We noticed that every contacts we created by scanning business cards are automatically set to non-marketing contacts. How can we set this up so that it is automatically registered as marketing contacts instead?
Hi everyone, I noticed that the app was recently updated. Since then, I've seen that when scanning a business card and saving the contact, the CRM no longer shows who the contact owner is. Previously, the person who scanned the card was automat read more
Thanks for flagging this—definitely sounds like a critical issue, especially with multiple reps involved. Auto-assigning the contact owner is key for...read more
Good afternoon everybody. I'm relatively new to the community. I'm having the following issue: When a contact calls, the HubSpot mobile app uses the phone number values from the Phone Number and Mobile Number properties to determine which contact read more
Hi All, My company is considering moving over to Hubspot professional. A lot of our workflow revolves around the use of tasks and assigning tasks to other team members. We noticed that on the mobile app, when you go into the 'Tasks' tab and op read more
Hi @AdamCFCS , I hope that you are well! I checked for you and our Product Team just launched a new feature to manage marketing tasks in the Hub...read more
I recently stumbled onto something that might help other people experiencing this. My team was experiencing issues creating deals in the mobile app. We discovered that if you leave the Deal Probability blank, the deal would be created, but if you en read more
Hello! Is there a way to customize the company records layout on the mobile app? For example, in our production org, we have several related cards on the company record: contacts, leads, deals, tickets, etc. However, in the mobile app, I can only se read more
Hey @kstevens
so for the moment it is not possible to make a special record customization for mobile.
What i'm thinking is maybe re-arranging ...read more
It has been 24 hours now that my deals are not loading in my mobile app. I have restarted my phone, deleted the app and redownloaded. Nothing is making the deals reappear, and I rely on this to run my business. any help or suggestions appreciated. read more
Hello, Has anyone had the problem where emails that have been attached to deals can't be opened in the mobile app - won't download. This means we have to manually add in emails and every attachment. See below screenshots. Thanks read more
Hey @BNuthall it looks like the device doesn't support the .msg email file format. Some android devices don't natively support this. You can get so...read more
Hi @Jyotshna ,
For calls, you can find the documentation here: https://knowledge.hubspot.com/calling/make-calls-from-the-hubspot-mobile-app ...read more
When viewing a list of contacts of a company on the hubspot app under the association's tab, there is a list of contacts. By default the 'Company Name' is below the contact name in the list. When meeting with customers, it's often helpful to op read more
To change the property displayed under the contact name in the list on the company record page in the HubSpot app, follow these steps: Open the Hu...read more
I'm not able to see information from my team because of this error. We have a team of 30 people and others are having this problem. It's not clear who I need to contact to get it fixed or which bulletin board it should be part of. I don't read more
Hi @DDabell ,
There are steps HubSpot recommends for troubleshooting the mobile app. Can you go complete them and check if the problem remains...read more
in the hubspot app when you scan a business card and you confirm the information is correct like the company and phone number. once you press complete it doesn't show the contacts phone number or associate it with the company they are part of, you read more
Hello, I did reach out to Technical support, and they said to read the community board or leave a note there for help, which i thought was strange. I...read more