Create a Household from the Account Tab
- On the Accounts tab, click New.
- Select Household.
- In Account Name, enter the household name (for example, Claire Johnson Household). Leave the other fields empty because they are automatically calculated or don’t apply.
- Save the information.
- On the Relationships tab, do one of the following.In the relationship map, on the household component, click + Add Relationship.In the Group Members section, click Edit.
- In the relationship map, on the household component, click + Add Relationship.
- In the Group Members section, click Edit.
- To add other members and relationships, see Add Household Members and Relationships.