View all Products by pipeline deal
Very good CRM I use it everyday only problem is modules not being interconnected especially products module. The main problem of products module are separated from contacts and company modules and only being connected to the Deals module. This way there's no way to known something so simple like what are all the products that a contact or company have in certain stage of pipeline deal for example closed stage - win or lost pipeline or all deals.
Something so basic with is an excellent CRM and it's not possible to get this information within Bigin because the modules are separated from each other instead of working together as one module so that Bigin CRM can provide data information that's needed.
When you negotiate and you have all the information at your fingertips this will help you surely work better and faster and quickly close that deal or make new deals.
For example as a freelancer in sales and you are standing in front of client or in a call with a client and need have the information what was the products with quantities and their prices in deals that's was done in the past and closed as pipeline line WON or LOST there's no way to have this information.
At moment make a new sale or make a new deal l only details or information that you have from the client is all the deals in past and if you want see which are the products, quantities and prices that you made for those deals in the past at moment you have to go deal by deal to find that information that doesn't make any sense and is time consuming if you need quickly close sale or make new deal
There's no way to get this information according to the pipeline position for example all the pipeline deals that was "WON" get the information of products in globally or by the date of product was created by each deal.
I think this will be is game changer for Bigin CRM if implemented in which is going help us to quickly create new deals or make new sales.
The deals option view at moment is important but in my perspective view it's only good if you need to know I the past deals and present deals already created ad for future new deals we need something that will quickly help to create new deals that's why I say the products deal got make part of clients and company module.
There's no future sales if you can not quickly create new deals from the past.
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Acimiuq Madeira
Ian Gilby
cre8iongroup
Madrassoft Technologies
Sticky Posts
Building Toppings #7 - Using schedules and workflow functions
Hello Biginners, In our previous forum post, we explored install and uninstall actions and learned how to trigger custom logic the moment a topping is added or removed from an organization. In this post, we'll look at how to automate actions during regular,Building Toppings #6 - Install and uninstall actions
Hello Biginners! In our previous forum post, we explored creating connections - specifically, custom service connections in the Bigin Developer Console. In this post, we'll focus on another feature that can be used in every topping: install actions. We'llBuilding Toppings #5 - Creating and configuring custom service connections in Bigin Toppings
Hello Biginners, Integrating Bigin with external applications extends its capabilities and enables customized functionalities. In our last post, we saw how to create a default service connection. Today, we'll see how to create a custom service connectionBuilding Toppings #4 - Setting up and using connections in Bigin toppings
When building a topping to extend Bigin's functionality and connect it with third-party applications, creating and handling connections is an important step. Connections provide a secure way for your topping to authenticate and communicate with otherBuilding Toppings #3 -Testing and publishing Bigin toppings
Hey Biginners! In previous forum posts, we discussed what a Bigin topping is and explored the Bigin Developer Console's features. In this post, we're going to create a topping from scratch and discuss how to test and publish it. Our topping will automate
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Update on default settings for AI features in Cliq
Hello all, We'd like to provide clarity on a recent change to AI feature defaults in Cliq. As part of our regular review of AI features conducted in April 2026, we re-evaluated how these features are enabled by default. We've decided that the AI featuresAssociate Zoho Billing Invoices with multiple Zoho FSM Work Orders
Hello Latha, We are writing a custom Deluge automation script in Zoho FSM to handle monthly consolidated billing. The script successfully compiles line items from multiple completed Work Orders, interfaces with the Zoho Billing API, and generates a singleHow do I delete all my leads so I can start again?
How do I delete all my leads at one time so I can start again?Le cauchemar de PEPPOL avec Zoho Books
Après de longues hésitations — car je défends toujours les produits Zoho malgré leurs imperfections —, je me suis décidé à poster cet avis sur ce forum. En effet, depuis plus de 5 mois, les nombreux soucis relatifs à la facturation par PEPPOL semblentWhat is a realistic turnaround time for account review for ZeptoMail?
On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It stillnumber auto generate
There is a basic need for a function to auto generate numbers. Presently the help pages layout several confusing and non-working ideas. You will not get my subscription without a simple auto number function.Mailbox delegation - A secure way to enable collaboration
Admins often encounter scenarios where a user needs another team member to access and manage their mailbox during extended leave, role transitions, or while handling high email volumes. In such situations, ensuring business continuity without sharingService currently unavailable
The Zoho Mail Webmail is working, the Mail Admin Console is not: "Our service is temporarily unavailable, please try after sometime." How long must I wait to retry? edit: To add to this, the Webmail is not working 100% - I can open mail in the inbox,Email Opt Out Question
Has the problem where if a customer is emailed opt out prevents you sending standard emails? For me this feature is simply to stop any email marketing and should not block people from receiving emails via Zoho mobile, which makes no sense.Rich-text fields in Zoho CRM
Moderation Update: During the initial release of Rich Text fields, it was supported only in the Enterprise and Ultimate editions. We have gradually extended Rich Text fields to all the paid editions of Zoho CRM. Hello everyone, We're thrilled to announceincoming mails not received
incoming mails not receivedPower up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!
Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficientFSM- are we getting there
We have now tried the FSM a couple of times. We have been defeated on the offline access. As you can imagine the enginner needs to know the customers details, the job and the equipment. This needs to be cache. Is it yet? Plus Our engineers do multipleAgents in Homepage
Hello all, Your agents do useful work. They find things like important leads, deals, and updates for you. But until now, you could not see any of this on your Home page. To check what an agent had found, you had to open the agent on its own, away fromHow can I get quantity number for each item from collection ?
How can I get quantity from sub form in another form when I fetch data get it in collection Updates on Report Panel Selection Customization
Zoho Dev Team, I would like to check if we have updates on Search Panel selection list. And if we can finally select a few instead of going to the list.Global search
Hi! I think it would be great to have a global search that would give you results from all records of a database, no only for a single field of a single form as we have now. Thanks!Lightbox Pop-up form
I would like to embed my form using the lightbox pop up. I don't want it to load automatically. I want it to load when some clicks the button. I can see this option, however when I use the "show pop-up launch button" on the website, the button automaticallyFormat print pos
can anyone help me create a format to print in thermal pos format as epson t20ii printerGetting the Record ID of a form once it is submitted - so that form can be edited later
In Zoho Forms, where can I access the record ID of a form once the form is submitted? - Record ID is not available in webhook payloads - It is not available to form fields, including in formulas - It is not available as a parameter in a thankyou pageTip#51: Use Nested Picklists for cleaner forms
Are you looking for a dropdown field that branches out with multiple child options? Zoho Sprints supports Nested Picklist where you can create a parent-child relationship to navigate the users seamlessly with the required options. This ensures that the#19 The Easier It is to Pay, the Faster You Get Paid
In our previous post, we looked at recording offline payments to keep your books accurate. But what if you could eliminate that manual step altogether? Imagine sending an invoice where your customer doesn't have to copy your bank details, switch betweenAll new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24Mass Email: Individual or Bulk?
Can anyone confirm that the mass email feature sends as an individual email or as bulk? I'm curious to know what a mass email header looks like.How do I add our corporate fonts to campaign template?
We have developed a custom campaign template in Zoho Campaigns. Unfortunately there is such a small option of fonts by Zoho default. We need to add our 2 corporate fonts so that our campaigns are in line with our brand. How do we do this?Export current view on timesheet bug?
When you export current view on timesheet, which is a welcome change, it states: Only the current view with its visible columns will be exported from Zoho Books in CSV or XLS format.". However when this is done, the current view is not fully exported.What's New in Zoho Invoice | April – June 2026
Hello everyone! We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from April to June 2026. Here's what's new this quarter: Connect Zoho Invoice to AI Using Zoho MCP Customize Accessibility Preferences Attach AnnexureMarketing Tip #38: Increase order value with free shipping thresholds
Free shipping is one of the easiest ways to nudge customers to spend a little more. Instead of offering free shipping on every order, set a minimum order value customers need to reach. This encourages shoppers to add one more item to their cart, whichIntegration between Zoho Creator & Zoho Projects?
Hie , Integration between Zoho Creator & Zoho Projects? Is that possible if yes then How??Zoho CRM's Old User Interface is set for EOL - Deadline and What to Expect
Hello Everyone, We are nearing the completion of enabling the Next Gen UI for users as announced in this post. The Next Gen UI introduces CRM For everyone with an improved workspace experience housing features like Teamspaces, Team Modules, enhanced views,Error AS101 when adding new email alias
Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.Improved Email Management: More control over outgoing email delivery in Zoho Creator
Hello everyone, Managing how your Zoho Creator applications send emails just got a whole lot more powerful. We've completely revamped the Email Management feature to give you greater flexibility, better deliverability, and deeper control over your outgoingSend a converted Contact or Deal back to Leads using the Restore Lead extension for Zoho CRM
Hello everyone, This comes up more than people expect: a Lead gets converted into a Contact, and sometimes a Deal along with it, because at the time it looked ready. Then the situation changes the opportunity turns out to be much further off than expected,Marketer's Space: Make your emails more engaging with polls and surveys
Hello Marketers! Welcome back to Marketer's Space. This week, we're looking at two features that can turn a one-way email blast into an actual conversation: polls and surveys. Why to use polls and surveys? Most emails go out and you hear nothing back.DYK 9: Dependent Layout Rules
Did you know that you can configure dependent fields in Task and Issue Layouts? In a project, tasks and issues vary in nature and so do the fields needed for each. Displaying relevant fields and values keeps the layout organised and ensures necessaryError when connecting zoho projects mcp to Claude
When trying to connect zoho projects mcp through cloude, I am redirected to zoho login page, and then after adding my registered email I receive this error: Error while Initiating OAuth Invalid server url. Kindly re-verify oauth url from metadata andItem image on document
I know what I am asking may not be possible, but I will ask anyway, maybe I will get lucky, and someone else is doing it. My business is based on special orders only from various online stores. When I send a quote to a client, I generate a separate quoteCash Recipt
You can not receive cash more than 10000 from one party in a day and two lakh in a year. In statement you can't differentiate cash or bank receipt. zoho does not support thisMCP > Creator connection failing with Claude
I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receivingZoho Analytics Aggregates
I have the attached report that lists Jobs and I want to aggregate the totals of Total Budgets, Total Bills and Difference for each Construction Stage. Can anyone tell me how I aggregate them?Next Page