How do I update my workbooks using the Hubspot Mobile App

Brief tutorial exploring the two methods of updating your workbook assignments utilizing the Hubspot mobile app

Method 1: Workbooks object utilizing general and/or catered 'views'

- From the mobile home page select the menu button and select 'custom objects'

- locate the 'workbooks' object via sliding the object list located at the top and tap 'workbooks'

- select the very first drop down bubble directly below the object list to select a desired view

*My Workbooks (all) as well as additional "my" views will be pre-filtered to the pertaining sales rep workbooks

- once in the set view, locate the desired workbook and tap to edit *by default they are sorted alphabetically*

- after selecting the desired workbook, tap the 'about' tab to edit/update the workbook details

- select the desired areas to update - tap to dropdown or type in text for notes

*any updates made you will be reminded to save or discard changes before moving to the next*

Method 2: via Company profile