Create custom field to calculate or simulate sales commission in Bigin
Is there a way to create a custom field to be able to track sales commissions from Deal to Close for a particular team member?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.Share Copy of submitted Zoho form into Email template
I created a Zoho form and integrate it with Zoho Bigin contact module, when form is submitted it create new contact and save the data into that contact. Now I need a email workflow that should be trigger and contains the copy of data of forms. Is thisHow 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?How can reuse the Delete custom fields?
I create custom field in the contact module but after some time I delete that field but now I want to reuse that field again but not getting how can I reuse this and it is not allowing me to create new one. Can anyone help me to get out of this. ThanksMultiple Email ids linked to Bigin Account
Hi There, We use Zoho Desk and have 3 different emails which gets converted to tickets. When I am using Bigin and looking for emails. Some of the email ids of customers are visible and some of them are not visible. Not sure why?Automation
Is it possible to create a deal from contacts by a workflow in Bigin?Zoho Bigin contact addition
How do I add multiple contacts in a deal?Bigin Integration with Other Zoho One Apps
Are there plans to integrate Bigin with other Zoho One Apps. The apps I'm most curious about are: Zoho Meetings Zoho Bookings Zoho Campaigns Zoho Invoices I've been using Zoho CRM but prefer the simplicity of Bigin. Hope integrations will be availablehelp setting up / syncing my email - error key.subject.dnmismatch
hi can anyone help me set up and sync my email - ive put in all the details but its coming up with this error key.subject.dnmismatch its a IMAP email im setting up thanksWeb Form File Upload Limit
The file upload limit to a web form is 3 files of 20mb each. Is there a way to increase the number of forms Contacts are able to upload?Zoho Books Integration, Rename modules, All new Pipeline view and more!
Hello everyone! We are back with some exciting announcements. But first, Happy Birthday, to us! Bigin turned ONE recently and with that we also have a new set of features we are excited to share with you. We have opened our most awaited early access featuresZoho One - CRM and Bigin Integration
Hi, I was wondering why Zoho CRM and Bigin are not integrated? Bigin seems like a big leap forward in usability for field sales reps. However, I was disappointed to hear that data in Zoho CRM wouldnt populate into Bigin. Whats the rational behind this? Is there a plan to make this happen?Pick which fields are important to show up elsewhere
Hi, Other CRM platforms have a feature where you can set a field to "important" to have it show up not only on the type it belongs to. Right now if we add a custom field for a Company, then when viewing a Contact related to that company, you can't quicklySorting companies on app...
Is there a way to sort the list of "all companies" on the app by state? My territory has multiple states and it's helpful to look at things by that specific state. I have put in their states in their contact fields and on the web version, there is aIntegrating Zoho Books with Zoho Bigin vice versa
Hi all, I'm using Zoho Books for financial administration, invoicing, estimates, etc. I'd like to use Zoho Bigin as a light CRM solution for my small company. For obvious reasons, I want to integrate Books and Bigin with each other. Does anyone know ifTag management feature is now supported in Bigin iOS mobile app (v1.2.11) and macOS (v1.0.8)
Dear All, Hope you all are doing good. In the latest version of Bigin iOS app (v1.2.11) and macOS app (v1.0.8), we have brought in support for Tag management feature. Tags help you to segregate records on various categories or genres. You could simplyAssign another profile for Admin
Hello, i wonder if we can assign another profile for admin. I am asking because I am not only the admin but also the sale Rep. I would like to create a sale dashboard which shows every sale rep's sales data to each other. Since i am the admin, the otherGmail Synchronization with Contacts in Bigin
Hi We have just implemented Bigin and started adding users, we love the look of the product but we may have hit a major problem that will derail our usage if not resolved. The site says that Bigin integrates with gmail but this is not really correct,IMAP Sending Error from Bigin
Logged on to Bigin today to find that I wasn't able to access or send any IMAP emails. So I recreated the IMAP conneection (to my Fastmail account). I can now read the Fastmail emails on Bigin, but when I try to send from Bigin I get an "Error While Sending Mail" error. I'm sure the IMAP settings are correct. Something down on the Zoho side? A Fastmail issue? Any ideas on how to check this would be much appreciated.Tag Limi?
