Zoho Bigin - Reports and exporting Dashboard Views
Hi Team, with the lack of reporting functionality available in Bigin, 1. Are there any plans to incorporate any basic reporting capability ? 2. Functionality Request > it would be great if we could export the current Dashboards (to PDF, Excel etc..) (I
Bigin.CRM offline mode without internet connection
Hi Is it normal that the app Bigin does not work offline when there is no internet connection or wifi connection. If you travel normally the airline does not have internet wifi connection and you need to work on your Bigin or maybe other situation and
Introducing Bigin's Sheet View
We are thrilled to announce the launch of "Sheet View" in Bigin. With Sheet View, you can now view and update Bigin's data in a spreadsheet-like format, providing a seamless and efficient experience. In Bigin's Sheet View, tabular presentation of records
Announcing Bigin's integration with Zoho Directory
As a Bigin admin, you play an important role in managing your organization's user accounts and ensuring secure access to important data. To streamline and enhance your user management operations, Zoho Directory can be a powerful tool. Zoho Directory offers
Calculate Margin for Deals
I would like to ask if is there any way to calculate margin for Deals? I have a custom füled in products "Buying Price". In paper it is very easy to calculate: =SUM for all Products ((Product Price-Buying Price) x Quantity) But in practice i can not find
#BiginnersTips- 5 | Clearing Closed Lost Deals from the previous year!
Welcome to another segment of our #BiginnersTips series! In this post, we'll explore a practical solution to manage closed lost deals from the previous year. By utilizing custom views and setting appropriate filters in your Bigin account, you can effectively
Attention Indian Customers: Introducing Bigin Virtual Classroom Training
Attention Indian Customers: Introducing Bigin Virtual Classroom Training We have exciting news for all Bigin administrators! Mark your calendars for the paid training session exclusively designed for Bigin administrators, happening on 12th July 2023.
Bigin Android app can now capture the call duration of the calls made from the app
Hello All, In the latest update (v1.2.8) of the Bigin Android app, we've now provided the option to capture the call duration automatically when registering a call in the app. I have attached a GIF of Bigin app capturing the call duration for your
Few more enhancements in June 2023
Hello Everyone, I hope all of you are doing well. We're happy to announce a few more enhancements we've made to Bigin. We'll go over each one in more detail. Record storage Previously, users could only view how much of the organization's maximum file
Pipeline Deal with secondary contact field
Hi I created a field with "secondary contact" to have the option to use as another associate contact to the deal pipeline. It works perfectly with the option to choose varios contactos to the deal and stays the contact registered to to the deal showing
Option for Voice note
Hi I would like to leave a suggestion for notes option to have voice note for the notes. Pipeline notes Contact Notes Company Notes Activities notes ( task, events and call)
[Webinar] Win with Analytics: Overcoming 5 critical sales challenges
According to a Harvard Business Review study, companies that excel in sales pipeline management witness a remarkable 28% increase in revenue growth. To clock such accelerated growth rates, sales teams must adopt a comprehensive approach that enables them
Bigin Android app update - Feed Notifications
Hello Everyone! In version 1.6.1 of the Android Bigin mobile app, we have brought in support for Feed Notifications. This feature enables you to receive instant updates on records you are involved with, such as additions, edits, deletions, and more. Furthermore,
Bigin's Integration with Zoho Books- Webinar!
Hello Biginners, We kickstarted "Bigin Masterclass" series last month and covered the latest features of Bigin. To keep the momentum going, we are ready with our next session on Bigin's integration with Zoho Books. The webinar is scheduled for 31st May
Bigin iOS and macOS app update - File Cabinet
Hello Everyone! In the most recent iOS (v1.7.1) and macOS (v1.5.1) updates of the Bigin app, we have included support for the File Cabinet functionality. You can access this feature as a topping within the web app (bigin.zoho.com) and conveniently use
Copying Calendar Entries to Bigin Calendar in Outlook
When using CTRL+C / CTRL+V to paste calendar entries from Outlook desktop app into a Bigin calendar, every event entry into Bigin starts with the word "COPY:" Is there a way to do this differently so that doesn't happen?
Associate email to deal and multiple contacts to deals
Hi any news in how to associate emails to deal and to varios contacts in Bigin CRM? This feature would help in having deal and conversation all in one place so that when we open the deal or contact we have all the information in regard to deal that we
Information Sharing in All Roles
I set our employees into roles by their position. They have different titles but all report to the CEO. Now I realize that only people in the same role can see each others data. How do I set the roles so that all users can see all data, including all
Company section not showing all the information from contacts section
Hi would like to know why in the company section it does not show all the information if I have associated to a contact or contacts. For example I have emails in contact but when I want to look all centralized in company section I choose all email and
Unable to filter records contacts by email status
Super Admin in our company can filter records by email status as open but employees who are part of standard profile cannot see these filters. Bigin team - it is necessary for every user to identify contacts/leads by status of activities so they can take
Can you deactivate the "Companies" section in Bigin?
