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Hello everyone! Bigin recently received some major upgrades in the form of some exciting new features. Namely, Stage Transition Rules Multi-currency Advanced workflows Custom Lookup fields Colored Tags Custom Fields for Tasks and Events, and Enhancements
How can change a phase deal automatically?
Hey i want to know if i can change a deal automatically according the deal complete a phase Thanks!
Out of office replies from bulk emails
When I send bulk emails through Bigin, i.e. one email to multiple contacts, I expect to receive some automatic replies, for instance out of office replies. It would be very unusual if I didn't. However, I'm unable to find these automatic replies anywhere.
Colour coded tags are now supported in the latest version of the Bigin Android app
Hello All, In the latest version of the Bigin Android mobile app (v1.4.0), we have brought in support for Colour coded tags. Tags are labels that let users categorize records in a module based on certain characteristics. Users can now choose the colour
Costumers not visibles at other user
Hello As CEO I created some costumers but the problem is that the users that I added, can't see the costumers? What I'm doing wrong? or what I have to do?
Custom Fields - Lookup
It would be very helpful to have lookup fields as a custom field type. There are a number of relatively obvious uses for something like this. Depending on one's situation, it may be important to record competitor(s) and/or vendor(s) for a deal. Those
Bigin Mac app gets a fresh look!
Hello everyone, Bigin Mac app just got a fresh look with macOS Monterey! So without further delay, let's take a look at what's new in the app. Make your workday simpler with Shortcuts Set up quick shortcuts to perform tasks with just one tap. By configuring
businesses and customers do not charge after activation
I was testing the bigin program in the testing period, after it finished there was an option to join +100 days to test the program by sharing it on social networks, this was done, the system started working again, just with a but in the browser it doesn't
Why Does Bigin Limit Field Mapping in Google Sync?
There are three areas where Bigin doesn't allow field mapping in Google: Email, Mobile, and Street Address. You can ONLY map the Google fields labeled Work Email, Work Mobile, and Work Street Address. Why? Many of my Google Contacts are vendors and business
Colored tags, custom fields for Events, Tasks modules and more!
Hello everyone, Happy to be back with more enhancements that are bound to make your Bigin experience even better! Customize Events and Tasks module You can now customize the Events and Tasks module by adding custom fields to capture additional information.
commercial proposal
the system should accept the issuance of a commercial proposal. this would help a lot by leaving the proposals within the system. the customer could digitally sign
Can't you select "inbound" as a call type in free version?
I am trying the free version of the software and i am not able to select "inbound" as a call type in the Call Log section. Is it only available whe you purchase the service? Thanks for your help
Is there a way that the incoming emails can be linked to the deal and not get added to other deals where I used the same email address.
I use Bigin to track property purchases. I track the purchase of a property as a Deal, through different stages of the process. The Challenge I have is that I might use the same estate agent for different property deals and when I communicate with them
Make Contact or Company inactive
Is it possible to make a Contact or Company inactive (e.g. Contact left the Company or Company is no longer a customer)? The only option I could find, is to to delete the Contact or Company entirely. But with this we lose their details and the history
Bigin is not allowing more than 10 dashboards. How do I create more?
Bigin is not allowing more than 10 dashboards. How do I create more? Can more dashboards be purchased if needed?
Bulk add a large number of options to a dropdown list in Bigig
Bigin: bulk add a large number of options to a dropdown list in Bigin fields. Example: List of countries in a custom dropdown field.
You can now attach files from cloud services!
Hello everyone! We are back with another exciting update. Gone are the days when we stored files only on our computer hard drive. In recent times, most of our documents are stored on Cloud services so that we can access them anytime, anywhere. The Files
Pipelines and Stages
Hey, am having issues with adding a new stage whenever I want to add a new stage and i click save I get this error plz help
Mass Moving Deals
Is it possible to mass move deals from one pipeline to another, rather than move one by one? Thank you
Telephony Integration In Bigin Mobile App
Telephony integration in the Bigin web portal is great. To bad it is not present in the mobile app. Is this in the works?
Import file column size limit exceeds
Hello! We cannot figure out why we are getting this error message (Import file column size limit exceeds) while importing less than 400 contacts under an Express account. We have 17 columns. I am not finding anything on column maximum. Thank you! C
Parsing email addresses and creating deals.
