer, left VM. 12/20",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-20T14:57:36.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "6e9d045c-5933-43c5-8808-5a834c452bcb",
        "lastUpdateUtc": "2022-12-20T20:57:36.000Z"
      },
      {
        "soNotesRecId": 2286,
        "opportunityRecId": 1913,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called and spoke to Jentrie.  She said that Ben is an avid duck hunter and has not looked at the quote.  I explained to her that we have an outstanding invoice that we will be glad to credit if she decided to move forward with this quote.",
        "soFlag": false,
        "enteredBy": "gthornto",
        "lastUpdate": "2022-12-27T12:55:30.000Z",
        "updatedBy": "gthornto",
        "mobileGuid": "668c6d27-d947-4647-adc2-eb4039e9dd95",
        "lastUpdateUtc": "2022-12-27T18:55:30.000Z"
      },
      {
        "soNotesRecId": 2370,
        "opportunityRecId": 1913,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call. Jentrie said she has put this in her husband's hands and she gave hi everything we have given her. He was supposed to call us but never did. He is still duck hunting a lot and will give us a call later on. 1/5",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-02-06T08:24:47.000Z",
        "updatedBy": "gthornto",
        "mobileGuid": "535f79d1-5ce8-4028-9aa6-2a4ad861aee7",
        "lastUpdateUtc": "2023-02-06T14:24:47.000Z"
      },
      {
        "soNotesRecId": 2702,
        "opportunityRecId": 1913,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called Jentrie and sent text - No response. ",
        "soFlag": false,
        "enteredBy": "awells",
        "lastUpdate": "2023-02-06T11:51:56.000Z",
        "updatedBy": "awells",
        "mobileGuid": "e86ea390-a7b0-47e1-9fab-63188a9c882a",
        "lastUpdateUtc": "2023-02-06T17:51:56.000Z"
      },
      {
        "soNotesRecId": 2841,
        "opportunityRecId": 1913,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Austin said Ben wants to know if we can do this cheaper by re-purposing the system they already have. Need to call customer and explain that it will be an equivalent price to a new system if we attempted that. 2/13",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-02-13T14:59:15.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "5c047d94-fad5-4109-b68b-2d9d56bcae6f",
        "lastUpdateUtc": "2023-02-13T20:59:15.000Z"
      },
      {
        "soNotesRecId": 2844,
        "opportunityRecId": 1913,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to call and explain that we most likely cant re-purpose their system because they don't make parts for those panels anymore. The panel is outdated and they make pay more in the end for service calls. No answer, left VM. 2/13",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-02-13T15:45:54.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "cf4c199d-becc-4aea-b1f0-256ea10a90e4",
        "lastUpdateUtc": "2023-02-13T21:45:54.000Z"
      },
      {
        "soNotesRecId": 2907,
        "opportunityRecId": 1913,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called again, no answer. 2/20",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-02-20T14:08:46.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "1dfc59c0-2cc3-4ba1-9d2c-a31c38f1b75d",
        "lastUpdateUtc": "2023-02-20T20:08:46.000Z"
      },
      {
        "soNotesRecId": 2989,
        "opportunityRecId": 1913,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called and left a VM for Jentrie. Also texted her via textbox.",
        "soFlag": false,
        "enteredBy": "kgore",
        "lastUpdate": "2023-02-27T14:52:39.000Z",
        "updatedBy": "kgore",
        "mobileGuid": "87c43cd6-cb57-4538-9794-f199d73031de",
        "lastUpdateUtc": "2023-02-27T20:52:39.000Z"
      },
      {
        "soNotesRecId": 2990,
        "opportunityRecId": 1913,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Austin made it seem like they are not interested... but that was already in the notes.",
        "soFlag": false,
        "enteredBy": "kgore",
        "lastUpdate": "2023-02-27T14:55:00.000Z",
        "updatedBy": "kgore",
        "mobileGuid": "d6762fa0-6f82-4e4f-94b2-11b3f5628932",
        "lastUpdateUtc": "2023-02-27T20:55:00.000Z"
      },
      {
        "soNotesRecId": 3168,
        "opportunityRecId": 1913,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called and no one answered so left a voicemail ",
        "soFlag": false,
        "enteredBy": "bgordon",
        "lastUpdate": "2023-03-14T14:22:36.000Z",
        "updatedBy": "bgordon",
        "mobileGuid": "99882ef5-7e10-4259-90ba-8469bcd3cd91",
        "lastUpdateUtc": "2023-03-14T19:22:36.000Z"
      },
      {
        "soNotesRecId": 3386,
        "opportunityRecId": 1913,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer. I went to send a message and found that Jentrie texted us on 2/27 and it was missed. She said \"My husband was wanting to know what it would cost to fix what we already have.\" I let her know I would get a price for her asap. 3/31",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-03-31T14:53:01.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "555cd18d-95da-49ca-aae0-71f31d24588d",
        "lastUpdateUtc": "2023-03-31T19:53:01.000Z"
      },
      {
        "soNotesRecId": 3486,
        "opportunityRecId": 1913,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Travis' notes didn't save in here. He said he would update them. 4/2",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-04-12T11:35:03.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "02c40c59-a73b-4415-95f5-a1e729926126",
        "lastUpdateUtc": "2023-04-12T16:35:03.000Z"
      },
      {
        "soNotesRecId": 3501,
        "opportunityRecId": 1913,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Coffey's would like to see if we can just fix what they have.",
        "soFlag": false,
        "enteredBy": "gthornto",
        "lastUpdate": "2023-04-12T15:50:02.000Z",
        "updatedBy": "gthornto",
        "mobileGuid": "8bccc031-7707-48e2-9264-2cd84dc2875f",
        "lastUpdateUtc": "2023-04-12T20:50:02.000Z"
      },
      {
        "soNotesRecId": 3510,
        "opportunityRecId": 1913,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent emails to staff about opps that need attention. 4/12",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-04-12T16:49:34.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "e010673c-5ad7-44d0-b2ac-261789bb99f5",
        "lastUpdateUtc": "2023-04-12T21:49:34.000Z"
      },
      {
        "soNotesRecId": 3899,
        "opportunityRecId": 1913,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Travis said to kick out to June",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-16T13:43:16.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "388fef34-ceee-4031-8cb0-acd8bf8dcaf1",
        "lastUpdateUtc": "2023-05-16T18:43:16.000Z"
      },
      {
        "soNotesRecId": 4059,
        "opportunityRecId": 1913,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Travis said to kick out a few weeks\n",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2023-05-31T09:41:12.000Z",
        "updatedBy": "ageurin",
        "mobileGuid": "f51cc8ea-ce73-4cfd-add6-e99bcf9cdf0b",
        "lastUpdateUtc": "2023-05-31T14:41:12.000Z"
      },
      {
        "soNotesRecId": 4075,
        "opportunityRecId": 1913,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Jentrie called in and said that Ben has decided not to fix this right now, they don't use it enough.  I did advise that Home Owner's Insurance may pay for the replacement since it took a lightening strike.  She said that she would have Ben check into that, but as of now, they are not going to proceed.",
        "soFlag": false,
        "enteredBy": "gthornto",
        "lastUpdate": "2023-06-05T14:03:59.000Z",
        "updatedBy": "gthornto",
        "mobileGuid": "75484810-ebcc-400f-92a4-69a52206ef35",
        "lastUpdateUtc": "2023-06-05T19:03:59.000Z"
      }
    ],
    "forecastItems": [
      {
        "soForecastDtlRecId": 5613,
        "opportunityRecId": 1913,
        "description": "Products",
        "revenue": "369.04",
        "cost": "221.1",
        "soOppStatusRecId": 33,
        "includeFlag": false,
        "quoteWerksDocNo": null,
        "quoteWerksDocName": null,
        "updatedBy": "abriggs",
        "lastUpdate": "2023-06-05T14:05:55.000Z",
        "soForecastTypeId": "P",
        "linkFlag": true,
        "recurringRevenue": null,
        "recurringCost": null,
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        "recurringFlag": false,
        "productFlag": false,
        "mobileGuid": "68390d63-a547-4e59-bc48-76803f6dd9a2",
        "lastUpdateUtc": "2023-06-05T19:05:55.000Z"
      },
      {
        "soForecastDtlRecId": 5614,
        "opportunityRecId": 1913,
        "description": "Products",
        "revenue": "684.12",
        "cost": "379.95",
        "soOppStatusRecId": 33,
        "includeFlag": false,
        "quoteWerksDocNo": null,
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        "updatedBy": "abriggs",
        "lastUpdate": "2023-06-05T14:05:55.000Z",
        "soForecastTypeId": "P",
        "linkFlag": true,
        "recurringRevenue": null,
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        "mobileGuid": "e16e44a8-4010-4e21-ba2d-2d10340ff3a8",
        "lastUpdateUtc": "2023-06-05T19:05:55.000Z"
      },
      {
        "soForecastDtlRecId": 5615,
        "opportunityRecId": 1913,
        "description": "Products",
        "revenue": "188.75",
        "cost": "126.55",
        "soOppStatusRecId": 33,
        "includeFlag": false,
        "quoteWerksDocNo": null,
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        "updatedBy": "abriggs",
        "lastUpdate": "2023-06-05T14:05:55.000Z",
        "soForecastTypeId": "P",
        "linkFlag": true,
        "recurringRevenue": null,
        "recurringCost": null,
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        "recurringFlag": false,
        "productFlag": false,
        "mobileGuid": "55333c5d-b9c0-45b4-9b0d-b446bd8ede36",
        "lastUpdateUtc": "2023-06-05T19:05:55.000Z"
      },
      {
        "soForecastDtlRecId": 5616,
        "opportunityRecId": 1913,
        "description": "Products",
        "revenue": "1207.5",
        "cost": "799.75",
        "soOppStatusRecId": 33,
        "includeFlag": false,
        "quoteWerksDocNo": null,
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        "updatedBy": "abriggs",
