What's my plan?

Available on all Suite plans

Available on 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.

To attach a document

  1. Click a lead, contact, or deal.
  2. Click the Document ()) icon.
  3. Click Add a Document or click the Add icon (+).
  4. Choose from:
    • A photo or video taken on your phone
    • A file on your mobile device
    • A file from the repository.

Your document is uploaded and attached to the selected record.

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