How to add a record in the Pipelines module? | Online Help - Bigin by Zoho CRM
How to add a record in the Pipelines module?
To add a record
1. Open the
Bigin app
on your smartphone.
2. Navigate to the
Pipelines
module.
3. Tap the
Add
icon at the bottom right corner of the screen.
Tapping on the icon will open an add form with the fields set up on the web application.
4. Enter the relevant information and tap the
Tick
icon when you're done to create a new record successfully.