Learn how you can use the Sell for iOS app to stay connected to your customers while on the go. The Sell iOS mobile app also integrates fully with Apple Shortcuts and Siri.
The Zendesk Sell iOS mobile app enables you to:
You can create and manage your notes from your mobile phone. For more information see Creating notes with iOS.
You can add and review documents relating to specific leads, contacts, or deals. For more information see Attaching documents on iOS.
Synch your calendar
Create and manage your meetings and appointments in Zendesk Sell from your phone, as well as getting directions to your appointments, and updating meeting attendees on-the-go if you happen to be delayed. For more information see Using appointments and calendars with iOS.
Connect your email
You can easily send, receive, and manage your Sell email on your mobile device. When you send an email using the Sell for iOS app, you can see how many times the recipient has viewed your email or clicked links embedded in your email (see Connecting your email with iOS and Sending an email from iOS).
You can collaborate with other Sell users on a lead, contact, or deal directly from your iOS device. This feature includes the ability to customize your collaborators' email visibility and notifications. For more information see Adding collaborators on iOS.
Manage your leads, contacts, and deals
You can create, manage, and work with your leads, contacts, and deals directly from your iOS device and see real time insight into your data such as deal stage duration and conversion rates. See Managing a lead, contact, or deal on iOS, Importing contacts into an iPhone and Creating and managing deals with iOS.
Create filtered lists
You can apply filters to your general working list, then save it as a smart list that remembers the filters you have set. For more information see Creating filters and lists.
Manage your tasks
You can create tasks for action items, follow-ups, or reminders that you can associate with specific leads, contacts, or deals. For more information see Adding and managing tasks with iOS.