CRM & Operations · Troubleshooting
Lead qualification or rescore looks incorrect
Review the lead detail and qualification signals; requesting a rescore does not prove a provider change.
Tenant access and the affected feature must be known.
The lead stage and qualification evidence are visible within the authorized role.
Symptoms
Review the lead detail and qualification signals; requesting a rescore does not prove a provider change.
- The available data is incomplete.
- Rescore is role or plan dependent.
- The record is stale.
Verified checks
- Confirm the affected workspace and feature.
- Record the visible state before changing a setting.
Expected result
The lead stage and qualification evidence are visible within the authorized role.
- The lead stage and qualification evidence are visible within the authorized role.
Support evidence
CRM records are tenant-scoped. Cross-tenant data, external integrations, and provider persistence issues require Support review.
- Lead ID
- visible qualification
- requested rescore time
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