1. From your main dashboard, select “Contacts” on the top toolbar.
2. Click anywhere on the contact’s information to view it in detailed view and make edits.
3. In the right-hand column, the box labeled “Additional Contact Info” 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 next to “Temperature” will display a dropdown of temperature options and allow you to color code the contact.
5. Below temperature, clicking the field next to source will show a dropdown of different sources. Select the source that corresponds to where the lead or prospect originated.
6. When you have finished making edits, click “Save” under Take Action.