Registering a lead that arrives by phone, portal, or in person, and deciding who takes charge of it, has its own manual: manual 14 · Manual leads covers the full ”+ New lead” form (name, phone, email, source, interest, quality, stage and owner) and how to reassign the “Assigned to” field from the record. Once created, that manual lead is worked exactly like the rest: on the same Board, with the same stages and the same filters from this manual.