Hubly

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

Managing Households, Members, And Roles

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

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

Configuring Streams and Tags by Household

Households in Hubly

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