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

How to add files to a pipeline record?

Method - 1

To add files to a pipeline record

1. Open the Bigin app on your iPhone.
2. Navigate to the Pipelines  module.
3. Select the desired pipeline record.
4. Switch to the Files tab.
5. Select the "Add Files" option.

You may choose the desired attachment type from the available options: Camera, Photo Library, Files, and Link.

Method - 2

To add files to a pipeline record

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 Files  from the dropdown.

You may choose the desired attachment type from the available options: Camera, Photo Library, Files, and Link.