A manual lead is worked exactly like one captured by the AI: - **Stages**: drag it across the board (or use its record's stage buttons) as it moves forward. The stages are your custom funnel's. - **Notes**: jot down context on its record (what they asked for on the phone, budget, urgency). - **Appointment**: create the visit from the record itself ("Create appointment"). - **Ticket**: if there's a pending task, "Create ticket" leaves it logged with its status. - **WhatsApp**: if the contact has a verified phone, you can start the conversation from the record. > **Warning — Tip** > > The source tells you where your leads from outside the platform come from. Reviewing their distribution > from time to time helps you decide where to invest (portals, signage, referrals).