CRM

AJauhari
Member

How to get the same seamless experience on a desktop as on the Mobile App

As a new user, it is so easy to enter and track information on the mobile app version of HS.

 

On the other hand, it is so cumbersome with multiple log ins as well as slow to work with HS in a desktop environment.

 

Is there a way to work in a desktop environment where I can easily search, retrieve, add information?

 

Thank you.

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3 Replies 3
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How to get the same seamless experience on a desktop as on the Mobile App

Hi @AJauhari,

 

Can you specify what exactly you're finding cumbersome? If you're referring to switching between multiple HubSpot accounts, this is easily accessible through a dropdown in the menu: https://knowledge.hubspot.com/account/manage-multiple-hubspot-accounts

 

Best regards!

 

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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AJauhari
Member

How to get the same seamless experience on a desktop as on the Mobile App

Thank you so much for this. I have only 1 HS account
The cumbersome process is due to the following

1. Logging into HS
2. Searching and retrieving information
3. Creating co, contact and deal information
Anadi
0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How to get the same seamless experience on a desktop as on the Mobile App

Hi @AJauhari,

 

I'm not sure what exactly you're referring to – could you specify what about the search and record creation you find cumbersome? Do you have screenshots you could share?

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes