How to add tasks, events, calls to a pipeline record? | Online Help - Bigin by Zoho CRM

How to add tasks, events, calls to a pipeline record?

Method - 1

To add tasks, events, calls

1. Open the Bigin app on your iPhone.
2. Navigate to the Pipelines  module.
3. Select the desired pipeline record.
4. Tap the Add  icon at the top right of the screen.
5. Select either a Task , Event , or Call  from the dropdown.

Tapping on one of the options will open an add form with the fields set up on the web application.

6. Enter the relevant information and tap "Save" when you're done.

Method - 2

To add tasks, events, calls

1. Select the desired pipeline record.
2. Switch to the Related tab.
3. Tap the Add  icon next to Open Activities.
4. Select either a Task , Event , or Call  from the dropdown.

Tapping on one of the options will open an add form with the fields set up on the web application.

5. Enter the relevant information and tap "Save" when you're done.

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