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The NMC methodWhere a lead came fromHow NMC worksFor agenciesFor business ownersFor invited clientsGlossary
Tracking
Choose a tracking sourceCall forwardingWebsite callsWebsite number poolWebsite formsGoogle Ads callsGoogle Business ProfileLocal Services AdsOther sourcesTracking numbersTextsEmails
Leads
InboxCalls, texts, and formsRepeat calls, texts, forms, and emailsStages and job valuesClosing and correctionsAI reviewContactsEmail notifications
Google Ads
Connect Google AdsWhat NMC changesChoose what Google Ads bids onUpload rulesSharing contact detailsCorrecting conversionsConversion statuses
Overview and clients
OverviewClientsClient access
Settings and billing
Business settingsSign-in and securityBillingBalance and usageAuto-reloadPaused trackingCancellation
Integrations
Google ContactsGoogle AnalyticsLocal Services AdsPermissions and dataAI assistants
Developers
API introductionLimits and errorsLists and updatesRetrying requestsForm submissionsCall recordingsTracking code
API reference
OverviewGet businessList contactsGet contactUpdate contactList leadsGet leadUpdate leadLead journeyList activitiesGet activityRecording linkList webhook endpointsAdd webhook endpointDelete webhook endpointSubmit formForm status
Webhooks
Webhook endpoints and deliveriesActivity createdActivity updatedBusiness updatedContact createdContact updatedLead createdLead updated
Help
TroubleshootingContact support

For invited clients

Accept your agency's invitation, follow up on new leads, and record which ones became jobs.

Your agency manages your tracking sources, integrations, and billing. Your role in NMC is to follow up with incoming leads and keep their stages and job values accurate so both you and your agency can see what your marketing brings in.

Accept your invitation

Section titled “Accept your invitation”

Open the invitation email from NMC and follow the link, signing in with the exact email address your agency invited. If the link has expired or you can’t see your business after signing in, ask your agency to resend the invitation.

Your daily routine

Section titled “Your daily routine”

  1. Open your inbox

    Section titled “Open your inbox”

    Sign in and open your business’s Inbox.

  2. Check Needs review first

    Section titled “Check Needs review first”

    Filter or look for leads marked Needs review to handle AI suggestions, and open any new lead to inspect its calls, texts, forms, emails, and journey.

  3. Listen or read before deciding

    Section titled “Listen or read before deciding”

    Play the call recording or skim the transcript, text, or form fields. Always check the activity itself if an AI review suggestion doesn’t look right.

  4. Follow up with the customer

    Section titled “Follow up with the customer”

    Call or email the customer back from your regular business phone or email. Missed call alert emails also include Call back and Text buttons that open directly on your phone.

  5. Update the stage and job value

    Section titled “Update the stage and job value”

    Keep open leads updated across New, Qualified, and Converted. Whenever a lead books or finishes paid work, mark it Converted and enter the job value.

  6. Close leads you’re finished with

    Section titled “Close leads you’re finished with”

    Close spam, wrong numbers, job seekers, or existing-customer calls as Not a lead, and Archive real requests that didn’t go ahead, picking the reason that fits best.

Keep in mind that an AI suggestion is never confirmation of a booked job; only mark a lead Converted once you know you won the work. If you ever update a lead by mistake, see Correcting a lead.

What you can see and change

Section titled “What you can see and change”

With client access, you can view your business’s Overview, Inbox, Contacts, and Activities (including recordings and transcripts), and you can update leads and contacts. Tracking numbers, forwarding numbers, Google integrations, client invitations, API keys, webhooks, and billing are all managed by your agency.

You can choose which notification emails you receive under Settings → Email alerts. Contact your agency if you need to change where calls forward, check on missing tracking, or ask about billing. For help using NMC itself, check troubleshooting or contact support.