CRM

Hermes
参加者

Incoming calls

解決

Hi, I need to see at list a pinned note or the lifecycle of the contact is calling me.

 

Specifically I have "good" and "bad" clients and I would like to know which one is calling.

 

I see the name of the contact but no more than this.

 

The presentation opf Hubspot APP here https://www.hubspot.com/product-updates/introducing-an-android-app-for-hubspot-crm

 

looks that it's possible to see a bit of infos of the contact's calling.

 

But I cannot see anything, except the name.

 

Can someone help me figure it out?

 

 

 

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jennysowyrda
解決策
コミュニティーマネージャー
コミュニティーマネージャー

Incoming calls

解決

Hi @Hermes,

 

As the update was published in 2017, it is possible changes have been made to what populates.

 

For an updated resource for what will show on the caller ID, I wanted to share this resource.

 

Thank you,
Jenny

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2件の返信
jennysowyrda
解決策
コミュニティーマネージャー
コミュニティーマネージャー

Incoming calls

解決

Hi @Hermes,

 

As the update was published in 2017, it is possible changes have been made to what populates.

 

For an updated resource for what will show on the caller ID, I wanted to share this resource.

 

Thank you,
Jenny

0 いいね!
Hermes
参加者

Incoming calls

解決

Hi @jennysowyrda ,

 

this is much clear! 

 

Thank you,

 

ciao,

Hermes

 

ps

It could be great to add the possibility to show the "PIN NOTE" also since if you have some important thing to know about a contact it would be easy with the PIN NOTE.

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