        "lastUpdate": "2023-06-05T14:05:55.000Z",
        "soForecastTypeId": "P",
        "linkFlag": true,
        "recurringRevenue": null,
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        "recurringFlag": false,
        "productFlag": false,
        "mobileGuid": "b6f97a05-db10-4df1-9014-4f4f0eb274d8",
        "lastUpdateUtc": "2023-06-05T19:05:55.000Z"
      },
      {
        "soForecastDtlRecId": 5617,
        "opportunityRecId": 1913,
        "description": "Products",
        "revenue": "748",
        "cost": "374",
        "soOppStatusRecId": 33,
        "includeFlag": false,
        "quoteWerksDocNo": null,
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        "updatedBy": "abriggs",
        "lastUpdate": "2023-06-05T14:05:55.000Z",
        "soForecastTypeId": "P",
        "linkFlag": true,
        "recurringRevenue": null,
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        "recurringFlag": false,
        "productFlag": false,
        "mobileGuid": "e883a8c1-8292-498f-8818-79a7f98c9550",
        "lastUpdateUtc": "2023-06-05T19:05:55.000Z"
      },
      {
        "soForecastDtlRecId": 5618,
        "opportunityRecId": 1913,
        "description": "Products",
        "revenue": "724.5",
        "cost": "479.85",
        "soOppStatusRecId": 33,
        "includeFlag": false,
        "quoteWerksDocNo": null,
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        "updatedBy": "abriggs",
        "lastUpdate": "2023-06-05T14:05:55.000Z",
        "soForecastTypeId": "P",
        "linkFlag": true,
        "recurringRevenue": null,
        "recurringCost": null,
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        "recurringFlag": false,
        "productFlag": false,
        "mobileGuid": "25ffcefe-110f-4bf7-bcba-376bfa81c627",
        "lastUpdateUtc": "2023-06-05T19:05:55.000Z"
      },
      {
        "soForecastDtlRecId": 5619,
        "opportunityRecId": 1913,
        "description": "Products",
        "revenue": "668.1",
        "cost": "445.4",
        "soOppStatusRecId": 33,
        "includeFlag": false,
        "quoteWerksDocNo": null,
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        "updatedBy": "abriggs",
        "lastUpdate": "2023-06-05T14:05:55.000Z",
        "soForecastTypeId": "P",
        "linkFlag": true,
        "recurringRevenue": null,
        "recurringCost": null,
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        "recurringFlag": false,
        "productFlag": false,
        "mobileGuid": "1816a7ae-d274-43b3-87cf-64141215bada",
        "lastUpdateUtc": "2023-06-05T19:05:55.000Z"
      },
      {
        "soForecastDtlRecId": 5620,
        "opportunityRecId": 1913,
        "description": "Products",
        "revenue": "1875",
        "cost": "937.5",
        "soOppStatusRecId": 33,
        "includeFlag": false,
        "quoteWerksDocNo": null,
        "quoteWerksDocName": null,
        "updatedBy": "abriggs",
        "lastUpdate": "2023-06-05T14:05:55.000Z",
        "soForecastTypeId": "P",
        "linkFlag": true,
        "recurringRevenue": null,
        "recurringCost": null,
        "recurringDateStart": null,
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        "recurringFlag": false,
        "productFlag": false,
        "mobileGuid": "88459374-4126-4faa-927c-2b22633583c6",
        "lastUpdateUtc": "2023-06-05T19:05:55.000Z"
      }
    ],
    "contacts": [
      {
        "soInfluencerRecId": 2069,
        "opportunityRecId": 1913,
        "contactRecId": 1160,
        "contactName": "Jentrie Coffey",
        "phoneNbr": "(731) 796-0982",
        "emailAddress": "jentrielynn@hotmail.com",
        "companyRecId": 19994,
        "companyName": "Coffey, Ben & Jentrie",
        "soRoleRecId": null,
        "notes": null,
        "lastUpdate": "2022-11-21T12:45:30.000Z",
        "updatedBy": "gthornto",
        "referralFlag": false
      },
      {
        "soInfluencerRecId": 2295,
        "opportunityRecId": 1913,
        "contactRecId": 878,
        "contactName": "Ben Coffey",
        "phoneNbr": "(731) 885-4864",
        "emailAddress": "jbencoffey@aol.com",
        "companyRecId": 19994,
        "companyName": "Coffey, Ben & Jentrie",
        "soRoleRecId": null,
        "notes": null,
        "lastUpdate": "2023-02-27T14:45:28.000Z",
        "updatedBy": "kgore",
        "referralFlag": false
      }
    ]
  },
  {
    "opportunityRecId": 1914,
    "opportunityName": "Slow Computer",
    "companyRecId": 19595,
    "contactRecId": 3034,
    "soPipelineRecId": 6,
    "datePipelineChange": null,
    "soInterestRecId": 1,
    "estimatedTotal": "0",
    "probabilityToClose": 100,
    "source": null,
    "dateBecameLead": "2022-11-21T15:13:11.743Z",
    "dateCloseExpected": "2022-11-21T00:00:00.000Z",
    "billingUnitRecId": 6,
    "contractTypeRecId": null,
    "oldCloseFlag": false,
    "dateClosed": "2022-11-30T14:27:26.180Z",
    "closedBy": "gthornto",
    "enteredBy": "hdeckard",
    "updatedBy": "gthornto",
    "notes": "While onsite for ticket #13228, Kris Garrett asked if I could look at his computer.",
    "companyAddressRecId": 1301,
    "redFlag": false,
    "oldWonFlag": false,
    "oldActualTotal": "0",
    "oldCompetitor": null,
    "oldCloseNotes": null,
    "soOppStatusRecId": 29,
    "pmProjectRecId": null,
    "ownerLevelRecId": 11,
    "soTypeRecId": 75,
    "marketingCampaignRecId": null,
    "agrTypeRecId": null,
    "srServiceRecId": null,
    "soUrgencyRecId": 7,
    "approvedByRecId": null,
    "dateApproved": null,
    "notificationHistory": ",201,",
    "rejectedByRecId": null,
    "dateRejected": null,
    "mobileGuid": "3eb3ce25-94b9-4ade-b6cb-2f1b5096ef31",
    "poNumber": null,
    "dateBecameLeadUtc": "2022-11-21T21:13:11.743Z",
    "lastUpdatedUtc": "2022-11-30T20:27:26.490Z",
    "dateClosedUtc": "2022-11-30T20:27:26.180Z",
    "dateCloseExpectedUtc": "2022-11-21T00:00:00.000Z",
    "shipToCompanyRecId": 19595,
    "shipToContactRecId": null,
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    "billToCompanyRecId": 19595,
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    "billToCompanyAddressRecId": 1301,
    "billingTermsRecId": 1,
    "taxCodeRecId": 8,
    "taxTotal": "2.88",
    "currencyRecId": 7,
    "techContactRecId": null,
    "id": "be79e022-bc98-ee11-b2cb-000c29c55070",
    "company": {
      "companyRecId": 19595,
      "companyId": "10305",
      "companyName": "Perkins Motorplex (Mayfield)",
      "phoneNbr": "2702475554",
      "phoneNbrFax": "",
      "websiteUrl": "",
      "accountNbr": "Perkins Motorplex (Mayfield)",
      "timeZoneRecId": null,
      "sicCodeId": null,
      "remitToRecId": 19595,
      "lastUpdate": "2025-11-12T08:48:23.000Z",
      "updatedBy": "tcroft",
      "companyStatusRecId": 1,
      "taxCodeRecId": 8,
      "currencyRecId": null,
      "ownerLevelRecId": 11,
      "userfield1": null,
      "userfield2": null,
      "userfield3": null,
      "userfield4": null,
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      "userfield6": null,
      "userfield7": null,
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      "userfield10": null,
      "deleteFlag": false,
      "dateDeleted": null,
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      "marketRecId": 23,
      "leadFlag": false,
      "leadSource": null,
      "parentCompanyRecId": null,
      "annualRevenue": "0",
      "revenueYear": null,
      "nbrEmployees": 0,
      "ownershipTypeRecId": null,
      "dateEntered": "2018-07-06T12:40:58.000Z",
      "billingTermsRecId": 3,
      "billingDeliveryRecId": 2,
      "internalFlag": false,
      "srNotify": "A",
      "autoAssignFlag": true,
      "srSignoffRecId": 0,
      "billOverrideFlag": false,
      "billSrFlag": false,
      "billCompleteSrFlag": false,
      "billUnapprovedSrFlag": false,
      "billCompletePmFlag": false,
      "billUnapprovedPmFlag": false,
      "billRestrictDownPaymentPmFlag": false,
      "approvalFlag": false,
      "taxId": "",
      "exchangeHref": null,
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        "notes": "Made follow up call. Had to leave a Voicemail.",
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      "optionsLastUpdateUtc": "2022-11-30T20:23:31.000Z",
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      "coreEntityCompanyId": null,
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        "soFlag": false,
        "enteredBy": "gthornto",
        "lastUpdate": "2023-01-16T09:57:44.000Z",
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      },
      {
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        "opportunityRecId": 1919,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Tried to call to reschedule on-site, no answer. 2/13",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-02-13T12:38:03.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "be2abb98-d798-4b6f-94f6-25309d7bcc91",
        "lastUpdateUtc": "2023-02-13T18:38:03.000Z"
      },
      {
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        "opportunityRecId": 1919,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Ryan called saying he is ready to set up a time for us to come and look at the front of his restaurant. He has his POS, internet, and phone lines all in one spot and is wanting to clean up the area. He is also wanting to add phone lines, so if multiple people call in, they ring to different lines. I got with Audrey and she is going to call and schedule a time",
        "soFlag": false,
        "enteredBy": "ltanner",
        "lastUpdate": "2023-02-13T13:32:11.000Z",
        "updatedBy": "ltanner",
        "mobileGuid": "dd718c58-6234-4027-b31a-e7a660586c08",
        "lastUpdateUtc": "2023-02-13T19:32:11.000Z"
      },
      {
        "soNotesRecId": 2833,
        "opportunityRecId": 1919,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called Ryan back and scheduled for Wednesday @ 2:30, but was advised that it would be better to schedule for Monday. Tried to call Ryan back to reschedule, no answer, sent text message. 2/13",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-02-13T13:39:26.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "a90d1044-6c1c-4119-8fba-c9f1a5f30614",
        "lastUpdateUtc": "2023-02-13T19:39:26.000Z"
      },
      {
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        "seqNbr": null,
        "noteTypeRecId": 3,
