Color Coded Text Tags
I would like to categorize my deals by our service categories. I love that we can choose what we see on the deal cards and this would help in differnciate each deal from one another.
Exclude Domains
In the Channels->Email->Email Sharing Permission->Public There is "Exclude Domains" where I have entered our domain so that internal emails cannot be imported. This does not seem to work. I can find no help on this option. What is it supposed to do?
Email Signature
Is there any way to create an email signature in Bigin like in Zoho? Thanks!
Tracking emails sent from Gmail client
I know I can track email opens when I send an email from inside Bigin. How do I get the same function when I send email from my Gmail client?
Adding a Custom field In Zoho Bigin Problem
Hi, I am trying to add custom field for deals. In that I need to create " stage " field. But in that name I have already found in default field. How to remove that field or edit the default field.
Integration with Zoho sign to finalise a deal?
Hey team Looks like an interesting new product. What is the proposed workflow for closing a deal that includes sending a contract to a client from Bigin using Zoho Sign?
New User has 3 questions about Bigin
I own a small real estate company. I have struggled to find an easy to use and functional crm and transaction manager that I feel my agents will actually use. Been testing Bigin some for past 2 days. It has awesome promise for many of my needs. Before I spend too much time developing workflows, I was hoping someone could help me with these questions. I have searched online, however, since this is a new product, there does not seem to be much online training. Thanks in advance to all who read and
Pipeline Questions
Have a couple questions: 1) How do i bulk email to deals in the pipeline? I do not want to send emails manually instead i intend to select a few deals and send followup emails. How can this be done? 2) Is the email sequence feature available yet? 3) How do i customize the sales pipeline stages?
Bigin
Looks great very exciting announcement!! Like a lot of your customers we have been using CRM for Sales and Desk for customer service request. Was very surprised to see that Bigin had no CRM integrations? Is this in the works and how far out approximately? Also seen that the package offered under Zoho one. just wanted to confirm! Thanks in advance!