1. Click Home.
2. In the Create Individual section, click New.
3. For the account name, enter the client or prospect’s name.
4. Select a status.For a client, select Active.For a prospect, select Prospect.For a client that you’re onboarding, select Onboarding.
5. For a client, select Active.
6. For a prospect, select Prospect.
7. For a client that you’re onboarding, select Onboarding.
8. (Optional) Enter the remaining client or prospect details, and then click Save& Next.
9. (Optional) Enter the client or prospect’s contact details, and then click one of the following.To finish creating the client or prospect, click Save.To add the client or prospect to a relationship group, click Save & Next.
10. To finish creating the client or prospect, click Save.
11. To add the client or prospect to a relationship group, click Save & Next.
12. To designate this client or prospect as the primary household member, selectPrimary Member.Designating a primary member is not required, but a household can have only one primary member.
13. Select the member role that the client or prospect fills within the household.If the role is primary household member, select Client. You can select more than one role.If the role isn’t primary household member, select the member’s role relative to the primary household member’s role. For example, Dependent or Spouse.
14. If the role is primary household member, select Client. You can select more than one role.
15. If the role isn’t primary household member, select the member’s role relative to the primary household member’s role. For example, Dependent or Spouse.
16. If you want to roll up activities and information for the client or prospect, selectPrimary Group.Roll-up items are summarized at the household level for all members who have this household as their primary group.To add the member’s related business to the household, designate the household as the member’s primary group. As a member of the household, the related business’s activities and information are also summarized at the household level.
17. Roll-up items are summarized at the household level for all members who have this household as their primary group.
18. To add the member’s related business to the household, designate the household as the member’s primary group. As a member of the household, the related business’s activities and information are also summarized at the household level.
19. If you enabled this household as a primary group, select which activities and information to roll up when summarizing data at the household level.Note You can select more than one item to roll up for the client.
20. Save your changes.