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,
Email - 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.
OAuth and Modern Authentication
We are trialing Bigin and our team likes the feature set. However the Email integration requires IMAP or POP, which is currently disabled in our environment for security reasons. Is there a roadmap where OAuth will be enabled for Bigin? We don't want
Expand your outreach with the all new Constant Contact Integration!
As a small business owner, you will often find yourself in situations where you want the contacts in your marketing tool added to your sales pipeline and vice versa. To make this synchronization a lot smoother and hassle-free, we are introducing the Bigin-Constant
Workflow Email Send Delay
I'm building a workflow that sends an email on opportunity creation. The email shows as sent from within the opportunity, but hasn't actually be sent and doesn't show in my mail 'sent' folder. Do workflow emails get batched and sent later? Or do I have
Non riusciamo più ad aprire le email in arrivo su IMAP
Da questa mattina non riusciamo più ad aprire le email IMAP. fino alle 9.00 di oggi abbiamo operato senza problemi e non è stata apportata alcuna modifica alle impostazioni. come possiamo fare ad avere assistenza?
Customize 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.
Time to transform your business with Bigin's brand new features – Don't miss this webinar!
Hello everyone! Bigin recently received some major upgrades in the form of some exciting new features. Namely, Stage Transition Rules Multi-currency Advanced workflows Custom Lookup fields Colored Tags Custom Fields for Tasks and Events, and Enhancements
How can change a phase deal automatically?
Hey i want to know if i can change a deal automatically according the deal complete a phase Thanks!
Out 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.
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. Those
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 configuring
Why 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 business
Colored 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 sign
Is 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 them
Make 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 history
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 Files
Pipelines 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 help
Mass Moving Deals
Is it possible to mass move deals from one pipeline to another, rather than move one by one? Thank you
Parsing 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? Thanks
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.
Bigin is now on iOS 15 and iPadOS 15
Hello everyone! Our iPhone and iPad apps have been upgraded with the much-awaited features of Apple's latest iOS 15 and iPadOS 15. Check out the new features below. Smarter and secure widgets Say goodbye to idle widgets that just sit on your home screen
Adding a competitor field
Hi all, I am wanting to keep track of who the current supplier is with my potential customers and deals, Is there anyway i can add a field that would do this?
Sort By not filtering
Hi, I have added a calendar field in the deals so i know when to chase up a deal / client. I want to view all deals and filter / sort by the deals that need actioned first. However the sort by does not seem to be able to filter by these dates and there
Hello, why bigin can not support full Chinese language interface ？And the speed is a little slow when open the app and other labels.
Hello, why bigin can not support full Chinese language interface ？And the speed is a little slow when open the app and other labels.
Welcome to the Bigin Community
Hello everyone, We are happy to welcome you to our community. Let us help you get started by understanding what Bigin is and how this community can be beneficial for all of us. What is Bigin? Bigin is a customer pipeline management application that helps you organize and track business activities with your customers as they move through the different stages of your business process. Sales, customer onboarding, and qualifying leads all make up the stages of your pipeline in Bigin. Bigin acts as
Import contacts from your device, integrate with Zoom Meeting and more
Hello everyone, I am back with our next set of release items. Here's a brief introduction to each of them. Zoom Meeting Integration for Bigin You can now schedule or start an online meeting instantly from your Bigin account by integrating with the Zoom
Upcoming 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 been
How do I send mass email from my linked Office 365 account?
I want to email all of my customers a quick update but the test email shows that the mass email is being sent from a strange Zoho email account, not my regular Office 365 account. How can I correct this? Thanks in advance.
Importing From Linkedin
Is their a document or KB that shows how to import my contact from linkedin to Bigin ? Jay
Bigin - API and/or White labeling available?
Hi, looks like Bigin could be an promising entry product for our customers. Is there (or will be) an API available for Bigin? Can we white label the solution? Regards Gunnar
Mass Emails in BIGIN - BCC rather than TO?
When I choose multiple contacts and try to send mass emails, each contact's email shows up in the "To" field. I do not want my contacts to see each other's emails. Is there any way to put these email addresses in a BCC field instead? Or not show the list
How long you take to answer a ticket for bigin support? Too slow
Hello We have created a ticket but i dont know how long guys you take to answer?. You take too long. Usually supports replies within 24 hours but with you is horrible. When i emailed to bigin support i dont even get a ticket number. The ticket was created
Import tasks, send emails from the native apps and more
Hello everyone, I am back with our next set of release items. Here's a brief introduction to each of them. Import Tasks You can now import tasks in to your Bigin account and associate them to Companies, Contacts and Deals . Before importing Tasks, ensure
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.
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?
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