Android - Manage records
Go to the desired module.
Tap the Add Record icon.
Specify the record's details.
Tap the OK icon.
To edit a record, tap the Edit icon in the record details page.
Modify the details, then tap the OK icon.
View record details
Go to the desired module, then tap the record you want to view. The following details will be visible as tabs:
Info tab - Displays all the available information about the record, such as name, email, and phone number.
Available in all modules.Timeline tab - Displays an overview of all the actions carried out in a record.
Available in Contacts, Companies and Pipelines modules.Stage History tab - Track the progress of a deal at each stage.
Available in Pipelines module.Notes tab - View and create notes related to the record.
Available in all modules.Files tab - View and upload files related to the record.
Available in all modules.Pipelines tab - Displays team pipelines related to the record. Available in all the modules except the Activities module.
Related tab - View open activities, closed activities, pipelines, and contacts related to the record.
Available in the Contacts and Pipelines modules.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
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 ...Install the Bigin mobile app
Create contacts, manage your pipelines, and stay on top of your business activities with the Bigin Mobile app. The Bigin native app is available for iOS and Android phones. You can access important data from modules like Pipelines, Contacts, ...How to add a company record?
To create a company record 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Tap the Add icon at the bottom right of the screen. A form for adding a company will open, featuring the ...Search and sort records
Search records A typical day in the life of a sales rep involves checking and replying to emails, making calls, following up with leads, and helping customers find what they want. They must also keep a record of all relevant information about each ...iPad - Manage records
Create and edit records Go to the desired module. Tap the Add Record icon. Specify the details. Tap Save. To edit a record, tap the Edit icon in the record details page. Modify the details, then tap Save. View record details Go to the desired module ...