Getting Started with Mango9
Set up the tools you actually plan to use, then complete one small test from start to finish.
In the CRM: Getting Started
Reviewed against the CRM source on October 10, 2026. Availability depends on your role, account and connection setup.
Start with your role
| Your role | Start here | Ask the account owner for |
|---|---|---|
| Account owner | Confirm the client workspace, team access and required connections. | Provider access and any plan or usage allowance you need. |
| Agent or team member | Open your assigned leads, Inbox and calendar. | The right module permissions, contact assignments and extension. |
| Lead buyer | Open My Campaigns and review delivery settings and balance. | Campaign access, delivery rules and the dispute process. |
| Social manager or superagent | Check the client workspace before preparing content. | Explicit management access; access to a lead does not grant access to provider keys. |
Set up a useful first workflow
- Confirm you are in the correct client account. Check your profile time zone before scheduling anything.
- Open System → Connections. Connect only the services needed for your first task, then check their status.
- Add a small group and one test contact in Lead Fusion. Check the phone number or email address you intend to use.
- Prepare the next step: an email template, SMS sender, outbound Voice AI assistant, or social draft.
- Run a small test with a contact or account you control. Review the destination record and delivery status.
- Invite the rest of your team once that path works. Give each person the access needed for their job.
Choose your starting point
If something is missing
A missing menu can mean the wrong role, a disabled module, a different server release, or account access that has not been enabled. An empty list usually means that no matching records have been created or connected yet.
Ask the owner to check the account and module first. If the menu is still missing, send support the page name, your role, the time, and the exact message. Never send passwords or provider keys.
How current is this guide?
The updated guides were checked against the deployed CRM source on 2.mango9.com on October 10, 2026. Account permissions, provider approvals and delivery still need to be checked in your own workspace. Screenshots in older phone and CRM articles may show previous labels.