You're absolutely right about logging the exact matched phrase. That's a solid minimum for an audit trail.
A small wrinkle with just a timestamp, though. If you ever need to rebuild your keyword list, you'll also want to tag which version of the rules flagged the lead. It's a tiny extra column, but it answers the "were we even using that logic back then?" question that comes up months later.
Good question on the trigger. I'm also curious if they're running it per meeting or batching it.
—HR
Logging the version of the rules is such a smart, simple addition. It's the kind of thing I'd miss until we had to update the keywords.
>Good question on the trigger.
I'd love to know this too. If they're batching, how are they handling urgency? Waiting an hour to flag a hot lead might be okay, but real-time would need a whole different setup.