How about having the option of choosing the association i.e deal that this call was made in regard to, once the "log a call" page layout appears in the mobile app? There can be multiple deals associated with the same contact and associating the calling activity to the right deal will create a way to track the activity on that particular deal. Making a call from the contact profile of the app, records the calling activity under the contact page. We would like to be able to add the calling activity in the relevant deal page instead. I know there is an option to choose "associations" under the relevant deal and choose the contact and call through that profile, to log the activity in the deal page instead (in the desktop version). However, the problem arises when the sales agent is unable to remember the name of the deal, but he MOSTLY remembers the name of the contact and searches under the contact directly. We are very particular around monitoring calling activity across each of the relevant deal, to track/manage the activity of the sale agent, and this will be very handy in the case of having different deal owners.
Hi everyone - thanks very much all for your feedback. From end of last year the team released the ability to make calls through HubSpot calling from mobile. With this release we upgraded the post-calling logging screen. This enables now to manually associate any logged call with other contacts, companies, deals and tickets. This is available for not only calls made through HubSpot calling but through your regular phone provider as well.
We hear you that the end goal is to be able to do so automatically. This is something we are currently reviewing and hope to bring in soon. Stay tuned to future updates.
Hey all - we will be looking at how calls are associated with contacts, companies, deals in more detail next year.
Question - in addition to associations, what else would you like to do once you wrap up a call on your mobile device?
+1! It would be helpful to log calls to associated company records automatically when using the mobile app to call a contact
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