Send a letter from a Companies House lead
Open Letter Manager from a native lead connected to the Companies House workflow.
What this feature does
Open Letter Manager from a native lead connected to the Companies House workflow. The supplied Companies House Leads module keeps the saved Companies House result, public-people refresh, internet evidence, internal lead intelligence, native lead import and Letter Manager history as connected but distinct stages. A result should not be treated as verified or imported unless its displayed status confirms that stage.
How the workflow fits together
The supplied Companies House Leads module keeps the saved Companies House result, public-people refresh, internet evidence, internal lead intelligence, native lead import and Letter Manager history as connected but distinct stages. A result should not be treated as verified or imported unless its displayed status confirms that stage. Use the screen’s current status, warnings and related-record links to decide the next permitted action. Where the module creates a downstream document, queue item, native lead or audit event, verify that record separately.
Step-by-step workflow
- Open Leads → Lead record → Send a Letter.
- Select the correct employee, period, role, search or data area before entering details.
- Complete the required fields and use evidence-based dates, amounts, references and notes.
- Review any warning, duplicate check, restriction or eligibility message shown by the module.
- Submit the form once and wait for the success or validation response.
- Find the new record in the register and confirm its identifier, status and audit entry.
Important fields and decisions
Record lifecycle and audit
The module retains operational state separately from the message shown after submission. Reopen the relevant register and confirm the identifier, status, linked employee or company, dates, owner, decision note and any generated document or downstream record. Review the audit, activity, access, export, scheduler or letter history available for this area.
What happens after completion
After the action completes, the updated record remains available through Leads → Lead record → Send a Letter or its related register. Confirm the expected status and check any connected workflow—such as a payroll draft, protected document, portal request, export job, notification queue, native lead or Letter Manager entry—rather than assuming every downstream step completed automatically.
Controls, checks and common mistakes
- Use the exact employee, record, period, search or lead reference shown by the module; similar names are not sufficient confirmation.
- Do not bypass a missing permission, disabled control, validation warning or restricted status by changing an unrelated setting.
- Confirm the final saved record, register entry and audit/activity history instead of relying only on a success alert.
- Use the least destructive correction. Preserve history when the operational event genuinely occurred.
- Treat Companies House, directory and website data as research evidence that may require a current manual check before outreach.
- Do not import, contact or send a letter to a suppressed or review-required company until the displayed evidence has been assessed.