Attaching Documents on iOS - Frequently asked questions
Frequently asked questions
How do I attach a document to a lead in the Zendesk Sell iOS app?
To attach a document to a lead in the Zendesk Sell iOS app, simply follow a few steps. First, navigate to the specific lead you want to attach the document to. Then, tap on the Document icon, which looks like a paperclip. After that, select 'Add a…
Can I attach a video to a contact in the Zendesk Sell mobile app?
Yes, you can attach a video to a contact in the Zendesk Sell mobile app. To do this, open the contact you wish to attach the video to and tap on the Document icon. Then, choose 'Add a Document' or tap the Add icon (+). You can select a video that…
What types of files can I attach to a deal in the Zendesk Sell iOS app?
In the Zendesk Sell iOS app, you can attach various types of files to a deal. You have the option to upload a photo or video taken on your phone, a file stored on your mobile device, or a file from a repository. This flexibility allows you to keep…
Where can I find the Document icon in the Zendesk Sell mobile app?
The Document icon in the Zendesk Sell mobile app is represented by a paperclip symbol. You can find this icon when you open a specific lead, contact, or deal. It allows you to add and review documents related to that particular record. For more…
How do I upload a file from my mobile device to Zendesk Sell?
Uploading a file from your mobile device to Zendesk Sell is straightforward. First, select the lead, contact, or deal you want to attach the file to. Tap the Document icon, then choose 'Add a Document' or tap the Add icon (+). From there, you can…
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
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“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
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