How can reuse the Delete custom fields?
I create custom field in the contact module but after some time I delete that field but now I want to reuse that field again but not getting how can I reuse this and it is not allowing me to create new one. Can anyone help me to get out of this. ThanksBigin+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 allowedCreating 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 contactDeal Creation
How I can include all details / information entered with a contact / company to create any deal for that contact in Bigin?Ask the Experts #1: 5-hour knowledge exchange marathon on Bigin
Hello, Bigin Community! We are excited to welcome you all to our first ever "Ask the Experts" session for Bigin. Ask the experts (ATE) sessions allow users to interact with our Product Management and Development team - the actual brains behind the product.Automation
Is it possible to create a deal from contacts by a workflow in Bigin?Zoho Bigin contact addition
How do I add multiple contacts in a deal?Multiple Email ids linked to Bigin Account
Hi There, We use Zoho Desk and have 3 different emails which gets converted to tickets. When I am using Bigin and looking for emails. Some of the email ids of customers are visible and some of them are not visible. Not sure why?How to create a Bigin Deal directly from Zoho Desk?
Hi There, We use Zoho Desk and receive multiple quote request from potential leads. Some of these mails from customers we would like to track closely in Bigin. Is there a way to create Bigin deal directly from Zoho Desk?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 wantMultiple Contacts for a Deal in Bigin
Does anyone know if it is possible to have more than one contact listed on a deal in Bigin. We typically have 2 or 3 people we are dealing with and it is important to have them notated for the team. I would like it to be listed just like it is on aBigin Integration with Other Zoho One Apps
Are there plans to integrate Bigin with other Zoho One Apps. The apps I'm most curious about are: Zoho Meetings Zoho Bookings Zoho Campaigns Zoho Invoices I've been using Zoho CRM but prefer the simplicity of Bigin. Hope integrations will be availablehelp setting up / syncing my email - error key.subject.dnmismatch
hi can anyone help me set up and sync my email - ive put in all the details but its coming up with this error key.subject.dnmismatch its a IMAP email im setting up thanksIntroducing the Integration of Zoho CRM and Bigin for a two-way data sync
Often times, your sales reps may not need a robust CRM and access to big functionalities. All they need is a simple application to keep track of the follow-ups activities, update details on deals and contacts, jot down notes and more like that. All the while you do want your business running on CRM and keep your data up-to-date for other processes to work efficiently. To get this working, Bigin has a new functionality today - the integration with Zoho CRM. With this integration, you can synchronizeWeb Form File Upload Limit
The file upload limit to a web form is 3 files of 20mb each. Is there a way to increase the number of forms Contacts are able to upload?Zoho Books Integration, Rename modules, All new Pipeline view and more!
Hello everyone! We are back with some exciting announcements. But first, Happy Birthday, to us! Bigin turned ONE recently and with that we also have a new set of features we are excited to share with you. We have opened our most awaited early access featuresZoho One - CRM and Bigin Integration
Hi, I was wondering why Zoho CRM and Bigin are not integrated? Bigin seems like a big leap forward in usability for field sales reps. However, I was disappointed to hear that data in Zoho CRM wouldnt populate into Bigin. Whats the rational behind this? Is there a plan to make this happen?From Bigin to Zoho CRM
Hello Zoho team, Last week we bought Bigin Express, thinking that it will be enough for our needs. However, we now understand that we need a bit more and thus were thinking of moving to Zoho CRM Standard. Would the switch be easy or will we lose the moneyPick which fields are important to show up elsewhere
Hi, Other CRM platforms have a feature where you can set a field to "important" to have it show up not only on the type it belongs to. Right now if we add a custom field for a Company, then when viewing a Contact related to that company, you can't quicklySorting companies on app...
Is there a way to sort the list of "all companies" on the app by state? My territory has multiple states and it's helpful to look at things by that specific state. I have put in their states in their contact fields and on the web version, there is aUpcoming new updates in Bigin - Now up for early access!
Hello everyone, We are excited to announce our first set of enhancements in Bigin for this year. Since our public launch, our focus has always been to make Bigin more usable and practical to our small business customers. Keeping this in mind, we've beenIntegrating Zoho Books with Zoho Bigin vice versa
Hi all, I'm using Zoho Books for financial administration, invoicing, estimates, etc. I'd like to use Zoho Bigin as a light CRM solution for my small company. For obvious reasons, I want to integrate Books and Bigin with each other. Does anyone know ifTelegram, 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 interactionsTag management feature is now supported in Bigin iOS mobile app (v1.2.11) and macOS (v1.0.8)
Dear All, Hope you all are doing good. In the latest version of Bigin iOS app (v1.2.11) and macOS app (v1.0.8), we have brought in support for Tag management feature. Tags help you to segregate records on various categories or genres. You could simplyAssign another profile for Admin
Hello, i wonder if we can assign another profile for admin. I am asking because I am not only the admin but also the sale Rep. I would like to create a sale dashboard which shows every sale rep's sales data to each other. Since i am the admin, the otherEmails sent through Bigin are not posting in IMAP Sent folder
I have set up my email to work from within Bigin using IMAP. I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc. I want all my emails to populate my email client (outlook & iphone email) whether orGmail Synchronization with Contacts in Bigin
Hi We have just implemented Bigin and started adding users, we love the look of the product but we may have hit a major problem that will derail our usage if not resolved. The site says that Bigin integrates with gmail but this is not really correct,IMAP Sending Error from Bigin
Logged on to Bigin today to find that I wasn't able to access or send any IMAP emails. So I recreated the IMAP conneection (to my Fastmail account). I can now read the Fastmail emails on Bigin, but when I try to send from Bigin I get an "Error While Sending Mail" error. I'm sure the IMAP settings are correct. Something down on the Zoho side? A Fastmail issue? Any ideas on how to check this would be much appreciated.Tag Limi?
