Managing a lead, contact, or deal on Android

What's my plan?

With the Android Sell mobile app, you can work with your leads, contacts, and deals directly from your phone. Use one of the following methods to work with these types of records.

To add a lead, contact, or deal

1. Go to the Leads, Contacts, or Deals tab, and click the add icon (+) to add an entry.

   

2. Alternatively, go to the Today (dashboard) tab, and click the add icon (+) to add an entry.
3. To add a deal, click Contacts > Deals of an existing contact, then click the add icon (+).
   

   

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