Customize permissions for each pipeline
Greetings, In Bigin, each user's access to any given pipeline is controlled by profile permissions that grant either full access or none at all. While this simplifies access management, it doesn't enable admins to fine-tune access to specific pipeline
How to Send Email Templates via Workflow to Secondary Contacts?
Hi Everyone Is there a possibility to send email template via workflow to secondary contacts? Probably via a function? This is a very much needed feature for our business because We want all contacts in the deals be in the loop. If anyone has a script
Filter option support - Bigin Android (v1.7.0), iOS(v1.9.4) and macOS(1.7.0)
Hello, Everyone! In the latest Android version(1.7.0) of the Bigin mobile app, we have brought in support for an option to filter records. The filter option is available in the following modules: 1. Pipelines 2. Contacts 3. Companies 4. Activities 5.
Templates Access
There should be an option to grant users access to templates but not allow them to edit/delete templates. In setup there is only one tick option for templates. This will give any user access to view as well as delete/edit. This doesnt make sense as they
NEED HELP FROM USER - not tech support
I am having a hard time getting into a routine with bigin - how does a daily user leverage the tool in a quick efficient manner... 1 - working off a daily activity screen (ie; 40 activities for the day) 2 - completing an activity and rolling it over 2-3
Products in Email Template
I’m a little confused as to how to add the listed products, from within a specific deal, to an email template. I want to generate said email template when a deal reaches a specific stage and include the products that have been selected for the deal in
Export / print timeline feed
Can you provide an option to export / print the timeline activity tab in a pipeline ticket . Sometimes we need to provide a customer the history of their ticket and it will make it easier to send to them
Replying in Bigin to an email that was sent to Bigin via a 'Contact Us' form
The following is what I would describe as a normal expectation of a CRM: 1. A form on a website (e.g. a 'Contact Us' form) is successfully completed and submitted by a visitor to a website. 2. The form data is received by the CRM as an email. 3. In the
Introducing more ways to customize your Bigin forms!
Greeting, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's forms: You can now effortlessly gather contact and pipeline data. We're also improving the user experience with enhancements to design
Bigin app update - Android
Hello everyone! In the Android version of the Bigin mobile app (v1.6.3), we have introduced support for Caller ID functionality. With this feature, you can now view contact details and access them by tapping the Caller ID banner, which will direct you
I am looking for opinions of Bigin. Zoho Tables has been a headache.
Could I get some opinions about Bigin from users about their experiences. I am a little more cautious about selecting a SAAS provider.
Caller ID - Bigin iOS mobile app.
Hello everyone! In the most recent iOS (v1.9.2) update of the Bigin mobile app, we have included support for 'Caller ID' feature. Caller ID lets you see the contact names of incoming calls, even if those contacts are not saved on your mobile device, as
New video-based issue reporting tool
Greetings, We're excited to introduce the "Record Screen" option in Bigin, which enables you to report issues in your Bigin account easier and faster. This new video-based issue reporting option enables you to record your screen and provide detailed descriptions
How to not display decimals
I need the get rid of the the decimals on deals, price, dashboard and everywhere.. See attached screenshot. Thank you
Insights Tracking Links reported as unsafe
Hi, We are having an issue with hyperlinks within email templates. Zoho adds the tracking links where we have created hyperlinks to sections of our website and then when these are clicked within the received email users are being shown a "This site has
Introducing WhatsApp integration in Bigin
Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all
How to forward email from Bigin to someone else.
I can't see an option to forward email from Bigin to a 3rd party. I can only see the option to Reply to the person who sent me the email in the first place. What am I missing?
Automated Sms
Hi, I have signed up to Bigin and I am trying to see if using triggers within bigin you can automate this to send and SMS with one of the sms providers. I find it difficult having googled searched to see a conclusive answer. Perhaps someone could advise
Get contextual Bigin data inside Zoho Mail with the all-new eWidget
Greetings, Email is essential for business communication, whether with customers or prospects. If you're using Zoho Mail to manage your communications and Bigin as your CRM, the eWidget extension enables you to access information from your Bigin contacts
Ushering in the new chapter of Bigin's partnership with Samsung!
