📣 Introducing Service Teams in Hubly

Displayed in the Client Card, Service Teams let you pre-assign team members directly to the clients that they support:

Service Teams make it easy to ensure that every Workflow Task is routed to the right person automatically:

Configured in your Settings page, Service Teams can be synced with every client's assigned advisor from your CRM:

Custom roles can be created by selecting to assign team members to specialized types of tasks:

Select individual rows to configure every advisor’s Service Team:

Here you can rename that Service Team and assign users to each Role on that advisor’s team:

Multiple users can be assigned to the same Role if they service that Advisor’s clients collaboratively:

When Clients are added to a Workflow, Tasks pre-assigned to these Roles will flow automatically to the right user based on that Client’s Service Team.

Try it out for yourself and don't forget to leave your feedback letting us know how we can continue to improve your experience in Hubly!