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).