Managing a lead, contact, or deal on iOS

What's my plan?

Using the Sell mobile app for iOS, you can work with your leads, contacts, and deals directly from your phone. There are a variety of ways to work with these types of records.

This article covers the following topics

Adding a lead, contact, or deal from the Today dashboard

Adding a lead

Adding a contact

Adding a deal

Adding a lead, contact, or deal from the Today dashboard

From your dashboard (the Today page), you can easily add leads, contacts, and deals.

Go to the Today (dashboard) tab.

Tap the Add icon (+).

Tap who or what you want to add.

Adding a lead

You can add a lead from the Today tab.

Tap the Today tab (your dashboard).

Tap the Add icon (+).

Tap Leads, then tap the Add icon (+) to add an entry.
You can add a lead,in the following ways:

As a New Lead: enter the information manually

From Address Book: add a lead from your phone's address book

From Map: drop a pin on the map to add to a lead.

Adding a contact

You can add a contact from the Contacts tab.

To add a contact

Tap the Contactstab.

Tap the Add icon (+) to add an entry.

You can add a contact,in the following ways:

As a New Person: enter the information manually.

As a New Company: add a company as a contact.

From Address Book: add a contact from your phone's address book.

As a Person from Map, or as a Company from Map : drop a pin on the map to add a the contact person or company.

Adding a deal

You can add a deal in two different ways, from the Deals tab, or from an existing contact.

To add a deal from the Deals tab

Tap the Deals tab.

Tap the Add icon (+) to add an entry.

You can also add a deal from an existing contact

Open the contact you want to create a deal for.

Tap the Deals icon ().

Tap New Deal to create a brand new deal or Existing Deals to associate the contact with an existing deal.
Deals must include a deal name and an associated contact. You can either choose an existing contact from Sell, or create a new contact when you create the deal.