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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66 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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Open Importers by SIC Code

Open Importers by SIC CodeOpen the new Importers by SIC Code tab from the existing Fresh UK Leads dashboard without changing the established Fresh Companies workflow.

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Find importer prospects by Business or Product SIC code

Find importer prospects by Business or Product SIC codeEnter one or more comma-separated UK SIC codes for the business or product sector and run the importer-prospect search.

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Use incorporation, location and status filters for importer prospects

Use incorporation, location and status filters for importer prospectsApply the same incorporation-date, location, company-status, start-index and page-size filters already used by the Companies House search.

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Understand the Companies House importer-candidate limitation

Understand the Companies House importer-candidate limitationUnderstand that Companies House does not provide a standalone verified importer flag, so Importers by SIC Code returns sector-matched candidate companies for review rather than verified importers.

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Review Importer Prospects Found results

Review Importer Prospects Found resultsReview the search reference, total result count, saved/updated count and the candidate company rows returned for the importer-mode search.

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Identify importer searches in Recent Searches

Identify importer searches in Recent SearchesUse the Importer SIC badge in Recent Searches to distinguish importer-mode searches from ordinary Fresh Companies searches.

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Reopen a saved importer SIC search

Reopen a saved importer SIC searchOpen a saved search and confirm the stored search mode, SIC codes and filters before reviewing or enriching its result set.

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Enrich and verify importer candidates before outreach

Enrich and verify importer candidates before outreachUse the existing Companies House people refresh, internet enrichment, evidence and internal-intelligence workflow before importing or contacting an importer candidate.

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Troubleshoot an Importers by SIC Code search

Troubleshoot an Importers by SIC Code searchCheck the Companies House API key, required SIC codes, dates, filters, page size and saved search result when importer-mode search does not return the expected candidates.

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