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22 Oct 2026, 10:05 UTC · 1 question · ID fd02db594c0a
Who asked
Persona
Head of Business Development
Company
Charles Schwab
Industry
Financial services
Pages visited (1)
  1. /products/salesQuestion 1 asked here
Question 1

“Can my team log calls from their phones?”

Answer
Partly answered

Sales Hub and the Smart CRM say calls are logged on the deal and contact automatically. The site never says whether reps can log or make calls from a phone or whether there is a mobile app.

Section on the siteStatusTicket
/products/salesClose with context (card)Partly answers it
Add mobile call logging to the Sales Hub how-it-works section on /products/sales

Ticket

Paste this into your ticketing tool.

Add mobile call logging to the Sales Hub how-it-works section on /products/sales

Who needs it: Sales reps working away from a desk
Section: /products/sales › Close with context (card)

What is missing:
- Whether reps can log calls made from their phones is not stated.
- Whether a mobile app exists for Sales Hub is not mentioned.
- How phone calls reach the deal record (automatic or manual) is not explained.

Where: Update this section: add a line to the "Close with context" card, beside "Emails, calls and meetings logged on the deal".

What to do:
1. Confirm with product whether a mobile app or phone call logging exists and how calls made from a phone are captured.
2. Add a bullet to the card naming how calls from phones are logged on the deal.
3. Link the bullet to the Smart CRM page where call logging is described.

Done when: /products/sales states whether and how reps log calls made from their phones.

From: conversation fd02db594c0a, question 1: "Can my team log calls from their phones?"
Who needs it: Sales reps working away from a desk
What is missing
  • Whether reps can log calls made from their phones is not stated.
  • Whether a mobile app exists for Sales Hub is not mentioned.
  • How phone calls reach the deal record (automatic or manual) is not explained.
Where
Update this section: add a line to the "Close with context" card, beside "Emails, calls and meetings logged on the deal".
What to do
  1. Confirm with product whether a mobile app or phone call logging exists and how calls made from a phone are captured.
  2. Add a bullet to the card naming how calls from phones are logged on the deal.
  3. Link the bullet to the Smart CRM page where call logging is described.
Done when: /products/sales states whether and how reps log calls made from their phones.
/products/crmRecords that fill themselves in (card)Partly answers it
Add phone call capture to the Smart CRM how-it-works section on /products/crm

Ticket

Paste this into your ticketing tool.

Add phone call capture to the Smart CRM how-it-works section on /products/crm

Section: /products/crm › Records that fill themselves in (card)

What is missing:
- Which call sources are logged automatically (phone, mobile app, dialer) is not stated.
- Whether calls from a personal or work mobile phone are captured is not mentioned.

Where: Update this section: add a line to the "Records that fill themselves in" card, beside "Emails, meetings and calls logged for you".
  Related sections: Close with context

What to do:
1. Confirm with product which call sources the Smart CRM captures, including mobile phones.
2. Add a bullet naming the supported call sources and whether a mobile app is needed.

Done when: /products/crm names the call sources that log automatically, including whether mobile phone calls are covered.

From: conversation fd02db594c0a, question 1: "Can my team log calls from their phones?"
What is missing
  • Which call sources are logged automatically (phone, mobile app, dialer) is not stated.
  • Whether calls from a personal or work mobile phone are captured is not mentioned.
Where
Update this section: add a line to the "Records that fill themselves in" card, beside "Emails, meetings and calls logged for you".
Related sections
Close with context
What to do
  1. Confirm with product which call sources the Smart CRM captures, including mobile phones.
  2. Add a bullet naming the supported call sources and whether a mobile app is needed.
Done when: /products/crm names the call sources that log automatically, including whether mobile phone calls are covered.
Answer full page
I don't have information on logging calls from a phone or on a mobile app. What I can share is that the Smart CRM's Data Agent reads the emails, meetings and calls your team already has and suggests record updates for someone to approve. I'm happy to put you in touch with the team to confirm how phone calls fit in.
Sections in the answer pageStatus
/products/salesClose with context (card)Partly answers it
/products/crmRecords that fill themselves in (card)Partly answers it

Questions and answers are shown as recorded. Status, what is missing and what to do are our analysis of the live site, read 22 Oct 2026.