company fields
there is no info about the company fields and deal fields ( pipeline fields ) and also share the info about all the fieldsBigin is on iOS 17, iPadOS 17, macOS Sonoma
Hello everyone! We're excited to announce that we've integrated Bigin with the best features from Apple's recent software rollouts, and we're here to give you a brief rundown of the latest updates to our iPhone, iPad, and Mac apps. For a more detailedCant 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.[New] Target Meter component in Dashboards and the "Create Record" action in Workflows
Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Target meter component in dashboards Currently, when creating dashboards in Bigin, you can create twoDashboards - KPI report against fixed value
It would be great if we could create a KPI report comparing Closed Won deals against a specific value. For example, our Sales Team have a target of £1,000,000 per annum however KPI reports currently only compare Closed Won Deals against a previous period,Cloning Dashbord Reports
It will be helpful if we can easily copy/clone existing widget/report in Dashboard to quickly tweak it to show a different result.Enhancing Note Functionality in Bigin
Hey CRM Community, I hope you're all doing well. I wanted to share a couple of ideas for improving our Bigin CRM functionality, specifically related to notes. These suggestions are an aim to make our workflow more efficient and organized. Idea 1: "ImportantEnhancements to Stage Transition Rules
Greetings, I hope all of you are doing well. We're pleased to announce recent enhancements we've made to Bigin's Stage Transition Rules, each of which we'll go over in more detail. Checklist support in Stage Transition Rules Previously in Bigin, you wereBigin iOS/ macOS and Android app update
Hey everyone! In the latest update to the Bigin mobile app for iOS(v1.7.3), macOS(v1.5.3) and Android(v1.6.6), we have introduced support for Checklist, File Upload options and Partial Save support in the Stage Transition Rules. Checklist and File UploadIntroducing WhatsApp integration in Bigin
Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—allhow to connect whatsapp to bigin?
How to connect whatsapp with bigin?How do I add multiple contacts in a deal
How do I add multiple contacts in a dealIntroducing the calendar view for Bigin's Activities module
Hello everyone, We're excited to announce the calendar view in Bigin. This view presents all tasks, events, and calls in an intuitive and visually appealing interface, and will be set as the Activities module's default landing page, ensuring you haveHow do I remove a deal from pipeline? Bigin
Sometimes, the deal is just not going to happen after a while. It is not lost yet, but due to the delay in the decision, it will be strange to forever put it in new enquiries or in say quotation given. I would want to remove it as a deal from pipeline,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?Announcing #BiginnersClub meetups in US, Middle East, India & UK (Free Event)
Exciting news, Bigin enthusiasts! #BiginnersClub meetups are back, and we're hitting some major cities this time, starting from October. Here's what you can expect: Meet our experts face-to-face Deep dive into Bigin and its advanced features Personalisedtelephony providers for Ireland
Hi, any recommendations for the best telephony providers for Ireland, that can be integrated with Bigin?Incoming call logging in Bigin
Request support on how can we log calls on bigin which are incoming. This is one of the very critical requirements for usoption for emails Alerts on mobile app for received and tracking emails sent to contacts
Hi why is there no option to view the alerts on the mobile app Bigin if you receive a new email or if somebody has opened the email that you sent by tracking the email that was sent to contact. I have been looking around and simply did not find this optionBigin 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!Contacts - Company see the TAB for products
Hi Is there way to see the products tab in the contacts - company. I would like to see all the products that I have for a company or contact and I see it is missing that option in the app bigin for example in the company information I would like to haveBigIn - Calendar view for activities/events
We are evaluating BigIn to switch from Pipedrive. One thing that is missing is a calendar/week view for your event activities. It would be very nice as a manager to have a calendar view that shows me all sales meetings me and my two sales rep have onNew ways to manage activities within a record
Greetings, Currently, within Bigin records, activities such as tasks, events, and calls are listed in chronological order under the Activities related list. While this offers a consolidated view of all activities related to that record, it's not flexibleDeal Creation
How I can include all details / information entered with a contact / company to create any deal for that contact in Bigin?Change Pipeline Stage based on Email-In for Customer Support
The new Pipelines and Email-In features are great, but I have one recommendation: please allow a Pipeline stage to be changed based on an Email-In reply. This is especially important when using Bigin as a Customer Support tool, as a reply to a ticketinformation on a suggestion how to treat old records in the - pipeline deals, notes, activities (tasks- events-calls) and emails etc.
