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Mobile Application

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Solved

CReed4 on February 07, 2024

Playbooks in the Mobile App

We are looking to use playbooks, mostly the ability to have a checklist, in the mobile application but it doesn't seem that is possible. Anyone else running into this issue? Any work around for providing a strandard checklist to follow and assoc read more

Reply Companies Contacts CRM Mobile App Playbooks

1 upvote

1 Reply

Accepted Solution

LouiseHare

Top Contributor | Partner

February 07, 2024 14:57

Hi @CReed4 , Unfortunatley Playbooks are not available in the mobile app. I had a similar issue with a client recently and the workaround that w...read more

Solved

DOMMA on January 15, 2024

Getting handwritten notes on Tablet into Hubspot

Is there an App that would make it possible to convert my meeting notes, taken with a pen on my tablet, to a Hubspot contact. I would like to convert my sales meeting notes to the Notes field on Hubspot. Any help would be appreciated.

Reply Contacts Mobile App Workaround

1 upvote

6 Replies

Accepted Solution

Jnix284

Most Valuable Member | Elite Partner

January 17, 2024 09:26

@DOMMA completely understand manually transferring the notes is less than ideal and very time consuming, hopefully @mikebrown can share more insi...read more

Solved

SRobinson4 on May 09, 2023

Accessing contact information whilst offline

Hi there, I have a few clients that need to access contact information when they are offline ie. cannot access via the internet. This information is saved in a list, report and as a viewboard in Hubspot. Is there a way that they can access info read more

Reply Contacts Enterprise Lists Mobile App Sales Workaround

0 upvote

4 Replies

Accepted Solution

TomM2

Key Advisor | Partner

May 09, 2023 07:22

Hey @SRobinson4 HubSpot is a cloud based platform so does require online access to gain access to the HubSpot servers (and your info). There's no...read more

Code6 on January 07, 2023

Attachments not showing in notes

Dear Community, I hope this message finds you well. I wanted to bring to your attention an issue I've been experiencing with some of my notes. When I tap on the note, it indicates that there are 3 attachments included, but when I tap to vie read more

Reply Contacts Free

0 upvote

9 Replies

kvlschaefer

Community Manager

January 25, 2023 15:08

Hi @Code6 , Thank you for your patience while I was looking into this! The reason you are not able to view attachments on the note from Jun...read more

BWalker6 on September 22, 2022

Contact Import Failure

I'm running iOS 16 but also had tried to inport contacts using iOS 15.7 and I get a "Contact Import Failure" Message each time. Does anyone know how to address this issue or has a solution? I have not tried erasing and Re-Installing the app but that read more

Reply Contacts

0 upvote

4 Replies

kvlschaefer

Community Manager

September 26, 2022 03:30

Hi @BWalker6 , Thanks for reaching back out and trying those steps! We recommend updating your phone to the latest iOS version if it's a pos...read more

Solved

User123123 on February 08, 2021

Hubspot mobile app - how to delete contact

Hubspot mobile app - how to delete contact?? When on the moble app and on the contacts screen it doesnt seem like there is a way to delete a contact. 1. How to delete a contact on the mobile app? - Most important 2. When you delete a cont read more

Reply Contacts Mobile App

0 upvote

5 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

February 09, 2021 01:27

Hi @User123123 , I'm using the iOS app so you screen might look slightly different. You should be able to delete a contact by accessing the re...read more

Solved