Follow up with customers
About this guide
Last reviewed October 7, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Open Dashboard > Action Items. Contact the customer first, then save the outcome. Changing a status does not call or send a message. In Quotes, To-Do Calls, or Leads, Script below the status opens your agency’s wording. Script steps.
Work or add leads
Section titled “Work or add leads”- Open Leads and use View for details. After contact, choose the row’s Status. Any value except None removes it from the open queue.
- To find past leads or reopen one, use Leads Report. See Add and follow up with leads.
Managers and Administrators can use Add Leads or Leads Upload. Administrators can set up Google Sheets imports.
Work quotes and renewal calls
Section titled “Work quotes and renewal calls”- Open Quotes, use Search due quotes…, then View. After contact, choose the outcome under Contact Today. Called and Sent SMS record today’s work; quotes may return until Sold, Rewrite, or DNC (Do not contact).
- Open To-Do Calls for renewal follow-up. After contact, choose Status. Choices depend on the call type; see Renewal calls.
Use Quotes Report or To-Do Report for history.