Bigin - Astuce #1 : Découvrez les Paramètres de Bigin
Bonjour à tous,
Voici un article vous présentant les Paramètres de notre CRM pour les petites entreprises : Zoho Bigin.
Bigin a de nombreuses fonctionnalités qu'il est possible aux administrateurs de paramétrer depuis le menu, simplement et intuitivement.
Utilisateurs et contrôles : Vous pouvez y ajouter des utilisateurs, créer des profils, des rôles et faire les réglages de conformité.
Organisation : Dans cette partie vous pouvez ajouter tous les détails liés à votre entreprise comme vos coordonnées.
Champs : Vous pouvez y retrouver les champs par défauts des différents modules et les personnaliser selon vos besoins.
Pipeline et étapes : Modifiez les différentes étapes nécessaires à la transformation d'un prospect en client. Adaptez-les à votre entreprise pour gagner en efficacité.
Formulaires web : Créez un formulaire à intégrer sur votre site web pour pouvoir ajouter directement les répondants à votre CRM.
Workflows : Automatisez certaines actions. Par exemple dès que vous ajoutez un nouveau contact à votre CRM, un email de présentation de votre entreprise peut lui être envoyé automatiquement.
Administration des données : Gérez les données de votre CRM. Vous pouvez voir quels records ont été importés, exportés, la dernière sauvegarde, la corbeille, les actions effectuées et le stockage.
Intégration : Découvrez toutes les intégrations possibles avec Bigin.
N'hésitez pas à nous dire ce que vous en pensez en commentaire !
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Bigin - Astuce #5 : Comment transférer le statut Super Admin ?
Bonjour Community France, Découvrons comment transférer le statut de Super Administrateur. Sachez que le statut de super administrateur ne peut être transféré à un autre utilisateur administrateur que par le super administrateur lui même. Pour transférerNouveau forfait Bigin Premier : Multi-devises, flux de travail avancés et plus encore !
Bonjour à tous, Nous sommes ravis d'annoncer une toute nouvelle édition de Bigin qui contient plusieurs nouvelles fonctionnalités comme la multidevise, des flux de travail avancés, des champs de recherche personnalisés et plus encore : l'édition Premier.Nouveauté Bigin : associez plusieurs contacts à une même affaire!
Bonjour à tous, Une transaction implique souvent plusieurs décideurs. Prenons l'exemple de l'entreprise Zylker qui utilise Bigin pour gérer ses pipelines de vente. Ils souhaitent acheter des meubles. Pour valider la vente, différents employés, de différentsPack débutant : vos premiers pas sur Zoho Bigin
Dans cet article nous verrons comment paramétrer votre CRM Bigin en 4 étapes : renseigner vos informations, gérer vos utilisateurs ainsi que leurs rôles et profils. Renseigner les informations de votre organisation Vous venez de vous inscrire à Zoho Bigin,Anniversaire Bigin : le CRM pour les petites entreprises évolue
Bonjour à tous ! Nous sommes de retour avec quelques annonces passionnantes. Mais d'abord, joyeux anniversaire à nous ! Bigin a eu un an récemment et nous avons un nouvel ensemble de fonctionnalités que nous sommes impatients de partager avec vous. Nous
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