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Stay On Top Of Client Tags And Keep Important Information Top Of Mind
Stay On Top Of Client Tags And Keep Important Information Top Of Mind

Use Tags to keep record of important client attributes so that nothing slips through the cracks

Ron Gorodetsky avatar
Written by Ron Gorodetsky
Updated over a week ago

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.

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