Load leads as newsletter recipients
Populate the selector with CRM leads that have valid email addresses.
Exact navigationAdmin Area → Letter Manager → Email Marketing / Newsletter → Recipient Source: Leads
Before you begin
- 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 this guide covers
Populate the selector with CRM leads that have valid email addresses. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Exact step-by-step process
- Select Leads.
- Choose Individual or Group.
- Select the required leads or lead-status groups.
Fields, choices and supported possibilities
Lead groupThe lead status name; Unassigned Leads is used when no status label is available.
EligibilityThe lead email must pass server-side email validation.
Code-backed validations and workflow rules
- 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.
Expected result and verification
- 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.