We are happy to announce that we've extended our fruitful collaboration with Samsung to bring you features that will transform the way you run your business on your beloved Samsung devices. From bringing Samsung's flagship Galaxy AI to Bigin and redefining
Custom Field - File Attachment / Upload
I would like to request a new custom field type of File Attachment or File Upload. This would be particularly useful for Deals object, so you can create a Stage Transition Rule whereby the sales rep must upload copy of signed contract to transition the
Calender in mobil app
Hi any mews for when we are going to have the calendar option on mobile so that we have all information centralised for tasks, events and calls?
Say hello to the latest toppings in Bigin's Marketplace!
Hello Biginners! We’re excited to announce three new additions to Bigin's Marketplace. While one of these toppings was built in-house at Zoho, the other two were built by our Marketplace partner, Upwise Professionals. Regardless of the origin, these integrations
Customer Counting Systems
Does anyone use a customer counting system that will feed into Bigin?
BigIn - Calendar view for activities/events
We are evaluating BigIn to switch from Pipedrive. One thing that is missing is a calendar/week view for your event activities. It would be very nice as a manager to have a calendar view that shows me all sales meetings me and my two sales rep have on
Pipeline Lost option - information or request
Is there way or option that appears when you move the pipeline deal to the Lost pipeline so that you write a note why the deal was last.
Prefix per pipeline
Please look at a ticket number prefix option per pipeline - why does the prefix have to be same in all pipelines eg - sales pipeline could be S 12345 - job pipeline could start with J 45678 etc etc
Can i integrate bigin with google voice?
I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sad
Is there a simple way to convert a contact to pipeline based on email receipt? Email-in doesn't look like the answer.
First, let me say, I think I made a mistake choosing Bigin over CRM and now I'm trying to do something in Bigin I don't think it was designed to do, which is manage leads. It's either contacts or Pipelines, no lead nurturing in between. So now I'm looking
Products module integrated with Contacts and Company
Hi, any news for when is the products module going to be integrated with Contacts and Company? There's no way to gather simple information for example; 1. Products by client. 2. Products by company 2. Company all the done deals either all deals or certain
Is there lead tracking in Bigin? There should be.
Is there a way to track leads before they are ready to be added to Pipelines? I'm afraid we're going to lose opportunities. Example: We're sending out small batches of 25 emails to those we collected at tradeshows. They are all qualified leads. Out of
The incoming reply email notifications from customers are not appearing in my Bigin Premier
I have tried using the email notification workflow in Bigin, but it did not work. As a solution, I always check my Gmail for see customer reply emails notification. This is not effective. Is there a solution to display my customer contact email notifications
Facebook Lead ADS integration
Hi Bigin Team. I would like to propose 01 integration that can greatly improve Bigin without changing its basic characteristics. It would be the integration with the Facebook and Linkedin Forms. It is common for marketing teams to capture leads in form
Unable to connect with emails from pipelines
Hi, I'm encountering issues when trying to connect emails with pipelines. Although I can see my emails via IMAP, the newest emails, which I need, are not visible (I can see these emails in signals but not in the emails tab of the pipeline). Additionally,
[New] Manage your Shopify orders directly from Bigin with the all new Shopify topping!
We’re happy to announce a new Shopify integration for Bigin. This feature allows you to connect your Shopify account with Bigin and manage your customers and track orders directly in the app. Shopify is a top e-commerce platform that helps you create
Announcing #BiginnersClub meetups in US, Middle East, India & UK (Free Event)
Exciting news, Bigin enthusiasts! #BiginnersClub meetups are back, and we're hitting some major cities this time, starting from October. Here's what you can expect: Meet our experts face-to-face Deep dive into Bigin and its advanced features Personalised
Enhancements to Stage Transition Rules
Greetings, I hope all of you are doing well. We're pleased to announce recent enhancements we've made to Bigin's Stage Transition Rules, each of which we'll go over in more detail. Checklist support in Stage Transition Rules Previously in Bigin, you were
Can you associate an existing contact to multiple companies?
We are a HOA. People own multiple properties. I want to associate Homeowner A with two different addresses as Related Company 1 and Related Company 2. I cannot for the life of me figure this out. CB
Schedule workflows to run on business days only (not weekends)
Is there any way in Bigin to set workflow automation emails to run only on business days (Monday-Friday) and not weekends? It will be strange for my customer to receive an email from us on a Sunday for example, if my workflow is set to send an email in
Use Custom Fields in email template with merge fields
Hello, I'm hopeful that someone here has an answer or possibly even a fix for my issue. My company has customized Bigin a decent bit with custom fields tracking different things. We are trying to create an email template on a pipeline that auto fills
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