What's my plan?

Available on all Sell plans

Using the Sell mobile app for iOS, you can work with your leads, contacts, and deals directly from your phone. There are a variety of ways to work with these types of records.

This article covers the following topics

  • Adding a lead, contact, or deal from the Today dashboard
  • Adding a lead
  • Adding a contact
  • Adding a deal

Adding a lead, contact, or deal from the Today dashboard

From your dashboard (the Today page), you can easily add leads, contacts, and deals.
  1. Go to the Today (dashboard) tab.
  2. Tap the Add icon (+).
  3. Tap who or what you want to add.

Adding a lead

You can add a lead from the Today tab.

  1. Tap the Today tab (your dashboard).
  2. Tap the Add icon (+).
  3. Tap Leads, then tap the Add icon (+) to add an entry.
    You can add a lead,in the following ways:
    • As a New Lead: enter the information manually
    • From Address Book: add a lead from your phone's address book
    • From Map: drop a pin on the map to add to a lead.

Adding a contact

You can add a contact from the Contacts tab.

To add a contact

  1. Tap the Contactstab.
  2. Tap the Add icon (+) to add an entry.
You can add a contact,in the following ways:
  • As a New Person: enter the information manually.
  • As a New Company: add a company as a contact.
  • From Address Book: add a contact from your phone's address book.
  • As a Person from Map, or as a Company from Map : drop a pin on the map to add a the contact person or company.

Adding a deal

You can add a deal in two different ways, from the Deals tab, or from an existing contact.

To add a deal from the Deals tab

  1. Tap the Deals tab.
  2. Tap the Add icon (+) to add an entry.

You can also add a deal from an existing contact

  1. Open the contact you want to create a deal for.
  2. Tap the Deals icon ().
  3. Tap New Deal to create a brand new deal or Existing Deals to associate the contact with an existing deal.

    Deals must include a deal name and an associated contact. You can either choose an existing contact from Sell, or create a new contact when you create the deal.

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