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Attaching documents on Android

all Sell plans

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

  1. Go to a lead, contact, or deal, click the Documents tab and click the + icon.Sell_screenshots_-_Google_Drive_2018-10-24_19-18-24.png
  2. Click Document (or From Repository) to attach the document.
Note: The document repository is not available with the Sell Team plan.

Sell_screenshots_-_Google_Drive_2018-10-24_19-18-44.png

Browse to find the document and click the tick icon to upload.