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Mango9

Lead Fusion

Keep leads, clients, groups and discovery work organized in the right account.

In the CRM: Lead Fusion

Reviewed against the CRM source on October 10, 2026. Availability depends on your role, account and connection setup.

Current menu

Current menu
ItemUse it for
Leads / ClientsOpen contact records, ownership, notes and follow-up.
GroupsOrganize the current contact group used by imports and workflows.
OptIns / OptOuts / DNDReview communication preferences before outreach.
UploadImport contact data and map its columns.
DataFilesReview uploaded data files and their processing.
ConfigureSet up the custom fields used in your contact records.
AI Data FinderDiscover businesses through the configured data provider.
Job Explorer / CRM Permit Leads / Enrichment ActivityPermit-related discovery where explicitly enabled for the account.

A practical first pass

  1. Create the custom fields and destination group you need.
  2. Import a small sample or use AI Data Finder.
  3. Open a few records and check names, contact details and field mapping.
  4. Confirm the assigned owner and communication preferences.
  5. Create the follow-up task or workflow only after the records are ready.