Associate tasks, events and more to a record | Online Help - Bigin by Zoho CRM

Android - Associate tasks, events and more with records

For each record in your Bigin native app, you can create tasks, call, events, deals, and also associate notes and files. The items that you can associate depends on the module selected. For example, in the Products module, you can associate only deals and files. 
  1. Go to the desired module and tap the record for which you want to add tasks, events, notes calls, etc.
  2. Tap the Add icon.
  3. Choose the type of record that you want to add: Note, Task, Event, Call, Files
  4. For notes, tasks, events and calls, specify the details and tap Save.


    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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com

                                                                       
                            



                            






                              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

                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day


                                      Zoho Marketing Automation

                                        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 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

                                                                                                • iPhone - Associate tasks, events and more with records

                                                                                                  For each record in your Bigin native app, you can create tasks, call, events, deals, and also associate notes and files. The items that you can associate depends on the module selected. For example, in the Products module, you can associate only ...
                                                                                                • iPad - Associate tasks, events and more with records

                                                                                                  For each record in your Bigin native app, you can create tasks, call, events, deals, and also associate notes and files. The items that you can associate depends on the module selected. For example, in the Products module, you can associate only ...
                                                                                                • How to view tasks in the Activities module?

                                                                                                  To view tasks 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. You can find all your tasks listed here. Note: To display specific task records, tap the List View Dropdownat the top right of the screen and select a ...
                                                                                                • How to add tasks, events, calls to a pipeline record?

                                                                                                  Method - 1 To add tasks, events, calls 1. Open the Bigin app on your Mac. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Click the Add icon at the top right of the screen. 5. Select either a Task, Event, or Call from ...
                                                                                                • How to sort records in the Activities module?

                                                                                                  To sort your records 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch the the desired tab (Tasks, Events, Calls). 4. Tap on the Sort icon at the top right of the screen. 5. Select the order in which you want ...
                                                                                                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