Letter Manager help index
Browse connected Britixo guides for letter manager.
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.
Open guide →GuidePrefill 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.
Open guide →GuideUnderstand two-line letter address formatting
Understand two-line letter address formattingReview the controlled postal address prepared for Letter Manager.
Open guide →GuideRecord a successful letter send
Record a successful letter sendRecord the successful Letter Manager outcome against the native lead.
Open guide →GuideReview lead letter history
Review lead letter historyReview subject, template, recipient, company, staff and sent date against a native lead.
Open guide →GuideUnderstand 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.
Open guide →GuideTroubleshoot 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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