Colour coded tags are now supported in the latest version of the Bigin Android app
Hello All, In the latest version of the Bigin Android mobile app (v1.4.0), we have brought in support for Colour coded tags. Tags are labels that let users categorize records in a module based on certain characteristics. Users can now choose the colourOut of office replies from bulk emails
When I send bulk emails through Bigin, i.e. one email to multiple contacts, I expect to receive some automatic replies, for instance out of office replies. It would be very unusual if I didn't. However, I'm unable to find these automatic replies anywhere.Costumers not visibles at other user
Hello As CEO I created some costumers but the problem is that the users that I added, can't see the costumers? What I'm doing wrong? or what I have to do?Custom Fields - Lookup
It would be very helpful to have lookup fields as a custom field type. There are a number of relatively obvious uses for something like this. Depending on one's situation, it may be important to record competitor(s) and/or vendor(s) for a deal. ThoseChange/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!!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. Bigin Mac app gets a fresh look!
Hello everyone, Bigin Mac app just got a fresh look with macOS Monterey! So without further delay, let's take a look at what's new in the app. Make your workday simpler with Shortcuts Set up quick shortcuts to perform tasks with just one tap. By configuringWe heard you. You can now associate multiple contacts to a deal!
A deal often involves multiple decision makers. Let's assume Zylker furniture is using Bigin to manage their sales pipeline. They are approached by a firm that wants to purchase some furniture. However, employees at different departments in the firm mustAssociate 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 beBigin for Zoho - How to add an internet link to a picture in my signature?
I created a signature with pictures. I'd like to add hyperlinks to those pictures. I tried what is indicated in https://www.zoho.com/mail/help/insert-images.html but when clicking on the embedded image, I don't get the same menu mentioned in the over mentioned explanationbusinesses and customers do not charge after activation
I was testing the bigin program in the testing period, after it finished there was an option to join +100 days to test the program by sharing it on social networks, this was done, the system started working again, just with a but in the browser it doesn'tWhy Does Bigin Limit Field Mapping in Google Sync?
There are three areas where Bigin doesn't allow field mapping in Google: Email, Mobile, and Street Address. You can ONLY map the Google fields labeled Work Email, Work Mobile, and Work Street Address. Why? Many of my Google Contacts are vendors and businessColored tags, custom fields for Events, Tasks modules and more!
Hello everyone, Happy to be back with more enhancements that are bound to make your Bigin experience even better! Customize Events and Tasks module You can now customize the Events and Tasks module by adding custom fields to capture additional information.commercial proposal
the system should accept the issuance of a commercial proposal. this would help a lot by leaving the proposals within the system. the customer could digitally signImporting 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. ThanksCan't you select "inbound" as a call type in free version?
I am trying the free version of the software and i am not able to select "inbound" as a call type in the Call Log section. Is it only available whe you purchase the service? Thanks for your helpBigin 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 attachtelephone error'The agent cannot init a call now'' have zadarma connect
hi can anybody help me with this issue please? just setup bigin and zadarma telephone and get this error when try to make call error'The agent cannot init a call now'' have zadarma connect thanksHow do I add multiple contacts in a deal
How do I add multiple contacts in a dealIs there a way that the incoming emails can be linked to the deal and not get added to other deals where I used the same email address.
I use Bigin to track property purchases. I track the purchase of a property as a Deal, through different stages of the process. The Challenge I have is that I might use the same estate agent for different property deals and when I communicate with themMake Contact or Company inactive
Is it possible to make a Contact or Company inactive (e.g. Contact left the Company or Company is no longer a customer)? The only option I could find, is to to delete the Contact or Company entirely. But with this we lose their details and the historyBigin stops syncing with Google Calendar
Hi there, I am having the an issue with the sync feature of Bigin Events and Google Calendar. It constantly stops syncing. Each time it stops syncing I have to disconnect the calendar through intergrations and then re connect it. As you can imagine thisReceiving 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?Bigin is not allowing more than 10 dashboards. How do I create more?
Bigin is not allowing more than 10 dashboards. How do I create more? Can more dashboards be purchased if needed?Bulk add a large number of options to a dropdown list in Bigig
Bigin: bulk add a large number of options to a dropdown list in Bigin fields. Example: List of countries in a custom dropdown field.You can now attach files from cloud services!
