Sell Mobile resource guide

What's my plan?

The Zendesk Sell mobile app for Android and iOS helps sales professionals to sell from anywhere at all. As a sales or field rep, you can be completely mobile with Sell on your phone: updating appointments and tasks, seeing if any of your contacts are nearby, updating deals, accessing on-the-go reporting analytics, tracking visits, logging calls, and more.

Use this resource to better understand how you can best use the Sell mobile app for your working style and to bring your selling to the next level. If you're using this guide via Getting started with Zendesk Sell, be sure to return to that article after you've finished setting up Sell mobile, then you can continue to Part 8: Integrating Zendesk Support with Sell.
Note: The Sell mobile app does not mirror the web UI experience. As a result, some of the web UI functionalities of Sell may be limited or are read-only in the Sell mobile app. Additionally, some functionality that is available for Android may not be available for iOS and vice versa, see Setting up Sell mobile for Android devices and Setting up Sell mobile for iOS devices.

This resource guide covers the following topics:

Setting up your Sell mobile app

Setting up Sell mobile for Android devices

Using Sell mobile on Android devices

Setting up Sell mobile for iOS devices

Using Sell mobile on iOS devices

Further reading

Setting up your Sell mobile app

Signing in to the Sell mobile app

Using geolocation features from your mobile phone

Tracking visits in Zendesk Sell

Setting up Sell mobile for Android devices

Use the following articles to set up the Sell mobile app on your Android phone.

Importing Android contacts into Sell

Using Android contact integration to log calls on your mobile

Connecting your email with Android

Adding collaborators on Android

Using Sell mobile on Android devices

The following articles help you to get the most out of the Sell mobile app features on your Android phone.

Calling and logging calls with Android

Making your Sell contacts visible in your Android phonebook

Texting with Sell mobile on Android

Using appointments and calendar with Android

Adding and managing tasks with Android

Sending an email from Android

Managing a lead, contact, or deal on Android

Creating and managing deals with Android

Creating notes with Android

Creating filters and lists on Android

Attaching documents on Android

Setting up Sell mobile for iOS devices

Use the following articles to set up the Sell mobile app on your iOS phone.

Importing iPhone contacts into Sell

Connecting your email with iOS

Adding collaborators on iOS

Using Sell mobile on iOS devices

The following articles help you to get the most out of the Sell mobile app features on your iOS phone.

Using the Zendesk Sell iOS mobile app

Calling and logging calls with iOS

Texting with Sell mobile on iOS

Using appointments and calendar with iOS

Adding and managing tasks with iOS

Sending an email from iOS

Managing a lead, contact, or deal on iOS

Creating and managing deals with iOS

Creating notes with iOS

Creating filters and lists on iOS

Attaching documents on iOS

Further reading

Android supported releases

iOS supported releases