View the deals in a pipeline | Online Help - Bigin by Zoho CRM

View deals in pipeline

The pipeline view categorizes the records by deal stage. It is available only in the Deals module

To view deals in pipeline

  1. In the Deals module, tap the pipeline icon.
  2. Tap the arrows to view the records in each stage.




    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 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

                  Zoho SalesIQ Resources



                      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

                                                          • View deals in pipeline

                                                            The pipeline view categorizes the records by deal stage. It is available only in the Deals module To view deals in pipeline In the Deals module, tap the pipeline icon. Tap the arrows to view the records in each stage. ​
                                                          • View deals in pipeline

                                                            The pipeline view categorizes the records by deal stage. It is only available in the Deals module To switch to the pipeline view: In the Deals module, tap the pipeline icon. Tap the arrows to view the records in each stage.
                                                          • Manage List View

                                                            List view allows you to group records present in your Bigin account based on a specific criteria. Viewing all the records without any order will be hard for you to pull the required record immediately. For example, you may want to view the contacts ...
                                                          • View deals in pipeline

                                                            The pipeline view categorizes the records by deal stage. It is available only in the Deals module To view deals in pipeline In the Deals module, clickthe pipeline icon. Click the arrows to view the records in each stage.
                                                          • How to import deals into Bigin?

                                                            You can import your deals from a spreadsheet, CSV file, or VCF file. Refer to the checklist here to ensure your import file meets all the required parameters.   A deal is created with a contact or company. So, before you import deals, ensure that the ...

                                                          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