Fresh UK leads help index
Browse connected Britixo guides for fresh uk leads.
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.11Open a saved company searchOpen all saved company rows connected to a recent search reference.12Understand the company results registerReview company number, name, status, incorporation, SIC codes, directors/officers, PSC, address and import state.13Use company summary filter cardsFilter the current result table by enrichment, verification, websites, contact data, lead linkage, priority, letter readiness or suppression.14Clear a company summary filterReturn the current result table to all saved companies.15Select company results for importUse individual checkboxes or the select-all control before fetching data to native Leads.16Export a saved company search to CSVDownload the saved company, research, intelligence and import fields for one search.17Delete a saved company searchDelete the module search and its saved result rows without deleting native Britixo leads.18Understand Recent Lead SearchesReview each saved query’s filters, totals, creation date and available actions.19Import selected companies to native LeadsCreate or safely update native Britixo leads from selected saved company results.20Understand duplicate lead matchingUnderstand how company identity and existing lead data are checked before creation or update.21Understand the Companies House lead sourceUnderstand how the module finds or creates the native Companies House lead source.22Understand the Received lead statusUnderstand how imported companies enter native Leads with the Received status.23Review imported company researchReview Companies House values, verified internet evidence and internal intelligence saved into the native lead.24Understand primary contact mappingUnderstand how the module selects a director, officer, PSC or authorised representative for the native lead contact.25Repair an existing lead contact from researchUnderstand how a safely matched existing lead can receive verified company contact details.26Troubleshoot company import to LeadsReview selected rows, existing matches, source/status tables, field availability and per-company errors.