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.
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