1. From your main dashboard, select “Contacts” on the top toolbar.
2. Click anywhere on the contact’s information to view it and to make edits.
3. In the right-hand column, the box labeled “Notes” allows you to add any additional information you may have about the contact that doesn’t fit in the other sections. 
4. Clicking the field under “Color” will display a dropdown of color options and allow you to color code the contact.
5. Below “About this Contact’, clicking the field under “Original source” will show a dropdown of different sources.
6. Select the source that corresponds to where the lead or prospect originated.
7. Below “Source” will show a dropdown of different sources. Select the source that corresponds to the leads source.
8. When you have finished making edits, click “Save”.