---
title: Imported Client Leads
description: "At the top of your dashboard page on the left-hand side you will see your most recent client leads. ![](https://seamlss.com.au/wp-content/uploads/2024/10/image-14.png) By clicking on the 3 dots on the right-hand side of the lead's details, you will be able to select…"
url: "https://seamlss.com.au/help/imported-client-leads/"
updated: "2026-09-13"
category: Dashboard
---

# Imported Client Leads

At the top of your dashboard page on the left-hand side you will see your most recent client leads.

![](https://seamlss.com.au/wp-content/uploads/2024/10/image-14.png)

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](https://seamlss.com.au/help/adding-clients-to-seamlss/).

![](https://seamlss.com.au/wp-content/uploads/2024/10/image-15.png)

Click the blue **Save and send onboard request** to begin onboarding the lead.

![](https://seamlss.com.au/wp-content/uploads/2024/10/image-17.png)

## Deleting a Lead

![](https://seamlss.com.au/wp-content/uploads/2024/10/image-16.png)

Pressing quick delete will permanently delete the lead.