is there any way to create more than 20 tags?Filter Call Activities by calendar
When I want to see which tasks i have to do today, I can filter it by Today or Today + overdue tasks. It should be possible with Calls too. If I want to see only which calls I have made or received for today it should be possible Also for scheduled calls,Calls module is revamped in latest versions of Bigin mobile app
Hello All, Hope you all are doing well. This post is to keep you all posted that we have the latest versions of Bigin app available in the market (both iOS and Android) where we have made couple of changes to Calls module inline to the web version (bigin.zoho.com).automatic notification to interact with contacts
With so many contact, I would like to receive an automatic notification after a specified time from last interaction (7days-2 weeks-1 month ext) to keep in touch with a contactProblem with login into zoho bigin for new paid user
Hi! Yesterday we bought lisenes of zoho bigin and started inviting new users. No one of our managers could not login into the system. When they log in, the program writes that they should try after some time or write to support zoho. Please help!Zapier Integration with BIGIN stopped working today!
The integration of BIGIN with Zapier has stopped working today, especially that of creating and updating deals. We get the following error message. Error: Bigin: The app returned "request denied due to the invalid host".Zapier Error
Getting this error with Zapier and Bigin. Anyone else?Zapier Integration with BIGIN stopped working three days ago!
The integration of BIGIN with Zapier has stopped working three days ago, especially that of "creating and updating deals". We get the following error message. Error: Bigin: The app returned "request denied due to the invalid host".Automate email goes into spam
Dear Zoho Team, I have created a web form and integrate it into my website. But whenever the user fills data and submits the form. I have automated the thanks you email message to that user. But that email goes into SPAM. please help me to fix this .How do companies deal with unqualified leads?
Unless I'm missing something, the only options I have for negative leads that come into my pipeline is to: Delete them - this is not helpful if you want to track all data Mark as Closed - Lost - this would then make the closed lost section a mixture ofBigin integration with Mailchimp
Hello, the problem is that only some of the contacts I have in Bigin get integrated in Mailchimp. The integration is set on All Contacts ("Tutti i Contatti" in italian version) as you can see in the screenshot attached. In Bigin I have 750 contacts and24hours instead of AM/PM
Dear Support, Is there any way to disable the executed time's AM/PM option. We want to us it 24 hours type. Thanks in advance.Follow-up tasks, calls, activities
Dear Support, is their any chance to create Follow-up tasks? I mean this: It creates a new task with the following characteristics: The new task’s name is “Follow up on [name of task you created it from]” It’s assigned to you, so that it shows up inSupport ? Impossible to re-sync a 4th time from Zoho CRM
Hi, Impossible to re-synchronise a 4th time from Zoho CRM to Biging. I have tested and updated our Zoho CRM to avoid import problems. After 3 tries, the synchronization function is blocked and you have to ask to contact support. I have done this twice,Connect Bigin/BOOKS
HI ! We have try to synchronize Z.Books con Z.Bigin, we get this error message "This Zoho Books Organization has already integrated with another bigin / Zoho CRM organization. PLease contact your zoho books admin" Books we have it attached to Z.CRM withBig issue with automatic numbering for deals records
Hi There, I am facing a big mix up issue due to automatic numbering behaviour for Deals records : I have defined a field named "Reference" into Deals custom field with automatic numbering set on (convenient for collaboration between people and api integration)Want to add a dashboard component using a custom field
one of my custom fields is called PROFIT and in my dashboard id love to be able to re create the "revenue by month" but use my custom field "profit" instead of amount by month this possible?Bigin Search Records API with criteria on the field value is null
Hi there ! I am trying to get the list of records where a custom field is 'null' but i do not success with the endpoint : GET /search?criteria={criteria_here} Is it possible ? If 'yes' how please ? Thanks for support !Simplify URL Field
Can you just show the word "LINK" and make it clickable instead of a long URL?How to manage deals declined by my own ? New feature for creating final non-profit stage ?
Hi, I would like to record deal that i finally declined by my own. They are neither won, neither lost by customer decision. I add a new stage but it is not very good because it is not a final stage. Would it be possible to add the feature to create furtherNext 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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