How to view the pipeline records of a contact? | Online Help - Bigin by Zoho CRM

How to view the pipeline records of a contact?

To view contact-specific pipeline records

1. Open the Bigin app on your iPhone.
2. Navigate to the Contacts  module.
3. Select the desired contact record.
4. Switch to the Pipelines tab.

The pipeline records that the contact is associated with can be found here.
Info: The primary and secondary records of the contact can be found by tapping the pipelines dropdown  located at the top of the screen.


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • How to view the pipeline records of a contact?

                                                                                                                To view contact-specific pipeline records 1. Open the Bigin app on your Mac. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Pipelines tab. The pipeline records that the contact is associated with can be ...
                                                                                                              • How to view the pipeline records of a contact?

                                                                                                                To view contact-specific pipeline records 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Pipelines tab. The pipeline records that the contact is associated with can ...
                                                                                                              • Can I associate multiple contacts to a pipeline record?

                                                                                                                Yes, you can associate multiple contacts to a pipeline record through the Secondary Contacts field. To associate multiple contacts Go to the Pipelines module and the desired Team Pipeline. Click +PipelineRecord icon. In the Create PipelineRecord ...
                                                                                                              • How to view contact records?

                                                                                                                To view a contact record 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. You can find all your contact records listed on the left side of the screen. Note: To display specific contact records, tap the List View Dropdownat the ...
                                                                                                              • How to view the pipeline records of a contact?

                                                                                                                To view contact-specific pipeline records 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Pipelines tab. The pipeline records that the contact is associated with can be ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources