Using the Zendesk Sell iOS mobile app

What's my plan?

Learn how you can use the Sell for iOS app to stay connected to your customers while on the go. The Sell iOS mobile app also integrates fully with Apple Shortcuts and Siri.

The Zendesk Sell iOS mobile app enables you to:

Add notesYou can create and manage your notes from your mobile phone. For more information see Creating notes with iOS.

Attach documentsYou can add and review documents relating to specific leads, contacts, or deals. For more information see Attaching documents on iOS.

Sync your calendar

Create and manage your meetings and appointments in Zendesk Sell from your phone, as well as getting directions to your appointments, and updating meeting attendees on-the-go if you happen to be delayed. For more information see Using appointments and calendars with iOS.

Connect your emailYou can easily send, receive, and manage your Sell email on your mobile device. When you send an email using the Sell for iOS app, you can see how many times the recipient has viewed your email or clicked links embedded in your email (see Connecting your email with iOS and Sending an email from iOS).

Collaborate

You can collaborate with other Sell users on a lead, contact, or deal directly from your iOS device. This feature includes the ability to customize your collaborators' email visibility and notifications. For more information see Adding collaborators on iOS.

Manage your leads, contacts, and deals

You can create, manage, and work with your leads, contacts, and deals directly from your iOS device and see real time insight into your data such as deal stage duration and conversion rates. See Managing a lead, contact, or deal on iOS, Importing contacts into an iPhone and Creating and managing deals with iOS.

Create filtered lists

You can apply filters to your general working list, then save it as a smart list that remembers the filters you have set. For more information see Creating filters and lists.

Manage your tasks

You can create tasks for action items, follow-ups, or reminders that you can associate with specific leads, contacts, or deals. For more information see Adding and managing tasks with iOS.

Note: If you change your password in the web version of Sell there is a delay before you are required to sign in to the Sell Mobile app with the new sign-in information. If you are facing a security concern and need to end all active sessions, contact Zendesk customer support.