How do companies deal with unqualified leads?
Unless I'm missing something, the only options I have for negative leads that come into my pipeline is to: Delete them - this is not helpful if you want to track all data Mark as Closed - Lost - this would then make the closed lost section a mixture of
Bigin integration with Mailchimp
Hello, the problem is that only some of the contacts I have in Bigin get integrated in Mailchimp. The integration is set on All Contacts ("Tutti i Contatti" in italian version) as you can see in the screenshot attached. In Bigin I have 750 contacts and
24hours instead of AM/PM
Dear Support, Is there any way to disable the executed time's AM/PM option. We want to us it 24 hours type. Thanks in advance.
Follow-up tasks, calls, activities
Dear Support, is their any chance to create Follow-up tasks? I mean this: It creates a new task with the following characteristics: The new task’s name is “Follow up on [name of task you created it from]” It’s assigned to you, so that it shows up in
Support ? Impossible to re-sync a 4th time from Zoho CRM
Hi, Impossible to re-synchronise a 4th time from Zoho CRM to Biging. I have tested and updated our Zoho CRM to avoid import problems. After 3 tries, the synchronization function is blocked and you have to ask to contact support. I have done this twice,
Connect Bigin/BOOKS
HI ! We have try to synchronize Z.Books con Z.Bigin, we get this error message "This Zoho Books Organization has already integrated with another bigin / Zoho CRM organization. PLease contact your zoho books admin" Books we have it attached to Z.CRM with
Big issue with automatic numbering for deals records
Hi There, I am facing a big mix up issue due to automatic numbering behaviour for Deals records : I have defined a field named "Reference" into Deals custom field with automatic numbering set on (convenient for collaboration between people and api integration)
Want to add a dashboard component using a custom field
one of my custom fields is called PROFIT and in my dashboard id love to be able to re create the "revenue by month" but use my custom field "profit" instead of amount by month this possible?
Bigin Search Records API with criteria on the field value is null
Hi there ! I am trying to get the list of records where a custom field is 'null' but i do not success with the endpoint : GET /search?criteria={criteria_here} Is it possible ? If 'yes' how please ? Thanks for support !
Simplify URL Field
Can you just show the word "LINK" and make it clickable instead of a long URL?
How to manage deals declined by my own ? New feature for creating final non-profit stage ?
Hi, I would like to record deal that i finally declined by my own. They are neither won, neither lost by customer decision. I add a new stage but it is not very good because it is not a final stage. Would it be possible to add the feature to create further
Company and Customers edit as spreadsheet directly
Hi, Is there a way to edit my customers and companies and products as an spreadsheet format without having to download then upload? Just for quick copy and paste, and to fill quickly? Is this possible ?
Do Bigin Events get created automatically based on Synced Calendar?
Hi, I am currently testing out Bigin but one key feature that seems to be not working for me is that events do not get created automatically when a meeting is scheduled in my calendar. Both my Google Calendar and Contacts are sync'ed successfully. Am
where does it show the mass emails I have sent to my contcats in Zoho Bigin
I cannot find what emails I sent to whom from my contact groups. Some are sent some are not. Those send do not appear as sent either in IMAP or sent by Bigin view. My Bigin contact module is not updated, Someone please help..
unable to send mass emails from bigin contacts?
when i selevct multiple contacts and try to send them an email alltogether, after I select the template and click send, it appears an warning that emails can't be send. Why is that, con you help please?
Automatically create Event in Bigin
Hi, Here is the problem/need: 1. New meetings in my Work Calendar do not automatically appear in Bigin CRM as an Event 2. New contacts from these meetings do not get created in Bigin CRM This is despite the following being completed: 1. Calendar and Contacts
Contact name will now be displayed in Deal Kanban card view in Bigin iOS app (v1.2.10)
Dear All, Hope you all are safe and doing well. I'm glad to inform you all that in the latest version of the Bigin iOS app (v1.2.10), contact name will now be displayed in Kanban card view of the deal record. Please refer to the screenshot depicted below:
Modules renamed on the web will now sync with the Bigin app
Dear All, Hope you all are safe and doing well. I'm glad to inform you all that in the latest version of the Bigin mobile app, modules renamed on the web (bigin.zoho.com) will now sync with the Bigin mobile app as well. You can update to the latest versions
Suggestions Filters on contacts picking lists does no work properly
Hi, List of possible inputs in the Contact picking list does not work properly. Find attached an exemple with a guy with first name is "Jean-Luc LastName" i was searching for. With value = "Jea" as input, "Jean-Luc LastName" is not selectable while i
Adding guests in Zoho Bigin
Hi All, I wanted to check if it's possible to add guests in Zoho Bigin? Or if it only supports full users? Thanks! James.
