Click on the Lead List button on the navigation bar on the left of the screen:

Once there, you will see a list of your leads.  

The default status for new leads is New Prospect.  There are four other types of status at your fingertips:

Since you have spoken to Josey Jones, her status needs to change from GREEN - New Prospect to BLUE - Followed Up.  Type her name in the Search bar at the top of the text box.  Her name will appear with these details about her.

To change Josey's status from New Prospect to Followed Up, you'll need to click on the icon for Edit - the page and pencil graphic.

Once you click on that icon, a popup will appear that enables you to update Josey's status from the default (New Prospect):

Make the change on that form, changing Josey's status from New Prospect to Followed Up.  Once you have done that, click on the Update button and you will see a blue bullet next to Josey's name:

Should you make a mistake - let's say that it wasn't Josey you spoke to, but instead it was Joy - click on the eye icon to review Josey's details.

Click on Edit to revise the Lead Form

Now change her status to New Prospect and then click on Update.

Next search for Joy (if you have many leads) or hover over the Edit icon next to her name, edit the details on the Lead Form, and click on Update to adjust her status.  

You have now updated the status of two of your leads - Josey back to New Prospect and Joy to Followed Up.
 


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