Daily Report
Venkatesan Rajagopal → Muhil M
Regenerate
LMT — Lead Management Tool

Wednesday, July 15, 2026

Daily tasks completed · 15 commits

Today's work focused on refining the Lead Management Tool's data analysis, resolving open items, and integrating CRM data.

  • *Data Analysis & Insights:**
  • A new Excel workbook was added to compare the status of leads in both Excel and LMT, allowing for a 6-column comparison.
  • The Excel vs LMT comparison was refreshed after resolving ties and re-running the analysis after open-item settlements.
  • Open-items v2 notes ties were resolved by keeping the first match and dropping the second, and high-confidence notes matches were applied.
  • Resolutions were suggested for open-items v2 ambiguous matches, and a playbook was updated to handle weak and unresolved ambiguous matches.
  • *CRM Integration:**
  • 14 new leads were inserted into LMT, with 5 held for CRM review.
  • SAME_PHONE_NEAR_TIE SKIP decisions were recorded, and CRM high-terminal picks were applied for Sajith and Annadurai.
  • Leads identified by CRM were moved to inventory, and 26 leads were completed.
  • *Data Quality & Resolution:**
  • TRUE_LMT_DUPLICATE pairs were resolved by Divesh, Rajesh, and Jamuna.
  • Ambiguous matches between Excel and LMT were disambiguated using requirement notes.
  • *Quality Assurance:**
  • A post-migration Excel vs LMT QA compare was added, allowing for a read-only comparison.

Bug fixes: None.

Show raw commits (15)
  • c2b584d Add 6-column Excel vs LMT status compare workbook
  • 98b2234 Refresh Excel↔LMT compare after tie resolutions
  • 784d4c8 Re-run Excel vs LMT compare after open-item settlements
  • 51766f0 Resolve open-items v2 notes ties: keep first, drop second
  • 7e0e6c3 Apply open-items v2 high-confidence notes matches
  • 0952395 Suggest resolutions for open-items v2 ambiguous matches
  • 85a5d55 Insert 14 Active NEW LMT leads; hold 5 for CRM review
  • 4a8bc99 Record SAME_PHONE_NEAR_TIE SKIP decisions (no LMT writes)
  • 4461af2 Apply CRM high-terminal picks (Sajith, Annadurai); skip rest
  • e3fce2c Resolve TRUE_LMT_DUPLICATE pairs (Divesh, Rajesh, Jamuna)
  • b58e9ae Add WEAK/UNRESOLVED ambiguous-match analysis and fix playbook
  • dd9139a Apply Excel status for UNIQUE/LIKELY description matches
  • 5b29081 Disambiguate ambiguous Excel↔LMT matches via requirement notes
  • 3aa0327 Complete 26 Move-to-Inventory leads identified by CRM
  • 90786dd Add post-migration Excel vs LMT QA compare (read-only)