Letter Manager help index
Browse connected Britixo guides for letter manager.
01Send a letter from a Companies House leadOpen Letter Manager from a native lead connected to the Companies House workflow.02Prefill Letter Manager from a leadUse the live native lead name, company, address, email and phone to prefill the manual-entry workflow.03Understand two-line letter address formattingReview the controlled postal address prepared for Letter Manager.04Record a successful letter sendRecord the successful Letter Manager outcome against the native lead.05Review lead letter historyReview subject, template, recipient, company, staff and sent date against a native lead.06Understand the Letter Sent status guardUnderstand why only a Received lead is changed to Letter Sent and progressed statuses are preserved.07Troubleshoot Letter Manager integrationCheck the native lead ID, launch context, prefill payload, successful-send confirmation, history table and status guard.