Update a lead's status or log an action
Open a lead from the list in the XgenPlus app to see its details and history. Change the status with the status spinner. Postponing asks for a reason, remark and next follow-up date, Lost asks who it was lost to, and Won asks for an order number, date and amount. Use Action Taken to log a visit, call or email.
For: EveryoneAndroid
How to update a lead's status or log an action
Where: Lead Management › Show Leads › open a lead
- Open a lead from the list. Check the fields and the Actions history.
- To change status, use the status spinner and fill the dialog that opens.
- For a postponed lead, enter a reason, a remark and a next follow-up date.
- For LOST, enter who it was lost to, a reason and a remark. For WON, enter the order number, date, amount and a remark.
- To log activity, tap Action Taken, choose Visited, Telephonic or Email/Chat, set the dates, add a remark and tap Save.
When to use it
Rohit marks a lead as WON, enters order number PO-1022 and amount 150000, and attaches a photo of the order.
Options
| Field | Notes |
|---|---|
| Status | Opens the dialog that matches the status you pick. |
| Action | Visited, Telephonic or Email/Chat. Required. |
| Follow-up date | Cannot be before today. Required for a postponed lead. |
| Image | Optional on Lost and Won. |
Good to know
- You can call or email the contact from the details screen.
- Required fields show a message if they are empty.
- Picking the status the lead already has shows a message instead of changing it.
Common questions
Is a follow-up added to my calendar?
Yes, if you allow the Calendar permission. Without it, the lead is still saved but no calendar event is created.
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Updated 2026-10-28