Updating Client Tag with Workflows in Bigin
I have been trying to update the client tag through workflows. Set up is as follows: Opportunity hits specific stage>Update Tag on Opportunity When Tag is Updated to Specific Tag on Opporunity>Update Checkbox Field on Client When Checkbox is selected
Co-working
Hi. How to add my managers to this crm and work together???
Add your email enquiries to your Bigin pipeline automatically with the Email-in Topping!
Email is the most preferred form of communication around the world. Customers send their enquiries via emails and customer facing teams capture those details manually in their Bigin account. So, we wanted to automate this process by introducing the Email-in
Important: Reconnect your Gmail Account using App Password
Hello everyone, Starting May 30, 2022, Google will no longer support plain text password based authentication, which is the method we have been using for Bigin's Gmail integration. To avoid any interruption, we request you to reconnect your Gmail account
Bigin new phone system in Australia with ability to Call Record on PC/laptop/Mobile phone
Hi, We are looking to purchase a new phone system for Bigin. We are based in Australia. Do any of you know of any VOIP providers that integrate with Bigin and have the ability to call record, not just from the PC/laptop but also have the ability to forward
Need help with Zapier Integration
I set up Zapier and it works pretty well except I can not select what client to attach the deal to. For example if some requests more information and I gather their demographics I can not create a new contact and deal at the same time. If I create multiple
Two contacts in one deal
hey guys, I use Bigin Premier and other Zoho products. Now I would like to host a charity auction for our members and I would like to use Bigin to process it. The problem is that the buyer and seller need to be saved and both should receive different
Sincronizar eventos de Bigin en Zoho Calendar (Zoho Mail)
Hola Me gustaría poder sincronizar mi Calendario de Zoho (Mail) con los eventos de Bigin. No veo la opción disponible.
Changing SuperAdmin
Hello, I'd like to change the superadmin from myself to another user, is that possible? If not, can I clone a whole Bigin Organization with its deals, contacts and module edits to another organization created by the required new Superadmin?
Organizar módulos en Bigin
Buenas tardes, Me gustaría poder organizar el orden de visualización de los módulos disponibles en Bigin. Por ejemplo, en la web quisiera ver los contactos primero y luego los tratos. Adicional, me gustaría saber si se pueden inactivar modulos que no
Receiving email from a contact is not appearing in the contact record. Only the sent email
I want to see both sent mail and received mail from a contact. What do I have to configure to ensure I receive emails as well?
Rich Text or Markdown Formatting for Notes
It would be awesome if we could format the text and content in the Notes section on Deals, Contacts, etc. It is helpful to be able to make some things bold or underlined. And being able to use bullets and other formatting actions is helpful in several
Feature Req - See imap emails in Timeline tab of a deal
In many other CRMs such as pipedrive and hubspot, when you are looking at the timeline of a deal you can also see snippets of emails that have been sent or received and then click to view the full message. This gives users a fast way to catch up on EVERYTHING
Users can now select the template while signing up for Bigin from within the mobile app
Hello All, In the latest version of the Bigin Android mobile app (v1.4.8) and Bigin iOS mobile app (v.1.4.9), we have brought in support for Template selection and basic information filling feature from within the app. Choose Template: Now users can
Sorting Contacts
So the Bigin app lists all contacts in alphabetical order which is pretty useless if I’m on the road and trying to figure who my latest inquiries are from. I would like tosort them by a custom field - Inquiry Date. Is there any way of doing that?
Reordering tab in Bigin Mobile
HI, I'm trying to use Bigin Mobile.I'm trying to figure out how can I customize the order the tab in Deals and also Contacts. It i possible to reorder Tabs on the Web application, there is an icon on the right of the tab bar. But where is it on the mobile
'Sorting and Grouping' is now support in the latest version of the Bigin Mobile app.
Hello, In the latest version of the Bigin Android mobile app (v1.4.9) and Bigin iOS mobile app (v.1.5.0), we have brought in support for 'Sorting and Grouping'. Records now can be sorted in Ascending or Descending order. Records can be grouped based
Introducing Bigin Premier: Multi-currency, Advanced Workflows and more!
Hello everyone, We are thrilled to announce an all-new edition of Bigin which packs several new features like Multi-currency, Advanced workflows, Custom lookup fields and more - Premier edition. Here is a comprehensive video on what you should know.
Unable to send mails
I am unable to send the mails from my zoho bigin platform. All the time it is showing the same error.
