Frequently Asked Questions
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 ...
How to scan a contact QR Code?
To scan a contact QR code 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Tap the Add icon at the top right of the screen. 4. Select the Scan Contact QR Code option. Your camera will be activated, allowing you to scan a ...
How to view contact records?
To view a contact record 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. You can find all your contact records listed here. Note: To display specific contact records, tap the List View dropdown at the top left of the screen ...
How to create a contact record?
To add new contacts 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Tap the Add icon at the top right of the screen. 4. Select the New Contact option. A form for adding a contact will open, featuring the fields configured ...
iPhone - Weather
Bigin's Weather integration enables you to check the expected weather conditions for a scheduled event's time and place. To find the weather forecast 1. Open the Bigin app on your iPhone. 2. Select the Activities module. 3. Switch to the Events tab. ...
iPhone - Focus filters
Bigin can be customized to open with your preferred theme, notification settings, and list view using Focus filters. To configure Focus filters for Bigin 1. On your iPhone, go to Settings 2. Tap on Focus 3. Select your preferred Focus option. 4. Tap ...
How to use the QR scanner in Bigin?
Bigin's QR scanner integration makes it possible to enter information about a contact or an event quickly by simply scanning the QR code printed on a business card or brochure. To add contact information 1. Open the Bigin app on your iPhone. 2. ...
iPhone - Quick Note
Quick Note is a useful tool to have on hand in case you find yourself looking at a screen in Bigin and want to jot down notes. To use Quick Note with Bigin 1. Open the Bigin app on your iPhone. 2. Navigate to a desired screen. 3. Swipe down from the ...
iPhone - RoomPlan
Showing a listing to clients using only pictures and videos may not be enough, so we've found a way for realtors to go above and beyond with a 3D floor plan. To use RoomPlan in Bigin 1. Open the Bigin app on your iPhone. 2. Tap More at the bottom ...
iPhone - Notification Summary
Notification Summary allows you to conveniently monitor all of your Bigin notifications in one place, while also reducing screen clutter. To add Bigin's notifications to Notification Summary Method - 1 1. Open the Bigin app on your iPhone. 2. Tap ...
iPhone - Live Text
Live Text can be used to fill in any text box in Bigin: fields, emails, notes, and so on. To use Live Text in Notes 1. Open the Bigin app on your iPhone. 2. Go to the Contacts or Companies module > Select a record. 3. Switch to the Notes tab. 4. Tap ...
iPhone - Home Screen Quick Actions
Quick Actions provide you with instant access to Bigin's most frequently used features from the Home Screen. To configure Home Screen Quick Actions 1. Open the Bigin app on your iPhone. 2. Tap More at the bottom right of the screen. 3. Tap Settings > ...
iPhone - Siri Shortcuts
Siri, the voice assistant, can be used more effectively using shortcuts. You can configure trigger phrases to call upon Siri to perform specific actions like showing you your activities for the day or adding a note in Bigin. To configure Siri ...
iPhone - Lock Screen Widgets
Bigin comes with its very own widgets in different sizes to help you keep important information at a glance. To configure lock screen widgets 1. Press down on your iPhone Lock Screen until an option to customise appears. 2. Tap Customise. 3. Select ...
iPhone - Home Screen Widgets
Bigin comes with its very own widgets in different sizes to help you keep important information at a glance. To configure home screen widgets 1. Press down on your iPhone Home Screen until the apps jiggle. 2. Tap the "+" sign that appears at the top ...
iPhone - Dynamic Display
Dynamic Display offers an intuitive approach to displaying your data, allowing you to precisely choose which fields to display, customize their presentation, and arrange them in the desired order in the list view. Two Modes Dynamic Display can be ...
iPhone - Manage records added via email-in
The Email-In feature lets you create email aliases for the pipelines in your Bigin account, and automatically converts customer emails received by these aliases into new records in the respective pipeline. You can directly respond to these email ...
iPhone - Sort your records
You can sort your records based on how you want to see your data. For example, if you’re working in Contacts, you can find sorting criteria relating to that module like First Name, Contact Owner, or Last Name. Similarly, you can sort the records in ...
iPhone - Import/Export contacts from your device
Import contacts from your device You can import contacts from your device with the tap of a finger. Go to the Contacts module. Tap the Add record icon > Tap Import from Contacts. Alternatively, you can also go to Settings > Tap the Import Contacts ...
iPhone - Manage emails
Email is a popular mode of communication preferred by most businesses. With the help of the 'Emails' tab in the record details page, sales reps no longer have to switch between their Bigin app and email app to check emails from their customers. They ...
iPhone - Create and Manage Tags
Tags are labels that let you categorize records in a module based on certain characteristics. For example, if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', ...
iPhone - Set the Preferred Language
Bigin Native app supports 28 languages. Here is the list of the supported languages: Arabic Bulgarian Chinese (Simplified) Chinese (Traditional) Croatian Czech Danish Dutch English (United Kingdom) English (United States) French German Hebrew Hindi ...
iPhone - Photo Moderation
Photo moderation feature, on your Bigin Native app for iPhone, allows you to moderate and choose appropriate photos to upload to the records in Bigin. The feature operates strictly on the user’s device without any need for a network connection, thus ...
iPhone - Associate tasks, events and more with records
For each record in your Bigin native app, you can create tasks, call, events, deals, and also associate notes and files. The items that you can associate depends on the module selected. For example, in the Products module, you can associate only ...
iPhone - Configure options under settings
Go to Settings on your Bigin app to configure the following set of options. Passcode Lock Access to Zoho CRM application can be prevented by enabling the Passcode lock. The user will be prompted to enter a four digit pass code to open the ...
iPhone - Delete a record
The deleted records will be moved to the recycle bin. To permanently delete a record from the recycle the user must be an Administrator in Bigin. To delete a record Go to the desired module. Tap the record that you want to delete. Tap the More icon. ...
iPhone - Make calls from the app and log them
Call your contacts from the app and log call details like call duration, agenda, call type etc. in the record. You can find these call logs under the Related Tab in the contact details page. Go to the desired record. Tap the Call icon under the Info ...
iPhone - Change list view
Views are groups of records of the same kind. For example, USA Customers view is a list of customers in the USA and their records are grouped under a single list. You can switch between various standard and custom views that are available for the ...
iPhone - Manage records
Create and edit records Go to the desired module. Tap the Add Record icon. Specify the details. Tap Save. Similarly, To edit a record, tap the Edit icon in the record details page. Modify the details, then tap Save. View record details Go to the ...
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 Contacts, Companies, Pipelines, ...