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 could 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. Tap Leads, Contacts, or Deals, then tap the lead, contact, or deal that you want to add collaborators to.
2. Tap the Details tab.
3. Tap Collab.

   

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

Removing a collaborator

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

Te remove a collaborator

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