Check CRM and real estate
Leads, customers and deals
- Check required fields, duplicates, state, responsibility and write permission.
- For conversions, compare the source lead, target type and already created records before repeating the action.
- For imports, capture the run state, failing row or module and external record mapping.
- Compare pipeline and table views without saved filters.
Properties and portals
- Check property state, required fields and write permission.
- Inspect image, document and brochure processing separately.
- For portals, compare access, capability, field mapping, approval state and latest provider response.
- Repeat a transfer only when the previous provider state is unambiguous.
Brochures and broker records
Brochure shares require a valid token and the correct consent and brokerage-agreement state. For broker records, treat contract, party, event, evidence, cost rule, report and audit export as separate states.
Diagnostic details
Record the entity type, internal ID, state, action, time and request ID. Remove personal content, contract documents and credentials before taking screenshots or exports.
Continue with CRM, Properties and Broker records.