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.
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.
Bigin Android app can now capture the call duration of the calls made from the app
Hello All, In the latest update (v1.2.8) of the Bigin Android app, we've now provided the option to capture the call duration automatically when registering a call in the app. I have attached a GIF of Bigin app capturing the call duration for your
Few more enhancements in June 2023
Hello Everyone, I hope all of you are doing well. We're happy to announce a few more enhancements we've made to Bigin. We'll go over each one in more detail. Record storage Previously, users could only view how much of the organization's maximum file
Pipeline Deal with secondary contact field
Hi I created a field with "secondary contact" to have the option to use as another associate contact to the deal pipeline. It works perfectly with the option to choose varios contactos to the deal and stays the contact registered to to the deal showing
Option for Voice note
Hi I would like to leave a suggestion for notes option to have voice note for the notes. Pipeline notes Contact Notes Company Notes Activities notes ( task, events and call)
[Webinar] Win with Analytics: Overcoming 5 critical sales challenges
According to a Harvard Business Review study, companies that excel in sales pipeline management witness a remarkable 28% increase in revenue growth. To clock such accelerated growth rates, sales teams must adopt a comprehensive approach that enables them
Bigin Android app update - Feed Notifications
Hello Everyone! In version 1.6.1 of the Android Bigin mobile app, we have brought in support for Feed Notifications. This feature enables you to receive instant updates on records you are involved with, such as additions, edits, deletions, and more. Furthermore,
Bigin's Integration with Zoho Books- Webinar!
Hello Biginners, We kickstarted "Bigin Masterclass" series last month and covered the latest features of Bigin. To keep the momentum going, we are ready with our next session on Bigin's integration with Zoho Books. The webinar is scheduled for 31st May
Copying Calendar Entries to Bigin Calendar in Outlook
When using CTRL+C / CTRL+V to paste calendar entries from Outlook desktop app into a Bigin calendar, every event entry into Bigin starts with the word "COPY:" Is there a way to do this differently so that doesn't happen?
Associate email to deal and multiple contacts to deals
Hi any news in how to associate emails to deal and to varios contacts in Bigin CRM? This feature would help in having deal and conversation all in one place so that when we open the deal or contact we have all the information in regard to deal that we
Information Sharing in All Roles
I set our employees into roles by their position. They have different titles but all report to the CEO. Now I realize that only people in the same role can see each others data. How do I set the roles so that all users can see all data, including all
Company section not showing all the information from contacts section
Hi would like to know why in the company section it does not show all the information if I have associated to a contact or contacts. For example I have emails in contact but when I want to look all centralized in company section I choose all email and
Unable to filter records contacts by email status
Super Admin in our company can filter records by email status as open but employees who are part of standard profile cannot see these filters. Bigin team - it is necessary for every user to identify contacts/leads by status of activities so they can take
Can you deactivate the "Companies" section in Bigin?
We use Bigin for B2C auto sales, not B2B sales. Are we able to deactivate the Companies section?
How to add the payment methode?…
I hv troble to add the payment methode
What's new with Bigin Forms?
Hello Everyone, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's Form. We'll go over each one in more detail. 1. Google's reCAPTCHA In Bigin Forms, you can now add Google's reCAPTCHA service to
Deal number of day on stage of a deal
Hi is there a way to see or include when you looking at your pipeline deals how many days that deal is been standing at particular stage that way you can handle this deals quicker. Maybe we can get email alerts reminding you the deals ir number of deals
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