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 Mac.
2. Navigate to the Pipelines  module.
3. Select the desired pipeline record.
4. Click the Add  icon at the top right of the screen.
5. Select either a Task, Event, or Call from the dropdown.

Clicking 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 click "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. Click the Add  icon that is parallel to the title Open Activities.
4. Select either a Task, Event, or Call from the dropdown.

Clicking 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 click "Save" when you're done.

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