1. [Home](https://www.g2.com/) 2. ... 3. [CRM Software](https://www.g2.com/categories/crm) 4. [Salesforce Essentials Discussions](https://www.g2.com/products/salesforce-essentials/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_ca22b8d0fa947c8d16cb6c1f0657b6f6/salesforce-essentials.png "Product Avatar Image") ](/products/salesforce-essentials/reviews) [ Salesforce Essentials ](/products/salesforce-essentials/reviews) 0 ratings Salesforce Essentials makes it possible to tap into the power of Salesforce to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain — for just $25 per user per month. Since Essentials is built on the world's #1 CRM platform complete with a mobile app, small businesses can start working from anywhere, knowing they have the tools they need to collaborate and stay connected to customers. With Essentials, you can sell faster with a customizable view of all your sales details. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry. Once you close a deal, Essentials also includes a ton of customer service for small business productivity tools to help you make every new customer a loyal one. You can automate repetitive tasks, route questions to the best team member, and help customers help themselves with a branded self-service portal. Show More * * * ### 26 Discussions ### 29 Participants ### 46.0 Nps Score Already have Salesforce Essentials? ### All Salesforce Essentials Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • almost 6 years ago More Options - [ # As a user on a more limited budget, how can I best use the email tracking component? ](/discussions/30591-as-a-user-on-a-more-limited-budget-how-can-i-best-use-the-email-tracking-component) I want to be able to track potential clients in the most efficient way from the entry into the funnel to the time they either become a client or not. [ CRM Software ](https://www.g2.com/tags/crm-software)[ Customer Self-Service Software ](https://www.g2.com/tags/customer-self-service-software)[ help desk software ](https://www.g2.com/tags/help-desk-software)[ Live Chat Software ](https://www.g2.com/tags/live-chat-software) [ Outbound Call Tracking Software ](https://www.g2.com/tags/outbound-call-tracking-software)[ Google Workspace for Sales Software ](https://www.g2.com/tags/google-workspace-for-sales-software) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Salesforce+Essentials+questions+and+get+answers+from+expert+users+in+our+Salesforce+Essentials+Discussions+section.&title=Salesforce+Essentials+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Salesforce+Essentials+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Salesforce+Essentials+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3%0aAsk+Salesforce+Essentials+questions+and+get+answers+from+expert+users+in+our+Salesforce+Essentials+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Salesforce+Essentials+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3%0aAsk+Salesforce+Essentials+questions+and+get+answers+from+expert+users+in+our+Salesforce+Essentials+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 6 years ago More Options - [ # What are the top 5 features a consulting firm should be using? ](/discussions/27229-what-are-the-top-5-features-a-consulting-firm-should-be-using) How can we better manage communications with existing and potential clients, as well as projects and events? What other software should we consider integrating with Salesforce? Where can we find basic introductions to how to use Salesforce and what benefits it could bring to our firm? How can we... [Read more](/discussions/27229-what-are-the-top-5-features-a-consulting-firm-should-be-using) [ CRM Software ](https://www.g2.com/tags/crm-software)[ Customer Self-Service Software ](https://www.g2.com/tags/customer-self-service-software)[ help desk software ](https://www.g2.com/tags/help-desk-software)[ Live Chat Software ](https://www.g2.com/tags/live-chat-software) [ Outbound Call Tracking Software ](https://www.g2.com/tags/outbound-call-tracking-software)[ Google Workspace for Sales Software ](https://www.g2.com/tags/google-workspace-for-sales-software) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Salesforce+Essentials+questions+and+get+answers+from+expert+users+in+our+Salesforce+Essentials+Discussions+section.&title=Salesforce+Essentials+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Salesforce+Essentials+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Salesforce+Essentials+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3%0aAsk+Salesforce+Essentials+questions+and+get+answers+from+expert+users+in+our+Salesforce+Essentials+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Salesforce+Essentials+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3%0aAsk+Salesforce+Essentials+questions+and+get+answers+from+expert+users+in+our+Salesforce+Essentials+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Alexander M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alexander M.") AM Loading... [Alexander M.](https://www.g2.com/users/ae41d1e7-47e5-47e0-ab96-b59266e4eeea "Alexander M.") • about 6 years ago More Options - [ # What are the ways to integrate Salesforce with ActiveCampaign ](/discussions/27073-what-are-the-ways-to-integrate-salesforce-with-activecampaign) When trying to link my Salesforce account with ActiveCampaign, I encountered a pay-wall that required me to pay $10 for the integration if I wanted to import contacts automatically from ActiveCampaign to Salesforce. I was wondering if there is any way to go around this and set up the integration... [Read more](/discussions/27073-what-are-the-ways-to-integrate-salesforce-with-activecampaign) [ CRM Software ](https://www.g2.com/tags/crm-software)[ Customer Self-Service Software ](https://www.g2.com/tags/customer-self-service-software)[ help desk software ](https://www.g2.com/tags/help-desk-software)[ Live Chat Software ](https://www.g2.com/tags/live-chat-software) [ Outbound Call Tracking Software ](https://www.g2.com/tags/outbound-call-tracking-software)[ Google Workspace for Sales Software ](https://www.g2.com/tags/google-workspace-for-sales-software) Show More * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Salesforce+Essentials+questions+and+get+answers+from+expert+users+in+our+Salesforce+Essentials+Discussions+section.