Customization
Formula Field: Use Cases
Assigning priority levels Scenario Let's say your Companies module stores crucial information about various clients and their associated opportunities, and you need to streamline the process of assigning priority levels to these companies based on ...
Formula Field: Overview
The Formula Field is a versatile tool that allows you to perform numerical calculations using a variety of provided functions and available fields, enabling you to derive dynamic data. It serves as a custom field within your system and can be used to ...
Managing Sheet View
The ability to view and update Bigin's data in a spreadsheet-like format is referred to as "Sheet View" in Bigin. This view provides a tabular view of records so that you can work with the data in a more comfortable and effective way. In Bigin's ...
Default fields in a module
The following table gives a list of supported fields in the appropriate modules along with their description. Contacts Field Name Description Data Type Maximum Limit Contact Info First Name First name of the contact. Text Box Alphanumeric (40) Last ...
Search and sort records
Search records A typical day in the life of a sales rep involves checking and replying to emails, making calls, following up with leads, and helping customers find what they want. They must also keep a record of all relevant information about each ...
Advanced filters
Apart from the various views available, you can filter records based on their field values. For example, you want to filter out the pipeline records whose closing date is due in 2 days, and is tagged as a Priority, you can apply those filters and ...
Manage List View
List view allows you to group records present in your Bigin account based on a specific criteria. Viewing all the records without any order will be hard for you to pull the required record immediately. For example, you may want to view the contacts ...
Modules and Fields
Modules Modules in Bigin let you categorize and keep track of various aspects of your business such as Contacts, Companies, and Pipelines. The data in these modules is stored as records and the information in each record is stored in fields. The ...

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