Integrating Bigin with Clubhouse
I need a trigger when moving a deal card into a specific new stage in the pipeline that will generate a response/new card in Clubhouse. I have emailed support but not heard back. Does anyone know if this is a possible, or if it has an easy fix at all
Email template for Deals automatically changes #variable field when the template is edited
Hi there, The issue below may be related to french language only ... When creating the template with the variable field #Deals.ContactName inserted, save action is working fine as translated as "#Transactions.Nom de Contact" in french But when reediting
French translation of "Deals" is not homogeneous
Hi, "Deals" may be translated as "Transactions" or "Affaires" depending either on the menu or either the client (mobile or web app are not translated the same). Could you always translate "Deals" as "Affaires" which simplest than "Transactions" for french
Canvas Builder
Hello, is it planned to enable the canvas builder for Bigin and the mobile app too in the future? Regards
The all new Pipeline view is now supported in the Bigin Android mobile app
Dear All, Hope you all are doing well. In the latest version of Bigin Android app (v1.2.0), we have brought in support for Pipeline view within the Bigin app. Users can now drag and drop a deal to different stages with ease. GDPR Privacy Popup : GDPR
IMAP account service for two website
Hi, I need to operate emails from two different IMAP accounts. But in Bigin, I fear there is only one account at one time. How can i add second one? Please guide.
Multi-Language support is now supported in Bigin iOS app
Dear All, In the latest version of the Bigin iOS app (v1.2.4), we've brought in support for 25 new languages. Please refer to the below list of new languages supported: 1. Arabic 2. Bulgarian 3. Czech 4. Danish 5. German 6. English (United Kingdom) 7.
Search Contacts Records APi behaviour does not work the same than Deals ?!
Hi there, When i request the records from the 'Deals' module by the Search Api with following criteria "Account_name.name:equals:CustomerCompanyName", the api well returned the related records if there are. Fine ! But when i request same Api with the
Get Records API from "Deals" does not return "Associated_Products"
Hi there, Does anyone use the Get Records Api with "Deals" module as ressource ? On my hand, when calling this API, it does not return the "Associated_Products" array !? Is anybody facing the same issue ? Thank you
Products in the Deals are dissappearing
Hi, When I drag the "Deal" to the next stage of the sales pipeline and back, the "product list" in the Deals disappeared. Does anybody encountered thesame issue? How to retrieve the product list in the deals? How to prevent? Thank you. Regards, Ronald
Merging Companies
We had a to import multiple times to get certain fields to import correctly and I am stuck 3-4 duplicates of companies and I need to merge them. is there a way to do that?
How can I add a merge field
I'm trying to add a merge field to the subject line in Bigin. However, the software throws and error and just locks up. All I'm trying to do is some like this: Hi ${Contacts.First Name} Any ideas? Kerry
Custom fields in Deals Stage that prefill in the Contacts section
Currently the custom fields do not carry over to Contacts or Company when adding it during Deal creation. For example, I have created custom fields "Phone", "Email", "Website" and the fields are available when Creating a new Deal. However this information
Emails opened by clients
Is there a way to see in the client email view which emails have been opened by clients? I see it tells me in "signals" that an email has been opened, but not WHICH email. If I've recently sent more than one email, it would be good to know which one has
Zoho Bigin MFA
Hello, I am looking into this application and was wondering if it was possible to enforce an MFA method on all users I invite to my Bigin CRM? Thanks, Jordan
Bigin app is now made even better with iOS 14 experience!
Hello All, With the curtains raised for iOS 14 and iPadOS 14, we've now brought in a slew of features to help you sell even better with Bigin. Below are some of Bigin's major enhancements that we have covered in the latest update (v1.2) of the app: WIDGETS: Widgets are customizable extensions that can be added to your home screen that keeps you updated on important activities and information. Get a complete overview of your activities by simply glancing through your customizable widgets and
Bigin email integration
Hi, My company and i have recently settled on using Bigin as our CRM/Pipeline system. We have a challenge however, where we would like to integrate our emails, in the following way; When an email is send/recieved in Outlook, from/to an email that is
Recording Contacts by using multiple webforms for two different services
I couldn't understand that how we record data from two different webforms and automatically separate them in 'Contacts' module. Scenario: We are managing two different businesses with separate websites. For this purpose two different web forms have been
Cant see my successfully imported deals from XLS in "Deals View"
XLS load was successful yet I cannot see deals in "Deals View"
Separate contacts inside a company by divisions
Hello, it would be nice to be able to separate multiple contacts assigned to a company by the different divisions they are working in. Now when i have one company and 20 contacts assigned to it, it gets a little bit messy and hard to have a clear view
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