Mobile App - Pin function

On your desktop, you are able to pin your notes to the top of your contacts timeline; however, the feature is unavailble in the mobile app. I would like to have that feature on the app as well, so if i pin a note on my desktop, it will show on my mobile app and vice versa.

HubSpot updates
6 Replies
Lmoir
New Contributor

I agree, I would like to see this too. When out and about visiting clients I would like to easily see the pinned note as the first thing I see.

 

My way around this currently is to add the Property 'Message' to the default properties, but this is really for a permenant note re the client rather than a meeting note.

andrew_thomas
Regular Contributor

With a sales team that spends the majority of their time in the field, I completely agree.

meeko
Occasional Contributor

Ditto - I use the mobile app most of the time, and would like to be able to pin notes

DarrenScottUK
Regular Contributor

THis would be highly useful for our sales team to pin notes etc on the app as our field team rarely use their laptops. They will use their mobiles nearly all the time so this would make sense to have this functionality in the app too.

Noates
New Contributor

I agree, the ability to have pin notes on the app would be more user friendly for a field sales team as this would save them so much time.

HausOfTina
New Member

I want to have this feature too. I work a lot of expo's and conventions and don't always have my computer in front of me. Having the pinned notes in mobile view would be extremely helpful when Im taking phone calls and trying to answer customers questions. I usually have pertinent info pinned such as if they are a loyalty customer, have credits with us, etc. 

Right now I'm going to have to delete and reimput the pinned information anytime I log an interaction just to keep it at the top for my mobile view. It would be great if the mobile version picked up the pinned notes instead. Thanks!