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 Mac.
2. Navigate to the Pipelines  module.
3. Select the desired pipeline record.
4. Switch to the Files tab.
5. Select the Upload Files option.

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

Method - 2

To add files to a pipeline record

1. Navigate to the Pipelines  module.
2. Select the desired pipeline record.
3. Click 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, Link, and Insert From Phone.