How do I rename "Pipelines"
Until the upgrade I had a category of "Engagements" which now seems to have been renamed "Pipelines" – which is meaningless for my business. How can I change the name of "Pipelines" please?
Telegram, Discord integration - email is obsolete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 interactions
E-Mailadresse des Empfängers auf Bigin-Server gesperrt.............
Da Bigin schon von Anfang an keine gesendeten E-Mails an Outlook übergibt (synchronisiert), greife ich zu dem Hilfsmittel und sende mir die E-Mails an Kunden nochmals im CC oder bcc über Bigin an unseren Mailserver. Jetzt bekomme ich die Meldung: "E-Mails
Automatic reminder for contacting lead
I want to add a company/contact, hit them up with a cold email and then have an automatic '2 week followup reminder' generated. Is this possible? If so, I'd also like to do a '1 month followup' and then a '1 year followup.' Can I do something like this
What will happen if my license expired? How long my data will be accessible ?
Hi, I have 7 licenses active in my bigin CRM which will expire soon. I would like to know in case I have to delay my renewal what will be the consequences? How long my data will be kept and who can access it?
#BiginnersTips- Filtering Leads vs Contacts in Bigin - Post 4
Contacts and Leads are two important terms in any CRM. While they seem similar, they have distinct differences that can greatly impact the success of a business. Keep reading to know more: Contacts are individuals or companies that you have established
It's Bigin's 3rd year anniversary and we are announcing a special referral program for you!
Dear customers, We're thrilled to celebrate three successful years with you as part of the Bigin family. Thank you for being a valued customer and choosing Bigin to be an active part of your entrepreneurial journey. As we celebrate our 3rd Biginversary,
Email
What is the difference between 'clicking on', and 'opening', email?
Reminder: Upgrade to Bigin's latest version by 31st May, 2023!
Hello everyone, We've been absolutely thrilled by the love and support our users have shown to our latest new feature - Team Pipelines. If you've not opted for Team Pipelines yet, now is the perfect time to make the switch. Why should you switch? Because
Join us at the Bigin Masterclass, and learn all about our latest features!
Dear Biginners, As you all know, we have recently launched an extensive range of features targeted at improving your CRM experience - Team Pipelines, Toppings, Developer Center and more. At the Masterclass, our product experts will walk you through each
Introducing Forms: Streamline data collection with Bigin's new form builder.
Hello everyone, Bigin's web forms just got a makeover! We are excited to introduce Forms: an online form builder designed to meet all your data collection need. This revamp was inspired by your feedback, resulting in an upgraded and versatile version
Google Drive or Zoho Work Drive Integration
Hello, Is there a way for me to store all my documents inside zoho work drive or google drive and only view them inside Bigin without using the Bigin storage space of 1 GB ?
How can show Organization Name in a deal card?
Hello, right now just a contact name it´s showing in the deal card, i hope there someway to show the organization name and/or contact name there, is more descriptive and helpfull to my work. I hope someone can help me, thanks in advance Peter
Get Deal Owner Email
Somehow I need a field in Deals with Deal Owner email. I understood there is a 'field update' action in Workflows but I don't know how to get access for such variable.
Integrate Google Drive w/Bigin
Does Bigin allow for the integration/syncing of Google Drive content inorder to embed and or attach files in emails on laptops and smart phones, iPhone specifically?
Products - Online Courses
Has anyone set up online courses under the category Products and if so how are you using the function(s) to market your Products to your Contacts? I would like to incorporate the marketing features that Bigin offers and perhaps schedule a series if drip
Team adding
How can i add my team?
Does Zoho Bigin has the ability to use the macro feature, similar to Zoho CRM?
I have a question regarding Zoho Bigin. Specifically, I would like to know if Zoho Bigin has the ability to use the macro feature, similar to Zoho CRM. If not, I am curious if Zoho Bigin has plans to add this feature in the future. Thank you for your
New Field called 'Description' under the Stage Name in a Pipeline
I would love a new Field of a Description field under the Stage name. This would be for clarity on what the Stage is intended for (to not only help new Staff but to also or describe any automation or workflow process when dragged to this Stage) e.g.
Bigin Organisation Setup for New Customers - Team Pipelines is Forced to be Used
Hi, I'm setting up a new environment so I can show another company how Bigin works for us so hopefully, they will be as impressed as we are using Bigin as our main CRM. However, while setting up the new Bigin environment as a TEST trial period, it forces
Announcing #BiginnersClub meetups in India, Middle East & Africa, and UK
Yes, you heard it right! #BiginnersClub meetups are back. Whether you're a long-time customer looking to learn more about Bigin, or a new customer trying to explore Bigin, our in-person meetup is definitely the right place to get a deeper understanding
#BiginnersTips- 6 ways to add data to your Bigin account! - Post 3
Data is the star of your CRM, isn't it? That's what everything revolves around. So it's only right that adding or migrating data into your CRM should be no rocket science. The flexibility to add data through multiple channels is always beneficial for
[New] Import from Pipedrive, Hubspot, Increased base limits in API credits and more!