        "notes": "Notes from Onsite Visit: \n\nCustomer has been experiencing issues with connectivity due to ATT DSL Modem, Switch, AP and Phone all located at host station by front door. Cables are a mess and laying on the floor. These devices are prone to being unhooked and powered off by accidental kicking / stepping by restaurant staff.  Some of the cables are not long enough and will need to be replaced. The SonicWall and NVR are in a different part of the restaurant but customer would like to retain the modem at the front of the building as this is the primary location for the business phone for taking orders.  Phone service is also provided by the ATT DSL modem.\n\nMy recommendation is to take cables and cable management supplies onsite. The customer is okay with a technician coring a small hole in the wall-side of the Host stand to allow for equipment and associated cables / power adapters  (Switch, AP, Phone)  to be moved to a shelf on the host stand to get the equipment out of the floor.\n\nWe will need the following Materials: \n\nAdhesive Cable Raceway  1.25\" x 6ft to cut to lengths needed\nCore Grommet\nCable Management Velcro\nRJ11 Cable 15ft  x2\nRJ45 Cables x 4 Take Various Lengths\n6 Port Surge Protector (Grounded)\n\n\n",
        "soFlag": false,
        "enteredBy": "mthies",
        "lastUpdate": "2023-02-22T09:14:26.000Z",
        "updatedBy": "mthies",
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      },
      {
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        "opportunityRecId": 1919,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called Ryan. No answer or VM. Also emailed him to follow up.",
        "soFlag": false,
        "enteredBy": "kgore",
        "lastUpdate": "2023-03-03T10:02:42.000Z",
        "updatedBy": "kgore",
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        "lastUpdateUtc": "2023-03-03T16:02:42.000Z"
      },
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        "soNotesRecId": 3104,
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Made follow up call, no answer. 3/10",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-03-10T10:05:53.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "56dbbc3e-5ec8-46ed-9e90-9ff90d558d25",
        "lastUpdateUtc": "2023-03-10T16:05:53.000Z"
      },
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        "opportunityRecId": 1919,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Ryan told Travis he didn't see the quotes come across. Resent quotes from Matt. 3/20",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-03-20T14:32:57.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "d1227557-0ee5-4bbf-bf98-d26c046bd1c8",
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        "notes": "Per Travis: Spoke with Ryan Dyer.  He said wiring is his priority at the moment.  He wants to do both, but thinks the price is high.  I explained to him that we will charge him the hourly rate based on what we work.  If it's a time-consuming job, then we have to bill for that. He understood.  He is going to get back with me in the next couple of days. \n\n4/4",
        "soFlag": false,
        "enteredBy": "abriggs",
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        "updatedBy": "abriggs",
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        "soInfluencerRecId": 2075,
        "opportunityRecId": 1919,
        "contactRecId": 3295,
        "contactName": "Ryan Dyer",
        "phoneNbr": "(731) 225-6339",
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        "companyName": "Mallard's Restaurant",
        "soRoleRecId": null,
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        "lastUpdate": "2022-11-30T15:13:57.000Z",
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      }
    ]
  },
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    "probabilityToClose": 50,
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    "oldCloseFlag": false,
    "dateClosed": "2023-07-14T09:41:52.143Z",
    "closedBy": "ageurin",
    "enteredBy": "gthornto",
    "updatedBy": "ageurin",
    "notes": "Currently has a camera system he is not happy with.  It is 8 years old",
    "companyAddressRecId": 3528,
    "redFlag": false,
    "oldWonFlag": false,
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    "activities": [
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        "assignTo": "awells",
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        "subject": "Call Before Go/On-Site Cameras",
        "soReferenceRecId": 0,
        "dateEntered": "2022-11-30T15:16:41.493Z",
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        "notes": "Spoke to customer, and he stated that he didn't receive a phone call last week stating we were coming this week, so he didn't have anyone there. Cancelled the onsite. ",
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        "notes": "Text message to Ryan to follow-up - He is in Wyoming and would like to set this for a time in February.  He asked that we check back then.",
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        "notes": "Tried to call to reschedule on-site, no answer. 2/13",
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        "notes": "Ryan called saying he is ready to set up a time for us to come and look at the front of his restaurant. He has his POS, internet, and phone lines all in one spot and is wanting to clean up the area. He is also wanting to add phone lines, so if multiple people call in, they ring to different lines. I got with Audrey and she is going to call and schedule a time",
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        "notes": "Called Ryan back and scheduled for Wednesday @ 2:30, but was advised that it would be better to schedule for Monday. Tried to call Ryan back to reschedule, no answer, sent text message. 2/13",
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        "notes": "Notes from Onsite Visit: \n\nCustomer has an existing Analog NVR with 8 cameras. The current system appears to have termination issues on the BNC connectors or line issues as the camera quality on several is subpar and cuts in and out. Since the existing wiring has issues, I recommend installing Cat5 cable to each desired camera location and installing IP Cameras, along with a new NVR. Customer would like to add some additional camera views to help cover additional tables in the dining room to catch dishonest employees collecting others' tips. \n\nPictures are attached of existing / proposed camera locations. I have also attached a map of the proposed camera locations. \n",
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        "notes": "Ryan told Travis he didn't see the quotes come across. Resent quotes from Matt. 3/20",
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        "notes": "Ryan told Travis he didn't see the quotes come across. Resent quotes from Matt. 3/20",
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        "notes": "Per Travis: Spoke with Ryan Dyer.  He said wiring is his priority at the moment.  He wants to do both, but thinks the price is high.  I explained to him that we will charge him the hourly rate based on what we work.  If it's a time-consuming job, then we have to bill for that. He understood.  He is going to get back with me in the next couple of days. \n\n4/4",
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        "notes": "Sent emails to staff about opps that need attention. 4/12",
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        "notes": "Called Ryan, and no answer, so sent text.",
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    "notes": "I recommended replacing that computer soon as it appears his hard drive is failing. He also mentioned he has two other Windows XP machines he needs replaced. I told him we would get a quote put together for 2 new computers. He also mentioned he needs to be able to run CD's on these new computers. I verified he had no other questions before leaving.",
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        "notes": "Called to ask the New Computer Inquiry Questions to get more details, no answer, left VM to call back. 12/8",
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        "notes": "Shalisha returned my call. This is the info I got:\nShe would like a PC.\nThey will only use this to browse the internet, check emails, and schedule Dr. appointments.\n256GB or less should be enough.\nThey run on fiber optic and will most likely plug their network in to the computer itself.\n24\" monitor priced separately.\nAntivirus plan priced separately.\nNeed a mouse, but not a keyboard.\nThey do not need to size down. They have enough space where this is going. ",
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        "notes": "Sent quote to Shalisha. She is going to talk to her parents and let us know.",
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        "notes": "Followed up with Shalisha. She is wanting to do this, however, she does NOT need ho mouse and keyboard combo, or the monitor and monitor stand. She would also like to know more details on a warranty for this and they would like to have Antivirus setup on here. Someone the other day told her it would be $63/yr for that. She would also like to have us set up Mircrosoft word for her mom. I let her know the setup of Antivirus and Microsoft Word would be billed at $85/hr in addition to the transferring of files. She was fine with that. 12/16",
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        "notes": "Shalisha is aware that the discount does not apply, and she is still wanting to purchase this. 12/19",
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        "notes": "Sent quote letter to Chaz and Austin for review. 12/16",
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        "notes": "Travis said this is lost. ",
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    "opportunityRecId": 1932,
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    "notes": "Mark called the office and was wanting to get a bid done for access control at an office building outside of the complex. He is interested in the keyfobs that can be set at different times for different people. ",
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        "notes": "Sent quote letter to Chaz for review. 12/23",
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        "noteTypeRecId": 2,
        "notes": "Per CER: Tell them we can schedule to begin first week of Jan.",
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        "notes": "Quote emailed 12/23",