We use Bigin for B2C auto sales, not B2B sales. Are we able to deactivate the Companies section?
How to add the payment methode?…
I hv troble to add the payment methode
What's new with Bigin Forms?
Hello Everyone, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's Form. We'll go over each one in more detail. 1. Google's reCAPTCHA In Bigin Forms, you can now add Google's reCAPTCHA service to
Deal number of day on stage of a deal
Hi is there a way to see or include when you looking at your pipeline deals how many days that deal is been standing at particular stage that way you can handle this deals quicker. Maybe we can get email alerts reminding you the deals ir number of deals
What's new in Bigin - May 2023
Hello Everyone, I hope all of you are doing well. We are pleased to inform you know about some of the recent enhancements in Bigin. Three enhancements have been put in place; in this post, we'll go over each in more detail. #1 Quick Preview Previously,
Bigin: Introducing Duplicates Cleanup feature
Hello Partners, We are happy to announce our Duplicates Cleanup feature, which will enable you to manage duplicate records more effectively. Previously, it was common for users to create duplicate entries when adding records to Bigin from sources like
Introducing 'Dynamic display' in the latest version of the Bigin Android mobile app.
Hello everyone! In the latest version of the Bigin Mobile Android app (1.6.0), we have introduced support for Dynamic Display, which transforms the List View into a powerful and customizable visual interface. Dynamic Display: This feature allows users
Create a list of products and automatically associate them with new deals
Hello, I have a store with WooCommerce, and I want to import orders into my pipeline. But I haven't found a way to import the order with the associated products. So, do I have to create the deals and then manually add the products to them? That's double
How do I rename "Pipelines"
Until the upgrade I had a category of "Engagements" which now seems to have been renamed "Pipelines" – which is meaningless for my business. How can I change the name of "Pipelines" please?
Using LinkedIn to generate contact/company information
Hi, we are currently in the process of implementing Bigin. One thing we really miss is a functionality that automatically generates contact or company information based on an email address or name/address. Before switching to Bigin, we were using Teamleader,
Telegram, Discord integration - email is obsolete
Many of our customers are using Telegram or Discord to communicate. Having Telegram conversations in CRM would be fantastic. I'm glad that Bigin has email integration, but while most interactions start from email, less than 10% of all customer interactions
Dashboard Bigin
How can I move the "Pipelines" module under "People" on the dashboard?
E-Mailadresse des Empfängers auf Bigin-Server gesperrt.............
Da Bigin schon von Anfang an keine gesendeten E-Mails an Outlook übergibt (synchronisiert), greife ich zu dem Hilfsmittel und sende mir die E-Mails an Kunden nochmals im CC oder bcc über Bigin an unseren Mailserver. Jetzt bekomme ich die Meldung: "E-Mails
Automatic reminder for contacting lead
I want to add a company/contact, hit them up with a cold email and then have an automatic '2 week followup reminder' generated. Is this possible? If so, I'd also like to do a '1 month followup' and then a '1 year followup.' Can I do something like this
What will happen if my license expired? How long my data will be accessible ?
Hi, I have 7 licenses active in my bigin CRM which will expire soon. I would like to know in case I have to delay my renewal what will be the consequences? How long my data will be kept and who can access it?
#BiginnersTips- Filtering Leads vs Contacts in Bigin - Post 4
Contacts and Leads are two important terms in any CRM. While they seem similar, they have distinct differences that can greatly impact the success of a business. Keep reading to know more: Contacts are individuals or companies that you have established
It's Bigin's 3rd year anniversary and we are announcing a special referral program for you!
Dear customers, We're thrilled to celebrate three successful years with you as part of the Bigin family. Thank you for being a valued customer and choosing Bigin to be an active part of your entrepreneurial journey. As we celebrate our 3rd Biginversary,
Changing field format
Please advise how to change a field format in Bigin. I have a customer field which is set as text, but now I want to change that field as number. I cannot delete that current text-formated field and add a new number-formated field because I don't want
Email
What is the difference between 'clicking on', and 'opening', email?
Dashboards are now supported in the latest version of Bigin iOS mobile app and Bigin Mac app.
Hello all! In the latest version of the Bigin iOS mobile app (v1.7.0) and Bigin Mac app (1.5.0), we have brought in support for Dashboards. What are Dashboards? Dashboards are a powerful tool for tracking and analyzing business performance, offering users
Next Page