&title=Salesforce+Essentials+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Salesforce+Essentials+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Salesforce+Essentials+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3%0aAsk+Salesforce+Essentials+questions+and+get+answers+from+expert+users+in+our+Salesforce+Essentials+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Salesforce+Essentials+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3%0aAsk+Salesforce+Essentials+questions+and+get+answers+from+expert+users+in+our+Salesforce+Essentials+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 6 years ago More Options - [ # What is the easiest way to create reports for outside sales reps? ](/discussions/27034-what-is-the-easiest-way-to-create-reports-for-outside-sales-reps) I want to be able to begin tracking number of calls, number of inputed leads/week, number of emails sent, and number of new notes created so that we can better keep one another accountable and talk about those KPI's at our sales meetings. If I was able to do this effectively, we could create a... [Read more](/discussions/27034-what-is-the-easiest-way-to-create-reports-for-outside-sales-reps) [ CRM Software ](https://www.g2.com/tags/crm-software)[ Customer Self-Service Software ](https://www.g2.com/tags/customer-self-service-software)[ help desk software ](https://www.g2.com/tags/help-desk-software)[ Live Chat Software ](https://www.g2.com/tags/live-chat-software) [ Outbound Call Tracking Software ](https://www.g2.com/tags/outbound-call-tracking-software)[ Google Workspace for Sales Software ](https://www.g2.com/tags/google-workspace-for-sales-software) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Salesforce+Essentials+questions+and+get+answers+from+expert+users+in+our+Salesforce+Essentials+Discussions+section.&title=Salesforce+Essentials+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Salesforce+Essentials+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Salesforce+Essentials+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3%0aAsk+Salesforce+Essentials+questions+and+get+answers+from+expert+users+in+our+Salesforce+Essentials+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Salesforce+Essentials+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3%0aAsk+Salesforce+Essentials+questions+and+get+answers+from+expert+users+in+our+Salesforce+Essentials+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 6 years ago More Options - [ # What do I do when I need support? ](/discussions/27000-what-do-i-do-when-i-need-support) At times, I will have trouble getting the answer I need quickly for tech issues. The biggest challenge is figuring out which direction to take so that I can get support. [ CRM Software ](https://www.g2.com/tags/crm-software)[ Customer Self-Service Software ](https://www.g2.com/tags/customer-self-service-software)[ help desk software ](https://www.g2.com/tags/help-desk-software)[ Live Chat Software ](https://www.g2.com/tags/live-chat-software) [ Outbound Call Tracking Software ](https://www.g2.com/tags/outbound-call-tracking-software)[ Google Workspace for Sales Software ](https://www.g2.com/tags/google-workspace-for-sales-software) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Salesforce+Essentials+questions+and+get+answers+from+expert+users+in+our+Salesforce+Essentials+Discussions+section.&title=Salesforce+Essentials+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Salesforce+Essentials+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Salesforce+Essentials+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3%0aAsk+Salesforce+Essentials+questions+and+get+answers+from+expert+users+in+our+Salesforce+Essentials+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Salesforce+Essentials+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3%0aAsk+Salesforce+Essentials+questions+and+get+answers+from+expert+users+in+our+Salesforce+Essentials+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • about 6 years ago More Options - [ # How do I sort reports into folders? ](/discussions/26980-how-do-i-sort-reports-into-folders) ? [ CRM Software ](https://www.g2.com/tags/crm-software)[ Customer Self-Service Software ](https://www.g2.com/tags/customer-self-service-software)[ help desk software ](https://www.g2.com/tags/help-desk-software)[ Live Chat Software ](https://www.g2.com/tags/live-chat-software) [ Outbound Call Tracking Software ](https://www.g2.com/tags/outbound-call-tracking-software)[ Google Workspace for Sales Software ](https://www.g2.com/tags/google-workspace-for-sales-software) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Salesforce+Essentials+questions+and+get+answers+from+expert+users+in+our+Salesforce+Essentials+Discussions+section.&title=Salesforce+Essentials+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Salesforce+Essentials+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Salesforce+Essentials+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3%0aAsk+Salesforce+Essentials+questions+and+get+answers+from+expert+users+in+our+Salesforce+Essentials+Discussions+section.) 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Get answers from real users and experts [Start A Discussion](/products/salesforce-essentials/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/1543957098/salesforce-essentials.svg "Product Avatar Image") ### Have you used Salesforce Essentials before? Answer a few questions to help the Salesforce Essentials community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fsalesforce-essentials%2Fdiscuss%3Fpage%3D3%26small_ask%3Dsalesforce-essentials) No ## Top Contributors in Salesforce Essentials 1 ![Reneé S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Reneé S.") RS Loading... ### [Reneé S.](https://www.g2.com/users/8051437b-b704-4c9f-8fc5-1b4fb8b9ec0c "Reneé S.") Product Marketing Manager 4 pts 2 ![Patricia Q.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patricia Q.") 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