Commit graph

25 commits

Author SHA1 Message Date
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 
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
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
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
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
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
Moving lead upserting to background script
2016-03-14 09:35:57 -07:00