Company and Customers edit as spreadsheet directly
Hi, Is there a way to edit my customers and companies and products as an spreadsheet format without having to download then upload? Just for quick copy and paste, and to fill quickly? Is this possible ?Do Bigin Events get created automatically based on Synced Calendar?
Hi, I am currently testing out Bigin but one key feature that seems to be not working for me is that events do not get created automatically when a meeting is scheduled in my calendar. Both my Google Calendar and Contacts are sync'ed successfully. Amwhere does it show the mass emails I have sent to my contcats in Zoho Bigin
I cannot find what emails I sent to whom from my contact groups. Some are sent some are not. Those send do not appear as sent either in IMAP or sent by Bigin view. My Bigin contact module is not updated, Someone please help..unable to send mass emails from bigin contacts?
when i selevct multiple contacts and try to send them an email alltogether, after I select the template and click send, it appears an warning that emails can't be send. Why is that, con you help please?Automatically create Event in Bigin
Hi, Here is the problem/need: 1. New meetings in my Work Calendar do not automatically appear in Bigin CRM as an Event 2. New contacts from these meetings do not get created in Bigin CRM This is despite the following being completed: 1. Calendar and ContactsContact name will now be displayed in Deal Kanban card view in Bigin iOS app (v1.2.10)
Dear All, Hope you all are safe and doing well. I'm glad to inform you all that in the latest version of the Bigin iOS app (v1.2.10), contact name will now be displayed in Kanban card view of the deal record. Please refer to the screenshot depicted below:Modules renamed on the web will now sync with the Bigin app
Dear All, Hope you all are safe and doing well. I'm glad to inform you all that in the latest version of the Bigin mobile app, modules renamed on the web (bigin.zoho.com) will now sync with the Bigin mobile app as well. You can update to the latest versionsSuggestions Filters on contacts picking lists does no work properly
Hi, List of possible inputs in the Contact picking list does not work properly. Find attached an exemple with a guy with first name is "Jean-Luc LastName" i was searching for. With value = "Jea" as input, "Jean-Luc LastName" is not selectable while iAdding guests in Zoho Bigin
Hi All, I wanted to check if it's possible to add guests in Zoho Bigin? Or if it only supports full users? Thanks! James.Integrating Bigin with Clubhouse
I need a trigger when moving a deal card into a specific new stage in the pipeline that will generate a response/new card in Clubhouse. I have emailed support but not heard back. Does anyone know if this is a possible, or if it has an easy fix at allEmail template for Deals automatically changes #variable field when the template is edited
Hi there, The issue below may be related to french language only ... When creating the template with the variable field #Deals.ContactName inserted, save action is working fine as translated as "#Transactions.Nom de Contact" in french But when reeditingFrench translation of "Deals" is not homogeneous
Hi, "Deals" may be translated as "Transactions" or "Affaires" depending either on the menu or either the client (mobile or web app are not translated the same). Could you always translate "Deals" as "Affaires" which simplest than "Transactions" for frenchCanvas Builder
Hello, is it planned to enable the canvas builder for Bigin and the mobile app too in the future? RegardsThe all new Pipeline view is now supported in the Bigin Android mobile app
Dear All, Hope you all are doing well. In the latest version of Bigin Android app (v1.2.0), we have brought in support for Pipeline view within the Bigin app. Users can now drag and drop a deal to different stages with ease. GDPR Privacy Popup : GDPRIMAP account service for two website
Hi, I need to operate emails from two different IMAP accounts. But in Bigin, I fear there is only one account at one time. How can i add second one? Please guide.Multi-Language support is now supported in Bigin iOS app
Dear All, In the latest version of the Bigin iOS app (v1.2.4), we've brought in support for 25 new languages. Please refer to the below list of new languages supported: 1. Arabic 2. Bulgarian 3. Czech 4. Danish 5. German 6. English (United Kingdom) 7.Search Contacts Records APi behaviour does not work the same than Deals ?!
