Leads, quotes, and AMS follow-up
About this guide
Last reviewed October 1, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Work Leads, Quotes, and To-Do Calls from Dashboard > Action Items. Complete the contact first, then record its outcome; status changes do not place calls or send messages.
Add a person who needs follow-up
Section titled “Add a person who needs follow-up”In Add Leads, 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.
Import a list of leads
Section titled “Import a list of leads”For a one-time list, open Leads Upload, 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. Choose the first import and office assignment before enabling it. See Sync Leads instructions.
Follow up on a quote
Section titled “Follow up on a quote”Where: Dashboard > 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.
- Find the customer with Search due quotes… Use View to inspect the quote, then complete the call or message.
- In Contact Today, open Today or the current outcome and choose None, Called, Sent SMS, Rewrite, Sold, or DNC. It saves immediately.
Complete AMS follow-up
Section titled “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 for history. See AMS To-Dos for carrier lookup and filters.