Cant find Check-in feature
Hi There I am trying to find how to use the Check-in feature of Bigin. My company are trialing it and so far its not too bad, a little unpolished but promising. Can someone please explain how do I checkin when at an event? Ross.
[New] Target Meter component in Dashboards and the "Create Record" action in Workflows
Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Target meter component in dashboards Currently, when creating dashboards in Bigin, you can create two
Dashboards - KPI report against fixed value
It would be great if we could create a KPI report comparing Closed Won deals against a specific value. For example, our Sales Team have a target of £1,000,000 per annum however KPI reports currently only compare Closed Won Deals against a previous period,
Cloning Dashbord Reports
It will be helpful if we can easily copy/clone existing widget/report in Dashboard to quickly tweak it to show a different result.
Bigin iOS/ macOS and Android app update
Hey everyone! In the latest update to the Bigin mobile app for iOS(v1.7.3), macOS(v1.5.3) and Android(v1.6.6), we have introduced support for Checklist, File Upload options and Partial Save support in the Stage Transition Rules. Checklist and File Upload
how to connect whatsapp to bigin?
How to connect whatsapp with bigin?
How do I add multiple contacts in a deal
How do I add multiple contacts in a deal
Introducing the calendar view for Bigin's Activities module
Hello everyone, We're excited to announce the calendar view in Bigin. This view presents all tasks, events, and calls in an intuitive and visually appealing interface, and will be set as the Activities module's default landing page, ensuring you have
How do I remove a deal from pipeline? Bigin
Sometimes, the deal is just not going to happen after a while. It is not lost yet, but due to the delay in the decision, it will be strange to forever put it in new enquiries or in say quotation given. I would want to remove it as a deal from pipeline,
When creating a deal in Bigin, i can select any contact from my list even if that contact is not associated with the company i've selected
When creating a deal in Bigin, i can select any contact from my list even if that contact is not associated with the company i've selected - does anyone have a solution for that?
telephony providers for Ireland
Hi, any recommendations for the best telephony providers for Ireland, that can be integrated with Bigin?
Incoming call logging in Bigin
Request support on how can we log calls on bigin which are incoming. This is one of the very critical requirements for us
option for emails Alerts on mobile app for received and tracking emails sent to contacts
Hi why is there no option to view the alerts on the mobile app Bigin if you receive a new email or if somebody has opened the email that you sent by tracking the email that was sent to contact. I have been looking around and simply did not find this option
Bigin for Zoho - How to add an internet link to a picture in my signature?
I created a signature with pictures. I'd like to add hyperlinks to those pictures. I tried what is indicated in https://www.zoho.com/mail/help/insert-images.html but when clicking on the embedded image, I don't get the same menu mentioned in the over mentioned explanation
default font in email templates
How do we change the default font in the email templates in Bigin? Probably right in front of me but... Thanks!
New ways to manage activities within a record
Greetings, Currently, within Bigin records, activities such as tasks, events, and calls are listed in chronological order under the Activities related list. While this offers a consolidated view of all activities related to that record, it's not flexible
Deal Creation
How I can include all details / information entered with a contact / company to create any deal for that contact in Bigin?
Change Pipeline Stage based on Email-In for Customer Support
The new Pipelines and Email-In features are great, but I have one recommendation: please allow a Pipeline stage to be changed based on an Email-In reply. This is especially important when using Bigin as a Customer Support tool, as a reply to a ticket
information on a suggestion how to treat old records in the - pipeline deals, notes, activities (tasks- events-calls) and emails etc.
Hi, I would like information or a suggestion on how to treat old records in the - pipeline deals, notes, activities (tasks- events-calls) and emails etc. ? As each option (pipeline deal, notes, activities, emails etc.) counts as a record and as we advance
How to get Outlook 365 <--> Bigin to sync two ways
Hi, I'm testing Bigin and the integration with Office 365. If I create a contact in Bigin, it shows up almost immediately in my Outlook contacts with a category "Bigin Contacts - [org ID]." However, it's not working in the other direction. When I add
Integration of Bigin + Google Ads
Hi everyone! I'm new to the Bigin ecosystem and I'm looking for a way to integrate my Google Ads campaigns to the CRM or the forms so I can keep track of which keywords brought us leads. Is there any way to do it? Has anyone done this?
How do you format the number field
I have a field in the pipeline where I input numbers. When the number is over a thousand, it is formatted as 1,000. Can you format the field to maintain just number with the comma?
