> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/creating-a-new-household.md).

# Creating a New Household

Two ways to bring a new household into rubica, and when to use each

There are two ways to create a household in rubica. Which one to use depends on whether this is a fresh prospect coming through your pipeline, or you're setting the household up directly.

| Method                                      | Best for                                                                                            | SharePoint folder                                             |
| ------------------------------------------- | --------------------------------------------------------------------------------------------------- | ------------------------------------------------------------- |
| **Lead → Convert**                          | New prospects coming through the normal pipeline                                                    | Created and linked automatically                              |
| **New Household / Group** (Home → Workflow) | Setting up a household directly, without a Lead first — e.g. a walk-in client, or fixing a data gap | Not linked automatically — must be linked manually afterwards |

{% hint style="info" %}
If you're not sure which to use, use **Lead → Convert**. It's the fully automated path and does the SharePoint linking for you. Reach for **New Household / Group** when you need the household to exist directly, and you're comfortable doing the SharePoint link yourself afterwards (see below).
{% endhint %}

## Method 1: Lead → Convert

{% stepper %}
{% step %}

### Create the Lead

Create a Lead as normal — manually, or let one come in automatically (see [Leads](/general-navigation/leads.md)).
{% endstep %}

{% step %}

### Convert the Lead

Open the Lead and click **Convert**. Converting a Lead into a household:

* creates the Household / Group account,
* creates the Person Account(s) for the lead's contact(s), linked to that household, and
* automatically creates and links the household's SharePoint folder — no manual linking step needed.
  {% endstep %}
  {% endstepper %}

This is the recommended default for new prospects, since it's the only method that sets up SharePoint for you.

## Method 2: New Household / Group (Home → Workflow)

Use this when you want a household to exist directly, without going through a Lead first.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2F8NIrGEYZWvB5tkaj9KdU%2FCreate%20new%20household.gif?alt=media&amp;token=97477cc1-70d8-4e35-87f8-4f28007c58a5" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}

### Open New Household / Group

From **Home**, go to the **Workflow** tab and click **New Household / Group**.
{% endstep %}

{% step %}

### Name the household

Enter the **Household / Group Name** (this defaults to ALL CAPS, matching rubica's naming convention — see [Overview](/households/overview.md)).
{% endstep %}

{% step %}

### Set the owner and team

Set the **Owner** and assign the **Account Team / Pod** that will work the household. Click **Next** to create the household.
{% endstep %}

{% step %}

### Add people and entities

Once the household is created, you're taken straight to a second screen to add its **Group Members** (people/clients) and **Group Entities** (businesses, trusts, companies, SMSFs, or other associated entities) — see [Overview](/households/overview.md) for what these are.

{% hint style="info" %}
When adding an **entity**, use the **lookup** function instead of typing details in by hand. It calls the **Personr API** to pull through the entity's registered details automatically — including **ABN**, **ACN**, legal name, and entity type — so you don't have to search for them separately.
{% endhint %}
{% endstep %}
{% endstepper %}

{% hint style="warning" %}

#### SharePoint is not linked automatically

Unlike Lead conversion, this path does **not** create or link a SharePoint folder. The household's **SharePoint** tab won't appear until you link one manually — see [Manually Linking a Household to SharePoint](/households/sharepoint/manually-linking-a-household-to-sharepoint.md).
{% endhint %}

### Adding someone to an existing household

If the household already exists and you just need to add one more person to it, use the **New Household Member** action from the Utility Bar's Quick Actions instead — no need to go through household creation again.