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
Problem sending POST request
I'm using a desktop REST client to send a request but I keep getting: {
"code": "INVALID_TOKEN",
"details": {},
"message": "invalid oauth token",
"status": "error"
} I'm sending an Authorization header as follows: Zoho-oauthtoken 1000.54c1a8cbb00d2a0ed98350eed6.06b7f99a96ee9079291a2b5bea
MailChimp & Bigin Integration doesnt work for 2nd Audience
We are trying to migrate from MailChimp to Zoho Campaign, for this we are trying to sync all contacts from MailChimp to Zoho Campaigns via Zoho Bigin. The 1st sync got configured, but 2nd & 3rd Sync is not getting setup. Once I click on the activate
Notes
I would like to create notes in the activities module. Is this possible? How
Bigin - API and/or White labeling available?
Hi, looks like Bigin could be an promising entry product for our customers. Is there (or will be) an API available for Bigin? Can we white label the solution? Regards Gunnar
work flow check
Hi When i apply this condition will this be applicable for old contacts and also for new added contacts in the future ----------------- Conditions Which Contacts would you like to apply the workflow to? Contacts matching certain conditions All Contacts
Mass Emails in BIGIN - BCC rather than TO?
When I choose multiple contacts and try to send mass emails, each contact's email shows up in the "To" field. I do not want my contacts to see each other's emails. Is there any way to put these email addresses in a BCC field instead? Or not show the list
Option to import and export contacts is now supported in the Bigin iOS app
Hi everyone, In the latest version (v1.3.1) of the Bigin iOS app, you can now import and export contacts with a click of a button. This feature will help you to save time and eliminate the process of entering the contacts information manually. This
To created fields in the deals module that can be asked at different stages of Deal cycle
I want to understand how I can create some fields in the deals module that the sales rep would have to fill only if it is moved to that cycle of deal. For example: If the deal moves from qualification to demo done, In the demo done stage I would like
How long you take to answer a ticket for bigin support? Too slow
Hello We have created a ticket but i dont know how long guys you take to answer?. You take too long. Usually supports replies within 24 hours but with you is horrible. When i emailed to bigin support i dont even get a ticket number. The ticket was created
Import tasks, send emails from the native apps and more
Hello everyone, I am back with our next set of release items. Here's a brief introduction to each of them. Import Tasks You can now import tasks in to your Bigin account and associate them to Companies, Contacts and Deals . Before importing Tasks, ensure
Related Email section is now available in the Bigin iOS app
Hello All, In the latest version (v1.3.0) of the Bigin iOS app, we have brought in support to access the emails related to a record from within the app. You can now view the related email section within Contacts, Companies and Deals module records.
Create custom field to calculate or simulate sales commission in Bigin
Is there a way to create a custom field to be able to track sales commissions from Deal to Close for a particular team member?
Ask the Experts #1: 5-hour knowledge exchange marathon on Bigin
Hello, Bigin Community! We are excited to welcome you all to our first ever "Ask the Experts" session for Bigin. Ask the experts (ATE) sessions allow users to interact with our Product Management and Development team - the actual brains behind the product.
Share Copy of submitted Zoho form into Email template
I created a Zoho form and integrate it with Zoho Bigin contact module, when form is submitted it create new contact and save the data into that contact. Now I need a email workflow that should be trigger and contains the copy of data of forms. Is this
How to create a Bigin Deal directly from Zoho Desk?
Hi There, We use Zoho Desk and receive multiple quote request from potential leads. Some of these mails from customers we would like to track closely in Bigin. Is there a way to create Bigin deal directly from Zoho Desk?
How can reuse the Delete custom fields?
I create custom field in the contact module but after some time I delete that field but now I want to reuse that field again but not getting how can I reuse this and it is not allowing me to create new one. Can anyone help me to get out of this. Thanks
Multiple Email ids linked to Bigin Account
Hi There, We use Zoho Desk and have 3 different emails which gets converted to tickets. When I am using Bigin and looking for emails. Some of the email ids of customers are visible and some of them are not visible. Not sure why?
Automation
Is it possible to create a deal from contacts by a workflow in Bigin?
Zoho Bigin contact addition
How do I add multiple contacts in a deal?
Bigin Integration with Other Zoho One Apps
Are there plans to integrate Bigin with other Zoho One Apps. The apps I'm most curious about are: Zoho Meetings Zoho Bookings Zoho Campaigns Zoho Invoices I've been using Zoho CRM but prefer the simplicity of Bigin. Hope integrations will be available
help setting up / syncing my email - error key.subject.dnmismatch
hi can anyone help me set up and sync my email - ive put in all the details but its coming up with this error key.subject.dnmismatch its a IMAP email im setting up thanks
Web Form File Upload Limit
The file upload limit to a web form is 3 files of 20mb each. Is there a way to increase the number of forms Contacts are able to upload?
Zoho Books Integration, Rename modules, All new Pipeline view and more!
Hello everyone! We are back with some exciting announcements. But first, Happy Birthday, to us! Bigin turned ONE recently and with that we also have a new set of features we are excited to share with you. We have opened our most awaited early access features
Zoho One - CRM and Bigin Integration
Hi, I was wondering why Zoho CRM and Bigin are not integrated? Bigin seems like a big leap forward in usability for field sales reps. However, I was disappointed to hear that data in Zoho CRM wouldnt populate into Bigin. Whats the rational behind this? Is there a plan to make this happen?
Pick which fields are important to show up elsewhere
Hi, Other CRM platforms have a feature where you can set a field to "important" to have it show up not only on the type it belongs to. Right now if we add a custom field for a Company, then when viewing a Contact related to that company, you can't quickly
Next Page