Create a New Client or Use an Existing One in Smart Kx and Redtail CRM
Smart Kx |
19 steps |
2 minutes
Make sure the Smart Kx and Redtail Imaging integration has been set up. If not, follow[this guide](https://scribehow.com/shared/Integrate_Smart_Kx_and_Redtail_Imaging__duu05HzjQ0SmUx9uj3ziyg).
1
Navigate to[Smart Kx](https://app.smartkx.io/)
2
Go to the "Clients" view
3
Click "New Client"
Use Existing Client from Redtail CRM
4
Start typing an existing client name from Redtail CRM 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 Redtail 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