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At the top of your dashboard page on the left-hand side you will see your most recent client leads.
By clicking on the 3 dots on the right-hand side of the lead’s details, you will be able to select one of two options.
Review and Send for Onboarding #
If you are ready to invite the lead to your firm, click Review and send for onboarding and fill out the details the same way you would when adding a client.
Click the blue Save and send onboard request to begin onboarding the lead.
Deleting a Lead #
Pressing quick delete will permanently delete the lead.
