Basic terminologies | Online Help - Bigin by Zoho CRM

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 ContactsCompaniesDealsProductsActivities, and Dashboards, which are collectively known as Modules. For example, the Contacts module contains the data about all your customers, Activities module has all the events, tasks, and calls you had or have scheduled with them.  
 
Records
The entries in any module are known as records. For example, each contact in the Contacts module is a record. 
 
Fields
A single piece of information in a record is referred to as a field. For example, Name, Company, Email, and Website are fields in a contact record.
 
Contacts
Contacts are the people your organization does business with. They in turn represent their companies as a point of contact.    
 
Companies
The organizations your contacts belong to are called companies. 
 
Deals
The sales opportunities with your customers are collectively displayed as deals. You can visualize how your deals are performing in your sales pipeline and develop strategies for successfully closing a deal.   
 
Pipeline
A specific set of steps/stages followed by your business process in converting a prospect to a customer.
 
Activities
Any action that you perform in your business is an activity. All the tasks, events, and calls with your customers are grouped as activities.
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                                                                          • Related Articles

                                                                          • 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 ...
                                                                          • 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 ...
                                                                          • 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 ...
                                                                          • How to import deals into Bigin?

                                                                            You can import your deals from a spreadsheet, CSV file, or VCF file. Refer to the checklist here to ensure your import file meets all the required parameters.   A deal is created with a contact or company. So, before you import deals, ensure that the ...
                                                                          • Import Records

                                                                            Importing records is an essential data administration task. In Bigin, this important action can be performed without much hassle and complexity. Currently, you can import records to the Companies, Contacts, Deals, and Products modules. You can also ...
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