Add or Change Household Advisors | Scribe

    Add or Change Household Advisors

    • Smart Kx |
    • 9 steps |
    • 35 seconds
    1
    Navigate to [https://app.smartkx.io/#](https://app.smartkx.io/#)
    2
    Click "Clients"
    3
    Click the "edit" button for the client you'd like to add an advisor to.
    4
    Click "Select Advisors"
    5
    Select the advisor you wish to assign to to this household.
    6
    Click "Save"
    7
    To add a new advisor, click the "Advisor's name" field.
    8
    Type the Advisor's name
    9
    Click "Add"