Automation
Duplicate Management
When a new record is submitted through Bigin forms, the system checks for duplicates based on unique field data. You can configure how the system should handle duplicate submissions within the form submission rules. If your form includes a field ...
Approvals
Bigin's Approvals feature unifies the approval process by centralizing all approval-enabled forms into one place and making it easier to manage and approve records across the system. You can find this feature in the top-right corner of your screen. ...
Stage Automation
As a pipeline-centric CRM, Bigin streamlines your business processes by pushing records through pipeline stages. To enhance Bigin's primary functionality and streamline operations even further, you can set up automations that govern stage transitions ...
Forms
Overview Forms are an effective business tool that help small businesses gather a wide variety of details from customers. By using the form builder in Bigin, small businesses can create customized forms for lead generation, customer support, ...
Stage Transition Rules
Team Pipelines play an integral role in your business by helping you visualize business operations stage by stage. For example, sales reps gather data at different stages of the sales pipeline, some of which is key to closing the deal. It's not ideal ...
Workflows
Workflows in Bigin help you streamline your business process by automating repetitive actions when a specific criteria is matched. You can automatically assign tasks, send emails, update fields, and add tags to records when records meet a particular ...