How to add a record in the Pipelines module? | Online Help - Bigin by Zoho CRM

How to add a record in the Pipelines module?

To add a record

1. Open the Bigin app on your iPhone.
2. Navigate to the Pipelines  module.
3. Tap the Add  icon at the top right corner of the screen.

Tapping on the button will open an add form with the fields set up on the web application.

4. Enter the relevant information and tap "Save" when you're done to create a new record successfully.