Fix Data Matching
Use this when meetings, clients, leads, payments, and conversations do not connect to each other.
Goal
Records share enough identifiers for Blind OS to resolve the right lead, chat, meeting, client, or payment.
Prospect email when available.
Prospect phone number for WhatsApp matching.
Consistent client name/company data.
Prefer exact email
Gmail threads, meetings, clients, and payments match best when the same email is saved everywhere.
Normalize phone numbers
WhatsApp matching works best when the same full phone number is stored on lead, meeting, and client records.
Open detail modals
Lead, Client, Meeting, and Payment detail modals show which identifiers are present or missing.
Repair at the source
Update the lead or client record with the correct contact info instead of relying on fuzzy matching.
Go to Conversation depends on email/phone/channel matching.
Payment records feed dashboard revenue only when status is completed.
Clients can be created manually if conversion automation missed the record.