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.
Module workflow
10 guidesModule setup and searching
01Companies House Leads module overviewUnderstand saved company searches, public-people refresh, evidence-based internet enrichment, internal lead intelligence, native lead import and Letter Manager tracking.02Open Fresh UK LeadsOpen the administrator-only Companies House Lead Finder from the Britixo sidebar.03Save and validate the Companies House API keyStore the module-specific Public Data API key only after the module validates it.04Search companies by SIC codeSearch using one or more comma-separated SIC codes.05Filter companies by incorporation dateUse incorporated-from and incorporated-to dates to focus the saved search.06Filter companies by location and statusUse optional location and active, dissolved, liquidation or administration status filters.07Use the Companies House start indexUse the implemented offset when retrieving a later result page.08Set the Companies House page sizeChoose the number of results up to the implemented maximum of 1,000.09Review a Companies House search result summaryReview total results, saved/updated rows and the generated search reference.10Troubleshoot a Companies House searchCheck key validation, query filters, dates, page size, API response and the saved-search result.
Module workflow
8 guidesSaved searches and company registers
01Open a saved company searchOpen all saved company rows connected to a recent search reference.02Understand the company results registerReview company number, name, status, incorporation, SIC codes, directors/officers, PSC, address and import state.03Use company summary filter cardsFilter the current result table by enrichment, verification, websites, contact data, lead linkage, priority, letter readiness or suppression.04Clear a company summary filterReturn the current result table to all saved companies.05Select company results for importUse individual checkboxes or the select-all control before fetching data to native Leads.06Export a saved company search to CSVDownload the saved company, research, intelligence and import fields for one search.07Delete a saved company searchDelete the module search and its saved result rows without deleting native Britixo leads.08Understand Recent Lead SearchesReview each saved query’s filters, totals, creation date and available actions.
Module workflow
4 guidesCompanies House people data
01Refresh PSC and director dataFetch the latest supported officers/directors and persons-with-significant-control summaries for every row in a saved search.02Understand director and officer summariesInterpret the active public people summary stored against each company result.03Understand PSC summariesInterpret the persons-with-significant-control summary stored against a company result.04Troubleshoot missing public people dataCheck the company number, API key, refresh action and not-available result before importing.
Module workflow
10 guidesInternet enrichment and evidence
01Enrich an entire company searchProcess all saved rows through the module’s own public-evidence enrichment workflow.02Enrich one company resultRefresh the public website and contact evidence for one saved result row.03Monitor live enrichment progressKeep the page open while the AJAX workflow checks companies one at a time and reports evidence links.04Understand enrichment evidence sourcesReview likely official websites, contact/about/team/privacy pages, public UK directories, search evidence and social links.05Understand internet enrichment statusesDistinguish verified, review-required, failed/no-evidence and not-started states.06Interpret the internet match scoreUse the displayed confidence percentage together with match reasons and source URLs.07Review a found company websiteOpen the stored website source in a new tab and confirm it belongs to the company.08Review a verified company emailReview the email together with its source and match evidence before importing or contacting.09Review a verified company phoneReview the phone together with its source and match evidence before importing or contacting.10Troubleshoot internet enrichmentCheck cURL/network availability, public source response, candidate match quality, review status and saved error.
Module workflow
6 guidesInternal lead intelligence
01Understand the internal lead scoreUse the module’s score as a prioritisation signal based on company, enrichment and suppression evidence.02Understand lead grade and personaReview the generated grade and SIC-based persona before outreach.03Understand the recommended outreach actionUse the displayed internal action as a review aid, not an automatic communication instruction.04Understand company address qualityReview the module’s address-quality assessment before postal outreach.05Understand suppression statusDo not progress a company marked for review or suppression until the stated reason has been assessed.06Use High Priority and Ready for Letter filtersUse the implemented score thresholds and clear-suppression state to filter the current results.
Module workflow
8 guidesImport to native Leads
01Import selected companies to native LeadsCreate or safely update native Britixo leads from selected saved company results.02Understand duplicate lead matchingUnderstand how company identity and existing lead data are checked before creation or update.03Understand the Companies House lead sourceUnderstand how the module finds or creates the native Companies House lead source.04Understand the Received lead statusUnderstand how imported companies enter native Leads with the Received status.05Review imported company researchReview Companies House values, verified internet evidence and internal intelligence saved into the native lead.06Understand primary contact mappingUnderstand how the module selects a director, officer, PSC or authorised representative for the native lead contact.07Repair an existing lead contact from researchUnderstand how a safely matched existing lead can receive verified company contact details.08Troubleshoot company import to LeadsReview selected rows, existing matches, source/status tables, field availability and per-company errors.
Module workflow
7 guidesLetter Manager workflow
01Send a letter from a Companies House leadOpen Letter Manager from a native lead connected to the Companies House workflow.02Prefill Letter Manager from a leadUse the live native lead name, company, address, email and phone to prefill the manual-entry workflow.03Understand two-line letter address formattingReview the controlled postal address prepared for Letter Manager.04Record a successful letter sendRecord the successful Letter Manager outcome against the native lead.05Review lead letter historyReview subject, template, recipient, company, staff and sent date against a native lead.06Understand the Letter Sent status guardUnderstand why only a Received lead is changed to Letter Sent and progressed statuses are preserved.07Troubleshoot Letter Manager integrationCheck the native lead ID, launch context, prefill payload, successful-send confirmation, history table and status guard.
Module workflow
4 guidesGovernance and safe use
01Verify company research before outreachCheck current company, website, address and contact evidence before using a saved result.02Handle review-required companiesAssess weak evidence, conflicting identity or suppression reasons before import or contact.03Understand Companies House data separationUnderstand the distinction between saved module results, native Leads and Letter Manager history.04Understand Companies House module data retentionUnderstand that deleting a saved search removes its module rows but not native leads already created.