Attach Documents in Zendesk Sell on Android
How do I attach documents in the Zendesk Sell mobile app on Android?
To attach documents in the Zendesk Sell mobile app on Android, navigate to the specific lead, contact, or deal you want to add a document to. Then, click on the Documents tab and tap the + icon. You can choose to attach a document directly or select one from a repository. Browse to find your desired document and click the tick icon to upload it. This process allows you to easily manage and review documents related to your sales activities.
For more detailed instructions, you can refer to theoriginal Zendesk help article.
More related questions
Can I attach documents from a repository in Zendesk Sell on Android?
Yes, you can attach documents from a repository in the Zendesk Sell mobile app on Android. When you're in the Documents tab of a lead, contact, or deal, tap the + icon and select 'From Repository'. This option allows you to browse and select…
Where can I find the option to add documents in Zendesk Sell on Android?
In the Zendesk Sell mobile app on Android, you can find the option to add documents under the Documents tab of a specific lead, contact, or deal. Once there, simply tap the + icon to start attaching your documents. This feature helps you keep all…
What types of records can I attach documents to in Zendesk Sell on Android?
In the Zendesk Sell mobile app on Android, you can attach documents to leads, contacts, and deals. This functionality allows you to keep all necessary documents related to your sales activities in one place, ensuring that you have easy access to…
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