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

How to add a note to a pipeline record?

Method - 1

To add a note

1. Open the Bigin app on your iPhone.
2. Navigate to the Pipelines  module.
3. Select the desired pipeline record.
4. Switch to the Notes tab.
5. Tap the "Add Note" button.
6. Enter the information you want to save.
7. Include an attachmentif necessary.
8. Tap "Done" when the note is complete.


Note: You may use Live Text  to fill in a text box:
Tap on a text box > Select the Scan Text  option that appears.
The bottom half of your screen will open your camera to capture text from anything you're pointing at.

Method - 2

To add a note

1. Navigate to the Pipelines  module.
2. Select the desired pipeline record.
3. Tap the Add  icon at the top right of the screen.
4. Select Notes  from the dropdown.