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        "notes": "Called the site number and the man who called gave me his email and Mark's direct phone number. He would also like the quote to be sent to him. I believe his name is Steven Ligons. 12/28",
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        "notes": "Called Mark's direct number, no answer, left VM. Sent quote to Steven's email as well. 12/28",
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        "notes": "Sent email to Mark and Steven stating that we still have availability next week if they accept the quote now. 12/30",
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        "notes": "Sent info to Chaz, Austin, Gina, and Travis for review. 1/4",
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        "notes": "Per CER: Change quote to $9,800 and a pack of 10 keyfobs is included. 1/4",
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        "notes": "Made follow up call. Randy is out of the office until the 3rd. I said I would just call back after the 3rd to follow up with him then. The woman who answered said that would be best. 12/28",
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        "notes": "Made follow up call. Woman who answered transferred me to his extension and I left a voicemail. 1/5",
        "soFlag": false,
        "enteredBy": "abriggs",
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        "notes": "Made follow up call to the church. The woman who answered transferred me to Randy's extension and I left a voicemail. 2/8",
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        "enteredBy": "abriggs",
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        "seqNbr": null,
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        "notes": "Sent follow up email to Randy. 3/10",
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        "enteredBy": "abriggs",
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        "updatedBy": "abriggs",
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        "notes": "Made follow up call. Randy was not in the office. They sent me to his VM and I left one explaining that the Special Holiday Discount doesn't stand anymore, but I'm sure we can work something out if he would like to. 3/24",
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        "enteredBy": "abriggs",
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        "notes": "Made follow up call and Randy is out of the country this week. Jennifer said we can call back next week when he is in. 4/26",
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        "notes": "Called and Randy was not available. Left VM",
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        "notes": "Closing Per CER",
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        "notes": "Austin said not to send this yet, he is still working on it. 12/16",
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        "notes": "Quote emailed. Gave Theron a call to let him know it was sent and to call with any questions he may have. Someone else answered and said they would let him know. 12/19",
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        "notes": "Made follow up call to Direct number. No answer, sent text message. 12/21",
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        "notes": "Theron called back. At first, he had misread the monthly plan pricing and thought it was $2,100 a month. I explained that there are 2 systems quoted on the letter and the alarm system costs $2,100 total. The monitoring and maintenance is separate. He was happy with that, however, he was very unsure about spending $12,000 for the two systems total. I explained to him that this is most likely the best possible price I can offer, but I could look into it for him. He said he will call to check in with us on Friday to see if we have come up with anything. Emailed Chaz, Austin, Gina, and Travis to see what we can do. 12/21",
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        "notes": "Called Theron to get a budget from him. He doesn't want to spend more than $10,000 if he doesn't have to. And he thought about the monthly fee, and he doesn't think he is interested in that now either. He says the guys he has are pretty techy and if it's a good system, he doesn't believe he needs to pay monthly for maintenance. 12/21",
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        "notes": "Per Austin: Take the patch panel, battery backup, and wall cabinet off the quote. Take $425 in labor off alarm quote to get down to $10,000 for both. If he decides to do just the alarm, we HAVE to put labor on there then. 12/22",
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        "notes": "Sent revised quote letter to Austin. 12/22",
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        "notes": "Per CER: Take off the glass breaks and massage it to be around $11K.  When you call him tell him that we adjusted to remove the rack and battery backup from the NVR and removed the glass breaks because it’s not required in his current configuration (we were just replacing what he had).  Then say, you reached out to the CEO on this one and he said with the year closing and everything if he will let us come do the alarm this week and leave with a check for cameras and alarm we will give him $1K off to get him where he needs to be and that we will schedule the cameras for him the second week of January.",
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        "notes": "Called Theron and gave him this offer. He is happy to have the $1k taken off if he pays by the end of the New Year. This put his total at $9,920.31. He liked that number, but he cannot start on installation of either system until the middle of January because he still has to have sheet rock put in. ",
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        "notes": "Austin is getting info on this. 12/16",
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        "notes": "Per Austin: Take the patch panel, battery backup, and wall cabinet off the quote. Take $425 in labor off alarm quote to get down to $10,000 for both. If he decides to do just the alarm, we HAVE to put labor on there then. 12/22",
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        "notes": "Per CER: Take off the glass breaks and massage it to be around $11K.  When you call him tell him that we adjusted to remove the rack and battery backup from the NVR and removed the glass breaks because it’s not required in his current configuration (we were just replacing what he had).  Then say, you reached out to the CEO on this one and he said with the year closing and everything if he will let us come do the alarm this week and leave with a check for cameras and alarm we will give him $1K off to get him where he needs to be and that we will schedule the cameras for him the second week of January.",
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        "notes": "Called Theron and gave him this offer. He is happy to have the $1k taken off if he pays by the end of the New Year. This put his total at $9,920.31. He liked that number, but he cannot start on installation of either system until the middle of January because he still has to have sheet rock put in. ",
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        "notes": "Made follow up call. Cheryl said they are going to have to hold off on this for now. They are actually going to start expanding their church because the congregation gas grown so much recently. The expansions are expected to take a year and a half once they actually break ground. 3/10",
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    "notes": "In correspondence with T #13309\n\nPer Jackson: Assuming the issue is the motherboard, and the CPU and GPU are still functional, with a motherboard replacement, an upgrade to a modern OS and maybe new hard drives, the computer could be restored and work well for casual use and lower-end gaming. Whether it is worth it depends on what he wants to use the computer for. Additionally, if the issue is the graphics card, I do not recommend trying to repair the computer and would instead salvage and reuse or resell the working components. ",
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        "notes": "Per Austin: Give antenna product for free if he wants to do half day of labor. 12/16",
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        "notes": "Sent quote letter to Chaz and Austin for review. 12/16",
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        "notes": "Quote emailed 12/16",
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        "notes": "Made follow up call with Ralph and his IT guy, James Yoder, has a question about the quote. James' number is 731-336-0096. 12/19",
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        "notes": "Called James to see what question he had. No answer, no VM box. 12/19",
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        "notes": "James wanted to know if there was a way to make this so that they could login to their system remotely. They were wondering if there was a way to do that with ethernet or internet service. I let him know I'd have someone give him a call to answer those questions for him. 12/19",
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        "notes": "Either have Buddy call them or call and tell them this is their last option and have until a certain time to accept. Waiting on CER decision. 12/21",
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        "notes": "CER says to have Buddy call and talk to them about their options. 12/23",
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        "notes": "If James Yoder calls, it is okay to send him over to Buddy's WORK cell phone.  He has been speaking to James and Ralph both.",
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        "notes": "On 02/02/2023, Tommy and Buddy were able to make contact with Mr. James Yoder ( 731-336-0096 ) Mr. Yoder asked if the alarm could be hooked up through the internet connection. Buddy advised him that it had to be first hooked up through cell service to be initialized. Mr. Yoder advised that he was going to look into a ATT&T cell booster and get back with us. Buddy also explained to Mr. Yoder that the Fire Marshall had inquired about the status of the alarm at that location and Buddy advised Mr. Yoder that he told the Fire Marshall that we waiting on the customer to get back with us. ",
