# One-lead disposition and CRM receipt worksheet

Use one copy per lead. Keep contact details in your approved system. Leave a row as Not applicable if it doesn't fit this lead.

**Unknown** means the information wasn't available. **Not checked** means nobody has looked yet. **Missing** means someone searched and found nothing. **Values differ** means a record for this submission exists but a field disagrees.

## Find and identify

| Field | Record |
|---|---|
| Business and Facebook Page |  |
| Lead path (instant form / click-to-message / organic message / manual or uploaded / unknown) |  |
| Form name or conversation channel |  |
| Search, filter, and date scope used |  |
| Native result (found / hidden by filter / no access / older than 90 days / not found) |  |
| Day shown on the card |  |
| Native source and detail |  |
| Fields needed for follow-up and CRM match |  |
| Form answers seen on the card |  |

## Human disposition

| Field | Record |
|---|---|
| Stage before |  |
| Stage after |  |
| Team rule and evidence for this stage |  |
| Owner and access confirmed |  |
| Next action |  |
| Due date, time, and time zone |  |
| Reminder or task reference |  |

## Exports

| Field | Record |
|---|---|
| Leads Center CSV: filter, date scope, checked at |  |
| Form export route and why (Instant forms / Ads Manager / none) |  |
| Form export: form or ad, date range, checked at |  |
| Columns confirmed in the file |  |
| Meta lead `id` from the form export |  |
| `created_time` from the form export |  |

## CRM handoff

| Field | Record |
|---|---|
| CRM destination and match rule |  |
| CRM search used |  |
| CRM record or log reference |  |
| Checked at, with time zone |  |
| Handoff result (received / values differ / missing / not checked / not required) |  |
| Differences between Meta and CRM values |  |
| Cause found in the log or import |  |
| Recovery action and new reference |  |
| Discrepancy owner |  |
| Next check date, time, and time zone |  |
| Review date |  |

The Leads Center CSV holds only date, name, email address, phone number, stage, source, and owner. For form answers or a lead ID, use Instant forms or Ads Manager.

## Close or continue

**Close when one is true:**
- **Received:** a named owner has a dated next action, and the CRM record matches this submission.
- **Not required:** the lead is Not qualified or Lost, the reason is recorded, and your team's rule doesn't need a CRM record.
- **Older than 90 days:** you checked the CRM and earlier downloads, found nothing, and told the requester.
- **Not found:** the date-range form download doesn't have it either, you checked for another Page or an ad preview, and you told the requester.

**Keep open when any is true:** the result is missing, values differ, or not checked. A CRM record with a different form or an impossible time is a different submission, not a receipt: record the result as missing and search again. Name a discrepancy owner and a next check. Keep human follow-up active while you diagnose. A Qualified stage never closes this check.

Platform fields and routes checked October 31, 2026: [Leads Center guide](https://www.facebook.com/business/help/929596264178167), [download guide](https://www.facebook.com/business/help/734933888443065), [export fields](https://www.facebook.com/business/help/974763215942961). Verify the controls on your own Page.