Wednesday, July 15, 2026

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

• *Data Analysis & Insights**

• A new Excel workbook was added to compare the status of leads in both Excel and LMT, featuring a 6-column layout for easier comparison.
• The 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 note and dropping the second, ensuring accurate data analysis.
• High-confidence notes matches were applied to open-items v2, improving the accuracy of the analysis.
• Resolutions were suggested for open-items v2 ambiguous matches, helping to clarify any discrepancies.
• A feature was added to suggest resolutions for open-items v2 ambiguous matches, providing users with clear guidance.

• *Lead Management**

• 14 new leads were inserted into LMT, with 5 held for CRM review to ensure accurate processing.
• Decisions to skip LMT writes due to SAME_PHONE_NEAR_TIE conditions were recorded, preventing potential data inconsistencies.
• CRM high-terminal picks were applied to select leads, with the rest skipped to maintain data accuracy.
• TRUE_LMT_DUPLICATE pairs were resolved by Divesh, Rajesh, and Jamuna, eliminating duplicate entries.

• *Data Quality & Integration**

• A new analysis was added to identify WEAK/UNRESOLVED ambiguous-match scenarios and fix the associated playbook.
• Excel status was applied to UNIQUE/LIKELY description matches, ensuring accurate data integration.
• Ambiguous Excel↔LMT matches were disambiguated via requirement notes, improving data quality.
• A post-migration Excel vs LMT QA compare was added to ensure seamless data integration.

• *Inventory Management**

• 26 Move-to-Inventory leads identified by CRM were completed, streamlining the inventory management process.

Bug fixes: None.