Explore Settings | Online Help - Bigin

Explore Settings

Bigin has various functions which can be configured by administrators from the Settings menu.
 
Access the Settings menu
The Settings menu can be accessed by clicking the gear icon  in the top right of your window. All the features and Configurations in Bigin are listed on the left and you can select and customize them according to your business needs. The menu contains:
 
Users and control: Allows you to add users, create roles, and profiles and manage compliance settings.



Organization: Here details about your organization can be specified. Information such as phone, fax, address, and locale information can be added.


 
Fields: A list of default and custom fields available in a module will be displayed. You can further add custom fields, mark a field as mandatory and unique to prevent duplicate record entries.



Pipelines and Stages: Create, modify, and manage the various sales pipelines followed by your organization. 


 
Web form: Design a webform and embed in it your webpage. This allows you to capture prospects as Contacts in your Bigin account upon submission. 



WorkflowsAutomate the actions when records meet the criteria that you have specified. For example, when a new contact is added, an email notification can be sent to the record owner and a task to follow up with the contact can be assigned to take place automatically.



Data AdministrationManage the data present in your Bigin account. You can view the history of records imported into your account, export records, schedule/download a backup of your data, view all the actions carried out from audit logs, manage your recycle bin, and monitor the storage utilized.



Integration: Integrate third-party applications with your Bigin account.

 

Channels

Set up communication channels for staying in touch with your customer. 

EmailIntegrate your email to send, receive, and stay on top emails with your customers. You can integrate with your Zoho Mail, Gmail, Office 365, or other mail account that you have. You can also create email templates and send it to a bunch of your customers.


 
Social: Add your twitter account and be informed whenever your customers are tweeting about your organization. 



Phone: Set up your phone and make calls to your customers with a single click. Purchase a number and say goodbye to the hardware phone that you had been used for so long.
 
Signals: Be notified when any interaction takes place between you and your customers across various channels. 



    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                  Zoho SalesIQ Resources



                      Zoho TeamInbox Resources




                                Zoho DataPrep Resources

                                  Zoho DataPrep Demo

                                  Get a personalized demo or POC

                                  REGISTER NOW


                                    Design. Discuss. Deliver.

                                    Create visually engaging stories with Zoho Show.

                                    Get Started Now











                                                          • Related Articles

                                                          • Email Deliverability

                                                            Email authentication is a standard technique to improve the deliverability of the emails you send from Bigin using your domain. You can use this process to increase the trustworthiness of the emails sent from your domain thereby lowering the chances ...
                                                          • How to add signature to an email template?

                                                            You will need to create a custom email signature before you can use it in email templates. To create your email signature Go to Settings > Users and Controls > Users. Click Add Signature in the Signature section of the User Information page. Type or ...
                                                          • Configure options under settings

                                                            Appearance Customize the app theme using the following options: Auto Dark Light The app icon can be customized as well: Default White Black Use Device Timezone This option is visible to users only when the organization time zone and the device time ...
                                                          • Configure options under settings

                                                            Appearance Customize the app theme using the following options: Auto Dark Light The app icon can be customized as well: Default White Black Use Device Timezone This option is visible to users only when the organization time zone and the device time ...
                                                          • Email Sharing

                                                            User's emails can be shared with other users in the organization's Bigin account. You can choose to share all the emails or keep your emails private. The email sharing settings can be configured only by the users with the administrator profile. They ...

                                                          Resources

                                                          Videos

                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                          eBooks

                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                          Webinars

                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                          CRM Tips

                                                          Make the most of Zoho CRM with these useful tips.



                                                            Zoho Show Resources