FAQs on Record Management | Online Help - Bigin by Zoho CRM

Can I associate multiple contacts to a pipeline record?

Yes, you can associate multiple contacts to a pipeline record through the Secondary Contacts field.

 

To associate multiple contacts

1. Go to the Pipelines module and the desired Team Pipeline. 
   
2. Click +PipelineRecord icon.
   
   
3. In the Create PipelineRecord page, enter the relevant details.
   
4. To associate more contacts, click on the + icon next to the Contact Name field. Now the Secondary Contacts field will appear where you can add additional contacts related to this deal.
   
   
5. Click Save.
   

 

The associated contacts will be available under the Secondary contacts section in the pipeline record's details page.

 

This pipeline record can be found in the secondary contacts' detail page under the Pipelines' related list as Secondary records.