In this article
Overview
A Household is a collection of Members and Financials. Together they combine to make an Asset-Map Report and other relevant reports.
Household status is initially designated at the start of manually creating a Household and can be selected based on sales pipeline status or function. The status or function can be adjusted later from within the specific household on the Household Details page.
Types of Status
Choose the right one for the right purpose on the Add a New Household page.
"Client": a household where there is a current business relationship.
"Prospect": a household where there is a potential business relationship.
"Sample": used to create a custom household that illustrates or imitates a family, business, life cycle stage or other situation. The Asset-Map created can be used for demonstration purposes, presentations, or within the prospecting sales cycle as a hand-out.
"Stencil™": Considered an "overlay" of financial tiles, a stencil household can be crafted to imitate a demographic, a financial situation, a benefits package or any other collection of financial tiles. Use the "stencil" household to 1) make Asset-Maps quickly; 2) show what peers have when overlayed onto client's Asset-Maps; 3) quickly apply a collection of tiles that demonstrate a financial situation (example: "Mid-Career Professional Stencil").
Once completed, you may apply your stencil using the Apply Stencil dialog box when creating an Asset-Map. Learn about Stencils
Change Household Status
Change the household status by editing the Household Details and clicking the desired status button. Click Save Household.
Filtering Households by Status
Household status can be viewed, sorted, and filtered from with the Household Index, Status column.
12/2023