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        "notes": "Tried to call James and see where he was at in his decisions. He declined my call. Tommy and Buddy gave him till last week, then they would need to let the fire marshal know. Tommy is putting Buddy back on him now. 2/13",
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        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent quote letter to Chaz and Austin for review. 12/16",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-16T11:14:46.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "4cdd1f00-af58-4c95-8509-d724fd1a1cf0",
        "lastUpdateUtc": "2022-12-16T17:14:46.000Z"
      },
      {
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        "opportunityRecId": 1947,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Quote emailed 12/16",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-16T11:29:07.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "6e2cae24-b89b-41ea-b325-b6bf89d97d41",
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      },
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        "soNotesRecId": 2146,
        "opportunityRecId": 1947,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Email was unable to deliver. Called Gwynn to see if we have the wrong email, no answer, left VM. 12/16",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-16T13:00:55.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "ff8722f1-408c-4b91-9543-c8922ab2c7db",
        "lastUpdateUtc": "2022-12-16T19:00:55.000Z"
      },
      {
        "soNotesRecId": 2168,
        "opportunityRecId": 1947,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Gwynn called to update email in system. ",
        "soFlag": false,
        "enteredBy": "kgore",
        "lastUpdate": "2022-12-16T16:31:46.000Z",
        "updatedBy": "kgore",
        "mobileGuid": "396afa83-5c7d-4b5f-a8ca-8ac04de80ecb",
        "lastUpdateUtc": "2022-12-16T22:31:46.000Z"
      },
      {
        "soNotesRecId": 2190,
        "opportunityRecId": 1947,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Email address is still not receiving mail. 12/19",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-19T15:02:40.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "f07d4cd4-f833-4ab8-b8e8-0523e7649af8",
        "lastUpdateUtc": "2022-12-19T21:02:40.000Z"
      },
      {
        "soNotesRecId": 2192,
        "opportunityRecId": 1947,
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        "noteTypeRecId": 2,
        "notes": "Called Gwynn to explain to her that the email address isn't working. She gave me an alternate one and asked for details over the phone. I explained these to her and they wanted to know how they can view the cameras. I thought they would be able to view from the NVR itself, but Gina explained to me that they can view their cameras from an app on their phone. However, they do not have internet at this location, only AT&T phone service, so Gina explained that they will have to have something hard lined to be able to view them. I am going to call and give them this information. 12/19",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-19T15:25:06.000Z",
        "updatedBy": "abriggs",
        "mobileGuid": "dcf2d643-5d12-4643-9077-1675a8778af8",
        "lastUpdateUtc": "2022-12-19T21:25:06.000Z"
      },
      {
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        "notes": "Called Gwynn and let her know that the cameras we quoted here are able to be viewed through a mobile app, only if they have internet service. If they wanted to have them hardwired to be viewed without internet service, we would have to revise the quote. She said she doesn't want to have to revise the quote, so she is going to talk with her partner on this and get back to us in a day or two. 12/20",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-20T15:08:43.000Z",
        "updatedBy": "abriggs",
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      },
      {
        "soNotesRecId": 2288,
        "opportunityRecId": 1947,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Followed up with direct number, no answer. Sent text message. 12/27",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-27T13:40:17.000Z",
        "updatedBy": "abriggs",
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      },
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        "notes": "Gwynn and her husband called the office and had some questions. They would like to get pricing information for a monitor and mounting rack that will go inside one of the storage units. These units are made of metal, but have studs on metal available for the installation. They would like a monitor that is small, nothing fancy. There is an AT&T cell signal out there, but no internet service. Need to get pricing on this TODAY for them and then call. If it is reasonable, they will go for this install. \nThey also asked about NVR data retention. I explained that it would hold around 2 weeks of video, then it will replace the oldest video with the newest. They will have the capability to rewind the video when they arrive from vacation to see everything that has happened while they were away. \n1/10",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-10T09:23:05.000Z",
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      },
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        "noteTypeRecId": 2,
        "notes": "Per CER: Add $375 to the quote for a 40\" monitor and mount. 1/11",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-11T13:27:15.000Z",
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        "opportunityRecId": 1947,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Called to give pricing info, no answer, left VM. 1/11",
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        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-11T13:48:35.000Z",
        "updatedBy": "abriggs",
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      },
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        "noteTypeRecId": 2,
        "notes": "Gwynn called back and approved this. \n\nTHIS STILL NEEDS A 40\" MONITOR AND MOUNT ADDED.",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-11T16:09:02.000Z",
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        "opportunityRecId": 1947,
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        "emailAddress": "gwynnjones@realtrats.com",
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        "companyName": "Premier Boat & RV Storage",
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        "lastUpdate": "2022-12-16T08:59:58.000Z",
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      },
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        "emailAddress": "benniej63@gmail.com",
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        "companyName": "Premier Boat & RV Storage",
        "soRoleRecId": null,
        "notes": null,
        "lastUpdate": "2022-12-19T15:24:06.000Z",
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        "referralFlag": false
      }
    ]
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    "oldCloseFlag": false,
    "dateClosed": "2023-01-13T12:27:08.580Z",
    "closedBy": "abriggs",
    "enteredBy": "abriggs",
    "updatedBy": "abriggs",
    "notes": "While following up with Denny in regards to the computer replacement we quoted for him, he let me know he is interested in getting 3 new office phones installed. The ones they have now were installed by Judy 15-20 years ago. They are connected by landline and often have bad connections or calls are dropped. There is a circuit board in the main office, but Denny says it is fine and he doesn't expect it to need updated. He would also like us to preset some numbers once we get them installed. He says he needs this upgrade and will most likely do it, he just wants a rough estimate beforehand. ",
    "companyAddressRecId": 3445,
    "redFlag": false,
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    "oldActualTotal": "0",
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      "companyId": "WilliamsRadiatorandGlass",
      "companyName": "Williams Radiator and Glass",
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      "billRestrictDownPaymentPmFlag": false,
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      "invTemplateSetupRecId": null,
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        "notes": "Emailed Chaz and Gina to see how I should get product info for this. 12/16",
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        "notes": "Per CER: \nAustin is going to talk to Buddy about the location of smoke detectors in the gym for this opportunity - we may need to adjust the quantity of smokes and potentially add a lift-rental depending on what he says.\n\nOnce you get that information from Austin, I have the product on the opportunity and it is ready for a letter to be created. 12/19",
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        "notes": "Per Austin: \nYes, they will need 3. New smokes in the gym. The current ones \"wall mounted\" are located to far down the wall. It will be a job for myself or JP but I believe we can still work these off a 28ft extension ladder. As for the annex building I would go with a RF keypad in that building and then go with 5 wireless smokes. 12/19",
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        "notes": "Sent quote letter to Austin, Chaz, and Gina for review. 12/19",
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        "notes": "Regina emailed back and said they accept the quote. 12/20",
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        "notes": "Amberly got email address from customer. Quote emailed 12/21",
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        "notes": "Email address was wrong, sent to correct one. 12/21",
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        "notes": "Kellie was not in the office, left VM. 12/23",
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        "notes": "Called and spoke with Calli Carver. Got her email address and sending quote to her as well. 12/30",
