# Filled examples: one-lead disposition and CRM receipt

**Fictional training records.** AlderGrid Systems and BirchSignal Analytics are invented, and every name, time, reference, and ID below is simulated.

**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.

# Case A: received

Owner, next action, and CRM record all present. Times are ET.

## Find and identify

| Field | Record |
|---|---|
| Business and Facebook Page | AlderGrid Systems / AlderGrid Systems Page |
| Lead path (instant form / click-to-message / organic message / manual or uploaded / unknown) | Instant form |
| Form name or conversation channel | Demo request — facilities teams |
| Search, filter, and date scope used | Table view; Forms = Demo request — facilities teams; Select dates = October 28 |
| Native result (found / hidden by filter / no access / older than 90 days / not found) | Found |
| Day shown on the card | October 28 |
| Native source and detail | Paid; form preview matches |
| Fields needed for follow-up and CRM match | Email, company, facilities count, evaluation timing |
| Form answers seen on the card | 18 facilities; November evaluation |

## Human disposition

| Field | Record |
|---|---|
| Stage before | Intake |
| Stage after | Qualified |
| Team rule and evidence for this stage | Qualified = five or more facilities and evaluating within 90 days. Answers meet both. |
| Owner and access confirmed | Maya Chen; in the owner list |
| Next action | Call and send evaluation outline |
| Due date, time, and time zone | October 29, 2026, 3:00 p.m. ET |
| Reminder or task reference | Leads Center reminder set |

## Exports

| Field | Record |
|---|---|
| Leads Center CSV: filter, date scope, checked at | Forms = this form; October 28; 11:00 a.m. ET; seven fields only |
| Form export route and why (Instant forms / Ads Manager / none) | Instant forms; sales needs the answers |
| Form export: form or ad, date range, checked at | Demo request — facilities teams; October 28; 11:00 a.m. ET |
| Columns confirmed in the file | `id`, `created_time`, `ad_id`, `ad_name`, `adset_id`, `adset_name`, `campaign_id`, `campaign_name`, `form_id`, `form_name`, `is_organic`, `platform`, then custom: `facilities_count`, `evaluation_timing` |
| Meta lead `id` from the form export | SIMULATED-AG-104 (placeholder, not a real Meta format) |
| `created_time` from the form export | 2026-10-28T10:14:00-04:00 (simulated) |

## CRM handoff

| Field | Record |
|---|---|
| CRM destination and match rule | Example CRM, inbound queue; email plus form and time |
| CRM search used | Email search; confirmed form name and time on the record |
| CRM record or log reference | CRM-6842 (simulated) |
| Checked at, with time zone | October 28, 2026, 11:07 a.m. ET |
| Handoff result (received / values differ / missing / not checked / not required) | Received |
| Differences between Meta and CRM values | None in the required fields |
| Cause found in the log or import | Not applicable |
| Recovery action and new reference | None needed |
| Discrepancy owner | Maya Chen |
| Next check date, time, and time zone | October 29, 2026, 3:30 p.m. ET, for follow-up |
| Review date | October 29, 2026 |

**Outcome:** handoff closed. Maya's sales follow-up stays open until Maya records the result.

# Case B: missing, then recovered

Found in Meta, missing from the CRM on October 30, recovered October 31.

## Find and identify

| Field | Record |
|---|---|
| Business and Facebook Page | BirchSignal Analytics / BirchSignal Analytics Page |
| Lead path (instant form / click-to-message / organic message / manual or uploaded / unknown) | Instant form |
| Form name or conversation channel | Analytics consultation request |
| Search, filter, and date scope used | Table view; Forms = this form; Select dates = October 30 |
| Native result (found / hidden by filter / no access / older than 90 days / not found) | Found |
| Day shown on the card | October 30 |
| Native source and detail | Paid; card shows the expected form |
| Fields needed for follow-up and CRM match | Email, current analytics stack, requested timing |
| Form answers seen on the card | Current stack visible on the card; value kept in the approved system |

## Human disposition

| Field | Record |
|---|---|
| Stage before | Intake |
| Stage after | Intake |
| Team rule and evidence for this stage | Fit not yet evaluated; finding the lead does not qualify it. |
| Owner and access confirmed | Noor Patel; in the owner list |
| Next action | Review the request and follow up |
| Due date, time, and time zone | October 31, 2026, noon ET |
| Reminder or task reference | Leads Center reminder set |

