To assign a product record
1. Open the Bigin app on your iPad.
2. Navigate to the
Products module.
3. Select the desired product record.
4. Tap the
Add icon at the top right of the screen.
5. Select
Pipelines .
6. Choose the pipeline with which you wish to associate the product.
A form for adding a pipeline record will open, featuring the fields configured on the web application.
7. Enter the relevant information and tap "Save" when you're done.
Note: You can find the new pipeline record and its associated product in the pipeline to which they belong.
To assign multiple product records
1. Select the desired product record.
2. Tap the
Add icon at the top right of the screen.
3. Select
Pipelines .
4. Choose the pipeline with which you wish to associate the product.
5. In the add form that opens, scroll and find the Associated Products tab.
6. Tap the
Edit Table icon.
7. Use the
Add or
Remove button to add products or remove them from the table of associated products.
8. Tap "Done" when the table Is complete.
9. Enter the relevant information in the add form.
10. Tap "Save" to create the new pipeline record that is associated with the products.