Adding collaborators on iOS

Using the Sell mobile app for iOS, you can add collaborators so that you can work with other Sell users on a lead, contact, or deal. Each user can customize their email visibility and notifications. For example, you might set your email visibility on leads so that your emails are only visible to other Sell users if you're the owner or a collaborator for that lead.

This article covers the following topics

• Adding a collaborator
• Removing a collaborator

Adding a collaborator

You can add a collaborator to a lead, contact, or deal.

To add a collaborator

1. Clicks Leads, Contacts, or Deals, and click the lead, contact, or deal you want to add collaborators to.
2. Click the Details tab.
3. Click Collab.

   

4. Click Add Collaborators.
5. Use the Search bar to find the collaborator you want to add, or select them from the list.
6. Click the name of the collaborator you’d like to add.
7. Click the Add icon (+) to save.

Removing a collaborator

You can also remove a collaborator from a lead, contact, or deal.

Te remove a collaborator

1. Click Leads, Contacts, or Deals, then click the lead, contact, or deal you want to remove as a collaborator.
2. Click the Details tab.
3. Click Collab.
4. Swipe left on the name of the collaborator you want to remove.
5. Click Remove.