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 differentImportant: 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 accountSincronizar 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.Creating monthly recurring deals for contracted work
Ours is a service business with a mix of projects and recurring service delivery. I would like to create deals that will show revenue monthly on a recurring basis without having to manually clone each deal every month.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 noHow Do I Integrate IndiaMart with Bigin?
I want to integrate my IndiaMart business profile with Bigin. How Can I do that? I want each and every lead coming from IndiaMart into the Bigin Contacts.We 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 mustOffice 365 Email Integration - MFA and Basic Authentication
Hello, We are attempting to set up Bigin to use the email integration with Office 365 using IMAP. We are trying to change our Office 365 settings to allow for basic authentication, and wanted to know if anyone has successfully integrated Bigin with OfficeReceiving 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?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 multipleRich 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 severalFeature 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 EVERYTHINGUsers 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 canSorting 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 mobileCan i integrate bigin with google voice?
I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sad'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 basedHow to use Bigin if I sell to individuals?
Our business provides services to private individuals, not to companies. Is there a way to customize Bigin to match this workflow? Having Contacts and Companies as separate entries may not be the most efficient workflow for our services, but otherwiseIntroducing 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.Answering a Bigin Call on my Mobile Phone
I am sure this is going to be easy to solve, but I am truly baffled!! When a call is received and the caller selects a response on the IVR the call will ring on our computers, however, we can't figure out how to answer it on our Mobile Phones as theyDifferent fields for different contact types
My business has three types of contacts. We need to store different data for the contact depending on what type of contact it is. Is there a way to create custom fields that apply only to certain "types" of contacts (with the type defined by a tag orCreating 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 contactAssociate 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 beCompany matched products
Can products be combined with companies?Time Zone per user, not per Account
Is it possible to set time zones per user rather than just at the account level? I have employees all over the world. ThanksParent Company
I work with a lot of companies that are owned by a Parent Company and would thus like to track the parent company as well as the company itself. Can I set up a field that is called "Parent Company" and have that field allow choices from those companiesTime 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!Generate a task from an email
Hi, Ive been trying to see if this feature exists so please let me know if i have missed it. if its not htre, woul dbne great to have it as new functionality. In our business often an email received prompts a workflow. I've setup the ZOHO Mail whichTrigger 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 designatedSaving 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,Incoming call logging in Bigin
Request support on how can we log calls on bigin which are incoming. This is one of the very critical requirements for usFeature 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 specificSenior 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? ThanksProbability field is behaving in very odd manner
Even though I have not been filling in the probability field, I just noticed that all my deals have a % shown in that field, with apparently random amounts. Any idea what is going on? Again, I have not entered anything so this field should be blank. ADashboard
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 theyEmail - 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.Next Page
Announcements
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 accountWe 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 mustUsers 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 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 basedIntroducing 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.
Zoho Pagesense Resources
Zoho DataPrep Resources
Zoho CRM Resources
Zoho Subscriptions Resources
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl 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 Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Most Discussed Topics
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 noSincronizar 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?How Do I Integrate IndiaMart with Bigin?
I want to integrate my IndiaMart business profile with Bigin. How Can I do that? I want each and every lead coming from IndiaMart into the Bigin Contacts.Creating monthly recurring deals for contracted work
Ours is a service business with a mix of projects and recurring service delivery. I would like to create deals that will show revenue monthly on a recurring basis without having to manually clone each deal every month.
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
Top Contributors
Sunderjan Siddharth
Neil Allender
Helmut Spindler
Guru Raja Subbaiah
MiNuevoSitio.com