Category

Companies House Leads

Complete code-inspected guidance for the supplied Companies House Leads module version 1.0.0, covering API setup, SIC/date searches, saved company registers, public people data, internet evidence, internal intelligence, native lead import and Letter Manager tracking.

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57 guides
Guide

Companies House Leads module overview

Companies House Leads module overviewUnderstand saved company searches, public-people refresh, evidence-based internet enrichment, internal lead intelligence, native lead import and Letter Manager tracking.

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Open Fresh UK Leads

Open Fresh UK LeadsOpen the administrator-only Companies House Lead Finder from the Britixo sidebar.

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Save and validate the Companies House API key

Save and validate the Companies House API keyStore the module-specific Public Data API key only after the module validates it.

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Search companies by SIC code

Search companies by SIC codeSearch using one or more comma-separated SIC codes.

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Filter companies by incorporation date

Filter companies by incorporation dateUse incorporated-from and incorporated-to dates to focus the saved search.

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Filter companies by location and status

Filter companies by location and statusUse optional location and active, dissolved, liquidation or administration status filters.

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Use the Companies House start index

Use the Companies House start indexUse the implemented offset when retrieving a later result page.

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Set the Companies House page size

Set the Companies House page sizeChoose the number of results up to the implemented maximum of 1,000.

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Review a Companies House search result summary

Review a Companies House search result summaryReview total results, saved/updated rows and the generated search reference.

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Troubleshoot a Companies House search

Troubleshoot a Companies House searchCheck key validation, query filters, dates, page size, API response and the saved-search result.

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Open a saved company search

Open a saved company searchOpen all saved company rows connected to a recent search reference.

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Understand the company results register

Understand the company results registerReview company number, name, status, incorporation, SIC codes, directors/officers, PSC, address and import state.

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Use company summary filter cards

Use company summary filter cardsFilter the current result table by enrichment, verification, websites, contact data, lead linkage, priority, letter readiness or suppression.

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Clear a company summary filter

Clear a company summary filterReturn the current result table to all saved companies.

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Select company results for import

Select company results for importUse individual checkboxes or the select-all control before fetching data to native Leads.

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Export a saved company search to CSV

Export a saved company search to CSVDownload the saved company, research, intelligence and import fields for one search.

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Delete a saved company search

Delete a saved company searchDelete the module search and its saved result rows without deleting native Britixo leads.

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Understand Recent Lead Searches

Understand Recent Lead SearchesReview each saved query’s filters, totals, creation date and available actions.

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Refresh PSC and director data

Refresh PSC and director dataFetch the latest supported officers/directors and persons-with-significant-control summaries for every row in a saved search.

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Understand director and officer summaries

Understand director and officer summariesInterpret the active public people summary stored against each company result.

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Understand PSC summaries

Understand PSC summariesInterpret the persons-with-significant-control summary stored against a company result.

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Troubleshoot missing public people data

Troubleshoot missing public people dataCheck the company number, API key, refresh action and not-available result before importing.

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Enrich an entire company search

Enrich an entire company searchProcess all saved rows through the module’s own public-evidence enrichment workflow.

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Enrich one company result

Enrich one company resultRefresh the public website and contact evidence for one saved result row.

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Monitor live enrichment progress

Monitor live enrichment progressKeep the page open while the AJAX workflow checks companies one at a time and reports evidence links.

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Understand enrichment evidence sources

Understand enrichment evidence sourcesReview likely official websites, contact/about/team/privacy pages, public UK directories, search evidence and social links.

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Understand internet enrichment statuses

Understand internet enrichment statusesDistinguish verified, review-required, failed/no-evidence and not-started states.

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Interpret the internet match score

Interpret the internet match scoreUse the displayed confidence percentage together with match reasons and source URLs.

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Review a found company website

Review a found company websiteOpen the stored website source in a new tab and confirm it belongs to the company.

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Review a verified company email

Review a verified company emailReview the email together with its source and match evidence before importing or contacting.

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Review a verified company phone

Review a verified company phoneReview the phone together with its source and match evidence before importing or contacting.

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Troubleshoot internet enrichment

Troubleshoot internet enrichmentCheck cURL/network availability, public source response, candidate match quality, review status and saved error.

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Understand the internal lead score

Understand the internal lead scoreUse the module’s score as a prioritisation signal based on company, enrichment and suppression evidence.

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Understand lead grade and persona

Understand lead grade and personaReview the generated grade and SIC-based persona before outreach.

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Understand the recommended outreach action

Understand the recommended outreach actionUse the displayed internal action as a review aid, not an automatic communication instruction.

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Understand company address quality

Understand company address qualityReview the module’s address-quality assessment before postal outreach.

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Understand suppression status

Understand suppression statusDo not progress a company marked for review or suppression until the stated reason has been assessed.

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Use High Priority and Ready for Letter filters

Use High Priority and Ready for Letter filtersUse the implemented score thresholds and clear-suppression state to filter the current results.

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Import selected companies to native Leads

Import selected companies to native LeadsCreate or safely update native Britixo leads from selected saved company results.

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Understand duplicate lead matching

Understand duplicate lead matchingUnderstand how company identity and existing lead data are checked before creation or update.

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Understand the Companies House lead source

Understand the Companies House lead sourceUnderstand how the module finds or creates the native Companies House lead source.

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Understand the Received lead status

Understand the Received lead statusUnderstand how imported companies enter native Leads with the Received status.

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Review imported company research

Review imported company researchReview Companies House values, verified internet evidence and internal intelligence saved into the native lead.

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Understand primary contact mapping

Understand primary contact mappingUnderstand how the module selects a director, officer, PSC or authorised representative for the native lead contact.

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Repair an existing lead contact from research

Repair an existing lead contact from researchUnderstand how a safely matched existing lead can receive verified company contact details.

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Troubleshoot company import to Leads

Troubleshoot company import to LeadsReview selected rows, existing matches, source/status tables, field availability and per-company errors.

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Send a letter from a Companies House lead

Send a letter from a Companies House leadOpen Letter Manager from a native lead connected to the Companies House workflow.

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Prefill Letter Manager from a lead

Prefill Letter Manager from a leadUse the live native lead name, company, address, email and phone to prefill the manual-entry workflow.

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Understand two-line letter address formatting

Understand two-line letter address formattingReview the controlled postal address prepared for Letter Manager.

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Record a successful letter send

Record a successful letter sendRecord the successful Letter Manager outcome against the native lead.

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Review lead letter history

Review lead letter historyReview subject, template, recipient, company, staff and sent date against a native lead.

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Understand the Letter Sent status guard

Understand the Letter Sent status guardUnderstand why only a Received lead is changed to Letter Sent and progressed statuses are preserved.

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Troubleshoot Letter Manager integration

Troubleshoot Letter Manager integrationCheck the native lead ID, launch context, prefill payload, successful-send confirmation, history table and status guard.

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Verify company research before outreach

Verify company research before outreachCheck current company, website, address and contact evidence before using a saved result.

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Handle review-required companies

Handle review-required companiesAssess weak evidence, conflicting identity or suppression reasons before import or contact.

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Understand Companies House data separation

Understand Companies House data separationUnderstand the distinction between saved module results, native Leads and Letter Manager history.

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Understand Companies House module data retention

Understand Companies House module data retentionUnderstand that deleting a saved search removes its module rows but not native leads already created.

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