Households in Hubly
3 articles
Configuring Streams and Tags by HouseholdQuickly apply streams and tags to all members of a client's household.
Assigning Workflows and Tasks to Household MembersKeep a record of which workflows and tasks need to be completed for which members of a client's household in Hubly.
Managing Households, Members, And RolesCreate households, find and add clients, and assign household roles from the client card in Hubly.