is there any way to create more than 20 tags?Filter Call Activities by calendar
When I want to see which tasks i have to do today, I can filter it by Today or Today + overdue tasks. It should be possible with Calls too. If I want to see only which calls I have made or received for today it should be possible Also for scheduled calls,Importing contacts and company name not importing
When I am importing contacts the company name is not importing into the contact company field. What am I doing wrong? When mapping the fields the preview shows the compnay name. ThanksLog Incoming Calls on Mobile App (Zoho CRM does it)
The title says it all. If Zoho CRM logs incoming calls, why doesn't Bigin? It has the option to log outgoing calls but not incoming.777
http://star77.zohosites.com/Calls module is revamped in latest versions of Bigin mobile app
Hello All, Hope you all are doing well. This post is to keep you all posted that we have the latest versions of Bigin app available in the market (both iOS and Android) where we have made couple of changes to Calls module inline to the web version (bigin.zoho.com).automatic notification to interact with contacts
With so many contact, I would like to receive an automatic notification after a specified time from last interaction (7days-2 weeks-1 month ext) to keep in touch with a contactBigin 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 yourLinks back to source data in Bigin email templates
Is there any way to add links back to the source records in Bigin email templates? I know you can insert data from the records but I would like to also provide a link back to the record. We use templates in workflows to alert our sales team that theirReceiving 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?Email Scheduling / Send Later
@Zoho, I would like to be able to Schedule Emails to send later like in Zoho Mail and Zoho CRM, any plans to have this added?Change/add product "category" type in Bigin????
Hi, how does one change/add a product category in Bigin. I only see "Hardware Software or CRM Application" as the options and no field customization. thx!!Next Page
Zoho DataPrep Resources
New to Zoho DataPrep?
Zoho CRM Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
-
Zoho サービスのWebセミナー
-
その他のサービス コンテンツ
ご検討中の方
有料プランをご利用の方
Announcements
Introducing the Integration of Zoho CRM and Bigin for a two-way data sync
Often times, your sales reps may not need a robust CRM and access to big functionalities. All they need is a simple application to keep track of the follow-ups activities, update details on deals and contacts, jot down notes and more like that. All the while you do want your business running on CRM and keep your data up-to-date for other processes to work efficiently. To get this working, Bigin has a new functionality today - the integration with Zoho CRM. With this integration, you can synchronizeZoho Books Integration, Rename modules, All new Pipeline view and more!
Hello everyone! We are back with some exciting announcements. But first, Happy Birthday, to us! Bigin turned ONE recently and with that we also have a new set of features we are excited to share with you. We have opened our most awaited early access featuresUpcoming new updates in Bigin - Now up for early access!
Hello everyone, We are excited to announce our first set of enhancements in Bigin for this year. Since our public launch, our focus has always been to make Bigin more usable and practical to our small business customers. Keeping this in mind, we've beenTag management feature is now supported in Bigin iOS mobile app (v1.2.11) and macOS (v1.0.8)
Dear All, Hope you all are doing good. In the latest version of Bigin iOS app (v1.2.11) and macOS app (v1.0.8), we have brought in support for Tag management feature. Tags help you to segregate records on various categories or genres. You could simplyCalls module is revamped in latest versions of Bigin mobile app
Hello All, Hope you all are doing well. This post is to keep you all posted that we have the latest versions of Bigin app available in the market (both iOS and Android) where we have made couple of changes to Calls module inline to the web version (bigin.zoho.com).
Zoho Sprints Resources
Zoho Show Resources
Zoho Books Resources
Zoho Projects Resources
Zoho Orchestly Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Zoho Desk Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Creator Resources
Most Discussed Topics
Ask the Experts #1: 5-hour knowledge exchange marathon on Bigin
Hello, Bigin Community! We are excited to welcome you all to our first ever "Ask the Experts" session for Bigin. Ask the experts (ATE) sessions allow users to interact with our Product Management and Development team - the actual brains behind the product.Pick which fields are important to show up elsewhere
Hi, Other CRM platforms have a feature where you can set a field to "important" to have it show up not only on the type it belongs to. Right now if we add a custom field for a Company, then when viewing a Contact related to that company, you can't quicklyhelp setting up / syncing my email - error key.subject.dnmismatch
hi can anyone help me set up and sync my email - ive put in all the details but its coming up with this error key.subject.dnmismatch its a IMAP email im setting up thanksTelegram, 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 interactionsBigin+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
Sticky Posts
Ask the Experts #1: 5-hour knowledge exchange marathon on Bigin
Hello, Bigin Community! We are excited to welcome you all to our first ever "Ask the Experts" session for Bigin. Ask the experts (ATE) sessions allow users to interact with our Product Management and Development team - the actual brains behind the product.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
Top Contributors
Sunderjan Siddharth
Guru Raja Subbaiah
Dinesh K
econprecast
Luison Lassala