# 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.

## How to update a lead's status or log an action

1. Open a lead from the list. Check the fields and the **Actions** history.
2. To change status, use the status spinner and fill the dialog that opens.
3. For a postponed lead, enter a reason, a remark and a next follow-up date.
4. For **LOST**, enter who it was lost to, a reason and a remark. For **WON**, enter the order number, date, amount and a remark.
5. 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.


Source: https://docs.xgenplus.com/mobile/android-lead-details/