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        "notes": "Mike called requesting the email be forwarded to him. Forwarded email and advised him to respond to Audrey. Reaching out to inventory team because he would like to know about how long this would take to come in or if we have everything in stock. He also has concerns over the amounts of files and passwords he would have to have transferred over.",
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        "notes": "Tried to call Mike's direct number to answer the questions for him. No answer. left VM. Also sent follow up email. 1/4",
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        "notes": "Called company number and spoke with Callie. I asked for Mike, but he had already left. She said he decided to go with another computer company, but they would let us know if something changes. 1/25",
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        "soNotesRecId": 2274,
        "opportunityRecId": 1952,
        "seqNbr": null,
        "noteTypeRecId": 2,
        "notes": "Sent quote letter to Gina, Austin, and Chaz for review. 12/27",
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        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-27T10:32:38.000Z",
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        "notes": "Quote emailed 12/27",
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        "notes": "Connie's email was undeliverable and I do not have an email address for her grandson, Clay. ",
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        "enteredBy": "abriggs",
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        "notes": "Called Connie to get email addresses. She does not know her or Clay's email addresses or his phone number. She is looking into it and will call us back with that info. 12/27",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2022-12-27T13:47:13.000Z",
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        "notes": "Clay said he received this quote, but they decided to do something different on their own instead. 1/4",
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        "enteredBy": "abriggs",
        "lastUpdate": "2023-01-04T15:27:22.000Z",
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    "dateClosed": "2022-12-22T08:51:57.850Z",
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    "notes": "Angela called stating that they need a coax cable ran from a box to the units. This is an apartment complex with main office. Current coax cable in the apartments are dead and I believe they are currently using cable and internet from Spectrum.",
    "companyAddressRecId": 3551,
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      "optionsLastUpdateUtc": "2022-12-20T14:50:50.000Z",
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        "dateTimeStartUtc": "2022-12-22T14:30:00.000Z",
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        "dateClosed": "2022-12-22T08:51:57.887Z",
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        "opportunityRecId": 1953,
        "seqNbr": null,
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        "notes": "Austin said customer did not seem interested once ballpark price was discussed. She will call back if she decides to go with us. Austin said he would mark it as lost though.",
        "soFlag": false,
        "enteredBy": "ageurin",
        "lastUpdate": "2022-12-22T08:51:49.000Z",
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    "forecastItems": [],
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        "soInfluencerRecId": 2111,
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        "contactRecId": 3334,
        "contactName": "Angela  Medina",
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        "emailAddress": "amedina@usa-mgmt.com",
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        "companyName": "Bella Vista Live Oaks",
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    ]
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    "dateClosed": "2023-01-16T08:44:25.227Z",
    "closedBy": "gthornto",
    "enteredBy": "hdeckard",
    "updatedBy": "twade",
    "notes": "New Computer in Kim's office. The current system is running Windows 7. ",
    "companyAddressRecId": 1483,
    "redFlag": false,
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      "companyName": "Days Inn by Wyndham Paducah",
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      "accountNbr": "Days Inn",
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        "notes": "Finally reached the office and got email address. Quote sent 1/4",
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        "notes": "Made follow up call. The emails would not go to the email address Jesse gave me. We ended up having to send it to his personal email. He received it and is going to look at it Monday with the others. 1/6",
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        "notes": "Made follow up call. Jesse and Wes have not met to go over the quote yet. I let him know we have limited availability and are ready to get them in asap. 2/1",
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        "notes": "Spoke to Jesse. They still have not made a decision.",
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      },
      {
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        "notes": "Made follow up call and explained that we have availability open next week. Jesse sent me to Wes and Wes said he needed to get all of his stuff straight, but he has our contact info and would let us know if he wants to do it next week or not. 3/24",
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        "enteredBy": "abriggs",
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        "updatedBy": "abriggs",
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        "lastUpdateUtc": "2023-03-24T15:50:18.000Z"
      },
      {
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        "notes": "Made follow up call, Wes was not in the office. Left a message with the guy who answered to have him let us know if they were ready yet. 3/31",
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        "enteredBy": "abriggs",
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      },
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        "notes": "Travis is going to call Jesse to follow up.",
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        "enteredBy": "ageurin",
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      },
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        "notes": "Message to Travis for Update\n",
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        "enteredBy": "ageurin",
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        "notes": "Travis is going to get new tires next week, so he is going to check in with them while he is there. ",
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        "enteredBy": "ageurin",
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        "notes": "Called and Jesse was busy, so they were going to leave him a message to call us back. ",
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        "enteredBy": "ageurin",
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        "notes": "Jesse was busy so they were leaving him another message to call back.",
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        "enteredBy": "ageurin",
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    "notes": "When Hope was on-site for ticket #13515 she reported that we need to add RAM to this computer.\n\nComputer is named DaysInnPaducah-opti3050.  Service tag is FW199L2.  ",
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        "notes": "Lauren Tanner Wed 02/22/2023 1:41 PM UTC-06 \n\nCalled Ben. He said that it was too much for them right now and that they are going a different direction. I told him if there was anything else we would do, we would be happy to help in anyway and to reach back out to us. ",
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        "notes": "Lauren Tanner Wed 02/22/2023 1:41 PM UTC-06 \n\nCalled Ben. He said that it was too much for them right now and that they are going a different direction. I told him if there was anything else we would do, we would be happy to help in anyway and to reach back out to us. ",
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    "notes": "Ben is wanting us to take over the current surveillance alarm system he already has. He was originally with TJ Elsten Security in TN and they have now sold out to someone else.  This is connected with the opportunites for Malone's Marine as well. He owns both businesses.",
    "companyAddressRecId": 3561,
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        "notes": "Per Gina: Text and follow up. 1/16",
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        "enteredBy": "abriggs",
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        "notes": "Sent Company number a text, but it did not go through. 1/25",
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        "notes": "Called and spoke with Brittany. They are not interested in moving forward with this at the moment. They are looking into building right now and meeting with contractors so it would not be worth adding this addition to their current location at this time. She said she would reach back out if anything changes.",
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    "notes": "Jay called interested in a new surveillance system for his gas station. I believe he may already have a current system that he is wanting to get rid off. He also mentioned a claim with insurance, but I said I was not too sure of how much we do on that side of things, assuming we would likely just give him a quote and he could submit that to his own insurance potentially. He also asked about a box in reference to viewing the cameras or something of that sort.",
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        "automated": false,
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        "id": "c5cd6027-bc98-ee11-b2cb-000c29c55070"
      },
      {
        "soActivityRecId": 16383,
        "opportunityRecId": 1988,
        "assignTo": "bfleming",
        "assignedBy": "kgore",
        "companyRecId": 21189,
        "soActivityTypeRecId": 18,
        "subject": "On-site for photos/other needs",
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        "closedBy": "abriggs",
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        "dateTimeStart": "2023-03-28T10:30:00.000Z",