Hi, I would like information or a suggestion on how to treat old records in the - pipeline deals, notes, activities (tasks- events-calls) and emails etc. ? As each option (pipeline deal, notes, activities, emails etc.) counts as a record and as we advanceHow 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 addIntegration of Bigin + Google Ads
Hi everyone! I'm new to the Bigin ecosystem and I'm looking for a way to integrate my Google Ads campaigns to the CRM or the forms so I can keep track of which keywords brought us leads. Is there any way to do it? Has anyone done this?How 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?The latest enhancements to Bigin
Greetings, I hope all of you are doing well. We're happy to announce three recent enhancements we've made to Bigin. We'll go over each one in detail. Bigin integration with Zoho LandingPage You now have the ability to connect Bigin with Zoho LandingPage.Task does not syncing to google calendar shedual
Hi why does the tasks activities do not syncing with the google calendar like the event option does?Create Activity event with date and time slot schedule for clients
I was wondering or leaving a suggestion in a possibility to make option to send to client by email or share link page for a event (activities) schedule option for meeting where you have date/s and time slots for weekdays for client to choose when is toBigin iOS and macOS app update - Org edit and details view
Hello Everyone, In the most recent updates for iOS and macOS of the Bigin app (iOS v1.7.2 and macOS v1.5.2, respectively), we have included support for the functionalities mentioned below: i) Edit and view organizational details This functionality allowsHow is the Field Expected Revenue calculated?
In my pipeline deals, I see a Value field but also a field "Expected Revenue", which has a value but is greyed out Where does this value come from an what is the calculation? How can I use this?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,Locate Nearby clients - contacts - companies
Hi I would like to leave a suggestion so that Bigin CRM help the users in locating nearby clients -contacts ou companies . As sales rep and always on the move would be great to have this feature to locate a contact nearby in which the app bigin uses locationRecent enhancements in Bigin
Greetings to everyone; I trust you are all doing well. We are delighted to unveil a series of recent enhancements we have implemented in Bigin. In this post, we will explore the details of each improvement. Mass email add-on Previously, Bigin allowedView Product Quantity in Dashboard Report
Currently report Dashboard in Bigin offers reports based on Product Amount. But it will be helpful if we have reports in the Dashboard base on Product Quantity as well.Introducing Bigin API Version 2.0
Hello all! We're thrilled to announce the release of the highly anticipated Bigin API v2. The newest version of our API brings a bunch of new endpoints, updates, and improvements, and is highly focused on introducing the most commonly requested APIs,Next Page
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Announcements
Bigin's enhancements in December 2023
Dear Bigin users, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin, each of which we'll go over in more detail. IMAP integration enhancement We are excited to announce an enhancement to our IMAP integration#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 twoBigin Android app update - Deep linking
Hi everyone! In the most recent update for the Android version of the Bigin mobile app (v1.6.8), we have introduced support for the below mentioned functionalities: i) Deep Linking: Deep Linking in Bigin offers a seamless and efficient way for you toNew activity options for workflows
Greetings, We are excited to announce the addition of two new dynamic actions to our workflow functionality: Create Event and Schedule Call. These actions have been thoughtfully designed to enhance your workflow processes and bring more efficiency toEnhancements to Users and Roles
Greetings, We're happy to introduce a few minor usability improvements to Bigin's Users and Controls settings. You can now view the count of Active, Inactive, Invited, and Deleted users in the Users tab. The Users tab In the Users tab, the updated user
Most Discussed Topics
Mobil calender | Dark mode for web
Hello! How to set the calendar to start on Monday? When will the calendar be available in the mobile application? Will there be a Dark mode for the web system? ThanksCreate email entry in contact record without sending
We are transitioning away from another crm system that allows you to simply create entries for emails that have already been sent. We understand of course that every crm works a bit differently. However, here is why we think this is an important featureBIGIN is 100% TRASH
I cant even believe this is a solution! Its if Bigin was released to piss you off and force you into Zoho CRM which is super convoluted. Bigin looks streamlined and amazing, however, the dev team has no idea what they are doing! For example, 1. No inbox'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 importantHave Bigin have the ability to read file format .msg to quickly preview attached emails to a post (without needing to download file)
Hi there, I'd like to request a feature update which would allow Bigin to be able to read .msg (downloaded email files) from the notes preview section. Often, we would attach emails that are linked to a note, so it would help productivity to be able to
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Sticky Posts
Announcing #BiginnersClub meetups in US, Middle East, India & UK (Free Event)
Exciting news, Bigin enthusiasts! #BiginnersClub meetups are back, and we're hitting some major cities this time, starting from October. Here's what you can expect: Meet our experts face-to-face Deep dive into Bigin and its advanced features Personalised[New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!
Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge TemplatesIntroducing 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 versionAnnouncing #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[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
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