Basic terminologies | Online Help - Bigin by Zoho CRM

Android - Understanding the basics of Bigin

Before you start exploring the app, it will be helpful to familiarize yourself with the following terminology to get you up to speed. 
 
Modules
All the data in your Bigin account is categorized into groups such as ContactsCompanies, Pipelines, ProductsActivities, and Dashboards, which are collectively known as Modules. For example, the Contacts module contains the data about all your customers, Activities module has all the events, tasks, and calls you had or have scheduled with them.  
 
Records
The entries in any module are known as records. For example, each contact in the Contacts module is a record. 
 
Fields
A single piece of information in a record is referred to as a field. For example, Name, Company, Email, and Website are fields in a contact record.
 
Contacts
Contacts are the touchpoints of the companies with whom your organization has a business relationship.    
 
Companies
The organizations your contacts belong to are called companies. 
 
Pipeline
A specific set of steps/stages followed by your business process in converting a prospect to a customer.
 
Activities
Any action that you perform in your business is an activity. All the tasks, events, and calls with your customers are grouped as activities.

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                                                                                                                            • Related Articles

                                                                                                                            • How to find Bigin's privacy policy?

                                                                                                                              To find Bigin's privacy policy 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Switch to the Help & Support tab that is adjacent the title Settings. 5. Scroll and find Legal > ...
                                                                                                                            • How to find Bigin's Terms of Service?

                                                                                                                              To find Bigin's terms of service 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Switch to the Help & Support tab that is adjacent the title Settings. 5. Scroll and find Legal ...
                                                                                                                            • iPad - Understanding the basics of Bigin

                                                                                                                              Before you start exploring the app, it will be helpful to familiarize yourself with the following terminology to get you up to speed. Modules All the data in your Bigin account is categorized into groups such as Contacts, Companies, Pipelines, ...
                                                                                                                            • iPhone - Understanding the basics of Bigin

                                                                                                                              Before you start exploring the app, it will be helpful to familiarize yourself with the following terminology to get you up to speed. Modules All the data in your Bigin account is categorized into groups such as Contacts, Companies, Pipelines, ...
                                                                                                                            • Mac - Understanding the basics of Bigin

                                                                                                                              Before you start exploring the app, it will be helpful to familiarize yourself with the following terminology to get you up to speed. Modules All the data in your Bigin account is categorized into groups such as Contacts, Companies, Pipelines, ...
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                                                                                                                                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.



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