How to Check if a Household Has a Spouse Assigned

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• How to Check Who Has Been Assigned as the Head of Household

  Go to the Contact workspace. Click the Households button. Click the Status button. Check the box for Client. Click Apply. Note: Large projects are always more manageable when they are broken down into smaller pieces. This is why we have you start ...

• How to Assign Household Roles

  Go to the Contact workspace. Click the Households button. Click on the Household’s name to open the record. Go to the Summary tab. Find the Members card. Expand the Contact in the Members card. Click Edit Use the Role drop-down to select the role you ...

• How to Add a New Household, Contact, or Company

  You can add Contact and Company records to the system on the Contacts workspace. Best Practice: Whenever you add a Contact, Create the Household first unless it is to be added to an existing Household, even for single individuals. Add a Household and ...

• How to Enable Notes View in a Household or Contact Record

  You can see the Note for an activity in someone’s record without opening it by enabling the right option. To enable that option: Navigate to the Contacts workspace. Open a Contact or Household record and click on the Activities Tab. Open the More ...

• How to Make a Rule That Launches an Activity Plan When a Household Becomes a Client

  This rule will make it so that when an existing prospect household’s status is changed to client, it launches the Red Carpet Activity Plan. It will also send a notification to the SV that the new client needs to have its Service Level evaluated as a ...