Matt Lott
3387e5ee34
🐛 Don't overwrite close.io nces custom field data
2016-08-30 15:32:26 -07:00
Matt Lott
76b1efdefb
Update Close lead creation when have NCES data
2016-08-25 10:21:39 -07:00
Matt Lott
80f8fd60d8
Update close automated emails
2016-08-24 14:46:15 -07:00
Matt Lott
6f08d5e422
Add required district field to teacher trial request forms
...
School now optional
N/A placeholder on district field and don't save it if it's n/a
Updating required field error UI a bit, and there is some larger
refactoring needed here later.
NCES phone number for district only entries will currently be a child
school, will fix later.
Closes #3818
2016-08-05 13:25:19 -07:00
Matt Lott
1e0aa1a375
Import lead using NCES school name if we have it
2016-07-21 16:57:08 -07:00
Matt Lott
fd0fdfe83e
Update inbound sales lead split
2016-07-21 15:09:06 -07:00
Matt Lott
102139ce8f
Update automatic sales lead importing
...
Shifting distributions around a bit.
2016-07-12 06:32:50 -07:00
Matt Lott
15fb9ae0a9
Add more intercom data to Close.io leads
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intercom_lastSeen
intercom_sessionCount
2016-06-26 20:46:03 -07:00
Matt Lott
cd30e4d083
Send sales auto mails from same user per lead
2016-06-18 23:21:09 -07:00
Matt Lott
409b170891
Update inbound lead assignment splits
2016-06-14 16:44:51 -07:00
Matt Lott
33b614911c
Support alternate NL spelling in lead import automation
2016-06-06 13:43:52 -07:00
Matt Lott
c7d3857d46
Send all imported NL/BE leads to NL contact
2016-05-24 16:54:38 -07:00
Matt Lott
f733ce222a
Update inbound lead importing
...
Assigning lower priority EU leads to NL contact
Fix bug where we sent intl emails to US leads
Send Dutch emails to NL and BE low priority leads
2016-05-24 16:10:33 -07:00
Matt Lott
1ae2537591
Update inbound lead importing
...
Send international emails to international leads
Update lead assignment breakdown
2016-05-19 14:08:01 -07:00
Matt Lott
b8dd0f0a45
Filter out low priority sales leads on initial import
2016-05-12 11:03:35 -07:00
Matt Lott
deb4117a9c
Add Close.io NCES lead data to custom fields
2016-05-11 10:21:56 -07:00
Matt Lott
884b1e6a4a
2nd automatic email follow up on Close.io imported leads
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async.parallel needs better error handling before we can use it on
current lead quantities, and would improve performance drastically.
2016-05-03 15:52:56 -07:00
Matt Lott
49c1dd8cf7
Update lead status values for Close.io inbound inserts
2016-04-26 10:31:12 -07:00
Matt Lott
1feb8a26a4
Add duplicate mail checks to updateCloseIoLeads.js
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Fetching leads by name via Close.io API is not reliable. Adding two
checks to protect against sending duplicate emails:
1. Query leads via recipient email to avoid creating duplicate leads.
Duplicate leads can result in duplicate automatic emails sent.
2. Lookup lead email activity when sending mails, and compare email
templates and recipient address.
2016-04-23 16:47:10 -07:00
Matt Lott
8f16f5f487
🐛 Fix Close.io lead query by name
2016-04-22 10:23:40 -07:00
Matt Lott
cd7ec7f8dd
Send email when adding contacts to Close.io leads
2016-04-07 21:23:42 -07:00
Matt Lott
69b999866e
🐛 Ignore parse error in updateCloseIoLeads.js
2016-04-04 18:37:04 -07:00
Matt Lott
918915813f
Rewrite updateCloseIoLeads.js
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Moving user-specific information from customized fields to activity
notes
Lots of data reformatting and renaming
Lots of perf/readability improvements via async.parallel
2016-03-31 09:23:38 -07:00
Matt Lott
4e0ee60dce
Use trial request name for Close.io leads
2016-03-15 09:25:36 -07:00
Matt Lott
57e8e61b1c
🐛 Fix update sales leads script URL encoding
2016-03-14 14:24:18 -07:00
Matt Lott
97f7026a4f
Update Close.io sales lead creation
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Moving lead upserting to background script
2016-03-14 09:35:57 -07:00
