Data Administration
API credits dashboard
The purpose of this dashboard is to calculate the number of application programming interface (API) calls you make in a 24-hour window and to provide an overview of the total credits available in the organization's account. It reports on both used ...Record Storage Settings
Record Storage Settings shows the total number of records used by both the organization and individual users. All modules, pipelines, and sub-pipelines' records will be taken into account. In the Data Administration settings, the Record Storage tab ...Duplicate cleanup
A landscaping company uses Bigin to keep track of their customers and prospects. They add details of the people who have expressed interest in their services to their contacts module, whether through inquiries on their website, referrals from ...Upgrade to Zoho CRM
Bigin is a minimal CRM with features designed to help small businesses manage their customer relationships efficiently. But as your organization grows, so will your CRM requirements. If you feel you are outgrowing Bigin, you can upgrade your Bigin ...Import from HubSpot
Import from HubSpot to Bigin by simply signing into your HubSpot account from Bigin. The entire import process is carried out in the background and you will be notified once it is completed. Some important points to note before you import data from ...Import from Pipedrive
Import from Pipedrive to Bigin by simply entering the API key. The entire import process is carried out in the background and you will be notified once it is completed. Some important points to note before you import from Pipedrive to Bigin, Bigin ...Import from Insightly
Migrate from Insightly to Bigin by simply entering the API key. The entire migration is carried out in the background and you will be notified once it is completed. Some important points to note before you migrate from Insightly to Bigin, Bigin ...Manage notes and files
Files You can upload important files like Sales Orders, Invoices, Agreements etc., and associate it to the relevant record in your Bigin account. These attachments can be uploaded via the following means: Upload from computer You can use this option ...Find and merge duplicate records
Duplicate records pose a significant problem when you work with large volumes of data. It is important to keep your database free from duplicates to ensure your business runs efficiently. A database containing duplicate records doesn't offer easy ...Import from Zoho CRM
Zoho CRM is great for larger teams looking for extensive customizations and enterprise-class business processes. However, small teams may be looking for a simpler alternative like Bigin. When you decide to switch to Bigin from Zoho CRM, you can ...Import Notes
Permissions: Users with the following permissions enabled in their profile can import notes in their Bigin account. 1. 'Create' permission for Notes under Basic Permissions. 2. Import permissions should be enabled under Advanced Features. For ...Import Records
Importing records is an essential data administration task. In Bigin, this important action can be performed without much hassle and complexity. Currently, you can import records to the Companies, Contacts, Pipelines, and Products modules. You can ...File Storage
File Storage displays the total storage space (files attached in records and files attached in emails) utilized by your organization and individual users. You can choose to purchase additional storage if needed from the subscriptions page.View Audit Log
All the actions performed in your Bigin account will be listed chronologically in a single window. You can also choose to export a copy of the audit log for your reference. View Audit Log To view audit log The Audit Log page displays all the actions ...Manage Recycle Bin
Every record you delete in Bigin account lands in the recycle bin. You can also choose to restore the deleted file back to the original module or delete the record permanently from Bigin. Restore Records You can restore a deleted record back to the ...Data Backup
Using Data Backup, you can back up all the data in your Bigin account, instantly. Once the backup is ready for download, you will receive a pop-up notification and an email. Users with the paid edition of Bigin will have two free backups per month. ...Exporting Data
Users can now export data from Bigin's modules in .ZIP files and access the data in .CSV file format. For example, let's say you only want to download a customer's details, such as their name, phone, address, and email address. In that case, you can ...Import History
Import History This displays the complete record of all the data that is imported by the user in Bigin. You can also undo any import action carried out by the user. Files imported within the span of 60 days will be listed under Import History. View ...
Access your files securely from anywhere
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
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