With the Android Sell mobile app, you can work with your leads, contacts, and deals directly from your phone. Use one of the following methods to work with these types of records.
To add a lead, contact, or deal
- Go to the Leads, Contacts, or Deals tab, and click the + icon to add an entry.
- Go to the Today (dashboard) tab, and click the + icon to add an entry.
- To add a deal, click the Contacts tab > Deals section of an existing contact and click the + icon.
Deals must include the deal name and the associated contact. You can either choose an existing contact from Sell, or create a new contact when you create the deal.