Hello everyone! We are back with another exciting update. Gone are the days when we stored files only on our computer hard drive. In recent times, most of our documents are stored on Cloud services so that we can access them anytime, anywhere. The FilesShould 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 understandPipelines and Stages
Hey, am having issues with adding a new stage whenever I want to add a new stage and i click save I get this error plz helpMass Moving Deals
Is it possible to mass move deals from one pipeline to another, rather than move one by one? Thank youTelephony Integration In Bigin Mobile App
Telephony integration in the Bigin web portal is great. To bad it is not present in the mobile app. Is this in the works?Import file column size limit exceeds
Hello! We cannot figure out why we are getting this error message (Import file column size limit exceeds) while importing less than 400 contacts under an Express account. We have 17 columns. I am not finding anything on column maximum. Thank you! CParsing email addresses and creating deals.
I will like to auto-send a template to anyone that I receive emails from with a partical email ending, and then automatically create a deal if they push a link and enter data into the form. Is this possible?Seamless.AI
I know that Seamless.AI works with ZOHO CRM. Will Bigin import this data automatically as well? ThanksCustomize and configure Notification preview, action, sound, grouping, and lock screen preview
Hello All, In the latest version of the Bigin iOS app users can customize notifications based on their requirement. Please find the different customizations below: Notification preview: Users can customize and configure notification preview. For e.g.Can I Integrate MixMax with Bigin .. need advice and guidance please.
My client prefers to use MixMax.com and I need to integrate that tool with Bigin. Any help, advice, and instruction would be greatly appreciated. Please include links, etc.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 contactUnable to add a new deal in Bigin
Unable to save a new deal in Bigin. Button Save does not work, the only possible acton is CancelIntroducing 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 synchronizecan change deal colors in bigin?
can be super useful if we can change colors deals process any way to do it?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 specificNext Page
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Announcements
Colour coded tags are now supported in the latest version of the Bigin Android app
Hello All, In the latest version of the Bigin Android mobile app (v1.4.0), we have brought in support for Colour coded tags. Tags are labels that let users categorize records in a module based on certain characteristics. Users can now choose the colourIntroducing 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. Bigin Mac app gets a fresh look!
Hello everyone, Bigin Mac app just got a fresh look with macOS Monterey! So without further delay, let's take a look at what's new in the app. Make your workday simpler with Shortcuts Set up quick shortcuts to perform tasks with just one tap. By configuringWe heard you. You can now associate multiple contacts to a deal!
A deal often involves multiple decision makers. Let's assume Zylker furniture is using Bigin to manage their sales pipeline. They are approached by a firm that wants to purchase some furniture. However, employees at different departments in the firm mustColored tags, custom fields for Events, Tasks modules and more!
Hello everyone, Happy to be back with more enhancements that are bound to make your Bigin experience even better! Customize Events and Tasks module You can now customize the Events and Tasks module by adding custom fields to capture additional information.
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Bigin Mac app gets a fresh look!
Hello everyone, Bigin Mac app just got a fresh look with macOS Monterey! So without further delay, let's take a look at what's new in the app. Make your workday simpler with Shortcuts Set up quick shortcuts to perform tasks with just one tap. By configuringColored tags, custom fields for Events, Tasks modules and more!
Hello everyone, Happy to be back with more enhancements that are bound to make your Bigin experience even better! Customize Events and Tasks module You can now customize the Events and Tasks module by adding custom fields to capture additional information.Bigin for Zoho - How to add an internet link to a picture in my signature?
I created a signature with pictures. I'd like to add hyperlinks to those pictures. I tried what is indicated in https://www.zoho.com/mail/help/insert-images.html but when clicking on the embedded image, I don't get the same menu mentioned in the over mentioned explanationCostumers not visibles at other user
Hello As CEO I created some costumers but the problem is that the users that I added, can't see the costumers? What I'm doing wrong? or what I have to do?commercial proposal
the system should accept the issuance of a commercial proposal. this would help a lot by leaving the proposals within the system. the customer could digitally sign
Sticky Posts
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. 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
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