How can Authorised Persons initiate client onboarding directly from a lead on the AP Dashboard? 

In the Sales module, under Lead-by-Stage Funnel and Leads, Authorised Persons can view every captured lead with key details, including Date, Client Name, Type of Account, Referral Code, Mobile Number, and Email ID. Selecting "Active Now" against any lead launches the client's KYC journey in a new tab and guide them through PAN Confirmation, Bank Details, Personal Details, Trading Preferences, and Verify & Sign. This gives APs a single-click path from lead capture to account opening, directly from the dashboard, with no separate links or manual steps required. 

See it in action: Watch a quick walkthrough of this feature below.