Hello everyone, We are excited to announce that just one month after Bigin's major milestone, we are back with more updates, that will make your work easier and more efficient. In this post, we will walk you through the new features and recent enhancements
Two way Google Contacts and Calendar sync
Please explain if Bigin does a 2 way synch of Calendar and Contact items... I added some new contacts in my Google Contacts and label it as BIGIN, but I do not see it appearing on my Bigin contacts. Please clarify. Thanks
How to ensure email is retained within Bigin CRM Client record and / or Deal history if the user leaves.
Hi I have read the link below for Zoho CRM. Is the same email setup required (POP3) if emails must be retained in the Bigin records after the user has left the business? Some current users have only gmail, is this still possible and if so, how? Many thanks
Cant connect with Zoho CRM
Whenever i try to connect Zoho CRM with bigin i get this error massage. This would be fine if i did not have all rights in bigin. please help
Is there a way to filter your contacts and add them to a pipeline
Hi, I would like to be able to filter my contacts to meet certain criteria (viewing the contacts page) then add them all to the 'recruitment' pipeline. Is there a way to do this without adding each one individually? I don't want to add 'secondary contacts'
Dashboards in Mac Native App and Activities in Dashboard?
Hello- Light user of CRM (Zoho One user) and am LOVING the looks of Bigin. Nice work. Two questions: 1. I don't see the Dashboards Module in the Mac Native Client. Is there a way to add this? 2. Is there a way to add a list of my activities to a Dashboard?
How can I add images to contacts in Zoho Begin
I'd like to add a profile picture to each of the contacts in the CRM.. How can I do this? I can't see any options in the custom fields for images.
Remove tasks, event, calls and mail
We use other software programs to manage this, such as Zoho One Calendar, Zoho One task, Zoho Team inbox and our own software for calls. These buttons that appear on a deal seems like they can not be removed. It only represents a way employees can mistakenly
Limited Number of records
What is records in Bigin? Why is it not unlimited? Why is it 100k maximum?
Not sure on how to integrate Bigin with Zoho Books/Inventory
Right now, our company have established the process regarding Zoho Books/Inventory. We send quotations, then create sales orders, after that we divide the process into invoicing and packages, the process finalizes when the invoice is paid and the goods
Early access for Team Pipelines: Bigin's next big update to transform the customer-facing operations for small businesses and teams
Dear customers, Are you ready to check out Bigin's most exciting new update? We're absolutely thrilled about this announcement! Say hello to Team Pipelines - pipelines that unify all your customer-facing operations in one platform. What's this new
Introducing #Biginforeveryone!
First things first- Thank you for being a part of Early Access for Team Pipelines and showering us with your support and feedback. Today, we are globally introducing Team Pipelines, Toppings, Developer Center and enhanced mobile capabilities for everyone.
#BiginnersTips - Are you using Bigin on iOS? This is for you!
Apple's iOS 16 update has enabled us to offer you a more business-friendly iPhone experience and enhance your productivity while on the go. Getting things done has never been easier with Bigin! Let's have a look at what's new: Lock screen widgets Get
[Early Access] Introducing Connected Pipelines for seamless transition of information between Pipelines
Hello Everyone! Recently we've rolled out early access for Team Pipelines - Bigin's next major leap to transform and unify customer operations for small businesses. One constant feedback we've received from our early adopters is that once a record reaches
Offline Access to App
Hello, i started to use Bigin and was wondering if it is possible to access the mobile app without being connected to the internet? I am working in hospitals, where I often have no connection inside and can not load the app.. which makes it pretty much
Shopify — Zapier — Bigin. Attach Items to new order
I have set up the integration through Zapier. When I receive a new order in Shopify, a deal is created in Bigin, and everything works correctly. But I can't understand how to add products from the Shopify order to the deal in Bigin. Can you help me with
Facebook & Google Ads integration, whatsapp API integration and Zoho Calendar integration
1) I have purchased Zoho Workplace, but am worried that what ever event and call I am creating in the Zoho bigin is not getting synchronized with my zoho workplace calendar. Also am worried that you are giving free integration with Google calendar and
Unable to update payment method
Hi I'm unable to update my payment method since it will always stuck on this screen (see attached)
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