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
From your dashboard (the Today page), you can easily add leads, contacts, and deals.
- Go to the Today (dashboard) tab.
- Tap the Add icon (+).
- Tap who or what you want to add.
Adding a lead
You can add a lead from the Today tab.
- Tap the Today tab (your dashboard).
- Tap the Add icon (+).
- 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
- Tap the Contactstab.
- 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
- Tap the Deals tab.
- Tap the Add icon (+) to add an entry.
You can also add a deal from an existing contact
- Open the contact you want to create a deal for.
- Tap the Deals icon (
). - 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.
