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Currently in the HubSpot Mobile Apps, there is no option to log a Call/Meeting Type.
The only options we see are the following:
On iPhone App: Only Notes can be recorded
On Android App: Tasks & Notes can be created & Emails can be sent
It would be useful to be able to log a Call/Meeting Type immediately after the call to register the information. This metric would be useful if a customer wants to monitor the number of sales calls per day, especially when they have other types of calls/meetings (operations/support).
Hi Kelly, please try logging out and in again.
You can now manually log call and meeting types & outcomes from a contact, company, deal or ticket record on iOS. This feature is available in the latest version of the iOS app, version 3.288.0 and above.
Note: If you don't have any Outcomes or Types set up in your portal, the buttons won't be there in the Log Activity screen.
Note: It's not possible to edit logged activities after they have been created on iOS.
Hi, thanks for commenting on this idea. I'd just like to confirm the current functionality.
On iOS, it is possible to set the Call Type and Call Outcome after starting a call from the app. It's not possible to set these when using the "Log Call" option. It's not possible to set Meeting Types or Outcomes.
On Android, you can see Call Type and Call Outcome both after starting a call from the app and using the "Log Call" option. You can also set the Meeting Type and Meeting Outcome using the "Log meeting" option.
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