Frequently Asked Questions
How to find the Settings module?
To find the module 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . Everything from your subscription plan information to app appearance preferences and privacy & security settings ...How to view product records?
To view a product record 1. Open the Bigin app on your smartphone. 2. Navigate to the Products module. You can find all your product records listed here. Note: To display specific product records, tap the List View Dropdownat the top right of the ...How to delete a product record?
To delete a record 1. Open the Bigin app on your smartphone. 2. Navigate to the Products module. 3. Select the product record you want to delete. 4. Tap the Deleteicon at the top right of the screen. 5. Choose Delete in the confirmation prompt to ...How to manage tags in the Products module?
To see the existing list of tags 1. Open the Bigin app on your smartphone. 2. Navigate to the Products module. 3. Select the desired product record. 4. Tap the Moreicon at the top right of the screen. 5. Select the Manage Tags option. Alternatively, ...How to add files to a product record?
To add files to a product record 1. Open the Bigin app on your smartphone. 2. Navigate to the Products module. 3. Select the desired product record. 4. Switch to the Files tab. 5. Tap the Add icon at the bottom right of the screen. You may choose the ...How to assign a product record to a pipeline?
To assign a product record 1. Open the Bigin app on your smartphone. 2. Navigate to the Products module. 3. Select the desired product record. 4. Tap the Add icon at the bottom right of the screen. 5. Select Primary Records . 6. Choose the pipeline ...How to edit a product record?
To edit a product record 1. Open the Bigin app on your smartphone. 2. Navigate to the Products module. 3. Tap on the product record you want to edit. 4. Tap the Edit icon at the top right of the screen. After making any necessary changes to the ...How to search through the Products module?
To search for product records 1. Open the Bigin app on your smartphone. 2. Navigate to the Products module. 3. Tap the Search icon at the top right of the screen. 4. Enter the name of the product record or a few initials and let Bigin fetch the ...How to sort product records?
To sort your records 1. Open the Bigin app on your smartphone. 2. Navigate to the Products module. 3. Tap on the Sort icon at the top right of the screen. 4. Select the order in which you want to sort the records – Ascending or Descending order. 5. ...How to change views in the Products module?
To change the view 1. Open the Bigin app on your smartphone. 2. Navigate to the Products module. 3. Tap the List View Dropdownat the top right of the screen. 4. Select a criteria. The view will be altered so that it is consistent with the criteria ...How to edit a call record?
To edit a call record 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch to the Calls tab. 4. Select the desired call record. 5. Tap the Edit icon at the top right of the screen. After making any necessary ...How to search through the Calls module?
To search for call records 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch to the Calls tab. 4. Tap the Search icon at the top right of the screen. 5. Enter the name of the call record or a few initials and ...How to delete a call record?
To delete a record 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch to the Calls tab. 4. Select the call record you want to delete. 5. Tap the Deleteicon at the top right of the screen. 6. Choose Delete in the ...How to add a call-related note?
To add a note 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch to the Calls tab. 4. Select the desired call record. 5. Switch to the Notes tab 6. Tap the Add icon at the bottom right of the screen. 7. Enter ...How to manage tags in the Calls module?
To see the existing list of tags 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch to the Calls tab. 4. Select the desired call record. 5. Tap the Moreicon at the top right of the screen. 6. Select the Manage ...How to add a call?
To add a call 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch to the Calls tab. 4. Tap the Add icon at the bottom right of the screen. A form for adding a new call will open, featuring the fields configured ...How to view call details?
To view call details 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch to the Calls tab. 4. Tap on the desired call record. Based on the nature of the call-specific information you are looking for, tap on the ...How to search through the Events module?
To search for event records 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Tap the Search icon at the top right of the screen. 5. Enter the name of the call record or a few initials and ...How to edit an event record?
To edit an event record 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Select the desired event record. 5. In the Info screen that opens, select the Edit icon at the top right of the ...How to delete an event record?
To delete a record 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Select the event record you want to delete. 5. Tap the Deleteicon at the top right of the screen. 6. Choose Delete in ...How to add files to an event record?
To add files to an event record 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Select the desired event record. 5. Switch to the Files tab. 6. Tap the Add icon at the bottom right of ...How to add an event-related note?
To add a note 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Select the desired event record. 5. Switch to the Notes tab 6. Tap the Add icon at the bottom right of the screen. 7. Enter ...How to manage tags in the Events module?
To see the existing list of tags 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Select the desired event record. 5. Tap the Moreicon at the top right of the screen. 6. Select the Manage ...How to create an event?
To create an event 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch to the Events tab. 3. Tap the Add icon at the bottom right of the screen. A form for adding a new event will open, featuring the fields ...How to view event details?
To view event details 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Tap on the desired event record. Based on the nature of the event-specific information you are looking for, tap on ...How to search through the Tasks module?
To search for task records 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Tap the Search icon at the top right of the screen. 4. Enter the name of the task record or a few initials and let Bigin fetch the record ...How to delete a task record?
To delete a record 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Select the task record you want to delete. 4. Tap the Deleteicon at the top right of the screen. 5. Choose Delete in the confirmation prompt to ...How to add files to a task?
To add files to a task record 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Select the desired task record. 4. Switch to the Files tab. 5. Tap the Add icon at the bottom right of the screen. You may choose the ...How to add a task-related note?
To add a note 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Select the desired task record. 4. Switch to the Notes tab. 5. Tap the Add button at the bottom right of the screen. 6. Enter the information you want to ...How to manage tags in the Tasks module?
To see the existing list of tags 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Select the desired task record. 4. Tap the Moreicon at the top right of the screen. 5. Select the Manage Tags option. Alternatively, ...How to edit a task record?
To edit a task record 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Tap on the task record you want to edit. 4. In the Info screen that opens, select the Edit icon at the top right of the screen. After making any ...How to create a task record?
To create a task 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Tap the Add icon at the bottom right of the screen. A form for adding a task will open, featuring the fields configured on the web application. 4. ...How to view task details?
To view task details 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Tap on the desired task record. Based on the nature of the task-specific information you are looking for, tap on the corresponding tab: Info, ...How to sort records in the Activities module?
To sort your records 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch the the desired tab (Tasks, Events, Calls). 4. Tap on the Sort icon at the top right of the screen. 5. Select the order in which you want ...How to view calls in the Activities module?
To view calls 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch to the Calls tab. You can find all your calls listed here. Note: To display specific call records, tap the List View Dropdownat the top right of ...How to view events in the Activities module?
To view events 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. 3. Switch to the Events tab. You can find all your events listed here. Note: To display specific event records, tap the List View Dropdownat the top right ...How to view tasks in the Activities module?
To view tasks 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. You can find all your tasks listed here. Note: To display specific task records, tap the List View Dropdownat the top right of the screen and select a ...How to search through the Pipelines module?
To search for pipeline records 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Tap the Search icon at the top right of the screen. 4. Enter the name of the pipeline record or a few initials and let Bigin fetch the ...How to add tasks, events, calls to a pipeline record?
Method - 1 To add tasks, events, calls 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Tap the Add icon at the bottom right of the screen. 5. Select either a Task , Event , or ...How to see open and closed activities for a pipeline record?
To view activities related to a pipeline record 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Switch to the Related tab. The pipeline record's list of open activities can be ...Next page
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