# Add and follow up with leads

> Add leads with optional names and notes, upload a CSV, search follow-up records, and close or reopen a lead.

Language: en-US. Product guide: https://agencymesh.app/help/lead-management/.

Last reviewed October 1, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Find leads in [Leads Report](https://app.agencymesh.app/ill/illSearch) or [Dashboard](https://app.agencymesh.app/) > Action Items > Leads. Manager or Administrator access is required for Add Leads and Leads Upload; recurring [Google Sheets imports](/help/leads-sync/) require an Administrator.

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## Add one or more leads

**Where:** [Add Leads](https://app.agencymesh.app/ill/addILL).

1. Choose **Office** and enter **Type**. Add the name, contact details, address, and **Source** you have. Names are optional; Type accepts your team’s wording.
2. Add follow-up context in **Notes** (up to **2,000 characters**). Use **Add Lead** for another entry or **Remove this lead** to remove an extra entry, then click **Submit Leads**.

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## Upload a CSV of leads

**Where:** [Leads Upload](https://app.agencymesh.app/ill/illUpload). For recurring spreadsheet imports, use [Sync Leads](/help/leads-sync/).

Columns: **office, firstName, lastName, addressOne, addressTwo, city, state, zip, homePhone, workPhone, cellPhone, email, type, source, notes**. Names and Notes are optional; Notes supports up to **2,000 characters**.

CSV uploads have no row-by-row preview or rejection list. If an upload fails, search [Leads Report](https://app.agencymesh.app/ill/illSearch) for already-added records before retrying the whole file.

1. Download **Example CSV**; use **Offices CSV** or **Office Names** for the office names.
2. Prepare the file with the supplied columns, select it under **Drag and drop or click to select your CSV**, then click **Upload**.

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## Find a lead in Leads Report

**Where:** [Leads Report](https://app.agencymesh.app/ill/illSearch).

Agent accounts default to **Agent** scope; Office accounts default to **Office**. Report assignments can differ from the Dashboard’s active-user and Zone Shift sharing. Use **Office** scope for the office list.

1. Choose **Scope** and the office or agent. Enter **First Name**, **Last Name**, **Phone**, or **Email**, and optionally **Status**.
2. Click **Search**. Use **Date Added** to distinguish older records; this report has no date-range fields.

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## Record contact or close a lead

A status records completed work; it does not call or message the customer. **Notes** appears in the report and lead details.

1. Find the lead in [Dashboard](https://app.agencymesh.app/) > **Action Items > Leads** or [Leads Report](https://app.agencymesh.app/ill/illSearch). Use Dashboard’s **View** eye icon or the report’s **Lead details and status history** clock icon for details.
2. Complete the contact, then open the row’s **Status** dropdown and choose **Called & SMS**, **VM & SMS**, **Called**, or **Sent SMS**. Choose **Sold** for a sale or **DNC** (Do not contact) to stop contact. It saves immediately.

> **Reopen a lead:** Any status other than **None** removes the lead from the Dashboard’s open queue. To reopen it, find it in Leads Report with **Status > All**, **Sold**, or **DNC**, then choose **None**. Spreadsheet sync preserves the saved status.

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## Correct a status or an unexpected result

| Item | Guidance |
| --- | --- |
| Wrong status | Choose the correct Status; **Status History** shows the previous status, time, and who changed it. |
| Missing lead | Check Scope and Status > All before adding it again. |
| Incorrect name or contact details | These pages have no existing-lead edit form. Spreadsheet imports preserve details and Notes after import; editing the sheet does not update the saved lead. Ask your Administrator about correcting the saved record. |

## Related guides

- [Leads, quotes, and AMS follow-up](https://agencymesh.app/help/leads-and-quotes.md)
- [Quote reports and metrics](https://agencymesh.app/help/quote-reports.md)
- [Call tools and reports](https://agencymesh.app/help/call-tools-and-reports.md)
- [Import new leads from Google Sheets](https://agencymesh.app/help/leads-sync.md)