how to remove myself from getting posts
i keep getting email notifications that someone had a Zoho question and how to stop getting those noticces of things I've not even commented on?Creating a subset of Contacts and deleting one
When I create a sub-set of contacts from a Tag, and then delete one or more from the sub-set, will I find the deleted one in the primary Tag Contacts? See the screen capture attached and the two contacts checked off in red are the two I want to excludeCan Zoho Bigin generate CRM activity reports similiar to Zoho CRM?
I would like to know. Can Zoho Bigin generate CRM activity reports similar to the report module in Zoho CRM? And, how can it be done?Convert an Email into a Deal (Pipeline card)
Hello, I open a Company panel and I access "Emails" tab. This company sent me an email, and I want to create a Deal from this email. How could I do ? Thank you. JoffreyIs Bigin Support Available?
I have submitted three requests for support - two emails, one via the help site - but have yet to hear from anyone. Is there support for Bigin or is the product so new that they don't have staff yet? This is making me reticent to even explore it, let alone switch from my current CRM provider.Facebook Lead/Messenger Lead to Bigin directly
Hi, We sell more on Facebook messenger, inquiries, and order confirmations at the moment. Can we directly import or integrate Facebook Messenger Lead information to Bigin directly? What are the ways to get lead information directly to Bigin? Thanks,Links back to source data in Bigin email templates
Is there any way to add links back to the source records in Bigin email templates? I know you can insert data from the records but I would like to also provide a link back to the record. We use templates in workflows to alert our sales team that theirNo of records in bigin
Why is number of records limited in zoho bigin? express plan has only 50k records premiere plan has 100k records Why is it not unlimited records? What does it mean by records?Eliminare tutte le attività in massa
Salve, il mio account ha più di 9000 attività in corso come faccio ad azzerarle? GrazieHow 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 otherwiseBigin Dashboard Drill Down Function
Dear, Dashboard information in Bigin CRM cannot be drilled down to see the actual data. For example if a KPI is added to see the number of deals that are in negotiation stage, we do not have the function to click on the result and see the detailed data. We have to go to deal module and filter it to find the desired results. Hope i am not missing anything. Please advice.Biginb or CRM for Solo Business
Hi! I have just started using Zoho One and want to try and integrate my businesses all into one system. At the moment it is just me and I have several sub-micro busiensses. At the moment it works just by categorising in Books and Inventory, as I wantBigin Mailchimp Import
Hi There I am doing an import from Mailchimp to Bigin for contacts. The mapping more or less works but as im discovering with Bigin, there are bugs. So it automatically maps most of the fields however, I have a customer account number field in MailchimpQuote Frustration
Hi There It seems I can create a quote, but how do I then email that to a customer? Is there a function somewhere for attaching the quote lines in the email? Why have a send email button in the quote if you cant attach the quote as a PDF or even a table?How I can connect Bigin and Vonage together?
My business has Bigin and Vonage. I heard that two of them can be linked and connected, so all the calls history and text messages will be automatically recorded and documented in Bigin card. Can I have a link for all the processes?Synchronization Issue With Zoho Bigin & Zoho CRM
Dear people from Zoho, Last week I setup Zoho Bigin and added a link with Zoho CRM. All my contacts & clients were synchronized from Bigin to Zoho CRM witch was great. A few days later I made some changes to the contacts & clients inside Zoho Bigin andGenerate 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 whichAdditinoal email field not working in Webflow
Hi, The additional email fields does not send any emails out when creating a workflow. do I have to turn on email notifications? thanksDiscuss
DiscussBCC an Email to a Deal?
Is there a unique email address for Deals that I can BCC emails to? 2 Examples: 1 - I want to reach out to an organization but I only have their generic info@ email address. Any emails sent to that email do not show up in Deals, even if that email addressZoho Crm and Zoho Bigin Deals Integration Problem
Hello, I equate my sales opportunities on zoho crm to zoho bigin, but although sales opportunities appear as a list, it only shows 2 records as canban, what could be the problem.Deal totals not updating in dashboard
I closed a deal as won and the value updated on the Deals page but not on the dashboard. I hit refresh multiple times and the dashboard still shows the old value.Task with due date that starts the count of days every time a customer has a won job
Hi, I need a workflow with a task with a due date of 90 days wich starts from zero each time a customer has a closed won. Any idea?Name of Deal module can't be changed back
I changed the name of the Deal module to Opportunities but it improperly showed the proper amounts on the deals screen. I then changed the name of the module back to Deals but it won't stay named Deals. It will revert back to Opportunities.Bigin has been the worst CRM ever for us
The integration with office outlook worked, then broke, was then fixed, then broke again. This has made the platform unusable since we signed up. During this time Zoho have taken our money and refused any refunds, anyway we have had enough we are votingRefund
Hello, I would like to request for refund for 5 users' licenses, since it got auto-canceled on 13th June. Then again I purchased for 4 users on the 14th June. Can you please guide me through the process further? Or is there anything I can do from my sideProblem integrating Bigin and 365 Contacts
Hello all, i was hoping someone can help me (Bigin support has failed so far) I'm trying to synchronise Bigin contacts with 365 contacts. i've followed the instruction in the link below and add and activated the contacts as image below but when i hadFiscal Year
How do I configure the fiscal year for my organization in Bigin?Mandatory fields
Is there a way I can make a field mandatory when I move it to the next pipeline stage? I am using BIGINBigin+Invoice app: How do I raise an invoice for a contact (B2C), instead of raising it for a company?
Hi, New to Bigin & Invoice apps. Bigin allows me to create B2B deals by connecting the companies and B2C deals by connecting the contacts (individuals), instead of companies. However, when raising an invoice on Zoho invoice app, the only option allowedBigin App - Files from Workdrive
Hello there, I have recently noticed that a new feature has been added to Bigin while on desktop allowing us to now add files to our contacts or events directly from Zoho Workdrive, which is great. However I have now realised that any files that I attachEmail Template are not available
I created the email templates, but the templates are not available while I am trying to insert them in the mail. It is not showing the available Email templates there.Create a Follow-up action for a new Task on a specific date automatically
Hello all, Does anyone can help with a solution I can't solve in Zoho bigin functionality: When I create or update a Task the customer ask to be reached in 3 days or on a specific date and I would like to Create a Follow-up action (a new Task) on specificCreating 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 contactOutgoing email nog working
Hi, I can't get my email to work in Bigin. Incoming email comes in fine but I can't get it to sent and it gives me this message (dutch version): Fout bij verzenden van e-mail Maybe it is because my incoming and outgoing server are not the same and bothUpdating Client Tag with Workflows in Bigin
I have been trying to update the client tag through workflows. Set up is as follows: Opportunity hits specific stage>Update Tag on Opportunity When Tag is Updated to Specific Tag on Opporunity>Update Checkbox Field on Client When Checkbox is selectedNeed 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 multipleOrganizar 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 noUnable to send mails
I am unable to send the mails from my zoho bigin platform. All the time it is showing the same error.Associate 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 beNext Page
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Zoho Bigin - should be able to link a "contact" to multiple "companies"
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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