Discuss
Discuss
BCC an Email to a Deal?
Is there a unique email address for Deals that I can BCC emails to? 2 Examples: 1 - I want to reach out to an organization but I only have their generic info@ email address. Any emails sent to that email do not show up in Deals, even if that email address
Zoho Crm and Zoho Bigin Deals Integration Problem
Hello, I equate my sales opportunities on zoho crm to zoho bigin, but although sales opportunities appear as a list, it only shows 2 records as canban, what could be the problem.
Deal totals not updating in dashboard
I closed a deal as won and the value updated on the Deals page but not on the dashboard. I hit refresh multiple times and the dashboard still shows the old value.
Bigin cant login to email channel with office365 Account
Hello, I keep getting the response "Looks like the password you entered is incorrect" when trying to log in with my Office 365 account. I have checked and the password is correct.
Introducing Bigin for iOS 16
Hello everyone! We're excited to announce that Bigin is up and running on iOS 16. With the latest version, users can find features like Lock Screen widgets, RoomPlan, Weather, Focus filters, and much more. Lock Screen widgets Bigin's widgets are
New enhancements in the latest version of Bigin mobile app running on iOS 16.
Hello All, We're stoked to introduce everything that's new for Bigin mobile app on iOS 16. In the latest version (v1.6.0) we have brought in the below enhancements. Note: Bigin mobile app version (v1.6.0) is supported from iOS 13 onwards. Lock Screen
Task with due date that starts the count of days every time a customer has a won job
Hi, I need a workflow with a task with a due date of 90 days wich starts from zero each time a customer has a closed won. Any idea?
Bigin has NO SUPPORT !
It's a shame... Our company is paying for Bigin, and we have been submitting support tickets and NO ANSWER.. NEVER... Also, online help is totally useless, and what is worst, the 45 minute webinar you guys did a few months ago is HORRIBLE... ultra low
Introducing APIs for Bigin
Dear customers, I hope you all are doing good. It's been quite a journey since we launched Bigin publicly, and we are pleased to see all your responses so far. Today, we are excited to launch our APIs, making Bigin even more extensible. With the launch
Telephony integration UK
Has anyone successfully integrated BigIn with a UK-based telephony provider? Which did you get working? I'm struggling ... CallHippo's registration form hangs Can't get Zadarma to work even though both systems say they are connected RingCentral looks
Name of Deal module can't be changed back
I changed the name of the Deal module to Opportunities but it improperly showed the proper amounts on the deals screen. I then changed the name of the module back to Deals but it won't stay named Deals. It will revert back to Opportunities.
Ownership while creating new contact
While creating a new contact or deal, my users can choose who will own the new contact from the list of all users, including super admin. I want to turn off this setting so they can just create their own contacts and deals, and not be able to choose another
Bigin has been the worst CRM ever for us
The integration with office outlook worked, then broke, was then fixed, then broke again. This has made the platform unusable since we signed up. During this time Zoho have taken our money and refused any refunds, anyway we have had enough we are voting
Microsoft Power-Automate Custom Connector to Bigin
Has anyone managed to create a working Custom Connector for Microsoft Power-Automate/Platform ? I note that there is a Premium Connector available for Zoho-Sign so presumably it should be possible to create Custom Connectors for other Zoho products such
Refund
Hello, I would like to request for refund for 5 users' licenses, since it got auto-canceled on 13th June. Then again I purchased for 4 users on the 14th June. Can you please guide me through the process further? Or is there anything I can do from my side
Problem integrating Bigin and 365 Contacts
Hello all, i was hoping someone can help me (Bigin support has failed so far) I'm trying to synchronise Bigin contacts with 365 contacts. i've followed the instruction in the link below and add and activated the contacts as image below but when i had
Mail Delivery Failed
When I sent an email through Bigin today, I got the following message: This message was created automatically by mail delivery software.
A message that you sent could not be delivered to one or more of its
recipients. This is a permanent error. The
Feature Req - add "Webhook" action for Bigin Workflows
It would be great if you could trigger a webhook to external service, e.g. zapier or zoho flow, as part of a Workflow in Bigin. There are many limitations when using Zapier or Zoho Flow e.g. if you want to have some automation performed only when a specific
Fiscal Year
How do I configure the fiscal year for my organization in Bigin?
Mandatory fields
Is there a way I can make a field mandatory when I move it to the next pipeline stage? I am using BIGIN
Join us at Bigin's first ever India customer meet-ups!
Hello everyone, We're thrilled to announce our first ever Bigin user group in-person meet ups in India. Why are we organizing this? To give you a perfect opportunity to learn and exchange more knowledge about Bigin! And a bonus, to show you a sneak-peek
Schedule mass emails, view mass emails status and more!
