Frequently Asked Questions
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 ...How to manage tags in the Contacts module?
To see the existing list of tags 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Tap the Moreicon at the top right of the screen. 5. Select the Manage Tags option. The existing ...How to email a contact?
To email a contact 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Tap the Email icon that can be found in the middle of the screen. When you're done composing the email, tap the ...How to text a contact?
To send a text message 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Tap the Message icon that can be found in the middle of the screen. To send your message, simply enter it ...How to use tags in the Contacts module?
To add a tag name 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Select the desired contact 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 view a contact's details?
To view a contact's details 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Tap on the desired contact record. Based on the nature of the contact-specific information you are looking for, tap on the corresponding tab: ...How to call a contact?
To call a contact 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Tap on the contact record you wish to call. 4. In the Info screen that opens, select the Call button that can be found under the contact's name and ...How to edit a contact record?
To edit a contact record 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Tap on the contact 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 ...Android - Dynamic Display
Dynamic Display offers an intuitive approach to displaying your data, allowing you to precisely choose which fields to display, customize their presentation, and arrange them in the desired order in the list view. Two Modes Dynamic Display can be ...Android - Dashboards
Dashboards are used to monitor business performance and the reports are shown to provide a quick and easy overview of how your business is performing with the help of charts, KPIs. Learn more To find the Dashboards module 1. Open the Bigin app on ...Android - Manage records added via email-in
The Email-In feature lets you create email aliases for the pipelines in your Bigin account, and automatically converts customer emails received by these aliases into new records in the respective pipeline. You can directly respond to these email ...Android - Sort your records
You can sort your records based on how you want to see your data. For example, if you’re working in Contacts, you can find sorting criteria relating to that module like First Name, Contact Owner, or Last Name. Similarly, you can sort the records in ...Next page
Access your files securely from anywhere
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Bigin?
New to Zoho Survey?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Creator Resources
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?