Associate Workdrive Folder with Deal / Contact / Company
It would be really handy if one could associate a Workdrive folder in the Files section of a Bigin deal, contact, or company so that any files put in that Workdrive folder would be quickly accessible through Bigin. The use case seems like it would be
Company matched products
Can products be combined with companies?
Time Created shown on Card is incorrect
The time shown on the Card appears to be in a different time zone than the time shown on the timeline. Also, it Doesn't seem to be consistent - some cards show the proper time and some do not. For example, I have one that shows it was created tomorrow!
Trigger a Task when sending an email
I like the email integration in Bigin but cannot use it effectively without a Task being triggered when sending an email. For example, I currently use a Gmail extension called "Mixmax" wherein I can send an email and have it notify me at a designated
Saving Filtered Views
Is it possible to save filtered views? If not, is this something that is planned? Seems like a need most users would have.
Send email from companies profile and from task
I discovered that is not possible send email from companies profiles or from task and it's really crazy that I have to go to the person to send an email Will be very opefull that will be make aviable send emails from company profiles and from task or,
Senior Management View
I would like to provide our CEO access to all data in my account but only Read Only. Is this possbile and if not, do you have any alternative suggestions on enabling management to see the data but not be able to change it? Thanks
Dashboard
Can the various dashboard views be filtered by owners of deals? How can a manager isolate the data shown, for example, on the Overview by Salesman?
Deals vs. Companies
I am a newbie and trying to figure out best practices when entering a deal. My deals are all based on a company, so what do you recommend in terms of the Deal Name and will I effectively be entering a Deal and a Company for every lead, even though they
Email - setting up a company email account
I currently use email with my company account microsoft 365. How do I setup to use Bigin with my company email? I tried the Office365 choice, and it would not work. It would say that my password was incorrect, when I know it is correct.
Mailchimp integration
Hello, i have started using Bigin as my CRM. we would like to use it as; When an email campaign is sent from Mailchimp, to an email that is associated with a contact in Bigin, then it syncronises and writes this email as a note (or similiar solution)
Option to add a Link as an attachment is now supported in Bigin iOS mobile app.
Hello Everyone! In the latest version of the Bigin iOS app v1.4.7, we have brought in the option to add a Link as an attachment. Users can now easily add link as an attachment to records in all modules. URL will be verified by the server and the name
OAuth and Modern Authentication
We are trialing Bigin and our team likes the feature set. However the Email integration requires IMAP or POP, which is currently disabled in our environment for security reasons. Is there a roadmap where OAuth will be enabled for Bigin? We don't want
Telephony Integration with 8x8 and Zoom
BIGIN does not support integration with worlds too telephony provider 8x8 and Zoom it seems I am not talking if using Zoom meetings I am referring to Zoom Telephony and Unufued communications. is there a plan to bring this in soon? if yes then when please
Expand your outreach with the all new Constant Contact Integration!
As a small business owner, you will often find yourself in situations where you want the contacts in your marketing tool added to your sales pipeline and vice versa. To make this synchronization a lot smoother and hassle-free, we are introducing the Bigin-Constant
Colour coded tags, Custom lookup field and Secondary contact are now supported in Bigin iOS mobile app.
Hello All, In Bigin iOS mobile app (v1.4.4), we have brought in support for Colour Coded Tags, Custom Lookup Field and Secondary Contact [Premier Features]. Also, In the latest version of the Bigin iOS mobile app (v.1.4.5), we have brought in Premier
Users can now subscribe to the Premier plan of Bigin right from the app.
Hello All, In Bigin Android mobile app (v1.4.3), we have brought in support for In-App Purchase for Premier feature. Users can now subscribe to the Premier plan of Bigin right from the app. Plans: - Bigin Premier Monthly [Up to 5 Users] - Bigin Premier
Importing Notes with specific creation date
Hi, I am wanting to import Notes for Contacts from my Excel spreadsheet and I would like to set a date for the Note in Bigin, instead of the import date into Bigin. Is that possible?
about multicurrency
I am facing a problem in updating conversion rates for USD and EUR it is automatically stating as 1 INR = 0.01 USD and 1 INR = 0.01 EUR how can we change it, because this is wrong
Notifications settings
Hello, we would like to have in system the notifications in such way that Supervisor (Super Admin status) could see my actions through Notifications (bell sign). Now Supervisor could see only small part of actions, not for all deals. Second user has
Workflow Email Send Delay
I'm building a workflow that sends an email on opportunity creation. The email shows as sent from within the opportunity, but hasn't actually be sent and doesn't show in my mail 'sent' folder. Do workflow emails get batched and sent later? Or do I have
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