What appears in the Exception workbench
The current workbench contains evaluation exceptions and invalid program-configuration evidence. These are the common record-level evaluation categories:
| Category | What it means | Safe next step |
|---|---|---|
| Missing ZIP | The program's mapped ZIP/postal property is blank and the record has no usable city/state evidence for an explicitly claimed whole-state territory. | Correct HubSpot or configure the intended whole-state fallback, then resync and simulate again. |
| Invalid ZIP | The value cannot be treated as exact ZIP5 or ZIP+4. | Correct the source; TerritoryLogic will not pad or infer it. |
| Unsupported country | The managed record is recognized as outside the current U.S. program boundary. | Exclude it from this early-access test. |
| Unassigned ZIP | The ZIP is valid but belongs to no territory in the saved draft. | Add the exact ZIP to one territory and run a new simulation. |
| Inactive or invalid owner | The configured HubSpot owner cannot safely receive the record. | Choose an active owner and save a new draft. |
Preserved safety states outside the workbench
| State | Where to find it now | Safe next step |
|---|---|---|
| Manual lock | Open the latest simulation preview or the TerritoryLogic card on the managed HubSpot record. Lock and unlock actions are also recorded in Activity. | Confirm the business reason before an authorized user unlocks it. |
| Plan limit | Open the simulation's Plan limit category and the Plan-limit queue on the Dashboard. | Reduce the program's managed-record scope or wait for an available higher plan. No desired owner or write is produced for a plan-limited record. |
| Changed input or write result | Inspect the publication or rollback progress/result that produced the safe skip or failure. Attempted CRM writes and their terminal results also appear in Activity. | Re-simulate changed input. For a failed write, preserve the request evidence and use the displayed recovery action instead of replaying one record manually. |
Use the workbench
- Open Exception workbench.
- Filter evaluation exceptions by category, program, record ID, or exact ZIP evidence.
- Read the timestamp and last decision reason. The workbench is evidence; it does not expose raw addresses.
- Correct source CRM data or the saved draft, as appropriate.
- Run a resync when HubSpot input changed, save when configuration changed, and then simulate again.
When not to “fix” the record
Do not invent a ZIP from city/state, copy a nearby record's ZIP, activate an owner only to satisfy a test, or remove a deliberate lock without the record owner's approval. City/state evidence is not a ZIP: TerritoryLogic uses it only when the mapped ZIP property is truly missing and a territory explicitly claims the whole state. A preserved exception is safer than a confident-looking decision built on false data.
Escalate unexpected changes
If a HubSpot owner changed without an explicitly confirmed, authorized publication, stop testing. Record the portal ID, object type, record ID, approximate time and time zone, and the correlation/request ID shown by TerritoryLogic. Follow the support escalation path without sending credentials or a CRM export.