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Create a Household in ARC

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Create a Household in ARC

ARC makes creating households even easier by allowing you to create a household record directly from ARC’s visualization.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

You can create a household record from an account in ARC.

Navigate to the account you want to add to a household.

Note You can select an account from the Accounts tab in the navigation bar or you can search for an account by name in the search bar.
Select the ARC tab.
Find a household card.
Set up households to view the card.
Click the New button on the top right of the card.
In the Account field, select + New Account.
Select Household.
Click Next, then enter the information for the household.
Click Save.

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