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Recipient directory and selection

Select individual leads for a newsletter

Follow this guide to choose specific leads with valid email addresses. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: CRM staffPermission: Staff loginModule v1.0.0
Jump to steps
Where to goAdmin Area → Letter Manager → Email Marketing / Newsletter → Leads → Individual
Before you start
  • Use an authorised account and confirm the source CRM record or setting is correct.
  • Follow the exact route shown above; do not force database values to imitate a completed action.

What you’ll accomplish

Choose specific leads with valid email addresses. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.

Follow these steps

  1. Select Leads.
  2. Select Individual.
  3. Search by the displayed lead information.
  4. Select each required lead.
  5. Check the Selected counter.

Fields and options to review

Action scopeChoose specific leads with valid email addresses.
Module version1.0.0
NavigationAdmin Area → Letter Manager → Email Marketing / Newsletter → Leads → Individual
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.

Rules the system enforces

  • Only values and transitions exposed by the supplied module code are supported.
  • Server-side validation remains authoritative even when browser controls appear to accept a value.

How to confirm it worked

  • The requested record, output or setting is created or updated through the supported module flow.
  • Any related status, count, email, audit/event, PDF/file or queue evidence agrees with the source action.
  • An error message is investigated rather than bypassed.

Security, privacy and operational checks

  • Apply least privilege and verify the correct customer, lead, sales document or recipient before processing.
  • Protect public tokens, recipient data, IP/browser evidence, templates and exported files according to organisational policy.
  • Test configuration changes with controlled records before production-wide use.
  • Retain or delete evidence only under an authorised retention process.
Email Marketing & Newsletter module overviewSelect individual contacts for a newsletterSelect client groups for a newsletterSelect lead-status groups for a newsletterConfigure SMTP email deliveryAdd and manage customer contacts