Frequently Asked Questions
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 ...Android - Manage emails
Email is a popular method of communication for most businesses. Thanks to the new Related Email tab in the record details page, sales reps no longer have to switch between Bigin and their email app to check emails from their customers. They can send ...Android - Create and Manage Tags
Tags are labels that let you categorize records in a module based on certain characteristics. For example, if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', ...Android - Configure options under settings
My Organization Switch between the organizations that you are a part of from your Bigin mobile app. To switch between organizations, Go to Settings > Tap My organization. Choose the desired organization from the list. Privacy & Security Go ...Android - Associate tasks, events and more with records
For each record in your Bigin native app, you can create tasks, call, events, deals, and also associate notes and files. The items that you can associate depends on the module selected. For example, in the Products module, you can associate only ...Android - Delete a record
The deleted records will be moved to the recycle bin. To permanently delete a record from the recycle bin, the user must be an Administrator in Bigin. Go to the desired module. Tap the record that you want to delete. Tap the Delete icon. ...Android - Make calls from the app and log them
Call your contacts from the app and log call details like call duration, agenda, and call type. in the record. You can find these call logs under the Related tab in the contact details page. Go to the desired record. Tap the call icon in the record ...Android - View deals in pipeline
The pipeline view categorizes the records by deal stage. It is only available in the Pipelines module To switch to the pipeline view 1. Navigate to the Sales Pipeline, tap the pipeline icon. 2. Swipe left to view the records in each stage.Android - Change list view
Views are groups of records of the same type. For example, the USA Customers view is a list of customers in the USA, and their records are grouped under a single list. You can switch between various standard and custom views that are available for ...Android - Manage records
Create and edit a record Go to the desired module. Tap the Add Record icon. Specify the record's details. Tap the OK icon. To edit a record, tap the Edit icon in the record details page. Modify the details, then tap the OK icon. View record details ...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 Contacts, Companies, Pipelines, ...
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?