Frequently Asked Questions
How to sort records in the Pipelines module?
To sort your records 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines 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 add a record in the Pipelines module?
To add a record 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Tap the Add icon at the top right corner of the screen. Tapping on the button will open an add form with the fields set up on the web application. 4. Enter ...How to find Views in the Pipelines module?
To find Views 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Tap the List View Dropdownicon at the top left of the screen. 4. Switch to the Views tab.How to find sub-pipelines in the Pipelines module?
To find sub-pipelines 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Tap the List View Dropdownicon at the top left of the screen. 4. Switch to the Sub-Pipelines tab. 5. Enter the name of the sub-pipeline or a few ...How to change the view in the Pipelines module?
To change the view 1. Open the Bigin app on your iPhone. 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 iPhone. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Tap the Search icon at the top right of the screen. 5. Enter the name of the company or a few initials and let Bigin ...How to add tasks, events, calls to a company record?
Method - 1 To add tasks, events, calls 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Select the desired company record. 5. Tap the icon at the top right of the screen. 6. Select either a ...How to view contacts associated with a company?
To view the contacts of a company 1. Open the Bigin app on your iPhone. 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 ...How to view open and closed activities of a company?
To view activities related to a company 1. Open the Bigin app on your iPhone. 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 ...How to view the Pipeline records of a company?
To view company-specific pipeline records 1. Open the Bigin app on your iPhone. 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 iPhone. 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 "Add Files" option. ...How to find all email interactions with a company?
To find company-specific emails 1. Open the Bigin app on your iPhone. 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 iPhone. 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 ...How to view the history of a company record?
To view a company's history 1. Open the Bigin app on your iPhone. 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 iPhone. 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 iPhone. 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 iPhone. 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. ...How to view a company's website?
To view a company's website 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 3. Select the desired company record. 4. 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 iPhone. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. You can find all your company records listed here. Note: To display specific company records, tap the List Viewdropdown ...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 ...How to add a contact to a company record?
To add a contact 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Select the desired company record. 5. Tap the Add icon at the top right of the screen. 6. Select Contacts in the dropdown. A ...How to edit a company record?
To edit a company record 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Tap on the company record you want to edit. 4. In the Info screen that opens, select the Edit icon at the top right ...How to create a company record?
To create a company record 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Switch to the Companies tab. 4. Tap the Add icon at the top right of the screen. A form for adding a company record will open, featuring the ...How to search through the Contacts module?
To search for contacts 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Tap the Search icon at the top right of the screen. 4. Enter the name of the contact or a few initials and let Bigin fetch the record for you.How to add tasks, events, calls to a contact record?
To add activities 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Tap the Add icon at the top right of the screen. 5. Select the relevant option from the dropdown. To view activities ...How to sort contact records?
To sort your records 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts 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 view open and closed activities of a contact?
To view activities related to a contact 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Related tab. The contact's list of open activities can be found under Open ...How to view the pipeline records of a contact?
To view contact-specific pipeline records 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Pipelines tab. The pipeline records that the contact is associated with can be ...How to add files to a contact record?
To add files to a contact record 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Files tab. 5. Select the "Add Files" option. You may choose the desired attachment type ...How to find all email interactions with a contact?
To find contact-specific emails 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Emails tab. All of your current and prior email interactions with the contact can be ...How to add a contact-related note?
To add a note 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Notes tab. 5. Select Add Note. 6. Enter the information you want to save. 7. Include an Attachment if ...How to view the history of a contact?
To view a contact's history 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Timeline tab. Any modifications made to this contact's record are captured here with a ...How to manage tags in the Contacts module?
To see the existing list of tags 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Tap the More icon at the top right of the screen. 5. Select the Manage Tags option. The existing list ...How to export a contact?
To export a contact 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Tap the More icon at the top right of the screen. 5. Select the Export option. 6. Enter any relevant information. ...How to email a contact?
To email a contact 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Tap the Email icon that can be found in the middle of the screen. When you're done composing the email, tap "Send" ...How to text a contact?
To send a text message 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Tap the Message icon that can be found in the middle of the screen. Type your message in the text box, then ...How to use tags in the Contacts module?
To add a tag name 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Select the desired contact 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 icon > Select ...How to view a contact's details?
To view a contact's details 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Tap on the desired contact record. Based on the nature of the contact-specific information you are looking for, tap on the corresponding tab: ...How to call a contact?
To call a contact Open the Bigin app on your iPhone. Navigate to the Contacts module. Tap on the contact record you wish to call. In the Info screen that opens, select the Call icon that can be found under the contact's name and company information. ...How to edit a contact record?
To edit a contact record 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Tap on the contact 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 ...Next page
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