iPad
iPad - 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 ...iPad - 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 ...iPad - Import/Export contacts from your device
Import contacts from your device You can import contacts from your device with the tap of a finger. Go to the Contacts module. Tap the Add record icon > Tap Import from Contacts. Alternatively, you can also go to Settings > Tap the Import ...iPad - 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 ...iPad - 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', ...iPad - Set the Preferred Language
Bigin Native app supports 28 languages. Here is the list of the supported languages: Arabic Bulgarian Chinese (Simplified) Chinese (Traditional) Croatian Czech Danish Dutch English (United Kingdom) English (United States) French German Hebrew Hindi ...iPad - Photo Moderation
Photo moderation feature, on your Bigin Native app for iPhone, allows you to moderate and choose appropriate photos to upload to the records in Bigin. The feature operates strictly on the user’s device without any need for a network connection, thus ...iPad - Log calls
Log call details like call duration, agenda, call type etc. 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 under the Info tab. Tap OK in the Log call pop-up ...iPad - Delete a record
The deleted records will be moved to the recycle bin. To permanently delete a record from the recycle the user must be an Administrator in Bigin. To delete a record Go to the desired module. Tap the record that you want to delete. Tap the More icon. ...iPad - View deals in pipeline
The pipeline view categorizes the records by deal stage. It is available only in the Pipelines module To view deals in pipeline Navigate to the Sales Pipeline, tap the pipeline icon. Swipe left to view the records in each stage.iPad - Change list view
Views are groups of records of the same kind. For example, 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 the ...iPad - 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 ...iPad - Manage records
Create and edit records Go to the desired module. Tap the Add Record icon. Specify the details. Tap Save. To edit a record, tap the Edit icon in the record details page. Modify the details, then tap Save. View record details Go to the desired module ...iPad - Configure options under settings
Privacy & Security Go to Settings on your Bigin app to configure the following set of options. Passcode Lock Access to Zoho CRM application can be prevented by enabling the Passcode lock. The user will be prompted to enter a four digit pass code to ...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, ...
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