Creating a Lead and Client Profile 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 Duplicate Cell Phone Numbers Page: How-To Troubleshooting For Outlook Add-In Page: 500 Error Message On Forms Page: How-to Grant Recording Page: How to send an Intake