Frequently Asked Questions
How to delete a call record?
To delete a record 1. Open the Bigin app on your iPhone. 2. Navigate to the Activities module. 3. Switch to the Calls 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" ...How to add a call-related note?
To add a note 1. Open the Bigin app on your iPhone. 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 ...How to manage tags in the Calls module?
To see the existing list of tags 1. Open the Bigin app on your iPhone. 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 add a call?
To add a call 1. Open the Bigin app on your iPhone. 2. Navigate to the Activities module. 3. Switch to the Calls tab. 4. Tap the Add icon at the top right of the screen. A form for adding a new call will open, featuring the fields configured on the ...How to view the details of a call record?
To view call details 1. Open the Bigin app on your iPhone. 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 iPhone. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Tap the Search icon at the top right 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 iPhone. 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 ...How to delete an event record?
To delete a record 1. Open the Bigin app on your iPhone. 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" ...How to add an event-related note?
To add a note 1. Open the Bigin app on your iPhone. 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 ...How to manage tags in the Events module?
To see the existing list of tags 1. Open the Bigin app on your iPhone. 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 ...How to scan an event QR code?
To scan event information 1. Open the Bigin app on your iPhone. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Tap the Add icon at the top right of the screen. 5. Choose Scan Event QR Code . Your camera will be activated, ...How to create an event?
To create an event 1. Open the Bigin app on your iPhone. 2. Navigate to the Activities module. 3. Tap the Add icon at the top right 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 iPhone. 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 iPhone. 2. Navigate to the Activities module. 3. Tap the Search icon at the top right of the screen. 4. Enter the name of the task record or a few initials and let Bigin fetch the record for ...How to delete a task record?
To delete a record 1. Open the Bigin app on your iPhone. 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 record?
To add files to a task record 1. Open the Bigin app on your iPhone. 2. Navigate to the Activities module. 3. Select the desired task record. 4. Switch to the Files tab. 5. Select the "Add 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 iPhone. 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 ...How to manage tags in the Tasks module?
To see the existing list of tags 1. Open the Bigin app on your iPhone. 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 iPhone. 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?
To create a task 1. Open the Bigin app on your iPhone. 2. Navigate to the Activities module. 3. Tap the Add icon at the top right of the screen. A form for adding a task will open, featuring the fields configured on the web application. 4. Fill the ...How to view the details of a task record?
To view task details 1. Open the Bigin app on your iPhone. 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, ...How to sort records in the Activities module?
To sort your records 1. Open the Bigin app on your iPhone. 2. Navigate to the Activities module. 3. Switch to the desired tab (Tasks, Events, Calls). 4. Tap on the Sort icon at the top right of the screen. 5. Select a criteria from the list. 6. ...How to view calls in the Activities module?
To view calls 1. Open the Bigin app on your iPhone. 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 iPhone. 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 ...How to view tasks in the Activities module?
To view tasks 1. Open the Bigin app on your iPhone. 2. Navigate to the Activities module. You can find all your tasks listed here. Note: To display specific task records, tap the List View Dropdownat the top left of the screen and select a criteria.How to search through the Pipelines module?
To search for pipeline records 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Tap the Search icon at the top right of the screen. 4. Enter the name of the pipeline record or a few initials and let Bigin fetch the record ...How to add tasks, events, calls to a pipeline record?
Method - 1 To add tasks, events, calls 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Tap the Add icon at the top right of the screen. 5. Select either a Task , Event , or Call ...How to see open and closed activities for a pipeline record?
To view activities related to a pipeline record 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Switch to the Related tab. The pipeline record's list of open activities can be found ...How to add files to a pipeline record?
Method - 1 To add files to a pipeline record 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Switch to the Files tab. 5. Select the "Add Files" option. You may choose the desired ...How to add a note to a pipeline record?
Method - 1 To add a note 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Switch to the Notes tab. 5. Tap the "Add Note" button. 6. Enter the information you want to save. 7. Include ...How to add a pipeline record to the Lock Screen?
To add a record to the Lock Screen 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Tap the More icon at the top right of the screen. 5. Select Add to Lock Screen. Note: Before using ...How to manage tags in the Pipelines module?
To add a tag name 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Select the desired pipeline 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 delete a pipeline record?
To delete a pipeline record 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Select the pipeline record you want to delete. 4. Tap the More icon at the top right of the screen. 5. Select Delete . 6. Choose "Delete" in the ...How to create a pipeline record?
To create a pipeline record 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Switch to the appropriate stage. 4. Tap the Add icon at the top right of the screen. Tapping on the button will open an add form with the fields ...How to edit a pipeline record?
To edit a pipeline record 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Tap the Edit icon at the top right of the screen. After making any necessary changes to the record's ...How to view the stage history of a pipeline record?
To view stage history details 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Switch to the Stage History tab. Info: The Stage History tab helps you keep track of the progress of a ...How to view the timeline of a pipeline record?
To view timeline details 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Switch to the Timeline tab. Info: The Timeline tab displays an overview of all the actions carried out in a ...How to view the details of a pipeline record?
To view the details 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Swipe or scroll to the appropriate stage. 4. Select the desired pipeline record. Based on the nature of the record-specific information you are looking ...How to clone a Team Pipeline?
To clone a Team Pipeline 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Tap the Team Pipeline Selection Dropdownat the top of the screen. 4. Select the New Team Pipeline button. 5. Tap on the desired Team Pipeline ...How to switch between different Team Pipelines?
To switch between Team Pipelines 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Tap the Team Pipeline Selection Dropdownat the top of the screen. 4. Select the Team Pipeline of your choice by tapping on it. The Team ...Next page
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