Viewing Pipeline Details in Bigin | Mobile App

Managing the Pipeline Detail Page in Android

Users can view information about their pipeline like deal owner, deal name, sub pipeline, stage, closing date, description etc, and other records like activities, notes, email interactions, associated contacts, companies, and products and attachments in the pipeline detail page. The page also displays the history of all progress taken for the pipeline in the timeline tab and the record stages in the stage history tab. They can also edit the pipeline details, manage the tags, and delete the contact from the pipeline detail page. 

Viewing pipeline information

Info 

This tab provides the users with the information about the pipeline like the record name, company, associated contact, secondary contact, sub-pipeline, stage, description, closing date. It also gives user information for the organization like the record owner, record created by, modified by, modified time and last activity time.

Users can see the details of the contacts, companies, activities and products associated with the pipeline. They can also go to the respective contact, company, activity and product detail page associated with the pipeline. They can call the contact and add and edit products directly from the contact detail page. 

They can also add appropriate tags for the pipeline. 
Notes
Tags is available only for the paid editions. 

Timeline

Users can see the complete history of all record edits and other interactions like stage changes, field updates, tasks, calls, notes, events, social interactions like emails, and attachments associated with a record. 

Stage history

This tab provides a history of all the stages the record has moved through within a pipeline, the time of the transition and the name of the user who performs the transition. 

Notes

Users can add notes to record important information or specification for the records in the pipeline. Under the notes tab, users can see all the notes added in every module associated with the pipeline or they can choose to see only the notes added for the pipeline. They can also add attachments to these notes, use the scribble pad to take the notes, and delete the note if deemed unnecessary. Users can also @ mention fellow users in their organization to start a discussion or loop them in any existing conversation in the notes tab itself. 

Emails 

Users can see the list of emails sent to the customers associated with the pipeline under this tab. This will help users have all emails associated with a contact's deal at one place. They can filter and view the mails as following:
  1. All emails - shows emails from all categories, i.e., emails sent from Bigin, emails added from widgets, and IMAP emails.
  2. Emails sent from Bigin - shows emails sent from the Bigin app.
  3. Added from widget - after integrating with Bigin eWidget, the emails added to Bigin from the widget will be displayed here. 
  4. Mails linked to the pipeline record - shows the emails sent to the contacts that are connected to the pipeline.
They can also change an existing linked email message to another pipeline record by swiping right and delink the emails by swiping left. 

Files 

Users can add and view attachments that are specific to the pipeline. The attachments can be added in the form of an image, audio recording, links, and files. They can share the said attachment directly through the messenger of their choice, save it or delete it. 

Activities

Users can add and track tasks, events, and calls, with each parameter having its own vital information like priority level, status, and due date. They can also edit, delete and manage tags for the associated activities. 

Connected Records

Users can view the records associated with a pipeline under Connected Records. This provides users a consolidated view of the records like associated contacts, companies, activities, products, notes, emails, files, and other related records related to the pipeline, without having to navigate to each module separately, allowing them to access everything from a single place.

Checklists

Users can create and manage checklists for a pipeline to break down the tasks that need to be completed and track their progress. They can add checklist items, mark items as completed, and edit or delete checklist items as required.
Checklists help users keep track of the individual steps involved in progressing a pipeline and ensure that important tasks are not missed.

Editing a record 

Users can edit a record in the pipeline to change, add or delete details about the record by tapping the edit icon on the top navigation bar. 

Deleting a record 

Users can delete records that they no longer need by tapping the delete icon in the top navigation bar. 

        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                        Manage your brands on social media


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            Zoho Sheet Resources

                                                                             

                                                                                Zoho Forms Resources


                                                                                  Secure your business
                                                                                  communication with Zoho Mail


                                                                                  Mail on the move with
                                                                                  Zoho Mail mobile application

                                                                                    Stay on top of your schedule
                                                                                    at all times


                                                                                    Carry your calendar with you
                                                                                    Anytime, anywhere




                                                                                          Zoho Sign Resources

                                                                                            Sign, Paperless!

                                                                                            Sign and send business documents on the go!

                                                                                            Get Started Now




                                                                                                    Zoho TeamInbox Resources





                                                                                                              Zoho DataPrep Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • Managing the Pipeline Detail Page in iOS

                                                                                                                                      Users can view information about their pipeline like deal owner, deal name, sub pipeline, stage, closing date, description etc, and other records like activities, notes, email interactions, associated contacts, companies, and products and attachments ...
                                                                                                                                    • Managing the Company Detail Page in Android

                                                                                                                                      Users can view their companies' basic information like address, phone number, website, etc, and other records like activities, notes, email interactions, social interactions, pipelines and attachments linked to the company in the company detail page. ...
                                                                                                                                    • Managing the Company Detail Page in iOS

                                                                                                                                      Users can view their companies' basic information like address, phone number, website, etc, and other records like activities, notes, email interactions, social interactions, pipelines and attachments linked to the company in the company detail page. ...
                                                                                                                                    • Managing the Product Detail Page in Android

                                                                                                                                      Users can view their products' basic information like product name, code, category, unit price, etc, and other records like activities, notes, email interactions, social interactions, pipelines and attachments linked to the product in the product ...
                                                                                                                                    • Managing the Contact Detail Page in iOS

                                                                                                                                      Users can view their customers' basic information like name, address, phone number, email, etc, and other records like activities, notes, email interactions, social interactions, pipelines and attachments linked to the contact in the contact detail ...
                                                                                                                                      Wherever you are is as good as
                                                                                                                                      your workplace

                                                                                                                                        Resources

                                                                                                                                        Videos

                                                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                        eBooks

                                                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                        Webinars

                                                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                        CRM Tips

                                                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                                                          Zoho Show Resources