I will like to auto-send a template to anyone that I receive emails from with a partical email ending, and then automatically create a deal if they push a link and enter data into the form. Is this possible?
Seamless.AI
I know that Seamless.AI works with ZOHO CRM. Will Bigin import this data automatically as well? Thanks
Can I Integrate MixMax with Bigin .. need advice and guidance please.
My client prefers to use MixMax.com and I need to integrate that tool with Bigin. Any help, advice, and instruction would be greatly appreciated. Please include links, etc.
Unable to add a new deal in Bigin
Unable to save a new deal in Bigin. Button Save does not work, the only possible acton is Cancel
Bigin is now on iOS 15 and iPadOS 15
Hello everyone! Our iPhone and iPad apps have been upgraded with the much-awaited features of Apple's latest iOS 15 and iPadOS 15. Check out the new features below. Smarter and secure widgets Say goodbye to idle widgets that just sit on your home screen
Contacts View
I have a few questions related to Contacts: 1) Is it possible to resize the columns? 2) Is it possible to change the order of the columns in the All Contacts view? 3) Can the Deal a Contact is associated with be shown in a column? 4) What does the field
Adding a competitor field
Hi all, I am wanting to keep track of who the current supplier is with my potential customers and deals, Is there anyway i can add a field that would do this?
Entering Deal without a Contact
Is it possible to add a new Deal without a Contact? if not, it should be since I am sure I am not the only user that would like to add deals to my pipeline even before I have a known contact at the company.
Sort By not filtering
Hi, I have added a calendar field in the deals so i know when to chase up a deal / client. I want to view all deals and filter / sort by the deals that need actioned first. However the sort by does not seem to be able to filter by these dates and there
Hello, why bigin can not support full Chinese language interface ？And the speed is a little slow when open the app and other labels.
Hello, why bigin can not support full Chinese language interface ？And the speed is a little slow when open the app and other labels.
Custom Fields in Multiple Languages
We are looking to set up an implementation where the end user may speak one of two different languages. Is there a way to make the custom fields have both an English and a Spanish variation?
Multiple Contacts for a Deal in Bigin
Does anyone know if it is possible to have more than one contact listed on a deal in Bigin. We typically have 2 or 3 people we are dealing with and it is important to have them notated for the team. I would like it to be listed just like it is on a
Building a REST API to GET Records from 3rd Party Survey Tool
Hi all, I have been reading through how API calls work and have all the JSON parameters etc that I need. But I cannot figure out where to put this information in BIGIN. Can anyone advise how I actually build the API to accept data? I realize I could use
In app purchase and In app help is now supported in the latest version of the Bigin Android app
Hello Everyone, We have brought in support for in app purchase and help guide in the latest version of Android Bigin app (v1.3.2), along with the settings revamp. In-App purchase: Users can now subscribe/ upgrade to the Express plan right from the
Welcome to the Bigin Community
Hello everyone, We are happy to welcome you to our community. Let us help you get started by understanding what Bigin is and how this community can be beneficial for all of us. What is Bigin? Bigin is a customer pipeline management application that helps you organize and track business activities with your customers as they move through the different stages of your business process. Sales, customer onboarding, and qualifying leads all make up the stages of your pipeline in Bigin. Bigin acts as
Import contacts from your device, integrate with Zoom Meeting and more
Hello everyone, I am back with our next set of release items. Here's a brief introduction to each of them. Zoom Meeting Integration for Bigin You can now schedule or start an online meeting instantly from your Bigin account by integrating with the Zoom
Upcoming new updates in Bigin - Now up for early access!
Hello everyone, We are excited to announce our first set of enhancements in Bigin for this year. Since our public launch, our focus has always been to make Bigin more usable and practical to our small business customers. Keeping this in mind, we've been
How do I send mass email from my linked Office 365 account?
I want to email all of my customers a quick update but the test email shows that the mass email is being sent from a strange Zoho email account, not my regular Office 365 account. How can I correct this? Thanks in advance.
Importing From Linkedin
Is their a document or KB that shows how to import my contact from linkedin to Bigin ? Jay
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