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

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.

You may choose the desired attachment type from the available options: Camera , Gallery , Files , Audio  and Link .


Method - 2

To add files to a pipeline record

1. Navigate to the Pipelines  module.
2. Select the desired pipeline record.
3. Tap the Add  button at the bottom right of the screen.
4. Select Files  from the options.

You may choose the desired attachment type from the available options: Camera , Gallery , Files , Audio  and Link .