Adding collaborators on the Android Sell app

What's my plan?

The Sell mobile app for Android, enables you to add collaborators so you can work with other Sell users on a lead, contact, or deal. Each user can customize their email visibility and notifications. For example, you might set your email visibility on leads so that your emails are only visible to other Sell users if you're the owner or a collaborator for that lead.

This article covers the following topics

Adding a collaborator

Removing a collaborator

Adding a collaborator

You can collaborate with leads, contacts, and deals.

To add a collaborator

Tap Leads, Contacts, or Deals then tap the lead, contact, or deal that you want to add collaborators to.

Tap Collaborators, then tap Add (+).

In the Search field, enter the name of the person you want to add as a collaborator.

Tap the name.

To save, tap Tick ().

Removing a collaborator

When you are finished collaborating, or if you selected the wrong collaborator, you can remove a lead, contact, or deal from collaborating with you.

To remove a collaborator

Tap Add (+).

Deselect the checkbox next to the collaborator you want to remove.

Tap Tick () to save.