# Troubleshooting

Find the cause of missing records, stalled follow-up or incomplete bookings.

Start with the record and its current state. Avoid replaying or creating a replacement before checking what was already persisted.

| Symptom | Check | Recovery and confirmation |
| --- | --- | --- |
| Record vanished after editing | Intake Step and current filter; closed states leave queues | Find it in the general/By Company view and verify its values |
| Assigned lead missing from a filtered view | Deal → By Creator groups by Created By, not by Accountable (Person)* | Use Leads or the company view for the seller; the automation that created a Deal is not the seller |
| Next action of a sale not visible | Nothing copies Interaction.Next Action° to another table | Add or update the task in Tasks; check Overdue and Upcoming |
| Deal Name says No client | Company° and People° empty, possibly delayed mirror | Resolve Core identity and link the person or company on the Deal |
| Booking arrived without a seller | Lead Source active flag, Tool, account identifiers and target pair | Fix routing and repair existing ownership; replay can stop as duplicate |
| New Person never appeared | Core existence, Proposed status, sync mapping and ten-iteration wait | Repair sync or link the source identity after it arrives; do not duplicate it |
| Signature rejected | Shared secret, x-cal-signature-256 and JSON serialization | Reconcile sender/verification configuration without disabling verification |
| Same lead counted twice in a campaign | Deals (Campaign) on the Campaign mirror lists two open Deals for the same client | Keep one Deal, move its Interactions and Tasks to it, then close the duplicate as Abandoned |
| Campaign unavailable for enrollment | CRM Campaign Check, Active and deletedAt | Correct source facts in Core and wait for sync; inspect Grid view for drafts |
| Interaction shows the wrong campaign | Interaction.Campaign is a lookup through Deal° | Fix Campaign° on the Deal, or link the right Deal° on the Interaction |
| Health looks complete but warning remains | Presence score versus consistency formula | Resolve the named warning; a score is not validation of truth |
| UUID absent on an old record | Creation automation run and audit history | Recover original UUID; recordCreated does not rerun after clearing a field |

## Escalation evidence

Give the maintainer the table, record locator, approximate time/timezone, expected transition and failing node name or error code. Keep credentials and full contact payloads out of shared diagnostics. See [Cal.com recovery](/automations/calcom-booking-intake) for replay limits and [known gaps](/systems/crm/known-gaps) for unresolved configuration differences.