Open Fresh UK Leads
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to open the administrator-only Companies House Lead Finder from the Pixie CRM sidebar.
What this guide helps you do
Open the administrator-only Companies House Lead Finder from the Pixie CRM sidebar. 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 it works
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.
Follow these steps
- Go to Fresh UK Leads from the Pixie CRM staff administration area.
- Check the summary cards, registers, warnings and available actions before changing a record.
- Go to the relevant record, queue or control panel and confirm that it belongs to the intended employee, period, search or governance area.
- Use only the action supported by the current status and your assigned permission.
- Return to the workspace after the action and verify the final status, counts and audit or activity entry.
Settings to check
Record, audit and evidence checks
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.
Check it worked
After the action completes, the updated record remains available through Fresh UK Leads 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.
Common mistakes to avoid
- 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.
- Verify 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.