Skip to content
Mango9

OptIns

Find contacts with an opt-in recorded and review them before planning outreach.

In the CRM: Lead Fusion → OptIns

Review recorded interest

OptIns brings together contacts whose record is marked opted in. It helps a marketing team find people who have asked to hear from the business and review the contact details before preparing follow-up.

Use this list together with the contact’s notes and current preferences. An opt-in entry does not cancel a Do Not Disturb flag or establish permission for every type of call, email or text.

OptIns uses the shared Group Contacts layout. This example has no matching contacts. Select the image to enlarge it.

Find and check a contact

The page uses the shared Group Contacts layout. An empty list means there are no matching opt-in records for the current view; it is not a request to import the list again.

  1. Open Lead Fusion → OptIns.
  2. Enter the contact’s details in Search and select GO.
  3. Open the name or View action on the matching row.
  4. Check what the person requested, the phone or email to use, and any later opt-out or DND preference.
  5. Choose the appropriate follow-up task, conversation or audience only after checking those details.