Activities
Logging Calls - New changes
The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who ...
Ways to manage activities within a record
Recorded activities are presented in a conventional list view, which can be customized and sorted. Additionally, you will be able to view each activity type under separate sub-tabs such as Tasks, Events, and Calls. This layout provides a cleaner ...
Calendar view for Activities module in Bigin
Bigin's calendar view shows all your tasks, events, and calls in an intuitive and visually appealing interface. The calendar view will be set as the default landing page in the Activities module, ensuring you have immediate access to all your ...
Logging Calls
The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who ...
Creating Events
Events are carried out at the given place and given time for your customers. You can repeat the event that you have created and also set up a reminder. There are two ways of creating an Event. From the activities module. From the record details page ...
Creating Tasks
Bigin allows you to carry out actions such as events, tasks or calls with your customers. Ideally, a salesperson has to manually keep tabs on the pending follow-ups or product demos that he has with his customers. With no actual means to remind him ...