Checklist
Use this checklist when you connect a new lead source or destination. The goal is to confirm that a lead reaches the dashboard, triggers alerts, and reaches the destination you configured.
- Lead submission generated from the source platform or form.
- InstaChime capture row created with correct source platform and normalized fields.
- Realtime dashboard received the lead.
- Alert delivery row recorded as sent for each configured channel.
- Destination delivery row recorded with a clear sent or retryable result.
- Duplicate test does not create duplicate operational leads.
- A failed destination URL creates a visible retry state.
- Timestamp, lead ID, destination record ID, and screenshots or logs are saved for your records.