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        "automated": false,
        "dateTimeStartUtc": "2023-03-28T15:30:00.000Z",
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        "id": "19cf6027-bc98-ee11-b2cb-000c29c55070"
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      {
        "soActivityRecId": 16486,
        "opportunityRecId": 1988,
        "assignTo": "ageurin",
        "assignedBy": "ageurin",
        "companyRecId": 21189,
        "soActivityTypeRecId": 3,
        "subject": "Complete Opportunity",
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        "enteredBy": "ageurin",
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        "id": "7ecf6027-bc98-ee11-b2cb-000c29c55070"
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    ],
    "opportunityNotes": [
      {
        "soNotesRecId": 2448,
        "opportunityRecId": 1988,
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        "notes": "LMTC on vcmail to schedule on-site",
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        "enteredBy": "gthornto",
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        "lastUpdateUtc": "2023-01-13T17:57:59.000Z"
      },
      {
        "soNotesRecId": 2580,
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        "notes": "Gave quote letter to Chaz for review. 1/27",
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      },
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      },
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        "enteredBy": "abriggs",
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        "lastUpdateUtc": "2023-02-01T19:38:30.000Z"
      },
      {
        "soNotesRecId": 2639,
        "opportunityRecId": 1988,
        "seqNbr": null,
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        "notes": "Jayendra texted back \"Waiting on insurance guys and will let u know soon.\" 2/1",
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        "enteredBy": "abriggs",
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      },
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        "notes": "Per Travis: Spoke with Jay, he was at the airport on his way back from India.  Is very interested in the project and will be by later this week to talk to us. 3/6",
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        "enteredBy": "abriggs",
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      },
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        "notes": "Per Blaire: Called and left a message. 3/7",
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        "enteredBy": "abriggs",
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      {
        "soNotesRecId": 3161,
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        "notes": "Text message to Jayendra to follow-up - He replied that his insurance is asking for the damaged equipment and he doesn't have it.  Replied back asking if there is anything that we can do to help.",
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        "lastUpdateUtc": "2023-03-14T15:27:30.000Z"
      },
      {
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        "notes": "Spoke with Jay.  He needs our help with the information below.  I spoke with Austin and he belives we should be able to proivde this.  I think we When we do go to get the photos and information, he signs a scope of work so that we can \"provide the insurance company with the invocie\" and that way we don't jump through these hoops for nothing.  \n      Gina: Can you update all of this in ConnectWise?  \n\n\nGood afternoon,\n \nPlease submit a diagnostic report, photos of the damage, and invoices for repair. Once received they will be reviewed and processed.\n \nThanks,\n \nDaniel Harris\nProperty Adjuster I\nCell: 270-619-1623\n\n",
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        "enteredBy": "gthornto",
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        "updatedBy": "gthornto",
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        "soNotesRecId": 3312,
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        "notes": "Jay confirmed scheduled time for Austin via textbox.",
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      },
      {
        "soNotesRecId": 3361,
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        "notes": "I sent an email today to Daniel Harris, the insurance Adjuster, with our quote, pictures from the onsite, etc. \n",
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        "soNotesRecId": 3365,
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        "noteTypeRecId": 2,
        "notes": "This is won per Travis",
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        "enteredBy": "ageurin",
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        "updatedBy": "ageurin",
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        "mobileGuid": "e39ac285-5f34-4416-88fd-2d17ce5db097",
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        "soForecastDtlRecId": 6175,
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        "mobileGuid": "edf4dbb2-c4a8-47b8-88bc-3dac249de239",
        "lastUpdateUtc": "2023-05-10T18:42:58.000Z"
      },
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        "soForecastDtlRecId": 6176,
        "opportunityRecId": 1988,
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        "updatedBy": "twade",
        "lastUpdate": "2023-05-10T13:44:16.000Z",
        "soForecastTypeId": "P",
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        "mobileGuid": "ff9e810f-bcba-4882-8be8-918b09df02f9",
        "lastUpdateUtc": "2023-05-10T18:44:16.000Z"
      }
    ],
    "contacts": [
      {
        "soInfluencerRecId": 2150,
        "opportunityRecId": 1988,
        "contactRecId": 3369,
        "contactName": "Jayendra Patel",
        "phoneNbr": "(732) 766-8815",
        "emailAddress": "inc_rbh@yahoo.com",
        "companyRecId": 21189,
        "companyName": "Ham Town Stop & Go",
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        "lastUpdate": "2023-01-10T09:08:48.000Z",
        "updatedBy": "kgore",
        "referralFlag": false
      }
    ]
  },
  {
    "opportunityRecId": 1989,
    "opportunityName": "Upgrade to Cell Communications",
    "companyRecId": 19938,
    "contactRecId": 821,
    "soPipelineRecId": 5,
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    "estimatedTotal": "0",
    "probabilityToClose": 50,
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    "dateBecameLead": "2023-01-10T11:17:39.087Z",
    "dateCloseExpected": "2023-01-20T00:00:00.000Z",
    "billingUnitRecId": 6,
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    "oldCloseFlag": false,
    "dateClosed": "2023-01-12T08:33:40.383Z",
    "closedBy": "abriggs",
    "enteredBy": "gthornto",
    "updatedBy": "abriggs",
    "notes": "Client would like to get rid of their phone line.  They need their alarm upgraded to communicate over cell signals.",
    "companyAddressRecId": 1703,
    "redFlag": false,
    "oldWonFlag": false,
    "oldActualTotal": "0",
    "oldCompetitor": null,
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    "ownerLevelRecId": 11,
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    "notificationHistory": ",147,",
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    "mobileGuid": "ed8e7638-0620-42b3-9d3e-de725a38f938",
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    "company": {
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      "companyId": "Mobley Joe and Karolyn",
      "companyName": "Mobley, Joe & Karolyn",
      "phoneNbr": "",
      "phoneNbrFax": "",
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      "timeZoneRecId": 2,
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      "updatedBy": "lgaspere",
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        "notes": "Made follow up call, and Glinda said she would call us when she is ready. She is wanting to do this, but she has just filed her taxes and is waiting for the refund. 2/27",
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        "notes": "Glinda called the office today and said she is most likely ready to pull the trigger on this, but she would like to meet to discuss first. She is coming to the office to meet with Travis and I next Wednesday @ 1:30pm. ",
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        "notes": "Travis and I had a meeting with Glinda today. She explained that she understands that her system is old, but she is going to keep it for as long as she can. She is okay with where it is at right now. 3/15",
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        "notes": "Quote sent to Buddy to take to customer. 1/11",
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        "notes": "Was going to follow up today, but Buddy hasn't delivered the quote yet. Will try for next week. 1/13",
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        "notes": "Per Buddy: Greg approved this quote, but also wants a price on an ADC lock for one of his doors. He needs to be able to lock and unlock it through his phone. It needs to be a Quickset brand because his door is already cut for that. This can be added as an addition to the installation if he says yes to it. 1/18",
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        "notes": "Gave quote letter to Chaz to review. Need to know why there is a Hybrid NVR on there before sending. 1/27",
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        "notes": "Pre CER: I added in Tommy for background – a couple notes:\n1.\tYou cannot have two primary RF (wireless) devices on an alarm panel.  You must either have a keypad with RF and NO transceiver module (HSM2HOST9) or you must have a transceiver module and a keypad that does not have RF in it.  If additional wireless range is needed a repeater would have to be added to whichever of the two was above selected\n2.\tI’m not sure where this communicator part came from or why it wasn’t marked inactive (DSC TL280LEAT); but, unless someone knows something I don’t this is not an alarm.com communicator and should NOT be something used.  I believe it should be marked inactive.  We do not have any in stock according to the computer.  The Alarm.com communicator that should be used is DSC TL880LTVZN for Verizon – I’m not certain if DSC TL880LEATN is the comparable part for AT&T or not.  I am copying in Madi so she can help us clean that up as needed.\n3.\tThe camera side looks good – the labor may be a little short; but, we will just see how that pans out.\n\nNote that none of the slight product changes above in regard to the alarm will change the pricing much – there is no reason not to go ahead and send the quote lest we delay trying to figure out the above.  \n",
