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.




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                                                                                    • 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 ...
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