What's new in Bigin - May 2023
Hello Everyone, I hope all of you are doing well. We are pleased to inform you know about some of the recent enhancements in Bigin. Three enhancements have been put in place; in this post, we'll go over each in more detail. #1 Quick Preview Previously,
Bigin: Introducing Duplicates Cleanup feature
Hello Partners, We are happy to announce our Duplicates Cleanup feature, which will enable you to manage duplicate records more effectively. Previously, it was common for users to create duplicate entries when adding records to Bigin from sources like
Create a list of products and automatically associate them with new deals
Hello, I have a store with WooCommerce, and I want to import orders into my pipeline. But I haven't found a way to import the order with the associated products. So, do I have to create the deals and then manually add the products to them? That's double
How do I rename "Pipelines"
Until the upgrade I had a category of "Engagements" which now seems to have been renamed "Pipelines" – which is meaningless for my business. How can I change the name of "Pipelines" please?
Telegram, Discord integration - email is obsolete
Many of our customers are using Telegram or Discord to communicate. Having Telegram conversations in CRM would be fantastic. I'm glad that Bigin has email integration, but while most interactions start from email, less than 10% of all customer interactions
Dashboard Bigin
How can I move the "Pipelines" module under "People" on the dashboard?
E-Mailadresse des Empfängers auf Bigin-Server gesperrt.............
Da Bigin schon von Anfang an keine gesendeten E-Mails an Outlook übergibt (synchronisiert), greife ich zu dem Hilfsmittel und sende mir die E-Mails an Kunden nochmals im CC oder bcc über Bigin an unseren Mailserver. Jetzt bekomme ich die Meldung: "E-Mails
Automatic reminder for contacting lead
I want to add a company/contact, hit them up with a cold email and then have an automatic '2 week followup reminder' generated. Is this possible? If so, I'd also like to do a '1 month followup' and then a '1 year followup.' Can I do something like this
What will happen if my license expired? How long my data will be accessible ?
Hi, I have 7 licenses active in my bigin CRM which will expire soon. I would like to know in case I have to delay my renewal what will be the consequences? How long my data will be kept and who can access it?
#BiginnersTips- Filtering Leads vs Contacts in Bigin - Post 4
Contacts and Leads are two important terms in any CRM. While they seem similar, they have distinct differences that can greatly impact the success of a business. Keep reading to know more: Contacts are individuals or companies that you have established
It's Bigin's 3rd year anniversary and we are announcing a special referral program for you!
Dear customers, We're thrilled to celebrate three successful years with you as part of the Bigin family. Thank you for being a valued customer and choosing Bigin to be an active part of your entrepreneurial journey. As we celebrate our 3rd Biginversary,
Changing field format
Please advise how to change a field format in Bigin. I have a customer field which is set as text, but now I want to change that field as number. I cannot delete that current text-formated field and add a new number-formated field because I don't want
Email
What is the difference between 'clicking on', and 'opening', email?
Dashboards are now supported in the latest version of Bigin iOS mobile app and Bigin Mac app.
Hello all! In the latest version of the Bigin iOS mobile app (v1.7.0) and Bigin Mac app (1.5.0), we have brought in support for Dashboards. What are Dashboards? Dashboards are a powerful tool for tracking and analyzing business performance, offering users
Dark mode is now supported in the latest version of the Bigin Android mobile app.
Hello all, In the latest version of the Bigin Android mobile app (v1.5.11), we have brought in the below enhancements. Dark Mode Support: > The addition of Dark mode means that users can now select from three different theme modes within the app: Auto:
Reminder: Upgrade to Bigin's latest version by 31st May, 2023!
Hello everyone, We've been absolutely thrilled by the love and support our users have shown to our latest new feature - Team Pipelines. If you've not opted for Team Pipelines yet, now is the perfect time to make the switch. Why should you switch? Because
New Fiscal Year
Hi, I just started a new fiscal year and need to do something with my closed business from last year while still keeping the open deals. What is the best way to do this? Thanks!
Bigin - Deleted user recreated but cannot be invited
I deleted a user from Bigin and later had to recreate the account using the same email address.. I was able to create the account but the invitation is not being sent. I have tried this several times. With a different user, I can create, delete and recreate
Time Zone per user, not per Account
Is it possible to set time zones per user rather than just at the account level? I have employees all over the world. Thanks
Join us at the Bigin Masterclass, and learn all about our latest features!