Hi there, When i request the records from the 'Deals' module by the Search Api with following criteria "Account_name.name:equals:CustomerCompanyName", the api well returned the related records if there are. Fine ! But when i request same Api with theGet Records API from "Deals" does not return "Associated_Products"
Hi there, Does anyone use the Get Records Api with "Deals" module as ressource ? On my hand, when calling this API, it does not return the "Associated_Products" array !? Is anybody facing the same issue ? Thank youProducts in the Deals are dissappearing
Hi, When I drag the "Deal" to the next stage of the sales pipeline and back, the "product list" in the Deals disappeared. Does anybody encountered thesame issue? How to retrieve the product list in the deals? How to prevent? Thank you. Regards, RonaldMerging Companies
We had a to import multiple times to get certain fields to import correctly and I am stuck 3-4 duplicates of companies and I need to merge them. is there a way to do that?How can I add a merge field
I'm trying to add a merge field to the subject line in Bigin. However, the software throws and error and just locks up. All I'm trying to do is some like this: Hi ${Contacts.First Name} Any ideas? KerryCustom fields in Deals Stage that prefill in the Contacts section
Currently the custom fields do not carry over to Contacts or Company when adding it during Deal creation. For example, I have created custom fields "Phone", "Email", "Website" and the fields are available when Creating a new Deal. However this informationEmails opened by clients
Is there a way to see in the client email view which emails have been opened by clients? I see it tells me in "signals" that an email has been opened, but not WHICH email. If I've recently sent more than one email, it would be good to know which one hasZoho Bigin MFA
Hello, I am looking into this application and was wondering if it was possible to enforce an MFA method on all users I invite to my Bigin CRM? Thanks, JordanBigin app is now made even better with iOS 14 experience!
Hello All, With the curtains raised for iOS 14 and iPadOS 14, we've now brought in a slew of features to help you sell even better with Bigin. Below are some of Bigin's major enhancements that we have covered in the latest update (v1.2) of the app: WIDGETS: Widgets are customizable extensions that can be added to your home screen that keeps you updated on important activities and information. Get a complete overview of your activities by simply glancing through your customizable widgets andBigin email integration
Hi, My company and i have recently settled on using Bigin as our CRM/Pipeline system. We have a challenge however, where we would like to integrate our emails, in the following way; When an email is send/recieved in Outlook, from/to an email that isRecording Contacts by using multiple webforms for two different services
I couldn't understand that how we record data from two different webforms and automatically separate them in 'Contacts' module. Scenario: We are managing two different businesses with separate websites. For this purpose two different web forms have beenCant see my successfully imported deals from XLS in "Deals View"
XLS load was successful yet I cannot see deals in "Deals View"Separate contacts inside a company by divisions
Hello, it would be nice to be able to separate multiple contacts assigned to a company by the different divisions they are working in. Now when i have one company and 20 contacts assigned to it, it gets a little bit messy and hard to have a clear viewCompanies/Contacts - Default Field - Field Gallery
In Companies and Contacts Default Fields, some items allow the option to "Move to the Field Gallery". What is the Field Gallery and why or how would I use this feature in these modules?Zoho Bigin 25000 Records Limit
I am unable to add new calls with this error message stating that there is a 25000 records limit in Bigin and we have to upgrade to Zoho CRM to continue. What is the reason for this and what is the resolution? What is 25000 Limit on? Moving to a new system now is really overwhelming and this limit is not stated explicitly anywhere else before we signed up.Associate emails to a Deal
It would be great if you could associate emails within Bigin to a Deal. At the moment, all emails to/from contact are shown on the "Emails" tab in Deals. This means you see emails not relevant to that Deal.Disable unused standard fields
Hello, I think it would make the application handling even more clear if we were allowed to disable and hide unused standard fields. For example when i access my mobile app and browse to a certain contact, it shows a ton of information (last edited, addedAutomatic mail import on contacts with assosiated email
Is it possible to set up and automatic import of emails from outlook, in such a way that when an email is send from outlook, if that recipients email is in Bigin on a contact level, then it imports the mail as a note?Linking Bigin to Outlook calendar
We're new to Bigin. We want to use it to organize and track bids and related contacts. Is there a way to link it to Outlook calendars so we can get reminders and track bids and prebid meetings?Integration with Zoho Forms
Hi is there any ETA on Zoho Forms integration with Bigin?My language doesn't change
I change my account to Spanish / Mexico, but I doesn't change in the main board. What can I do? Thanks!Zapier integration
HI, I have noticed that with your zapier integration, it does not matter what pipeline you map it to, it wont work, it will always send it to your 'qualification' stage on the first pipeline.Microsoft Teams integration
Hello, I would like suggest that it would be a great feature and benefit if Bigin could be integrated with MS Teams. Teams is now pretty much the defacto app for collaboration for small mid-size business' and it would very beneficial to be able to share Deal data in Teams. Thank you for considering this?Reporting?
Does Bigin have reporting capabilities? I didn't see any functionality for that.Next 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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