Frequently Asked Questions
How to add a call-related note?
To add a note 1. Open the Bigin app on your iPad. 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 Note button. 7. Enter the information you want to save 8. ...How to manage tags in the Calls module?
To see the existing list of tags 1. Open the Bigin app on your iPad. 2. Navigate to the Activities module. 3. Switch to the Calls tab. 4. Select the desired call record. 5. Tap the More icon at the top right of the screen. 6. Select the Manage Tags ...How to view call details?
To view call details 1. Open the Bigin app on your iPad. 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 iPad. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Tap the Search icon at the top left of the screen. 5. Enter the name of the call record or a few initials and let ...How to edit an event record?
To edit an event record 1. Open the Bigin app on your iPad. 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 screen. ...How to delete an event record?
To delete a record 1. Open the Bigin app on your iPad. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Select the desired event record. 5. Tap the More icon at the top right of the screen. 6. Select Delete. 7. 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 iPad. 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. Select the Upload Files option. You may choose ...How to add an event-related note?
To add a note 1. Open the Bigin app on your iPad. 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 Note button. 7. Enter the information you want to save. ...How to manage tags in the Events module?
To see the existing list of tags 1. Open the Bigin app on your iPad. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Select the desired event record. 5. Tap the More icon at the top right of the screen. 6. Select the Manage Tags ...How to scan an event QR code?
To scan event information 1. Open the Bigin app on your iPad. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Tap the Add icon at the top left of the screen. 5. Choose Scan Event QR Code . Your camera will be activated, allowing ...How to create an event?
To create an event 1. Open the Bigin app on your iPad. 2. Navigate to the Activities module. 3. Tap the Add icon at the top left of the screen. 4. Select New Event . A form for adding a new event will open, featuring the fields configured on the web ...How to view event details?
To view event details 1. Open the Bigin app on your iPad. 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 the ...How to search through the Tasks module?
To search for task records 1. Open the Bigin app on your iPad. 2. Navigate to the Activities module. 3. Tap the Search icon at the top left of the screen. 4. Enter the name of the task record or a few initials and let Bigin fetch the record for you.How to delete a task record?
To delete a record 1. Open the Bigin app on your iPad. 2. Navigate to the Activities module. 3. Select the desired task record. 4. Tap the More icon at the top right of the screen. 5. Select Delete . 6. 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 iPad. 2. Navigate to the Activities module. 3. Select the desired task record. 4. Switch to the Files tab. 5. Select the Upload Files option. You may choose the desired attachment type from ...How to add a task-related note?
To add a note 1. Open the Bigin app on your iPad. 2. Navigate to the Activities module. 3. Select the desired task record. 4. Switch to the Notes tab. 5. Tap the Add Note button. 6. Enter the information you want to save 7. Include an attachment if ...How to manage tags in the Tasks module?
To see the existing list of tags 1. Open the Bigin app on your iPad. 2. Navigate to the Activities module. 3. Select the desired task record. 4. Tap the More icon at the top right of the screen. 5. Select the Manage Tags option. Alternatively, 1. ...How to edit a task record?
To edit a task record 1. Open the Bigin app on your iPad. 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 iPad. 2. Navigate to the Activities module. 3 Switch to the Tasks tab. 4 Tap the Add icon at the top left of the screen. A form for adding a task will open, featuring the fields configured on the web ...How to view task details?
To view task details 1. Open the Bigin app on your iPad. 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, Notes, or ...How to sort records in the Activities module?
To sort your records 1. Open the Bigin app on your iPad. 2. Navigate to the Activities module. 3. Switch the the desired tab (Tasks, Events, Calls) 4. Tap on the Sort icon at the top left of the screen. 5. Select a criteria from the list. 6. Select ...How to view calls in the Activities module?
To view calls 1. Open the Bigin app on your iPad. 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 left of the ...How to view events in the Activities module?
To view events 1. Open the Bigin app on your iPad. 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 left of the ...How to view tasks in the Activities module?
To view tasks 1. Open the Bigin app on your iPad. 2. Navigate to the Activities module. 3. Switch to the Tasks tab. You can find all your tasks listed on the left side of the screen. Note: To display specific task records, tap the List View ...How to change the view in the Pipelines module?
To change the view 1. Open the Bigin app on your iPad. 2. Navigate to the Pipelines module. 3. Tap the List View Dropdownat the top left of the screen. 4. Switch to the Views tab. 5. Select a criteria. The view will be altered so that it is ...How to search through the Companies module?
To search for companies 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Tap the Search icon at the top left of the screen. 5. Enter the name of the company or a few initials and let Bigin ...How to view contacts associated with a company?
To view the contacts of a company 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Select the desired company record. 5. Switch to the Related tab. The contacts of a company can be found under ...How to view open and closed activities of a company?
To view activities related to a company 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Select the desired company record. 5. Switch to the Related tab. The company's list of open activities ...How to view the pipeline records of a company?
To view company-specific pipeline records 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Select the desired company record. 5. Switch to the Pipelines tab. The pipeline records that the ...How to add files to a company record?
Method - 1 To add files to a company record 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Select the desired company record. 5. Switch to the Files tab. 6. Select the Upload Files option. ...How to find all email interactions with a company?
To find company-specific emails 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Select the desired company record. 5. Switch to the Emails tab. All of your current and prior email ...How to add a company-related note?
Method - 1 To add a note 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Select the desired company record. 5. Switch to the Notes tab. 6. Tap the Add Note button. 7. Enter the information ...How to view the timeline of a company record?
To view a record's history 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Select the desired company record. 5. Switch to the Timeline tab. Any modifications made to this company's record ...How to use tags in the Companies module?
To add a tag name 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Select the desired company record. 5. Tap the Tags icon that can be found in the middle of the screen. 6. Enter a new tag ...How to call a company?
To call a company 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Select the desired company record. 5. Tap the Call button that can be found in the middle of the screen. Note: The button ...How to view a company's location?
To view a company's location 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Select the desired company record. 5. Tap the Location button that can be found in the middle of the screen. Note: ...How to view a company's website?
To view a company's website 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Select the desired company record. 5. Tap the Website button that can be found in the middle of the screen. Note: ...How to view company records?
To view company records 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. You can find all your company records listed on the left side of the screen. Note: To display specific company records, ...How to sort company records?
To sort your records 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Tap on the Sort icon at the top left of the screen. 5. Select a criteria from the list. 6. Select the order in which you ...How to add a contact to a company record?
To add a contact 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Tap the Add icon at the top right of the screen. 5. Select Contacts in the dropdown. A form for adding a contact will open, ...Next page
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