Agent Guide

An Agent is a user account type in Mango9 with permissions to manage leads, communicate with contacts, and participate in campaigns. Agents have access to a subset of features compared to full Client accounts, focused on day-to-day operational tasks.

Your administrator (Client) creates your agent account and assigns you to campaigns where you can generate and manage leads.

Your dashboard shows a simplified overview of your activity including:

• •Leads you've created or been assigned
• •Appointments scheduled
• •Recent communications
• •Campaign assignments and performance

Access Lead Fusion from Sidebar > Lead Fusion to manage contacts.

If you're assigned to campaigns as an agent (earning commissions), access your campaigns from Sidebar > My Campaigns.

Communicate with leads and clients using multiple channels:

Manage your schedule and appointments from Sidebar > Calendar.

• •View and manage your appointments
• •Access calendar widgets for booking
• •Sync with external calendars (if configured)

As an agent, you can view your assigned phone number and use the browser extension for calls:

• •Active Number: View your assigned phone number
• •Browser Phone: Make and receive calls via the browser extension
• •Agent Assist: AI coaching during calls (if enabled by admin)

Track your performance with available reports:

Access and use pre-configured email templates created by your administrator from Sidebar > Email Templates. You can use these templates for consistent communication with leads and clients.