The Streams section in a client card lets you:
Get a clear sense of which topics or services are important to this client, at a glance
Stay on the same page with your team by adding, removing, or creating new streams as your client's needs change
You can find the Streams section at the top of the client card:
There you can select the + Add button to select from a list of existing streams:
You can also create a new Stream by typing the name into the search field and selecting the + Add button:
You can select the added Stream to open the options menu, where you can edit the name or remove the client:
Streams are displayed as full-sized colored rectangles at the top of the client card:
Streams also appear at the top of the client-tile as colored circles and display their names on hover:
Need A Hand?
We created a collection of useful Product Guides to let you explore Hubly and get familiar with all of the different ways that our product can make you more productive and simplify how you run your practice.
Need more in-depth help?
If you've checked out the Help Center and still need some guidance, you can use the in-app Live Chat to send us a message. You can also reach your Implementation Lead directly. We're here to help, just ask! 🙋♂️
Not a Hubly user?
We would love to learn more about your challenges and see if Hubly can help your firm grow. Schedule a free strategy call with us directly to get started!