Wednesday, July 15, 2026

Today's work focused on lead management tool enhancements, analysis, and bug fixes.

• *Lead Management Tool Enhancements**

• The team added a 6-column Excel vs LMT status compare workbook to facilitate comparison and analysis of lead data.
• The Excel vs LMT compare was refreshed after tie resolutions to ensure accurate and up-to-date information.
• Open-items v2 notes ties were resolved by keeping the first match and dropping the second, improving the accuracy of lead data.
• High-confidence notes matches were applied to open-items v2, further enhancing lead data quality.
• Resolutions were suggested for open-items v2 ambiguous matches, enabling users to make informed decisions.
• 14 Active NEW LMT leads were inserted, with 5 held for CRM review to ensure accurate and complete lead data.
• SAME_PHONE_NEAR_TIE SKIP decisions were recorded, preventing unnecessary LMT writes and improving system efficiency.
• CRM high-terminal picks were applied, prioritizing leads based on CRM input.
• TRUE_LMT_DUPLICATE pairs were resolved, eliminating duplicate leads and improving data accuracy.
• WEAK/UNRESOLVED ambiguous-match analysis and fixes were added to the playbook, enhancing lead data quality and user experience.

• *Lead Data Quality and Analysis**

• Excel status was applied for UNIQUE/LIKELY description matches, improving the accuracy of lead data.
• Ambiguous Excel↔LMT matches were disambiguated via requirement notes, ensuring accurate lead data and user insights.
• 26 Move-to-Inventory leads identified by CRM were completed, streamlining the lead management process.
• A post-migration Excel vs LMT QA compare was added, enabling users to verify the accuracy of lead data after migration.

• *Bug Fixes**

• None.