Create a New Client or Use an Existing One in Smart Kx and Wealthbox | Scribe

    Create a New Client or Use an Existing One in Smart Kx and Wealthbox

    • Smart Kx |
    • 18 steps |
    • 2 minutes
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      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)
      1
      Navigate to[Smart Kx](https://app.smartkx.io/)
      2
      Go to the "Clients" view
      3
      Click "New Client"

      Use Existing Client from Wealthbox

      4
      Start typing an existing client name from Wealthbox and Smart Kx will pull in matching results
      5
      Existing client information will be pulled over. Add other contact and household information.

      Add New Client to Wealthbox CRM

      6
      Type the household name
      7
      Click the "Create household in the CRM" field.
      8
      Enter required contact information

      Complete Contact Information + Send Agreement

      9
      Choose an existing advisor or add a new one (optional)
      10
      Enter the household's address (optional)
      11
      Select the disclosures to send to client
      12
      Select whether you want to send the client agreement for signature
      13
      Select the client agreement template to send
      14
      Select a fee schedule to list in the client agreement
      15
      Add a note (optional)
      16
      Click "Submit"