Make sure the Smart Kx and Wealthbox integration has been set up. If not, [follow this guide](https://scribehow.com/shared/Integrate_Smart_Kx_and_Wealthbox___BSsF-D9T6GZJkGB8cO6Ow)
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Navigate to[Smart Kx](https://app.smartkx.io/)
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Go to the "Clients" view
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Click "New Client"
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Use Existing Client from Wealthbox
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Start typing an existing client name from Wealthbox and Smart Kx will pull in matching results
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Existing client information will be pulled over. Add other contact and household information.
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Add New Client to Wealthbox CRM
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Type the household name
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Click the "Create household in the CRM" field.
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Enter required contact information
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Complete Contact Information + Send Agreement
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Choose an existing advisor or add a new one (optional)
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Enter the household's address (optional)
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Select the disclosures to send to client
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Select whether you want to send the client agreement for signature
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Select the client agreement template to send
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Select a fee schedule to list in the client agreement
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Add a note (optional)
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Click "Submit"
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