The Tags section in a Client Card lets you:
Simplify how your team handles important, client-specific information
Track a client's account types, products, meeting frequency/months, timezones, insurance products, and holdings - helping you and your team stay on the same page
You can find the Tags section at the bottom right of the Client Card:
There you can select the + Add button to select from a list of existing tags:
You can also create a new Tag by typing the name into the search field and selecting the + Create option:
You can edit the tag or remove the client from the options menu:
Tags will be added to the client's CRM profile if your Hubly account is connected to an external CRM.
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!