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, Products, Activities, 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.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
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, ...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, ...How to sort contact records?
To sort your records 1. Open the Bigin app on your Mac. 2. Navigate to the Contacts module. 3. Click on the Sort icon at the top left 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 product records?
To sort your records 1. Open the Bigin app on your Mac. 2. Navigate to the Products module. 3. Click on the Sort icon at the top left of the screen. 4. Select a criteria from the list. 5. Select the order in which you want to sort the records – ...Mac - 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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources