Attaching documents on iOS

What's my plan?

You can use the Sell mobile app to add and review documents related to a specific lead, contact, or deal.

Documents are represented in the mobile app with the Document () icon.

To attach a document

Click a lead, contact, or deal.

Click the Document ()) icon.

Click Add a Document or click the Add icon (+).

Choose from:

A photo or video taken on your phone

A file on your mobile device

A file from the repository.

Your document is uploaded and attached to the selected record.