Nov '23 (edited) • AdvisorTech
Hubly is upping the workflow and task insights game!!
- Workflows in progress and completed by household
- Meetings scheduled dashboard including a report of clients that haven't had a meeting scheduled
- Tasks completed by team member - tracking productivity
- Weekly tasks completed
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5 comments
Hubly is upping the workflow and task insights game!!
skool.com/ria-os
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