Hello everyone, Mass emails help you communicate with multiple customers in a couple of clicks. We have introduced a Mass Emails dashboard in Bigin so that users can see the status of the mass emails like how many emails were opened, clicked and bounced.
Workflow : Update a multiline text field
Hello, I'm creating a workflow to update a multiline text field. But it looks like I only can format my text as a one-line. How can I format the text to multiple lines ? Thanks
Bigin+Invoice app: How do I raise an invoice for a contact (B2C), instead of raising it for a company?
Hi, New to Bigin & Invoice apps. Bigin allows me to create B2B deals by connecting the companies and B2C deals by connecting the contacts (individuals), instead of companies. However, when raising an invoice on Zoho invoice app, the only option allowed
Interactive Dashboard Charts
Hi, I'm pretty sure this has been logged before somewhere on this community site. Please consider the Dashboard Charts to be interactive. (You can click on dashboard charts to go further into the relevant details ,to open requests, customers etc.) On
Bigin + Zoho Projects integration
Has anyone successfully integrated Bigin + Zoho Projects to any level? We know we cannot see Zoho Projects in Bigin, but once a Deal is moved to the Stage "Closed Won", we'd like to send the information to Zoho Projects, so we can start working on the
Bigin App - Files from Workdrive
Hello there, I have recently noticed that a new feature has been added to Bigin while on desktop allowing us to now add files to our contacts or events directly from Zoho Workdrive, which is great. However I have now realised that any files that I attach
Bigin Mobile app is now HIPAA compliant.
Hello All, In the latest version ( v1.4.15) of the Bigin Android mobile app and in Bigin iOS app(v1.4.10) , you can secure and restrict individual's health information and stay compliant with HIPAA. Now both Bigin Android app and iOS app support the
Deals & activities
Hi there, Out team works by creating and completing activities along the day that help deals go through the sales pipeline until it is won or lost. We need to clearly see when a deal has no activity in the Deals View panel, as this indicates that no advance
Introducing new actions in Pipeline/List view!
Hello everyone, We have recently rolled out eight new actions in Pipeline view/List view that will enhance user experience with activities like tasks, calls and events. View the Activity status of each record You can now know the status of the activity
Email Template are not available
I created the email templates, but the templates are not available while I am trying to insert them in the mail. It is not showing the available Email templates there.
Each Staff Member to have their own Default Pipeline view
Hi, Each Staff Member currently has their own pipeline that they deal with. e.g. the customer engagement officer only deals with getting the customer on board. > Customer Engagement pipeline. The Dispute Resolutions Officer only deals with their pipeline
Should I Add Leads in Bigin?
ok, first off I'm new here. I just started using Bigin. I'm debating if it's appropriate to enter leads. by leads I mean a list of contacts that I have not yet reached out to...it's a cold calling list. if I enter them I can track them (I understand
Create a Follow-up action for a new Task on a specific date automatically
Hello all, Does anyone can help with a solution I can't solve in Zoho bigin functionality: When I create or update a Task the customer ask to be reached in 3 days or on a specific date and I would like to Create a Follow-up action (a new Task) on specific
Creating New Deal for a New Contact and/or a New Company
Dear Zoho Team, When creating a new deal directly for a new contact and/or a new company web form of the system don't collect the fields for the new contact and/or the new company. That means that the user can create a complete deal for a new contact
Quick Create popup for Lookup fields, Mailchimp related list and User lookup field!
Hello everyone, We have recently introduced some most-requested enhancements. Here are the details: Quick Create popup for Lookup fields When we create a new deal in Bigin, there is an option to create a contact/company right from the Create Deal page.
Outgoing email nog working
Hi, I can't get my email to work in Bigin. Incoming email comes in fine but I can't get it to sent and it gives me this message (dutch version): Fout bij verzenden van e-mail Maybe it is because my incoming and outgoing server are not the same and both
In the latest version of the Bigin Mobile app, we have brought in support for 'Email-In' feature.
Hello, In the latest version of the Bigin Android mobile app (v1.4.13) and Bigin iOS mobile app (v.1.5.2), we have brought in support for Email-In feature. The records in the Pipeline module (Deals) are the actual work for a user in Bigin. However,
Organisation Storage - Storage Consumption by Users - How to identify Files taking up storage usage
Hi, In the Administration Settings, Data Administration > Storage > Organization Storage, we can find a list of which user (staff member) is consuming the the space of the allowed Storage (3gb) however, there is no option to click to further identify
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