How to add a note to a pipeline record? | Online Help - Bigin by Zoho CRM

How to add a note to a pipeline record?

Method - 1

To add a note

1. Open the Bigin app on your smartphone.
2. Navigate to the Pipelines  module.
3. Select the desired pipeline record.
4. Switch to the Notes tab.
5. Tap the Add  icon at the bottom right of the screen.
6. Enter the information you want to save.
7. Include an attachmentif necessary,
8. Tap Done when the note is complete.


Note: You may also use Scribble Mode to fill in a text box:
Tap the Scribble  icon at the top right of the screen.
The bottom half of your screen will present a scribble board that allows you to use your finger or stylus to write text.

Method - 2

To add a note

1. Navigate to the Pipelines  module.
2. Select the desired company record.
3. Tap the Add  icon at the bottom right of the screen.
4. Select Note  from the options.
5. Enter the information you want to save.
6. Include an attachmentif necessary.
7. Tap the Tick  icon when the note is complete.

    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











                                        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

                                                                                                          • How to add a note to a pipeline record?

                                                                                                            Method - 1 To add a note 1. Open the Bigin app on your Mac. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Switch to the Notes tab. 5. Click the Add Note button. 6. Enter the information you want to save. 7. Include an ...
                                                                                                          • How to add a note to a pipeline record?

                                                                                                            Method - 1 To add a note 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Switch to the Notes tab. 5. Tap the "Add Note" button. 6. Enter the information you want to save. 7. Include ...
                                                                                                          • Android - Manage records added via email-in

                                                                                                            The Email-In feature lets you create email aliases for the pipelines in your Bigin account, and automatically converts customer emails received by these aliases into new records in the respective pipeline. You can directly respond to these email ...
                                                                                                          • How to add files to a pipeline record?

                                                                                                            Method - 1 To add files to a pipeline record 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Switch to the Files tab. 5. Tap the Add button at the bottom right of the screen. ...
                                                                                                          • How to view the pipeline records of a contact?

                                                                                                            To view contact-specific pipeline records 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Pipelines tab. The pipeline records that the contact is associated with can ...
                                                                                                            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