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        "notes": "Courtney replied to the quote, \"Thank you so much! We will be in touch.\" 2/1",
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    "notes": "Brian has bought Jerry Mayes' previous home. Jerry called to cancel the monitoring, but I asked for the new owner's info to see if we could have them take over the monitoring if they are interested. I have not had any contact with Brian, so be sure to notify him of who we are and why we are calling. Jerry said he had previously mentioned this to Brian but was unsure of his thoughts.",
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        "automated": false,
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        "id": "f2c19f26-bc98-ee11-b2cb-000c29c55070"
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      {
        "soActivityRecId": 15282,
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        "assignTo": "kgore",
        "assignedBy": "abriggs",
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        "subject": "Follow Up -5",
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        "enteredBy": "abriggs",
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        "dateClosed": "2023-02-22T13:52:48.833Z",
        "closedBy": "kgore",
        "updatedBy": "kgore",
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        "notificationSentFlag": false,
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        "mobileGuid": "47da26df-c27e-4fc3-ab2e-afa9fae962f7",
        "srLocationRecId": 4,
        "dateTimeStart": "2023-02-22T10:00:00.000Z",
        "dateTimeEnd": "2023-02-22T10:30:00.000Z",
        "automated": false,
        "dateTimeStartUtc": "2023-02-22T16:00:00.000Z",
        "dateTimeEndUtc": "2023-02-22T16:30:00.000Z",
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      {
        "soActivityRecId": 15476,
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        "assignTo": "abriggs",
        "assignedBy": "abriggs",
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        "subject": "Waiting on Customer",
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        "dateClosed": "2023-04-12T10:43:07.883Z",
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        "dateTimeStart": "2023-04-10T00:00:00.000Z",
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        "automated": false,
        "dateTimeStartUtc": "2023-04-10T00:00:00.000Z",
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      {
        "soActivityRecId": 16779,
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        "assignTo": "ageurin",
        "assignedBy": "CRobinso",
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        "subject": "Follow Up -2",
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        "dateEntered": "2023-04-12T10:43:26.100Z",
        "enteredBy": "abriggs",
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        "closeFlag": true,
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        "closedBy": "ageurin",
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        "automated": false,
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        "id": "99d06027-bc98-ee11-b2cb-000c29c55070"
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      {
        "soActivityRecId": 17367,
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        "assignTo": "ageurin",
        "assignedBy": "ageurin",
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        "subject": "Follow Up if not heard back.",
        "soReferenceRecId": null,
        "dateEntered": "2023-05-02T09:47:53.330Z",
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        "dateClosed": "2023-05-04T16:08:07.743Z",
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        "updatedBy": "ageurin",
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        "mobileGuid": "140c1221-cdb3-423a-bc0f-9678c99c27d3",
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        "dateTimeStartUtc": "2023-05-08T00:00:00.000Z",
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        "id": "d5d26027-bc98-ee11-b2cb-000c29c55070"
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      {
        "soActivityRecId": 17377,
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        "assignTo": "ageurin",
        "assignedBy": "ageurin",
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        "subject": "Complete Opportunity",
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        "dateEntered": "2023-05-02T12:25:43.023Z",
        "enteredBy": "ageurin",
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        "dateClosed": "2023-05-02T12:25:43.023Z",
        "closedBy": "ageurin",
        "updatedBy": "ageurin",
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        "dateTimeStartUtc": "2023-05-02T00:00:00.000Z",
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        "id": "ded26027-bc98-ee11-b2cb-000c29c55070"
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        "opportunityRecId": 2027,
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        "notes": "Chaz sent quote via text message. 1/24",
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        "opportunityRecId": 2027,
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        "notes": "Made follow up call, no answer, sent text message. 2/3",
        "soFlag": false,
        "enteredBy": "abriggs",
        "lastUpdate": "2023-02-03T15:58:52.000Z",
        "updatedBy": "abriggs",
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        "notes": "Called to follow up with no answer. ",
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        "enteredBy": "ageurin",
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        "updatedBy": "ageurin",
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        "soNotesRecId": 2858,
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        "notes": "Made follow up call, no answer, left VM. 2/15",
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        "enteredBy": "abriggs",
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        "updatedBy": "abriggs",
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        "noteTypeRecId": 2,
        "notes": "Received email: \n\nGood morning Amberly! We wanted to reach out to you concerning the Total Tech quote for the security cameras in reference to the “voting room surveillance”.  We are still interested, just have not secured the funding for this, so we will be in touch in the near future.  \n\nHave a great day!\n\nFaye Lynn Paschall\nCalloway County Clerk’s Office\n270-753-3923\n",
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        "enteredBy": "ageurin",
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        "notes": "Sent email to Faye asking when would be best for us to follow up on funding and things.",
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        "notes": "Made follow up call to Antonia, no answer, left VM. 4/12",
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        "notes": "Made call, left VM. Sent email to Antonia. ",
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        "notes": "Antonia responded that she is ready to go with this. ",
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        "enteredBy": "ageurin",
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        "phoneNbr": "(270) 978-0346",
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        "lastUpdate": "2023-01-24T08:57:42.000Z",
        "updatedBy": "ageurin",
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    "opportunityRecId": 2028,
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    "dateClosed": "2023-02-08T17:28:24.443Z",
    "closedBy": "abriggs",
    "enteredBy": "rback",
    "updatedBy": "abriggs",
    "notes": "Need to get: Email, Address, and where to send invoice email/mail.\n\nShe wants a laptop ballpark $500 .\nNeed the programs: Splash, Word, Excel.\nSplash is a remote access program.\nShe also wants to move old laptop data to new laptop.",
    "companyAddressRecId": 3586,
    "redFlag": false,
    "oldWonFlag": false,
    "oldActualTotal": "0",
    "oldCompetitor": null,
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    "shipToCompanyRecId": 21200,
    "shipToContactRecId": null,
    "shipToCompanyAddressRecId": 3586,
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    "billToContactRecId": 3397,
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    "taxTotal": "31.89",
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    "techContactRecId": null,
    "id": "2e7ae022-bc98-ee11-b2cb-000c29c55070",
    "company": {
      "companyRecId": 21200,
      "companyId": "WeintraubAlisa",
      "companyName": "Weintraub, Alisa",
      "phoneNbr": "2702475458",
      "phoneNbrFax": "",
      "websiteUrl": "",
      "accountNbr": "Weintraub, Alisa",
      "timeZoneRecId": 2,
      "sicCodeId": null,
      "remitToRecId": 21200,
      "lastUpdate": "2025-01-09T14:10:39.000Z",
      "updatedBy": "tsexton",
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      "userfield1": null,
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      "marketRecId": 30,
      "leadFlag": false,
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      "annualRevenue": "0",
      "revenueYear": null,
      "nbrEmployees": null,
      "ownershipTypeRecId": null,
      "dateEntered": "2023-01-20T16:57:37.000Z",
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        "notes": "Made follow up call. He said they have been considering these, however, his wife likes to look at the reviews for certain products. He wanted to know what the driveway alert product was. I took 2 screenshots and sent to Travis, Gina, Chaz, and Austin for review. 2/1",
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        "notes": "Made follow up call and Robert said they just had to replace their well pump so he is trying to recuperate some money. He is waiting for his tax return and said I can follow up in a month. 2/27",
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        "notes": "Losing per CEr",
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