> 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/proposals/creating-new-groups.md).
# Creating New Groups
If a group, its people, or its entities have not been brought into the CRM yet, create the group first.
From the Rubica home screen, click **New Group / Household**.
{% stepper %}
{% step %}
### Enter group details
Add the **Group account** and assign the **Account Team**.
The group account name defaults to **ALL CAPS**.
{% endstep %}
{% step %}
### Add people
Add the household members or related people for the group.
{% endstep %}
{% step %}
### Add entities
Add any related entities, such as businesses, trusts, or SMSFs. For companies and sole traders, use the inbuilt search API to locate their ABN (and ACN if relevant)
{% endstep %}
{% step %}
### Review and create
Review the details, then create the group.
{% endstep %}
{% endstepper %}
Company / Sole Trader search example, selecting "use this" will populate the details below the search results
You only need the minimum required information to create the group, people, and entities.
Once the group is created, you can:
* create a proposal from the confirmation screen,
* view the newly created account, or
* go to the **Opportunities** tab from the home screen, click **+ New**, and follow the prompts
