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Click on "Quick Actions," (on the upper right corner of the screen) to create a lead profile or client profile. Please see the image below and where the arrows point. Creating a Lead Video Creating a Client Video Related articles Page: Searching ...
How-To Contact Dates, How it works?
CLICK TO LEARN HOW Related articles Page: CampLegal Intake Not Creating Spouse Contact Page: Form Error 500: Unable to Open Form Page: How to send an Intake Page: Error uploading a Document Page: How to select User and Billing Roles