Add and follow up with leads
About this guide
Last reviewed October 1, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Find leads in Leads Report or Dashboard > Action Items > Leads. Manager or Administrator access is required for Add Leads and Leads Upload; recurring Google Sheets imports require an Administrator.
Add one or more leads
Section titled “Add one or more leads”Where: Add Leads.
- Choose Office and enter Type. Add the name, contact details, address, and Source you have. Names are optional; Type accepts your team’s wording.
- 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.
Upload a CSV of leads
Section titled “Upload a CSV of leads”Where: Leads Upload. For recurring spreadsheet imports, use Sync Leads.
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 for already-added records before retrying the whole file.
- Download Example CSV; use Offices CSV or Office Names for the office names.
- Prepare the file with the supplied columns, select it under Drag and drop or click to select your CSV, then click Upload.
Find a lead in Leads Report
Section titled “Find a lead in Leads Report”Where: Leads Report.
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.
- Choose Scope and the office or agent. Enter First Name, Last Name, Phone, or Email, and optionally Status.
- Click Search. Use Date Added to distinguish older records; this report has no date-range fields.
Record contact or close a lead
Section titled “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.
- Find the lead in Dashboard > Action Items > Leads or Leads Report. Use Dashboard’s View eye icon or the report’s Lead details and status history clock icon for details.
- 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.
Correct a status or an unexpected result
Section titled “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. |