telephone 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 thanksPATHETIC SERVICE BY CHEATS AT BIGIN
I had a subscription for five BIGIN licenses when I was repeatedly prompted to upgrade to ZOHO ONE with a free trial offer. Despite my reluctance, I opted for the free trial, which I did not find satisfactory and allowed to expire. Subsequently, withoutFilter Bigin Contacts by email campaigns they have bounced.
Hi. I have Bigin synced with Zoho Campaigns, and it works fine. If I click a contact, it shows me the status of the last email campaign sent to them. However, I want to be able to filter all contacts that have bounced so that I can update those contacts.Has anyone created a bookmarklet to send a URL straight to a pipeline as a new deal?
The goal is this: 1. you're on a company page or LinkedIn profile 2. you'd like to create a deal out of this specific page and send the URL straight into a new deal into an established pipeline 3. you'd like to hit a javascript bookmarklet right in yourSending an email to a Supplier in Bigin
Hello, May I ask whether emails can be sent from the Supplier module? I can't see they can, as the supplier information is stored here including their email contact, I can't see this can be clicked on for an email to be sent. Thank you HayleyBigin Version and Zoho One
We are a Zoho One subscriber and are looking at a more simplified solution for our sales team. Bigin seems to fit the bill and I thought it was included in Zoho One, but every time I try to do anything complex I'm told I need to upgrade. Is this normal?Adding a mark up to a supplier cost
Hello, Bigin allows you to enter a discount to a supplier cost but I cannot see there is an option to add a mark up, can you confirm whether there is a way to do this? Thank you HayleyDeleting emails from a contact's email history
How do I delete specific emails from under the email tab in a contact? Outlook is synched to Bigin and the emails we want to delete from the Bigin contacts have now been deleted from the outlook inbox. The reason we want to do this is because we had quiteChange/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!!Organization Email
Good day, We would like to prevent that customers will use personal email addresses to send regular emails that we would like to receive in the general inbox. How can I set the Organization email-address as default sender for all users? Kind regards,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.Probability 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. AWhatsApp Marketing Automation via Bigin
LEVEL UP YOUR MARKETING AUTOMATION! Introducing WhatsApp on Bigin by Zoho CRM Cleanomatics Solutions, the fastest emerging partner of Zoho, whose primary focus is on CRM solutions for SME's, has recently launched a unique integration solution to connect#BiginnersTips | How to avoid duplication in your Bigin account
I'm thrilled to bring you an invaluable tip this month. Data duplication often poses a challenge in CRM tools, impacting accuracy and efficiency. Today's tip is your solution to combat duplication in your Bigin account. Get ready, because here are twoParent 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 companies'Pinned' notes feature of a pipeline record
Hi team, Could you please implement a feature which will allow users to pin different notes so that they will appear at the very top of the notes tab in a pipeline record. Sometimes we have a wide range of notes on a record which means more importantHow to automatically repeat task on specific days?
Hello there, I would like to ask if is it possible to create a task, that will repeat every tuesday and friday? I see only options such as: every day, every week etc. Thanks in advance, AnnaBigin to sync with Zoho mail
Seems crazy that Bigin will sync to outlook but not Zoho's own mail. Is this in the pipeline?Leads in Bigin
Are there any upcoming plans to incorporate the leads module into Bigin? Currently, we utilize web forms to gather leads and would prefer not to immediately add them as contacts. Instead, we transition these leads into deals upon qualification, ensuringTake our survey and help shape our content!
Hello Bigin users! We believe your feedback is invaluable in helping us serve you better, and we're excited to invite you to participate in our user feedback survey. Please take a few minutes to help us understand your needs and preferences better, socompany fields
there is no info about the company fields and deal fields ( pipeline fields ) and also share the info about all the fieldsCant find Check-in feature
Hi There I am trying to find how to use the Check-in feature of Bigin. My company are trialing it and so far its not too bad, a little unpolished but promising. Can someone please explain how do I checkin when at an event? Ross.When creating a deal in Bigin, i can select any contact from my list even if that contact is not associated with the company i've selected
When creating a deal in Bigin, i can select any contact from my list even if that contact is not associated with the company i've selected - does anyone have a solution for that?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 explanationdefault font in email templates
How do we change the default font in the email templates in Bigin? Probably right in front of me but... Thanks!How to get Outlook 365 <--> Bigin to sync two ways
Hi, I'm testing Bigin and the integration with Office 365. If I create a contact in Bigin, it shows up almost immediately in my Outlook contacts with a category "Bigin Contacts - [org ID]." However, it's not working in the other direction. When I addHow do you format the number field
I have a field in the pipeline where I input numbers. When the number is over a thousand, it is formatted as 1,000. Can you format the field to maintain just number with the comma?Bigin CRM entegration
Hello, Would it be possible after CRM bigin entegration, we can create deal in CRM, and that deal, appears in pipeline in bigin, and after we have edit the stage , to one stage to another, would that deal's stage appear under CRM account card,How do you automatically create a deal?????!!!
How do you automatically create a deal in bigin??? there is no create deal option in workflow or in the form builder. no tag trigger for deals or anything. What am i missing?Zoho Bigin - Reports and exporting Dashboard Views
Hi Team, with the lack of reporting functionality available in Bigin, 1. Are there any plans to incorporate any basic reporting capability ? 2. Functionality Request > it would be great if we could export the current Dashboards (to PDF, Excel etc..) (ICopying Calendar Entries to Bigin Calendar in Outlook
When using CTRL+C / CTRL+V to paste calendar entries from Outlook desktop app into a Bigin calendar, every event entry into Bigin starts with the word "COPY:" Is there a way to do this differently so that doesn't happen?Information Sharing in All Roles
I set our employees into roles by their position. They have different titles but all report to the CEO. Now I realize that only people in the same role can see each others data. How do I set the roles so that all users can see all data, including allUnable to filter records contacts by email status
Super Admin in our company can filter records by email status as open but employees who are part of standard profile cannot see these filters. Bigin team - it is necessary for every user to identify contacts/leads by status of activities so they can takeDashboard Bigin
How can I move the "Pipelines" module under "People" on the dashboard?Changing field format
Please advise how to change a field format in Bigin. I have a customer field which is set as text, but now I want to change that field as number. I cannot delete that current text-formated field and add a new number-formated field because I don't wantNew Fiscal Year
Hi, I just started a new fiscal year and need to do something with my closed business from last year while still keeping the open deals. What is the best way to do this? Thanks!Bigin - Deleted user recreated but cannot be invited
I deleted a user from Bigin and later had to recreate the account using the same email address.. I was able to create the account but the invitation is not being sent. I have tried this several times. With a different user, I can create, delete and recreateTime 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. ThanksCreating 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.How to synchronize Products Module when customers purchase our products in Bigin CRM?
How can we synchronize the product quantity in the "product" module so that the quantity decreases when a customer buys our product in Bigin CRM?Next Page
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I'm thrilled to bring you an invaluable tip this month. Data duplication often poses a challenge in CRM tools, impacting accuracy and efficiency. Today's tip is your solution to combat duplication in your Bigin account. Get ready, because here are two
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Hello Support, I called into telephone support and was told that a contact can only be linked to one company. We have situations were director are contacts of and directors of multiple companies so that seems a basic weakness in Bigin. When go to add
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