## Exports

| Field | Record |
|---|---|
| Leads Center CSV: filter, date scope, checked at | Forms = this form; October 30; 3:10 p.m. ET; stack answer absent |
| Form export route and why (Instant forms / Ads Manager / none) | Instant forms; sales needs the stack answer |
| Form export: form or ad, date range, checked at | Analytics consultation request; October 30; 3:25 p.m. ET |
| Columns confirmed in the file | `id`, `created_time`, `ad_id`, `ad_name`, `adset_id`, `adset_name`, `campaign_id`, `campaign_name`, `form_id`, `form_name`, `is_organic`, `platform`, then custom: `current_stack`, `requested_timing` |
| Meta lead `id` from the form export | SIMULATED-BS-207 (placeholder, not a real Meta format) |
| `created_time` from the form export | 2026-10-30T14:42:00-04:00 (simulated) |

## CRM handoff

| Field | Record |
|---|---|
| CRM destination and match rule | Example CRM, inbound queue; email plus form and time |
| CRM search used | Email search on October 30 found nothing; repeated October 31 |
| CRM record or log reference | CRM-7119 (simulated) |
| Checked at, with time zone | First check October 30, 3:18 p.m. ET: missing. Final check October 31, 2026, 9:25 a.m. ET |
| Handoff result (received / values differ / missing / not checked / not required) | Received (was missing until October 31) |
| Differences between Meta and CRM values | None after import |
| Cause found in the log or import | Log had no entry for this form; it was never added to the sync |
| Recovery action and new reference | Added the form to the sync; imported the lead from the form export; created CRM-7119 |
| Discrepancy owner | Noor Patel |
| Next check date, time, and time zone | Next lead from this form, to confirm the sync works |
| Review date | October 31, 2026 |

**Outcome:** handoff closed October 31 at 9:25 a.m. ET. The stage stays Intake until Noor evaluates fit.

# Case C: Not qualified, no CRM record needed

## Find and identify

| Field | Record |
|---|---|
| Business and Facebook Page | AlderGrid Systems / AlderGrid Systems Page |
| Lead path (instant form / click-to-message / organic message / manual or uploaded / unknown) | Instant form |
| Form name or conversation channel | Demo request — facilities teams |
| Search, filter, and date scope used | Table view; Forms = this form; Select dates = October 28 |
| Native result (found / hidden by filter / no access / older than 90 days / not found) | Found |
| Day shown on the card | October 28 |
| Native source and detail | Paid; form preview matches |
| Fields needed for follow-up and CRM match | Email, facilities count, evaluation timing |
| Form answers seen on the card | Student; no facilities |

## Human disposition

| Field | Record |
|---|---|
| Stage before | Intake |
| Stage after | Not qualified |
| Team rule and evidence for this stage | Rule needs five or more facilities. Answer gives none. |
| Owner and access confirmed | Maya Chen; in the owner list |
| Next action | None |
| Due date, time, and time zone | Not applicable |
| Reminder or task reference | None |

## Exports

| Field | Record |
|---|---|
| Leads Center CSV: filter, date scope, checked at | Not needed |
| Form export route and why (Instant forms / Ads Manager / none) | None; answers were on the card |
| Form export: form or ad, date range, checked at | Not applicable |
| Columns confirmed in the file | Not checked |
| Meta lead `id` from the form export | Unknown; no form export taken |
| `created_time` from the form export | Unknown; no form export taken |

## CRM handoff

| Field | Record |
|---|---|
| CRM destination and match rule | Team rule: Not qualified leads do not need a CRM record |
| CRM search used | None |
| CRM record or log reference | None |
| Checked at, with time zone | October 28, 2026, 11:15 a.m. ET |
| Handoff result (received / values differ / missing / not checked / not required) | Not required |
| Differences between Meta and CRM values | Not applicable |
| Cause found in the log or import | Not applicable |
| Recovery action and new reference | None needed |
| Discrepancy owner | None |
| Next check date, time, and time zone | None |
| Review date | October 28, 2026 |

**Outcome:** closed as not required, under this team's rule.

## 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.