Frequently Asked Questions
How to add a call?
To add a call 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Switch to the Calls tab. 4. Click the Add icon at the top left of the screen. A form for adding a new call will open, featuring the fields configured on the web ...How to view call details?
To view call details 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Switch to the Calls tab. 4. Click on the desired call record. Based on the nature of the call-specific information you are looking for, click on the ...How to search through the Events module?
To search for event records 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Click 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 Mac. 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 screen. ...How to delete an event record?
To delete a record 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Select the desired event record. 5. Click the More icon at the top right of the screen. 6. Select Delete. 7. Confirm "Delete" ...How to add files to an event record?
To add files to an event record 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Select the desired event record. 5. Switch to the Files tab. 6. Select the Add Files option. You may choose the ...How to add an event-related note?
To add a note 1. Open the Bigin app on your Mac. 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. Click the Add Note button. 7. Enter the information you want to save ...How to manage tags in the Events module?
To see the existing list of tags 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Select the desired event record. 5. Click the More icon at the top right of the screen. 6. Select the Manage ...How to create an event?
To create an event 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Click the Add icon at the top left of the screen. A form for adding a new event will open, featuring the fields configured on the web application. 4. Enter ...How to view event details?
To view event details 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Switch to the Events tab. 4. Click on the desired event record. Based on the nature of the event-specific information you are looking for, click on the ...How to search through the Tasks module?
To search for task records 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Click the Search icon at the top left of the screen. 4. Enter the name of the task record or a few initials and let Bigin fetch the record for you.How to delete a task record?
To delete a record 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Select the desired task record. 4. Click the Moreicon at the top right of the screen. 5. Select "Delete". 6. Confirm "Delete" in the prompt to remove the ...How to add files to a task?
To add files to a task record 1. Open the Bigin app on your Mac. 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 the ...How to add a task-related note?
To add a note 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Select the desired task record. 4. Switch to the Notes tab. 5. Click the Add Note button. 6. Enter the information you want to save 7. Include an attachmentif ...How to manage tags in the Tasks module?
To see the existing list of tags 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Switch to the Tasks tab. 4. Select the desired task record. 5. Click the More icon at the top right of the screen. 6. Select the Manage Tags ...How to edit a task record?
To edit a task record 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Switch to the Tasks tab. 4. Click on the task record you want to edit. 5. In the Info screen that opens, select the Edit icon at the top right of the ...How to create a task record?
To create a task 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Switch to the Tasks tab. 4. Click the Add icon at the top left of the screen. A form for adding a task will open, featuring the fields configured on the web ...How to view task details?
To view task details 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Click on the desired task record. Based on the nature of the task-specific information you are looking for, click 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 Mac. 2. Navigate to the Activities module. 3. Switch the the desired tab (Tasks, Events, Calls) 4. Click on the Sort icon at the top right of the screen. 5. Select a criteria from the list. 6. Select ...How to view calls in the Activities module?
To view calls 1. Open the Bigin app on your Mac. 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, click 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 Mac. 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, click the List View Dropdownat the top left of the ...How to view tasks in the Activities module?
To view tasks 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Switch to the Tasks tab. You can find all your tasks listed here. Note: To display specific task records, click the List View Dropdownat the top left of the ...How to search through the Pipelines module?
To search for pipeline records 1. Open the Bigin app on your Mac. 2. Navigate to the Pipelines module. 3. Click the Search icon at the top left 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 Mac. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Click the Add icon at the top right of the screen. 5. Select either a Task, Event, or Call from ...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 Mac. 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 Mac. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Switch to the Files tab. 5. Select the Upload 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 Mac. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Switch to the Notes tab. 5. Click the Add Note button. 6. Enter the information you want to save. 7. Include an ...How to manage tags in the Pipelines module?
To add a tag name 1. Open the Bigin app on your Mac. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Click the Tags icon that can be found in the middle of the screen. 5. Enter a new tag name > Click the add button > ...How to delete a pipeline record?
To delete a pipeline record 1. Open the Bigin app on your Mac. 2. Navigate to the Pipelines module. 3. Select the pipeline record you want to delete. 4. Click 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 Mac. 2. Navigate to the Pipelines module. 3. Switch to the appropriate stage. 4. Click the Add icon at the top left of the screen. Clicking 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 Mac. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Click 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 Mac. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Switch to the Stage History tab. The Stage History tab helps you keep track of the progress of a record ...How to view the timeline of a pipeline record?
To view timeline details 1. Open the Bigin app on your Mac. 2. Navigate to the Pipelines module. 3. Select the desired pipeline record. 4. Switch to the Timeline tab. The Timeline tab displays an overview of all the actions carried out in a record.How to view the details of a pipeline record?
To view the details 1. Open the Bigin app on your Mac. 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 new Team Pipeline?
To clone new Team Pipeline 1. Open the Bigin app on your Mac. 2. Navigate to the Pipelines module. 3. Click the Team Pipeline Section Dropdownat the top of the screen. 4. Select the Team Pipeline button. 5. Click on the desired Team Pipeline ...How to switch between different Team Pipelines?
To switch between Team Pipelines 1. Open the Bigin app on your Mac. 2. Navigate to the Pipelines module. 3. Click the Team Pipeline Dropdownat the top of the screen. 4. Select the Team Pipeline of your choice by clicking on it. The Team Pipeline ...How to sort records in the Pipelines module?
To sort your records 1. Open the Bigin app on your Mac. 2. Navigate to the Pipelines 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 add a record in the Pipelines module?
To add a record 1. Open the Bigin app on your Mac. 2. Navigate to the Pipelines module. 3. Click the Add icon at the top left corner of the screen. Clicking 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 Mac. 2. Navigate to the Pipelines module. 3. Click the List View Dropdownat 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 Mac. 2. Navigate to the Pipelines module. 3. Click the List View Dropdownat the top left of the screen. 4. Switch to the Sub-Pipelines tab. 5. Enter the name of the sub-pipeline or a few initials in ...Next page
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