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 Mac.
2. Navigate to the Pipelines  module.
3. Click the Add  icon at the top left corner of the screen.

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

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