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I'm currently exploring your android app. It's ok but there are two major issues that stops me from using it:
1. Filtering the deals based on owner. I am part of a 30 man team. Each person has around 40 deals. That amounts to 1200 deals. I need to be able to see my own deals. Unfortunately, the android app doesn't allow filtering on the deals side. So now I see my entire team's deals and it's really not helpful.
2. Filtering the tasks based on owner. This is the opposite problem. In my team, we sometimes take each other's tasks to help out. I can't help out on the go if I can't see my teammate's tasks.
It would be massively helpful to be able to have the same sort of filtering that is on the web platform on the app.
Thanks for commenting on this idea. I just want to confirm that on Android, you can filter Contacts, Companies, Deals and Tickets. There are four properties per object available for quick filtering on mobile. For example, for Contacts, they are Contact Owner, Create Date, Last Activity Date and Lead Status. This is not available on iOS at this time.
Having Filter in deals is sometimes more important than having filters in contacts and companies.
A very basic must-have feature for any Mobile app for a CRM
I think this filtering functionality should be implemented in priority.
There are times when I only have my mobile with me and I find it difficult to manage deals and feel like changing my CRM because this is very basic functionality for an Android app for such huge grade as of Hubspot.
Filtering in contact lists and deals for specific fields would be beneficial and being able to filter things out is the core functionality of a CRM, otherwise we may as well use Excel.
Filtering in general for Contacts, Compainies, & Deals would be a great addition to the mobile app especially when out on the road not having access to your computer.
I agree it would be extremely helpful to filter tasks by user, similar to filtering companies. Since this thread started two years ago I am guessing this is not being prioritized, but it would be great.
Thanks for commenting on this idea. I just want to confirm that on Android, you can filter Contacts, Companies, Deals and Tickets. There are four properties per object available for quick filtering on mobile. For example, for Contacts, they are Contact Owner, Create Date, Last Activity Date and Lead Status. This is not available on iOS at this time.
I also use Hubspot as a contacts database. I categorise companies into types, example 'solar installers' or 'LED suppliers' (some of these are also my clients but we have a lot of 2 way partnerships). I would like to be able to filter on my phone to be able to see all my 'solar installers' for example.
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