You may create, edit, or delete records in the Mobile app. You must be connected to the internet or have a data connection to do this.
To do this:
- Open the HubSpot app on your mobile device.
- Navigate to your records:
- Contacts: tap Menu, then tap Contacts in the left sidebar.
- Companies: tap Menu, then tap Companies in the left sidebar.
- Deals: tap Menu, then tap Deals in the left sidebar.
- Tickets: tap Menu, then tap Tickets in the left sidebar.
- Tap the search icon to search your records.
- To filter by one of your existing saved views tap the All [records] dropdown menu and select a view.
- To add a view to a tab, click Add views, then select the views you want to display. You can display up to fie saved views.
- To organize your records based on a specific property, tap the Sorted by dropdown menu and select a property to sort by.
- You can use the Sorted by dropdown menu for contact, company, and ticket records on any device.
- On Androids, tap the property again to change the direction of the sort from ascending to descending, or tap All properties to select other properties to sort by.
- In the Android mobile app, to filter contact, company, deal, and ticket records based on certain values.
- Tap a property dropdown menu to filter records based on that property’s values.
- Select your criteria and then tap apply.
- To remove a filter, tap the property dropdown menu and then tap Clear.
- By default, all deals are shown in board view. For apple users, you can only display deals in the board view. For Android users, you can switch between board view and list view.
- In board view, you can swipe to view the records in each stage/status. In the top right, tap the list icon to access list view.
- In list view, you can view a list of all records in the pipeline. In the top right, tap the grid icon to navigate to board view.