EG Meeting Notes 12/28/20

[jesusitd]

LeadConduit notification: 👍

• Don't count ZipCode
• Don't count TrustedForm

Change LC Flows report Email template to break lines

LeadConduit Sync monitor: Howard Green is not zipcode error https://next.leadconduit.com/events/5fe96d3f74b6d206443bfb33 This was solved by temporarily disabling the Last Event Reason related to zipcode. For some reason, Last Event Reason is wrongly calculated by the integration Add a column "In CRM" Yes No -> Added CRL URL 👍 TrustedForm error: no need to be counted as error -> Same solution as the one for zipcode error Last Event Reason is WRONG -> Patched to not include "continue" outcomes

LeadConduit Routing: Check too many unknowns --> Many calculations are lacking the Form POST Event WHY, maybe because of timeouts? mmm could be -> HELPED OUT :) DONE - ORIGINAL CAMPAIGN ID RETRY-SWEEP 🥇 https://github.com/intakedesk/py-leadconduit-leads-routing-process Coded Updated Repo Put in Production Will help Unknown Rule/Campaign rates

• Verify that this data is accurate
• Always compare against LeadConduit Sync Monitor
• Add a new Branch to the Tree: Current Campaign This overflows the visual and breaks the data a bit. Better to wait 👎
• DUPLICATE mark in the Tree instead of Blanks 👍
• Last Event Reason is WRONG -> Patched to not include "continue" outcomes

Azure Functions: Try installing Hybrid Connections 🥇 It's okay to migrate things to Azure for as long as it doesn't take forever

[jesusitd]

This is now complete. Other notes are in #655

Done.