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How do I create a household or company contact?

Team Wealthbox
Team Wealthbox
  • Updated

To create a household or company:

 

1. From your Home page, click on “Contacts” within your “publisher.”  OR Navigate to your Contacts list page by clicking “Contacts” on the left-side panel.

 

2. Click on the add new “Household” or “Company” link.

 

3. Fill in the details for the company or household and click on the “Save this company/household” button.