Frequently Asked Questions
How to change the View in the Pipelines module?
To change the view 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. 5. Select a criteria. The view will be altered so that it is ...How to search through the Contacts module?
To search for contacts 1. Open the Bigin app on your Mac. 2. Navigate to the Contacts module. 3. Click the Search icon at the top left 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 Mac. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Click the Add icon at the top left 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 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 view open and closed activities of a contact?
To view activities related to a contact 1. Open the Bigin app on your Mac. 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 Mac. 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 Mac. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Switch to the Files tab. 5. Select the Upload 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 Mac. 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 found ...How to add a contact-related note?
To add a note 1. Open the Bigin app on your Mac. 2. Navigate to the Contacts module. 3. Select the desired contact 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 view the timeline of a contact record?
To view a contact's history 1. Open the Bigin app on your Mac. 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 helpful ...How to delete a contact?
To delete a contact 1. Open the Bigin app on your Mac. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Click the More icon at the top right of the screen. 5. Select Delete. 6. Choose "Delete" in the confirmation prompt to ...How to export a contact?
To export a contact 1. Open the Bigin app on your Mac. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Click the More icon at the top right of the screen. 5. Select the Export option. 6. Enter any relevant information. 7. ...How to email a contact?
To email a contact 1. Open the Bigin app on your Mac. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Click the Email icon that can be found in the middle of the screen. When you're done composing the email, click "Send" ...How to text a contact?
To send a text message. 1. Open the Bigin app on your Mac. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Click the Message icon that can be found in the middle of the screen. Clicking the icon will open the Messages app ...How to use tags in the Contacts module?
To add a tag name 1. Open the Bigin app on your Mac. 2. Navigate to the Contacts module. 3. Select the desired contact 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 view a contact's details?
To view a contact's details 1. Open the Bigin app on your Mac. 2. Navigate to the Contacts module. 3. Click on the desired contact record. Based on the nature of the contact-specific information you are looking for, click on the corresponding tab: ...How to call a contact?
To call a contact 1. Open the Bigin app on your Mac. 2. Navigate to the Contacts module. 3. Click on the contact record you wish to call. 4. In the Info screen that opens, select the Call button that can be found under the contact's name and company ...How to edit a contact record?
To edit a contact record 1. Open the Bigin app on your Mac. 2. Navigate to the Contacts module. 3. Click 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 import a contact?
To import contacts 1. Open the Bigin app on your Mac. 2. Navigate to the Contacts module. 3. Click the Add icon at the top left of the screen. 4. Select the Import from Contacts option. Upon selection, the contacts saved on your device will be ...How to view contact records?
To view a contact record 1. Open the Bigin app on your Mac. 2. Navigate to the Contacts module. You can find all your contact records listed here. Note: To display specific contact records, click the List View Dropdownat the top left of the screen ...How to create a contact record?
To add new contacts 1. Open the Bigin app on your Mac. 2. Navigate to the Contacts module. 3. Click the Add icon at the top left of the screen. 4. Select the New Contact option. A form for adding a contact will open, featuring the fields configured ...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 ...Mac - 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 ...Mac - Import/Export contacts from your device
Import contacts from your device You can import contacts from your device with the click of a button. Go to the Contacts module. Click the Add record icon > Click Import from Contacts. Alternatively, you can also go to Settings > Click the Import ...Mac - 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 ...Mac - 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', ...Mac - 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 ...Mac - Photo Moderation
Photo moderation feature, on your Bigin Native app for Mac, 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 ...Mac - Manage records
Create and edit records Go to the desired module. Click the Add Record icon. Specify the details. Click Save. To edit a record, click the Edit icon in the record details page. Modify the details, then click Save. View record details Go to the desired ...Mac - 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 ...Mac - Log calls
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. Click on the Call icon under the Info tab. Click OK in the Log ...Mac - 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. Click the record that you want to delete. Click ...Mac - 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 ...Mac - Configure options under settings
Privacy & Security 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 ...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, ...
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