'Sorting and Grouping' is now support in the latest version of the Bigin Mobile app.
Hello, In the latest version of the Bigin Android mobile app (v1.4.9) and Bigin iOS mobile app (v.1.5.0), we have brought in support for 'Sorting and Grouping'. Records now can be sorted in Ascending or Descending order. Records can be grouped basedIntroducing Bigin Premier: Multi-currency, Advanced Workflows and more!
Hello everyone, We are thrilled to announce an all-new edition of Bigin which packs several new features like Multi-currency, Advanced workflows, Custom lookup fields and more - Premier edition. Here is a comprehensive video on what you should know. Unable 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 beCompany matched products
Can products be combined with companies?Time Created shown on Card is incorrect
The time shown on the Card appears to be in a different time zone than the time shown on the timeline. Also, it Doesn't seem to be consistent - some cards show the proper time and some do not. For example, I have one that shows it was created tomorrow!Trigger a Task when sending an email
I like the email integration in Bigin but cannot use it effectively without a Task being triggered when sending an email. For example, I currently use a Gmail extension called "Mixmax" wherein I can send an email and have it notify me at a designatedSaving Filtered Views
Is it possible to save filtered views? If not, is this something that is planned? Seems like a need most users would have.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,Senior Management View
I would like to provide our CEO access to all data in my account but only Read Only. Is this possbile and if not, do you have any alternative suggestions on enabling management to see the data but not be able to change it? ThanksDashboard
Can the various dashboard views be filtered by owners of deals? How can a manager isolate the data shown, for example, on the Overview by Salesman?Deals vs. Companies
I am a newbie and trying to figure out best practices when entering a deal. My deals are all based on a company, so what do you recommend in terms of the Deal Name and will I effectively be entering a Deal and a Company for every lead, even though theyEmail - 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.Mailchimp integration
Hello, i have started using Bigin as my CRM. we would like to use it as; When an email campaign is sent from Mailchimp, to an email that is associated with a contact in Bigin, then it syncronises and writes this email as a note (or similiar solution)Option to add a Link as an attachment is now supported in Bigin iOS mobile app.
Hello Everyone! In the latest version of the Bigin iOS app v1.4.7, we have brought in the option to add a Link as an attachment. Users can now easily add link as an attachment to records in all modules. URL will be verified by the server and the nameOAuth 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 wantTelephony Integration with 8x8 and Zoom
BIGIN does not support integration with worlds too telephony provider 8x8 and Zoom it seems I am not talking if using Zoom meetings I am referring to Zoom Telephony and Unufued communications. is there a plan to bring this in soon? if yes then when pleaseExpand 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-ConstantColour coded tags, Custom lookup field and Secondary contact are now supported in Bigin iOS mobile app.
Hello All, In Bigin iOS mobile app (v1.4.4), we have brought in support for Colour Coded Tags, Custom Lookup Field and Secondary Contact [Premier Features]. Also, In the latest version of the Bigin iOS mobile app (v.1.4.5), we have brought in PremierUsers can now subscribe to the Premier plan of Bigin right from the app.
Hello All, In Bigin Android mobile app (v1.4.3), we have brought in support for In-App Purchase for Premier feature. Users can now subscribe to the Premier plan of Bigin right from the app. Plans: - Bigin Premier Monthly [Up to 5 Users] - Bigin PremierImporting Notes with specific creation date
Hi, I am wanting to import Notes for Contacts from my Excel spreadsheet and I would like to set a date for the Note in Bigin, instead of the import date into Bigin. Is that possible?about multicurrency
I am facing a problem in updating conversion rates for USD and EUR it is automatically stating as 1 INR = 0.01 USD and 1 INR = 0.01 EUR how can we change it, because this is wrongNotifications settings
Hello, we would like to have in system the notifications in such way that Supervisor (Super Admin status) could see my actions through Notifications (bell sign). Now Supervisor could see only small part of actions, not for all deals. Second user hasWorkflow 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 haveYou can't schedule further export without downloading your previously exported data.
Bigin does not allow contact or company downloads by use of tags - why is this ERROR coming up? Where is the "previously exported data??" why is there a bloody restriction? You can't schedule further export without downloading your previously exportedNon 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.Adding modules in bigin
Hello can we add more modules in zoho bigin?Google Calendar confusing integration
Hi, Please see attached screenshot. Let me know please how to avoid that there is a separate google calendar in our account. I need the Bigin events just to write on the normal calendar without creating another one on my google calendar. This not onlyTime 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 EnhancementsHow 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.Colour coded tags are now supported in the latest version of the Bigin Android app
Hello All, In the latest version of the Bigin Android mobile app (v1.4.0), we have brought in support for Colour coded tags. Tags are labels that let users categorize records in a module based on certain characteristics. Users can now choose the colourCostumers not visibles at other user
Hello As CEO I created some costumers but the problem is that the users that I added, can't see the costumers? What I'm doing wrong? or what I have to do?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. ThoseBigin 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 configuringbusinesses and customers do not charge after activation
I was testing the bigin program in the testing period, after it finished there was an option to join +100 days to test the program by sharing it on social networks, this was done, the system started working again, just with a but in the browser it doesn'tWhy 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 businessColored 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 signNext Page
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Announcements
Create online meetings for Booking Pages with Zoho Meetings and Zoom
Greetings, We hope you're all doing well. We're excited to share some recent enhancements to Bigin's Booking Pages. As you know, Booking Pages let you create public pages to share your availability so that your customers can easily book time slots withFilters in audit logs
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. Previously, there were no filters available to narrow down data in audit logs. Now, we've introducedEnhanced help options in Bigin
Greetings, We're excited to introduce a new enhancement to Bigin's Help section: a comprehensive Help Options panel that brings together all your support resources in a single, well-organized space. Previously, the Need Help? menu provided only a limitedBigin iOS app update: Built-in telephony and RingCentral support
Hello everyone! We are excited to introduce Built-In Telephony and RingCentral support in the latest iOS version(v1.11.13) of the Bigin mobile app. Once the integration is completed on the Bigin desktop site(bigin.zoho.com), you can choose the Built-InIntroducing Booking Pages—a topping for your Calendar Scheduling needs!
Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequent
Most Discussed Topics
'Pin' notes, so that specific ones are always visible at the top of the 'notes' tab.
It doesn't appear Bigin has the functionality to 'pin' a note to then have it always show at the top of the notes tab section of a record. Often times we have a large number of records, but key information we may want to have easily visible to all atBigin Form Acknowledgement
How to troubleshoot and find out why form acknowledgement is not sending emails after form submission?Set various time slot reminders for task and event
Hi I would like known if there is possibility to set various time reminders for a task or event like we have the possibility to do in google calendar or google task. For example I'am creating an event or task and I want to be alerted before 30min andBigin Plugin for Outlook
Could we get this added? The Gmail version already exists, and I would like to avoid having to make a switch.
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Sticky Posts
Schedule mass emails, view mass emails status and more!
Hello everyone, Mass emails help you communicate with multiple customers in a couple of clicks. We have introduced a Mass Emails dashboard in Bigin so that users can see the status of the mass emails like how many emails were opened, clicked and bounced.Introducing Bigin 360: Our new pricing edition with increased feature limits and pre-installed toppings
Dear Biginners Club, Today, we're pleased to launch a brand-new pricing edition called Bigin 360, our highest pricing edition that will sit on top of Express and Premier editions. It's been over four years since our launch, and we're receiving some great[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 TemplatesAnnouncing #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 PersonalisedIntroducing 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
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