Frequently Asked Questions
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 ...How to add files to a pipeline record?
Method - 1 To add files 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 Files tab. 5. Tap the Add button at the bottom right of the screen. ...How to add a note to a pipeline record?
Method - 1 To add a note 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Switch to the Notes tab. 5. Tap the Add icon at the bottom right of the screen. 6. Enter the information ...How to manage tags in the Pipelines module?
To add a tag name 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Tap the Tags icon that can be found in the middle of the screen. 5. Enter a new tag name > Tap the Add button > ...How to delete a pipeline record?
To delete a pipeline record 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Select the pipeline record you want to delete. 4. Tap the Delete icon at the top right of the screen. 5. Choose Delete in the confirmation ...How to create a pipeline record?
To create a pipeline record 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Switch to the appropriate stage. 4. Tap the Add icon at the bottom right of the screen. Tapping on the icon will open an add form with the ...How to edit a pipeline record?
To edit a pipeline record 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Tap the Edit icon at the top right of the screen. After making any necessary changes to the record's ...How to view the stage history of a pipeline record?
To view stage history details 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Switch to the Stage History tab. The Stage History tab helps you keep track of the progress of a ...How to view the timeline of a pipeline record?
To view timeline details 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Switch to the Timeline tab. The Timeline tab displays an overview of all the actions carried out in a ...How to view the details of a pipeline record?
To view the details 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Swipe or scroll to the appropriate stage. 4. Select the desired pipeline record. Based on the nature of the record-specific information you are ...How to clone a new Team Pipeline?
To clone new Team Pipeline 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Tap the Team Pipeline Selection Dropdownat the top of the screen. 4 Select the Team Pipeline button. 5. Tap on the desired Team Pipeline ...How to switch between different Team Pipelines?
To switch between Team Pipeline 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Tap the Team Pipeline Selection Dropdownat the top of the screen. 4. Select the Team Pipeline of your choice by tapping on it. The Team ...How to sort records in the Pipelines module?
To sort your records 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines 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 add a record in the Pipelines module?
To add a record 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Tap the Add icon at the bottom right corner of the screen. Tapping on the icon will open an add form with the fields set up on the web application. 4. ...How to find Views in the Pipelines module?
To find Views 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Tap the List View Dropdownat the top right of the screen. 4. Switch to the Views tab.How to find sub-pipelines in the Pipelines module?
To find sub-pipelines 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Tap the List View Dropdownat the top right of the screen. 4. Switch to the Sub-Pipelines tab. 5. Enter the name of the sub-pipeline or a few ...How to change the view in the Pipelines module?
To change the view 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Tap the List View Dropdownat the top right of the screen. 4. Switch to the Views tab. 5. Select a criteria. The view will be altered so that it is ...How to add a contact to a company record?
To add a contact 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Tap the Add icon at the bottom right of the screen. A form for adding a company will open, featuring the fields ...How to edit a company record?
To edit a company record 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Tap on the company record you want to edit. 5. In the Info screen that opens, select the Edit icon at the top ...How to add a company record?
To create a company record 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Tap the Add icon at the bottom right of the screen. A form for adding a company will open, featuring the ...How to search through the Contacts module?
To search for contacts 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Tap the Search icon at the top right of the screen. 4. Enter the name of the contact or a few initials and let Bigin fetch the record for you.How to add tasks, events, calls to a contact record?
To add activities 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Tap the Add button at the bottom right of the screen. 5. Select the desired option. To view activities related to ...How to sort contact records?
To sort your records 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts 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 view open and closed activities of a contact?
To view activities related to a contact 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Related tab. The contact's list of open activities can be found under Open ...How to view the pipeline records of a contact?
To view contact-specific pipeline records 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Pipelines tab. The pipeline records that the contact is associated with can ...How to delete files of a contact record?
To delete a file 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Files tab. 5. Tap the Moreicon next to the desired file name. 6. Tap Delete. 7. Select Delete in the ...How to add files to contact records?
To add files to a contact record 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Files tab. 5. Tap the Add button at the bottom right of the screen. You may choose ...How to find all email interactions with a contact?
To find contact-specific emails 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Emails tab. All of your current and prior email interactions with the contact can be ...How to add a contact-related note?
Method - 1 To add a note 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Notes tab. 5. Tap the Add button at the bottom right of the screen. 6. Enter the information ...How to view the timeline of a contact record?
To view a contact's history 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Timeline tab. Any modifications made to this contact's record are captured here with a ...Next page
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