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
- Click a lead, contact, or deal.
- Click the Document ()) icon.
- Click Add a Document or click the Add icon (+).
- 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.