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 ...
Apart from the various views available, you can filter records based on their field values. For example, you want to filter out the records whose Deal closing date is due in 2 days, and is tagged as a Premium Contact, you can apply those filters ...
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 ...
Pipelines in Bigin
Every sales cycle consists of stages, such as initial contact, prospecting, contacted, proposal, deal won, and deal lost. Mapping these stages in your Bigin account is essential to keep track of all your data. A pipeline in Bigin is an online replica ...
Modules and Fields
Modules Modules in Bigin let you categorize and keep track of various aspects of your business such as Contacts, Companies, and Deals. The data in these modules is stored as records and the information in each record is stored in fields. The ...