# Add and follow up with leads

> Add leads, import a CSV, and save or correct follow-up outcomes.

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

Last reviewed October 7, 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**. Adding leads or uploading CSVs requires Manager or Administrator access.

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## Contact a lead and save the outcome

1. Open the Dashboard row’s **View** eye icon or the report’s details/history clock icon.
2. For call or SMS wording, click **Script** below **Status** on Dashboard or above it in **Leads Report**. [Use a script](/help/training-documents-and-scripts/#training-call-script), then complete the call or message.
3. Open **Status** and choose **Called & SMS**, **VM & SMS**, **Called**, or **Sent SMS**. Use **Sold** for a sale or **DNC** (Do not contact) to stop contact. The change saves immediately.
4. To correct an outcome, choose another **Status**. **Status History** shows earlier changes.

A status records work; it does not contact the customer. Any choice except **None** removes the lead from the Dashboard queue. To reopen it, find it in **Leads Report** with **Status > All**, then choose **None**.

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## Find a lead outside the queue

1. In [Leads Report](https://app.agencymesh.app/ill/illSearch), choose **Scope** and the office or agent. Enter **First Name**, **Last Name**, **Phone**, or **Email**; set **Status** if needed.
2. Click **Search**. Use **Date Added** to tell older records apart; there is no date-range filter.

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

These pages do not edit saved names or contact details. Sheet edits also leave imported details and **Notes** unchanged; ask your Administrator to correct the saved record.

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## Add leads by hand

1. Open [Add Leads](https://app.agencymesh.app/ill/addILL). Choose **Office**, enter **Type**, and add the contact details, address, and **Source** you have. Names are optional.
2. Add **Notes** up to **2,000 characters**. Click **Add Lead** for another entry or **Remove this lead** to remove an extra one.
3. Click **Submit Leads** to save.

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## Upload a lead list

1. Open [Leads Upload](https://app.agencymesh.app/ill/illUpload). Download **Example CSV** and use **Offices CSV** or **Office Names** for valid office names.
2. Keep the supplied columns. Names and Notes are optional; Notes allows **2,000 characters**. Select the completed CSV, then **Upload**.

There is no row preview or rejection list. If upload fails, search **Leads Report** for saved records before uploading the whole file again. For recurring imports, an Administrator can [connect Google Sheets](/help/leads-sync/).

## Related guides

- [Follow up with customers](https://agencymesh.com/help/leads-and-quotes.md)
- [Follow up on quotes](https://agencymesh.com/help/quote-reports.md)
- [Record and review calls](https://agencymesh.com/help/call-tools-and-reports.md)
- [Import leads from Google Sheets](https://agencymesh.com/help/leads-sync.md)
- [Use documents and scripts](https://agencymesh.com/help/training-documents-and-scripts.md)