Mobile Application

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steffi_gs on September 19, 2023
Hi All, I'm aware that it is currently not possible to schedule meetings directly in the app (neither iOs nor Android). But in the iOs-App I can at least edit meetings and create meetings notes, using the button "edit". However, rest of my team read more
0 upvote
1 Reply
Thought Leader | Diamond Partner
September 19, 2023 11:32
Hi @steffi_gs I also use Android and can confirm that there is no "edit" option for scheduled meetings. The only option in the mobile app is to more
BNuthall on August 30, 2023
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
0 upvote
1 Reply
Accepted Solution
Key Advisor | Partner
August 30, 2023 09:21
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 more
JCraft2 on August 16, 2023
Can someone please explain to me the purpose of permissions if they don't transfer to the mobile app? I have limited the ability of users to create companies, but that limitation does not apply on the mobile app!! This should be a basic functionalit read more
0 upvote
1 Reply
Community Manager
August 16, 2023 17:10
Hi @JCraft2 , Thank you for your inquiry. Currently, we do not have the option to transfer permissions to the mobile application. more
TWallen on July 20, 2023
The mobile app's interface for creating a deal does not let you search through the options in a drop-down select property. Our organization has ~30 offices with ~7 orgs per office. Each organization is added as drop-down option to a custom prop read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
July 21, 2023 00:11
Hi @TWallen , You're correct and you're not alone. Other users have already requested this: more
DarrenScottUK on July 08, 2023
Within the app how does a user set the meeting outcome for a meeting which was synchronised from the users outlook calendar? On the desktop site the user has to select actions then edit and add notes but on the app there doesnt seem to be a way to d read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
July 08, 2023 11:48
Hi @DarrenScottUK , This isn't possible, correct, but luckily the HubSpot product team is planning to introduce this: more
BNuthall on July 05, 2023
Has anyone come across this issue in the mobile app where when you try to download attachments in deals (it might happen in other attachments but this is all I know of). This is what happens when you click preview file, and if you hit the download b read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
July 06, 2023 00:13
Hi @BNuthall , That sounds frustrating – HubSpot has a few steps for troubleshooting. Could you try these and report back? more
Jyotshna on July 05, 2023
hello , we are not able to track the mails sent by the outlook mobile application in Hubspot... would like to know the process of capturing them.
0 upvote
6 Replies
Accepted Solution
Hall of Famer | Partner
July 05, 2023 07:58
Hi @Jyotshna , For calls, you can find the documentation here: more
MCrowley4 on May 16, 2023
I'm having an issue with the business card scanner app, and it's happening with multiple people I know. I can scan a business card, the picture is clean, and the properties are correct, however, once I go to save the new contact I get an error m read more
0 upvote
1 Reply
Community Manager
May 17, 2023 07:58
Hi @MCrowley4 , Thank you for reaching out to the Community! T here could be few reasons for the error "There was a problem saving this more
SRobinson4 on May 09, 2023
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
Accepted Solution
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 more
EDise on April 07, 2023
I had this issue today as well. Spent an hour scanning and confirming phone numbers only to find that they are all missing from the app when i check them later. Is there a trick to making this work?
0 upvote
6 Replies
Community Manager
August 17, 2023 05:18
Hi @VAtuyer , Glad to hear you were able to resolve this on your end 🙂 Thanks for sharing this update with the Community! Have a more
EDeck on March 20, 2023
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
1 upvote
3 Replies
July 03, 2023 04:53
follow these steps: Log in to your HubSpot account and navigate to the Contacts section. Go to the "Companies" tab and select the company more
SJeremias on March 10, 2023
am i missing something? I cannot figure out how to add products/line items in the app after creating a deal....
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 10, 2023 10:09
Hi @SJeremias , As far as I know this is currently not possible in the mobile app. Other users have requested this before: more
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