The latest enhancements to Bigin
Greetings, I hope all of you are doing well. We're happy to announce three recent enhancements we've made to Bigin. We'll go over each one in detail. Bigin integration with Zoho LandingPage You now have the ability to connect Bigin with Zoho LandingPage.
Task does not syncing to google calendar shedual
Hi why does the tasks activities do not syncing with the google calendar like the event option does?
Create Activity event with date and time slot schedule for clients
I was wondering or leaving a suggestion in a possibility to make option to send to client by email or share link page for a event (activities) schedule option for meeting where you have date/s and time slots for weekdays for client to choose when is to
Bigin iOS and macOS app update - Org edit and details view
Hello Everyone, In the most recent updates for iOS and macOS of the Bigin app (iOS v1.7.2 and macOS v1.5.2, respectively), we have included support for the functionalities mentioned below: i) Edit and view organizational details This functionality allows
Bigin CRM entegration
Hello, Would it be possible after CRM bigin entegration, we can create deal in CRM, and that deal, appears in pipeline in bigin, and after we have edit the stage , to one stage to another, would that deal's stage appear under CRM account card,
Recent enhancements in Bigin
Greetings to everyone; I trust you are all doing well. We are delighted to unveil a series of recent enhancements we have implemented in Bigin. In this post, we will explore the details of each improvement. Mass email add-on Previously, Bigin allowed
View Product Quantity in Dashboard Report
Currently report Dashboard in Bigin offers reports based on Product Amount. But it will be helpful if we have reports in the Dashboard base on Product Quantity as well.
Introducing Bigin API Version 2.0
Hello all! We're thrilled to announce the release of the highly anticipated Bigin API v2. The newest version of our API brings a bunch of new endpoints, updates, and improvements, and is highly focused on introducing the most commonly requested APIs,
Bigin mobile app update - Android
Hello everyone, In the Android version of the Bigin mobile app (v1.6.2) we have added support for the following features: Scribble actions Keyboard shortcuts Write anywhere ➤ Scribble actions With Scribble actions, you can now use stylus gestures to perform
How do you automatically create a deal?????!!!
How do you automatically create a deal in bigin??? there is no create deal option in workflow or in the form builder. no tag trigger for deals or anything. What am i missing?
Connected pipeline - Deal handover back to original pipeline
Some times we need to track a sub-pipeline separately. For example: We can shift the deal from one pipeline to another when it reaches a specific stage in current pipeline. This is achieved currently through ' connected pipeline'. But once the deal goes
Zoho Bigin - Reports and exporting Dashboard Views
Hi Team, with the lack of reporting functionality available in Bigin, 1. Are there any plans to incorporate any basic reporting capability ? 2. Functionality Request > it would be great if we could export the current Dashboards (to PDF, Excel etc..) (I
Bigin.CRM offline mode without internet connection
Hi Is it normal that the app Bigin does not work offline when there is no internet connection or wifi connection. If you travel normally the airline does not have internet wifi connection and you need to work on your Bigin or maybe other situation and
Introducing Bigin's Sheet View
We are thrilled to announce the launch of "Sheet View" in Bigin. With Sheet View, you can now view and update Bigin's data in a spreadsheet-like format, providing a seamless and efficient experience. In Bigin's Sheet View, tabular presentation of records
Announcing Bigin's integration with Zoho Directory
As a Bigin admin, you play an important role in managing your organization's user accounts and ensuring secure access to important data. To streamline and enhance your user management operations, Zoho Directory can be a powerful tool. Zoho Directory offers
Calculate Margin for Deals
I would like to ask if is there any way to calculate margin for Deals? I have a custom füled in products "Buying Price". In paper it is very easy to calculate: =SUM for all Products ((Product Price-Buying Price) x Quantity) But in practice i can not find
#BiginnersTips- 5 | Clearing Closed Lost Deals from the previous year!
Welcome to another segment of our #BiginnersTips series! In this post, we'll explore a practical solution to manage closed lost deals from the previous year. By utilizing custom views and setting appropriate filters in your Bigin account, you can effectively
Attention Indian Customers: Introducing Bigin Virtual Classroom Training
Attention Indian Customers: Introducing Bigin Virtual Classroom Training We have exciting news for all Bigin administrators! Mark your calendars for the paid training session exclusively designed for Bigin administrators, happening on 12th July 2023.
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