You can use the Sell mobile app to add and review documents related to a specific lead, contact, or deal.
Documents are represented in the mobile app with the document icon.
- Go to a lead, contact, or deal, and click the document icon to go to the Documents section.
- Click Add a Document or click the + icon.
- Select the type of document you want to attach: a photo or video taken on your phone, a file on your mobile device, or a file from the repository.
Note: The document repository is not available with the Sell Team plan.
Your document is uploaded to the selected record.