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Tools

Internal utilities for lead management

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Assign Helper

Bulk assign leads to partners. Match sheet data with partner records and auto-assign multiple leads at once.

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Data Mismatch Tool

Compare Sheet data with Meta API. Detect ID mismatches, duplicates, and track related records that need fixing.

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Meta Cache Sync

Bulk-fetch all Meta leads by form and cache them in PocketBase. Eliminates per-lead API calls from the partner portal.

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Comment Matcher

Match existing comments to their form_id by cross-referencing lead IDs in the meta cache.

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Bulk

Operations

Data

Validation