# Leads, quotes, and AMS follow-up

> Choose the right follow-up list, add leads, contact customers, and record lead, quote, or AMS outcomes.

Language: en-US. Product guide: https://agencymesh.app/help/leads-and-quotes/.

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

Work Leads, Quotes, and To-Do Calls from [Dashboard](https://app.agencymesh.app/) > Action Items. Complete the contact first, then record its outcome; status changes do not place calls or send messages.

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## Add a person who needs follow-up

In [Add Leads](https://app.agencymesh.app/ill/addILL), choose **Office**, enter **Type**, and add the contact details you have. Names are optional; **Notes** supports up to **2,000 characters**. **Add Lead** adds another entry; **Submit Leads** saves them. Requires Manager or Administrator access.

For existing leads, use **Dashboard > Action Items > Leads** or **Leads Report**. See [Lead follow-up](/help/lead-management/#lead-dashboard-report).

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## Import a list of leads

For a one-time list, open [Leads Upload](https://app.agencymesh.app/ill/illUpload), download **Example CSV**, and use **Offices CSV** for office names. Select the completed CSV, then click **Upload**. Requires Manager or Administrator access.

For recurring imports from a Google Sheet, an Administrator can connect [Sync Leads](https://app.agencymesh.app/ill/sync-leads). Choose the first import and office assignment before enabling it. See [Sync Leads instructions](/help/leads-sync/).

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## Follow up on a quote

**Where:** [Dashboard](https://app.agencymesh.app/) > Action Items > Quotes.

**DNC** means Do not contact. **Called** and **Sent SMS** record today’s work; quotes can return daily until **Sold**, **Rewrite**, or **DNC**.

1. Find the customer with **Search due quotes...** Use **View** to inspect the quote, then complete the call or message.
2. In **Contact Today**, open **Today** or the current outcome and choose **None**, **Called**, **Sent SMS**, **Rewrite**, **Sold**, or **DNC**. It saves immediately.

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## Complete AMS follow-up

In **Dashboard > Action Items > To-Do Calls**, complete the contact, then choose **Status**. **None**, **Called**, and **Sent SMS** apply to every type. **Upcoming**, **Due**, and **Late** also offer **Done** / **EFT**; **6 Months** / **12 Months** offer **Active** / **Canceled**.

Use [To-Do Report](https://app.agencymesh.app/ams/ToDoSearch) for history. See [AMS To-Dos](/help/ams-todos/) for carrier lookup and filters.

## Related guides

- [Calls, SMS, and customer messaging](https://agencymesh.app/help/calls-and-messaging.md)
- [Use the Dashboard](https://agencymesh.app/help/dashboard.md)
- [Goals and reports](https://agencymesh.app/help/goals-and-reports.md)
- [Add and follow up with leads](https://agencymesh.app/help/lead-management.md)
- [Import new leads from Google Sheets](https://agencymesh.app/help/leads-sync.md)
- [Quote reports and metrics](https://agencymesh.app/help/quote-reports.md)