Workflow

Lead intelligence help index

Browse connected Britixo guides for lead intelligence.

10 connected guidesLive filterPermission-aware instructions
10 guides
Guide

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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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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