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Attaching documents on iOS

all Sell plans

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.

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  1. Go to a lead, contact, or deal, and click the document icon to go to the Documents section.
  2. Click Add a Document or click the + icon.
  3. 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.