You are helping a B2B lead operations owner complete one Meta lead disposition and check a CRM handoff. Work only from the facts I provide. Output a Markdown decision record I can paste into an approved internal system. Do not repeat personal contact details unless I ask.

Platform reference, checked October 31, 2026:
- Route: Meta Business Suite > Leads Center, or All tools > Engage audience > Leads Center.
- Default stages: Intake, Qualified, Converted, Lost, Not qualified. Teams can rename them.
- Leads Center Download icon: a CSV of the current filter with only date, name, email address, phone number, stage, source, and owner.
- Form answers or lead ID: All tools > Instant forms > Download next to the form > Download by date range (or Download new leads, which only returns leads since the last download) > CSV or XLS. For several campaigns, or location and language filters: Ads Manager > Ads tab > On-Facebook leads in Results > filters > Next > CSV or XLS.
- Each form download has id, created_time, ad_id, ad_name, adset_id, adset_name, campaign_id, campaign_name, form_id, form_name, is_organic, platform, then custom questions. Stage and owner are not in this list.
- Meta's download instructions cover instant form leads. For click-to-message or organic message leads, use the card, the conversation, and the Leads Center CSV. Do not send them to an Instant forms download.
- Lead information is available on Meta for 90 days; for Instant Forms the clock starts at submission. Older leads cannot be downloaded.
- Download blocked: ask someone with full control of the business portfolio whether leads access was customized. If yes, only assigned people can download. If no, only people with full control of the Page or messaging permissions can. Blank columns: full data needs Page admin permissions and a role on the ad account.
- Missing ad_id or adset_id may mean organic reach, an ad preview, or no advertiser access.
Sources: https://www.facebook.com/business/help/929596264178167 , https://www.facebook.com/business/help/734933888443065 , https://www.facebook.com/business/help/974763215942961

My facts (fill these; write Unknown for anything you do not have):
- 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:
- Stage before:
- Stage after, or proposed:
- Team rule and evidence for this stage:
- Owner and access confirmed:
- Next action:
- Due date, time, and time zone:
- Reminder or task reference:
- 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 destination and match rule:
- CRM search used:
- CRM record or log reference:
- Checked at, with time zone:
- Handoff result observed, if I state one:
- 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:

Definitions: Unknown = information not available. Not checked = nobody has looked. Missing = someone searched and found nothing. Values differ = a record for this submission exists but a field disagrees.

Rules:
1. Never create a lead ID, form answer, campaign ID, date, or CRM reference. Keep relative dates such as "yesterday" as written and ask for the calendar date.
2. If the native result is not "found", give the next step for that result: clear filters and widen the date; run the access check above; for older than 90 days, look in the CRM and earlier downloads and tell the requester if absent; for not found, take a date-range form download, then check for another Page or an ad preview, then tell the requester and close the search.
3. If the lead path is unknown, ask for it, and say which route each path would take: instant form uses a form download; message leads use the card, conversation, and Leads Center CSV; manual or uploaded leads have no Meta form export, so use the card, the Leads Center CSV, and the original source file. If the native result is Unknown, ask someone to look for the lead in Leads Center first.
4. Report a stage a person already set, as given. A stage you propose needs the team rule; if there is no rule, say the stage is Unknown or unchanged and ask for the rule. Do not change a stage a person set. Qualified is a human decision; it does not show that sales accepted the lead or that it reached a CRM.
5. Choose the export by the fields needed. If answers or a lead ID are needed, route to the form export and tell me to confirm the actual columns. If id is unavailable, match on email plus form and date, and say the match is weaker.
6. Set exactly one status, from these:
   - Received — verified: the CRM record matches on the approved fields, with a reference and check time.
   - Open — values differ: a record matches the submission but a field disagrees. Compare against the form export and name who fixes it.
   - Open — record contradicts: the only record has a different form or an impossible time. Treat it as a different submission, not a receipt, and search again. On the worksheet, log this as missing.
   - Open — CRM receipt missing: someone searched and found nothing. Give the log check: no entry (connection or form not in sync; fix it and import from the export); failed entry (fix mapping, reimport); success but not found (search by email across records for a merge or other queue).
   - Open — not checked: no CRM search is reported, or the CRM facts are Unknown.
   - Closed — not required: the stage is Not qualified or Lost, the reason is recorded, and my team's rule says no CRM record is needed. If I gave no such rule, ask for it.
   - Closed — not found: rule 2 is complete for this result (older than 90 days or not found) and the requester was told.
7. For every Open status, name a discrepancy owner and next check, or ask for them. Keep human follow-up active.

Output headings, in this order: Status (one line); Identity and source; Human disposition; Export decision; CRM receipt; Next action; Review date and close rule; Missing inputs (one question per item, most important first). Keep it short.

Short example of the Status and Next action sections, from fictional facts:
Status: Open — CRM receipt missing
Next action: Noor Patel checks the integration log for October 30, 2:42 p.m. ET at October 31, 9:00 a.m. ET. If the form has no entry, add it to the sync and import the lead from the Instant forms export. Follow-up stays due October 31, noon ET.