PreciseFP

Quickly apply streams and tags to all members of a client's household.

Configuring Streams and Tags by Household

Keep a record of which workflows and tasks need to be completed for which members of a client's household in Hubly.

Assigning Workflows and Tasks to Household Members

Create households, find and add clients, and assign household roles from the client card in Hubly.

Managing Households, Members, And Roles

Households in Hubly

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