Dear Biginners, As you all know, we have recently launched an extensive range of features targeted at improving your CRM experience - Team Pipelines, Toppings, Developer Center and more. At the Masterclass, our product experts will walk you through each
Introducing Forms: Streamline data collection with Bigin's new form builder.
Hello everyone, Bigin's web forms just got a makeover! We are excited to introduce Forms: an online form builder designed to meet all your data collection need. This revamp was inspired by your feedback, resulting in an upgraded and versatile version
Creating monthly recurring deals for contracted work
Ours is a service business with a mix of projects and recurring service delivery. I would like to create deals that will show revenue monthly on a recurring basis without having to manually clone each deal every month.
How to synchronize Products Module when customers purchase our products in Bigin CRM?
How can we synchronize the product quantity in the "product" module so that the quantity decreases when a customer buys our product in Bigin CRM?
Google Drive or Zoho Work Drive Integration
Hello, Is there a way for me to store all my documents inside zoho work drive or google drive and only view them inside Bigin without using the Bigin storage space of 1 GB ?
How can show Organization Name in a deal card?
Hello, right now just a contact name it´s showing in the deal card, i hope there someway to show the organization name and/or contact name there, is more descriptive and helpfull to my work. I hope someone can help me, thanks in advance Peter
Get Deal Owner Email
Somehow I need a field in Deals with Deal Owner email. I understood there is a 'field update' action in Workflows but I don't know how to get access for such variable.
how to remove myself from getting posts
i keep getting email notifications that someone had a Zoho question and how to stop getting those noticces of things I've not even commented on?
Creating a subset of Contacts and deleting one
When I create a sub-set of contacts from a Tag, and then delete one or more from the sub-set, will I find the deleted one in the primary Tag Contacts? See the screen capture attached and the two contacts checked off in red are the two I want to exclude
Can Zoho Bigin generate CRM activity reports similiar to Zoho CRM?
I would like to know. Can Zoho Bigin generate CRM activity reports similar to the report module in Zoho CRM? And, how can it be done?
Integrate Google Drive w/Bigin
Does Bigin allow for the integration/syncing of Google Drive content inorder to embed and or attach files in emails on laptops and smart phones, iPhone specifically?
Products - Online Courses
Has anyone set up online courses under the category Products and if so how are you using the function(s) to market your Products to your Contacts? I would like to incorporate the marketing features that Bigin offers and perhaps schedule a series if drip
Team adding
How can i add my team?
Does Zoho Bigin has the ability to use the macro feature, similar to Zoho CRM?
I have a question regarding Zoho Bigin. Specifically, I would like to know if Zoho Bigin has the ability to use the macro feature, similar to Zoho CRM. If not, I am curious if Zoho Bigin has plans to add this feature in the future. Thank you for your
New Field called 'Description' under the Stage Name in a Pipeline
I would love a new Field of a Description field under the Stage name. This would be for clarity on what the Stage is intended for (to not only help new Staff but to also or describe any automation or workflow process when dragged to this Stage) e.g.
Bigin Organisation Setup for New Customers - Team Pipelines is Forced to be Used
Hi, I'm setting up a new environment so I can show another company how Bigin works for us so hopefully, they will be as impressed as we are using Bigin as our main CRM. However, while setting up the new Bigin environment as a TEST trial period, it forces
Convert an Email into a Deal (Pipeline card)
Hello, I open a Company panel and I access "Emails" tab. This company sent me an email, and I want to create a Deal from this email. How could I do ? Thank you. Joffrey
Call duration issue in Bigin
Hi There is an issue I'm facing with Bigin regarding call duration. For most calls it stays at 00.00 in the call history. Is anyone else facing this issue or am I missing something obvious. Please can help?
Is Bigin Support Available?
I have submitted three requests for support - two emails, one via the help site - but have yet to hear from anyone. Is there support for Bigin or is the product so new that they don't have staff yet? This is making me reticent to even explore it, let alone switch from my current CRM provider.
Facebook Lead/Messenger Lead to Bigin directly
Hi, We sell more on Facebook messenger, inquiries, and order confirmations at the moment. Can we directly import or integrate Facebook Messenger Lead information to Bigin directly? What are the ways to get lead information directly to Bigin? Thanks,
Announcing #BiginnersClub meetups in India, Middle East & Africa, and UK
Yes, you heard it right! #BiginnersClub meetups are back. Whether you're a long-time customer looking to learn more about Bigin, or a new customer trying to explore Bigin, our in-person meetup is definitely the right place to get a deeper understanding
Next Page