Create household to record CRM data for new prospect (or client currently without an existing household) in A360
1) Advisor360 Dashboard - Create Household
- Popular Application & Links Widget - Create New Household
- Standard for Household Name: LAST NAME, FIRST NAME
- Formal / Statement Name: First & Last Name
- Advisor ID: Select the appropriate advisor ID or split code
- Click "Save new household"
- If there is a pop up blocker - disable it and DO NOT create the household again, just go back to Dashboard and search for it
2) Client360 - Add Household information
- Click on Contacts tab - enter the address and select the advisor for Household Assigned to, then click "Save"
- Enter Household Details and click "Save & Back"
3) Add People in This Household
- Click "Add a Person" and type in the person's name
- Type in Details for the Person and click "Save & Back"
- Repeat to add additional people within the household
4) Edit Default Household Details
- Click "View/Edit Household Details" to select default contact information from the Phone / Fax, E-mail, and Online Presence drop down, then hit "Save & Back"