Adding Collaborators - Android

If you're an Android user and haven't downloaded the Zendesk Sell mobile app, head over to the Google Play store to install the app on your mobile device to get started with managing your Leads, Contacts, and Deals on the go!

Collaborators are a way to work together with other Sell users on a Lead, Contact, or Deal. Each user can customize their email visibility and notifications around collaboration. For example, you may set your email visibility on Leads so your emails are only visible to other Sell users if you're the Owner or Collaborator on the Lead Card. 

Adding a Collaborator

Navigate to a Lead, Contact, or Deal to add a collaborator and click on "Collaborators" then the + icon.

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Search for the Collaborator's name, select him or her and click ✔ to save.

How to Remove a Collaborator

To remove a Collaborator, click on the + icon again, deselect the collaborator and click ✔ to save.