How do I set up a Household Group for Express Clients?

How do I remove Prospects and Sample Clients from the RightIntel Dashboard?

I included/excluded a household group from the RightIntel Dashboard. Why don't I see any changes?

Can I rename or delete existing household groups?

Does editing the Default Templates for a household group impact my existing households within that group?

It does not. Your default template selections will be applied for new households created within each group going forward. Existing households within each group will not be impacted.

For additional assistance within RightCapital please contact our Support team.

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