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.