My Campaigns
See the campaigns sending you leads, appointments and call opportunities.
In the CRM: Agent or buyer account → My Campaigns → Dashboard
See where your opportunities come from
My Campaigns brings together the campaigns assigned to your agent or buyer account and the opportunities shared through them. It gives the receiving team a daily overview of the work arriving from each campaign.
An agency might run separate campaigns for roof repairs and kitchen renovations. A buyer can see the campaigns relevant to their business, then open the lead or appointment list for the next customer conversation.
Understand the overview
| Area | What it tells you |
|---|---|
| Active Campaigns | How many active campaigns are included in your overview. |
| Shared Leads | The enquiry records delivered or shared with your account. |
| Shared Appointments | The booked opportunities shared with you. |
| Active Disputes | Items still being reviewed through the campaign dispute process. |
| Recent activity | The latest available leads or appointments to review. |
| Call campaigns, when present | The call opportunities assigned to your buyer account. |
Choose a campaign and work its records
The campaign list shows the campaign name, status and lead count. Use the matching campaign filter in My Leads or My Appointments to focus on that stream of work. Previous shared records can remain available even when a campaign is no longer delivering new opportunities.
- Open My Campaigns and check the summary.
- Choose My Leads or My Appointments in the menu.
- Select the campaign and the date range you want to review.
- Open the customer record or appointment to continue the work.
- Buyers can use Billing History and My Settings to review the commercial activity and their receiving capacity.
Connect campaign delivery to conversations
Telnyx is the business’s carrier for its numbers, calls and text messages. The owner connects Telnyx, buys numbers and assigns extensions to the users and buyers who handle the calls. Mango9’s campaign settings decide how the opportunities reach those recipients.
For a consultation campaign, the business can use a configured AI agent to handle the first conversation or booking, then have a team member or buyer follow up. The contact, appointment and billing views help each person see their part of the journey.