Bigin | Record Management | Knowledge Base

Record Management
Can I associate multiple contacts to a pipeline record?
Yes, you can associate multiple contacts to a pipeline record through the Secondary Contacts field. To associate multiple contacts Go to the Pipelines module and the desired Team Pipeline. Click +PipelineRecord icon. In the Create PipelineRecord ...
How is the record limit calculated?
The record limit of 50,000 records (Express), 100,000 records (Premier) and 1 Millions records (Bigin 360) includes the records in the Pipelines, Companies, Contacts, Products, Notes, Tasks, Events, and Calls modules. There is no limit on the number ...
How to add tags to individual records and in bulk?
Tags are labels that let you categorize records in a module based on certain characteristics. For ex: if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', etc. ...

Record Management