Wednesday, July 15, 2026

Today's work focused on refining the Lead Management Tool's data analysis and lead processing capabilities.

• *Data Analysis and Insights**

• A new Excel workbook was added to compare the status of leads in both Excel and LMT, featuring a 6-column layout for easy comparison.
• The Excel vs LMT compare was refreshed after resolving ties, ensuring accurate and up-to-date information.
• Open-item settlements were re-run to update the Excel vs LMT compare, providing a more comprehensive view.
• The team refined the open-items v2 notes ties resolution process, keeping the first note and dropping the second.
• High-confidence notes matches were applied to open-items v2, improving the accuracy of lead analysis.
• Resolutions were suggested for open-items v2 ambiguous matches, helping to clarify lead status.
• A new analysis was added to identify WEAK/UNRESOLVED ambiguous-match patterns and update the playbook accordingly.
• The Excel status was applied for UNIQUE/LIKELY description matches, enhancing the accuracy of lead classification.
• Ambiguous Excel↔LMT matches were disambiguated using requirement notes, ensuring accurate lead processing.

• *Lead Processing and Inventory**

• 14 new leads were added to LMT, with 5 held for CRM review to ensure accurate classification.
• Leads with SAME_PHONE_NEAR_TIE SKIP decisions were recorded, preventing LMT from overwriting existing data.
• CRM high-terminal picks were applied to select leads, with the rest skipped to prevent overwriting.
• TRUE_LMT_DUPLICATE pairs were resolved, eliminating duplicate leads and improving data accuracy.
• 26 Move-to-Inventory leads were identified by CRM and completed, streamlining lead processing.
• A post-migration Excel vs LMT QA compare was added, providing a read-only view for quality assurance.

• *Bug Fixes:**

• None.