Zapier integration
HI, I have noticed that with your zapier integration, it does not matter what pipeline you map it to, it wont work, it will always send it to your 'qualification' stage on the first pipeline.
Reporting?
Does Bigin have reporting capabilities? I didn't see any functionality for that.
Bigin: Recent Updates
Hello everyone, We have released a bunch of enhancements recently. Here is a brief introduction to each of them. Mailchimp Integration Mailchimp Integration for Bigin lets you synchronize the audience list in Mailchimp with the contacts
Bigin: Product Updates
Hello everyone, We have released a bunch of enhancements recently. Here is a small introduction to each of them. Zoho CRM to Bigin Migration: Migrate data from your Zoho CRM account to Bigin account in a single click. This feature is available to Express edition users (trial and paid) and Zoho One users. Read more about it here. Zoho Sites Integration for Bigin: You can now integrate the web forms in your Bigin account with your Zoho Sites website without any coding. The integration seamlessly
"tiny" screen
HI I tried Bigin today, on a 1200px wide screen. It seems the tool bar doesn't like so much tiny screen, all button are mixed up. I guess some design should be redone :) regards
Error when deleting Product
Hello, i am currently trying to setup Zoho Bigin. Now I´ve added all of the products my company sells, including ones i personally have nothing to do with. Now i want to delete them to keep it more simple, but get the error message that the products are connected to a deal and therefore they can not be deleted. Only Problem is, there is no deal in the deals module. In the beginning i set up some fictitious deals to check how the system works, but after that i deleted them all.
Delete Bigin Account
Hello! Because of the miscommunication, my colleague has created an extra Bigin account. I have created one too and upgraded it. Now I can't add this said college into 'my' Bigin as a user: "Email associated with an existing user." None of us can find a place he can delete his account (as it's very easily managed with other Zoho apps) or do anything about it to be able to add him as a user. I know we can use some other email but I hope there is some easy and logical way to cope with it besides multiplying
Zoho CRM integration with Zoho Bigin
I am looking to add a contract sale person who is not very technology comfortable. I was hoping to let him use Bigin for his activities on the smart phone as it is more direct-to-sales. I found the integration with Zoho Contacts but not with CRM. Is this coming in the next few months? I don't want to create info silos. Ken
How many user are there @. this moment for Bigin?
How many user are there @. this moment for Bigin?
Activity only AM/PM?
I live in Europe when a make an activity i see only AM/PM where can i set an european time?
Bigin: Product Updates
Hello everyone, We have released a bunch of enhancements recently. Here is a small introduction to each of them. Import notes into each module: Instead of adding notes one at a time to each record, you can now import them and get them associated with relevant records. You can import up to 250 rows at a time under free plan and up to 5000 rows at a time under Express plan. Read more about it here . Add-on for Additional Records: Users in Express plan can now purchase additional records if their
Dashboard component not showing correct information
I have added a dashboard component as follows: After saving, the dashboard is showing all Deals created since the beginning, not only for the current week vs last week. From what I can tell this is reporting per last 7-day period, rather than per calendar week.
Integration with Zoho Mail
I use both programs now and I really like that I can add leads to the CRM. So it would be nice to have that acess to Bigin too.
duplicates
I have not found a way to search for duplicates in contacts (drop Down menus) - not sure what filters to select Can you give me more specific options? Thanks, MCK
How to export deals by product?
Hi there. I'm using zoho, and I need to export all my deals to analyze them with Power BI, but when I export my deals, I get one row per deal in which the ammount is the sum of all the products on that deal. What I need is to get a row per product per deal. Is this possible? Example: I have a deal associated with 2 products (each one with an ammount of 500). What i currently get is: Deal 1 | Ammount 1000 What i need: Deal 1 Product 1 | Ammount 500 Deal 1 Product 2 | Ammount 500 Thanks in advance
Voicenotes, Add product to contact, Product View Mobile
Hello, Three massive improvements would be: The ability to add voicenotes, as possible in Zoho CRM A product register on the contact record, to add specific products to contacts. View the products in the mobile version. It makes no sense for me to have all products added on the web version and then don´t have access to them in my mobile app Is there any of this suggestions planned in the future? Regards, Andreas
Color Coded Text Tags
I would like to categorize my deals by our service categories. I love that we can choose what we see on the deal cards and this would help in differnciate each deal from one another.
Adding a Custom field In Zoho Bigin Problem
Hi, I am trying to add custom field for deals. In that I need to create " stage " field. But in that name I have already found in default field. How to remove that field or edit the default field.
Integration with Zoho sign to finalise a deal?
Hey team Looks like an interesting new product. What is the proposed workflow for closing a deal that includes sending a contract to a client from Bigin using Zoho Sign?
Bigin
Looks great very exciting announcement!! Like a lot of your customers we have been using CRM for Sales and Desk for customer service request. Was very surprised to see that Bigin had no CRM integrations? Is this in the works and how far out approximately? Also seen that the package offered under Zoho one. just wanted to confirm! Thanks in advance!