Basic terminologies | Online Help - Bigin by Zoho CRM

iPhone - 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 ContactsCompanies, PipelinesProductsActivities, 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 touchpoints of the companies with whom your organization has a business relationship.    
 
Companies
The organizations your contacts belong to are called companies.
 
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

                                                                                                        • 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, ...
                                                                                                        • Mac - 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, ...
                                                                                                        • 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 ...
                                                                                                        • How to sort product records?

                                                                                                          To sort your records 1. Open the Bigin app on your iPhone. 2. Navigate to the Products module. 3. Tap on the Sort icon at the top right of the screen. 4. Select a criteria from the list. 5. Select the order in which you want to sort the records – ...
                                                                                                        • How to sort company records?

                                                                                                          To sort your records 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 3. Tap on the Sort icon at the top right of the screen. 4. Select a criteria from the list. 5. Select the order in which ...
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