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Mango9

Lead Fusion

Turn enquiries into organized follow-up, customer relationships and opportunities your team can act on.

In the CRM: Lead Fusion

Build a working customer list

Lead Fusion is where your prospects and customers live. A lead is someone you want to win as a customer; a client is someone you already do business with. Keep the phone number, email, interest and next step together so the next person can pick up the conversation without starting again.

For a marketing business, this means an enquiry from a campaign can become an assigned lead, a booked consultation and then a client. For a lead seller, organized records give your team the information it needs before distributing an opportunity to a buyer.

Use the filters to build a useful working list. Contact and team details in this example are fictional. Select the image to enlarge it.

Choose the right screen

Choose the right screen
Menu itemUse it for
Lead FinderFind businesses and review selected results before adding them to Mango9.
LeadsWork enquiries, assign follow-up, update progress and open the contact history.
ClientsKeep existing customers ready for repeat business and ongoing service.
GroupsSeparate useful lists by service, location or marketing source.
OptInsReview contacts with an opt-in recorded.
OptOutsReview contacts placed in the opt-out list.
DNDFind contacts marked Do Not Disturb.
UploadBring a CSV contact list into the right group.
DataFilesCheck whether an upload is queued, processing or finished.
ConfigureChoose list columns, contact fields and sales statuses.

Set up a useful first list

Start with the details your team needs to follow up. This example has not been saved. Select the image to enlarge it.
  1. Decide what the team needs to know: for example, requested service, city and preferred appointment time. Add any extra fields in Configure.
  2. Create a clearly named group, such as Kitchen project enquiries or Fall service customers.
  3. Use New in Leads for one person, Upload for a CSV list, or Lead Finder to review and add discovery results.
  4. Open a few records to check names, phone numbers and field values. Review their communication preferences.
  5. Assign the next person responsible and schedule the follow-up. Use a status that tells the team where the opportunity stands.

Connect marketing to the next conversation

Telnyx is your carrier for the business numbers connected to Mango9. Your staff and buyers can use their assigned extensions to handle calls, while your Mango9 campaigns organize lead and call distribution. Give a campaign a clear audience, a suitable number and a person or AI agent to handle the response.

For example, a home-services campaign can collect project enquiries, group them by service and assign them to the right team. A configured AI agent can answer on a business number, help book an appointment and continue an SMS conversation. Reusable message templates keep follow-up consistent, while the contact record gives your staff the context for the next conversation.