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💡 Summary
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Getting Started:
Install HubSpot Mobile
App Settings
Keep Your HubSpot App Up to Date
Setting Up Your HubSpot App Notifications
using the app
Managing Your Records in HubSpot Mobile
The HubSpot mobile app lets you work with all your important information like contacts, companies, deals, tickets, and custom records. You can find everything easily through the menu or by following links from other apps.
If you prefer using HubSpot on your computer, check out how to [use records on your desktop](https://knowledge.hubspot.com/records/work-with-records?_gl=1*up0571*_ga*ODE5NDQzMDQwLjE3MzkzOTYzMjk.*_ga_LXTM6CQ0XK*MTczOTM5NjMyOC4xLjEuMTczOTM5NjM4OS42MC4wLjA.&_ga=2.92532573.1583611530.1739396329-819443040.1739396329&hubs_content=knowledge.hubspot.com/records/work-with-records-in-the-hubspot-mobile-app&hubs_content-cta=work with records on the desktop app.).
Remember: You need internet to use the app!
Finding and Organizing Your Records
- First, open HubSpot on your phone
- Find your records by tapping:
- The Menu button, then Contacts
- The Menu button, then Companies
- The Menu button, then Deals
- The Menu button, then Tickets
- The Menu button, then your custom record type
- Want to use your favorite views? Just tap the tab you want. Need more views? Tap Add views - you can have up to five!
- To sort your records, tap Sorted by and pick what's important to you. Tap again to switch between A-Z or Z-A order.
- Using Android? You can filter your records too:
- Tap any filter (like Deal owner or Create date) and choose what you want to see
- Need to start over? Tap Clear or Reset
- Looking at deals, tickets, or custom records? Tap Pipeline to switch between different views
- Want to see things differently? Use the list or grid icons to change how you view your records. List shows everything at once, while grid lets you swipe through different stages
Create records in the mobile app