Select lead-status groups for a newsletter
Expand one or more lead statuses into eligible lead email recipients.
Exact navigationAdmin Area → Letter Manager → Email Marketing / Newsletter → Leads → Group
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
Expand one or more lead statuses into eligible lead email recipients. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Exact step-by-step process
- Choose Leads.
- Choose Group.
- Select the required Lead Status Group entries.
- Review the resulting recipient count.
Fields, choices and supported possibilities
Action scopeExpand one or more lead statuses into eligible lead email recipients.
Module version1.0.0
NavigationAdmin Area → Letter Manager → Email Marketing / Newsletter → Leads → Group
EvidenceConfirm the stored record, status, output, email, event or log produced by the code path.
Code-backed validations and workflow rules
- Leads without a status label are grouped as Unassigned Leads.
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.