Britixo Lead Capture: Client Briefs and Companies House Search

Britixo Lead Capture: Client Briefs and Companies House Search. Follow the live application screens with clear instructions and English captions. Useful links: Written guide: https://britixo.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-companies-search/ Official Britixo website: https://britixo.com/ Help Centre: https://britixo.com/help-centre/ Browse this topic: https://britixo.com/help-centre/category/client-discovery-project-briefing/ Understand public start route aliases: https://britixo.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-aliases/ Load a Companies House profile: https://britixo.com/help-centre/client-discovery-project-briefing-public-intake-companies-house-companies-profile/ Public intake and Companies House assistance: https://britixo.com/help-centre/topic/client-discovery-project-briefing-public-intake-companies-house/ Contact and product support: https://britixo.com/contact/ Category video playlist: https://www.youtube.com/playlist?list=PLYuazVDUCG14 Complete video collection: https://www.youtube.com/playlist?list=PLCckil01H-hI Covered in this walkthrough: • Capture structured enquiries • Choose the brief and recipient • Review Companies House results Recorded in a temporary demonstration workspace with fictional records. Availability depends on your workspace configuration, permissions and connected services. Narration uses a UK English voice. #Britixo #CRM #LeadCapture #ClientOnboarding #CompaniesHouse MORE HELP https://britixo.com/help-centre/topic/client-discovery-project-briefing-client-portal-customer-tab/ https://britixo.com/help-centre/topic/client-discovery-project-briefing-review-export-scope/ #CRMSoftware #CRMTutorial