We are headed to an event that doesn’t have a lead retrival. I was hopeful that playbooks was available on the phone app so I could use that instead to help ask specific questions and allow for quick answers. I really wish it was available!
+1, the need to fill something while on the move and no having to wait until you are back on the laptop
Would love for this to happen sooner rather than later ![]()
+1
+1 We are trying to remove the barrier of standardizing communication between our sales reps and support teams. This feature would solve this problem and create more effective communication across our Sales & Marketing Team as a whole. It looks like this feature request was from 2020. With the request being almost three years old, would it be possible to get an update on whether this is on the Hubspot roadmap for development?
This is a must have addition. The days have needing to have a laptop just to perform routine work are gone. Playbooks are part of our routine work and we have staff that can not perform this while on the road without a laptop, not convenient.
100% agree, our sales reps are out visiting customers face to face and they need to access playbooks on the fly!
It is a little bug bear for me that HubSpot seems to be built for customers like HubSpot (tech companies) where the sales people are always sitting in front of a computer and do not get out into the real world…
Having no access to playbooks in mobile app for sales people while they are on the go is a complete nonsense. I assume that HubSpot development team assumes that most of their users are sitting in front of their desktops in a comfortable chair. In real, big enterprise sales this is simply NOT true.
It is not that difficult to develop it inside the mobile app, especially if we are talking about (company or contact) property changes when filling in the answers in that playbook.
YES PLEASE!!!
+1
+1 let’s keep this one moving!
Playbooks 100% need to be mobile accessible. It’s hard enough to get a field sales team to adopt a CRM, and this is one of the tools that makes data entry to sales teams easier and actually filtered into the right areas in HubSpot.
Yes, we definitely need Playbooks on Mobile. If we are away from our desk we can’t access the Playbooks, so we need that on our mobile app.
This is a must when on the road or in a meeting.
+1
+1
Yes please! This is very important for our reps that are out in the field.
excellent idea !!! please do it ![]()
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100% urgently needed
If this is not going to be available, can someone from HubSpot give us a workaround? Is there an add on we should use? Is there some way to create a Custom Action on the mobile app for logging a site visit…etc