Separate 'pipeline record' permission for each 'team pipeline'
It would be useful if we could manage 'pipeline record' permission for each 'team pipeline' separately. For example: I want that the user can Create, View, and Edit 'pipeline records' for 'pipeline A', but the same user should be allowed to only Create
Create email entry in contact record without sending
We are transitioning away from another crm system that allows you to simply create entries for emails that have already been sent. We understand of course that every crm works a bit differently. However, here is why we think this is an important feature
#BiginnersTips | How to avoid duplication in your Bigin account
I'm thrilled to bring you an invaluable tip this month. Data duplication often poses a challenge in CRM tools, impacting accuracy and efficiency. Today's tip is your solution to combat duplication in your Bigin account. Get ready, because here are two
Parent Company
I work with a lot of companies that are owned by a Parent Company and would thus like to track the parent company as well as the company itself. Can I set up a field that is called "Parent Company" and have that field allow choices from those companies
Link entries in timeline to activities
Currently the timeline simply shows a list of the different types of activities with the time, date and contact details. However, those entries are not linked to the activities. So for example, you see that a call has been made or email has been sent
Search Functionality within the email Tab
Hi team, I'd like to request a search function to have a search box whenever in the Emails tab of a record in Bigin, so that you could type a search entry and it would show relevant emails that contain that term. Often, we have some records with a large
Have Bigin have the ability to read file format .msg to quickly preview attached emails to a post (without needing to download file)
Hi there, I'd like to request a feature update which would allow Bigin to be able to read .msg (downloaded email files) from the notes preview section. Often, we would attach emails that are linked to a note, so it would help productivity to be able to
'Pinned' notes feature of a pipeline record
Hi team, Could you please implement a feature which will allow users to pin different notes so that they will appear at the very top of the notes tab in a pipeline record. Sometimes we have a wide range of notes on a record which means more important
Subsidiary company field
In the company fields there is an option for parent company, which is good. However, when you open the parent company record, you don't see the subsidiary. How can this information be displayed?
Checklist task list
Our people often have a checklist of items to cross off when the client hits a certain stage. For example, collating documents during the sales pipeline; a few to-do lists when we onboard them through the delivery pipeline. I want to be able to create
New activity options for workflows
Greetings, We are excited to announce the addition of two new dynamic actions to our workflow functionality: Create Event and Schedule Call. These actions have been thoughtfully designed to enhance your workflow processes and bring more efficiency to
Get Associated Deals via API
I only have basic skills...and hoping for any help on a problem I can get a Deal record just fine, but it doesn't return any related deals for that record (we have a custom field setup which is a link to another deal) I assume this is what the related
Enhancements to Users and Roles
Greetings, We're happy to introduce a few minor usability improvements to Bigin's Users and Controls settings. You can now view the count of Active, Inactive, Invited, and Deleted users in the Users tab. The Users tab In the Users tab, the updated user
How to automatically repeat task on specific days?
Hello there, I would like to ask if is it possible to create a task, that will repeat every tuesday and friday? I see only options such as: every day, every week etc. Thanks in advance, Anna
[New] Enhancements in Duplicates Cleanup and transferring ownership before deleting users.
Greetings, I hope all of you are doing well. We're delighted to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Duplicates cleanup enhancement The Duplicate Cleanup feature enables users to identify duplicate
need to change deal owner in Zoho Bigin using make.com http request
Hello dear community, I need to change deal owner in Zoho Bigin using make.com http request I used the approach from api docs The first http request module is for authentication and scopes setting - it works fine The second http request module is for
Importing contacts and company name not importing
When I am importing contacts the company name is not importing into the contact company field. What am I doing wrong? When mapping the fields the preview shows the compnay name. Thanks
Email Update to Secondary Emails and Company Emails
We need the ability to send emails to secondary emails, in addition to the ability to email both primary and secondary email addresses at the same time! We also need the ability to add emails to companies so that we can email a company instead of a contact
i use wrong email account to register bigin soho
i want to change my log-in info, i already purchase something too.
Import Contacts - Bigin - Android
Hello everyone! In the most recent Android update of the Bigin mobile app (v1.6.7), we have included support for the Import Contacts feature, to make managing your contacts more convenient than ever. Here's how to make the most of this new functionality:
Bigin to sync with Zoho mail
Seems crazy that Bigin will sync to outlook but not Zoho's own mail. Is this in the pipeline?
extension to import automatic contact
Does anyone know how I can synchronize my phone calendar automatically?
Leads in Bigin
Are there any upcoming plans to incorporate the leads module into Bigin? Currently, we utilize web forms to gather leads and would prefer not to immediately add them as contacts. Instead, we transition these leads into deals upon qualification, ensuring
Take our survey and help shape our content!
Hello Bigin users! We believe your feedback is invaluable in helping us serve you better, and we're excited to invite you to participate in our user feedback survey. Please take a few minutes to help us understand your needs and preferences better, so
company fields
there is no info about the company fields and deal fields ( pipeline fields ) and also share the info about all the fields
Bigin is on iOS 17, iPadOS 17, macOS Sonoma
Hello everyone! We're excited to announce that we've integrated Bigin with the best features from Apple's recent software rollouts, and we're here to give you a brief rundown of the latest updates to our iPhone, iPad, and Mac apps. For a more detailed
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?
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!
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