Attaching documents on iOS

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.