Tip & Tricks #02 Maak kennis met de termen van Bigin

Tip & Tricks #02 Maak kennis met de termen van Bigin



Beste Community leden,

Om vertrouwd te raken met jouw eigen CRM is het belangrijk dat je de specifieke termen ervan kent. Hieronder vind je een lijst van woorden die tot de CRM taal van Bigin behoren.

Modules
Alle gegevens in jouw CRM zijn onderverdeeld in deze 6 onderdelen:

Deals, Contactpersonen, Bedrijven, Producten, Activiteiten en Dashboards.

Deze onderdelen worden Modules genoemd. De module Contactpersonen bevat bijvoorbeeld alle gegevens over klanten en Activiteiten bevat alle informatie over evenementen.

Records
Elk gegeven in een module is een record. Bijvoorbeeld de contactgegevens in de module Contactpersonen zijn een record.

Velden
Een enkel stukje informatie in een record wordt een veld genoemd. In de Contactpersonen module voor het record van het contact Mr. Durand, kan een veld bijvoorbeeld de bedrijfsnaam zijn, de voornaam, het email adres, etc.

Om het nog even duidelijk te maken: 
Velden zijn informatie stukjes binnen een record, records zijn gegevens binnen een module en een module is alle records van een bepaald onderdeel.

Deals
Verkoopkansen worden Deals genoemd. Je kunt jouw deals in de pijplijn volgen in deze module.

Pijplijn
Alle stappen die nodig zijn om van een prospect een contact te maken.

Activiteiten
Alle acties die je in Bigin uitvoert zijn activiteiten, zoals: taken, oproepen, gebeurtenissen, etc.

Dashboards
Een dashboard geeft je een globaal overzicht van de belangrijkste elementen om de efficiëntie van jouw team te analyseren. Je kunt het aanpassen door jouw KPI's en tabellen toe te voegen aan het dashboard of door bepaalde gegevens te markeren.

Rol
De hiërarchische organisatie van jouw bedrijf kan in Bigin worden omgezet door verschillende rollen te creëren. Hiermee kun je de toegang tot gegevens beheren volgens hun hiërarchisch niveau. Medewerkers met een hogere status kunnen de gegevens zien van de rollen onder hen en niet omgekeerd.

Wat zou je nog meer willen leren over Bigin? Laat het ons weten in de opmerkingen hieronder.

Met vriendelijke groet,







      • Sticky Posts

      • Tip & Tricks #02 Maak kennis met de termen van Bigin

        Beste Community leden, Om vertrouwd te raken met jouw eigen CRM is het belangrijk dat je de specifieke termen ervan kent. Hieronder vind je een lijst van woorden die tot de CRM taal van Bigin behoren. Modules Alle gegevens in jouw CRM zijn onderverdeeld

      • Tip & Tricks #01: Ontdek de instellingen van Bigin

        Beste Community leden, In dit artikel maak je kennis met ons CRM voor kleine bedrijven: Zoho Bigin.  We beginnen met de basisinstellingen. Bigin heeft veel functies die beheerders eenvoudig en intuïtief vanuit het menu kunnen instellen. Gebruikers en

        • Recent Topics

        • Does an email preview pane view register as opened?

          Hi, If a recipient of one of my campaigns views it in a preview pane, opposed to opening the email, does Zoho Campaigns register that email as being opened (viewed)?

        • Display duplicate image canvas

          Now in canvas view image field, It will display both normal and conditional styling image. Please help with this bug.

        • Directly Edit, Filter, and Sort Subforms on the Details Page

          Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

        • Portal orders

          Is it possible to set up an ordering system through the portal so that my customers can place orders through their portal?

        • CLIENT PORTAL (If clients can place orders directly on the portal)

          Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.

        • Portal Default View

          Hello! My company is about roll out portals for some users, but we were wondering if it was possible to set the Record Detail Page View to default to a custom view that we made. That way the information they need would be streamlined and easier to see.

        • Macro Email to be determined by a ticket field

          Hi, we are a commercial energy brokerage and are implementing Desk as our helpdesk tool to replace manual emails, personal whataspp and telephone. We have setup a macro rule when we can trigger an email, update ticket status and trigger a task.... but

        • Welcome Link Expired

          Hi The links sent to the users didn't get clicked on in time and now all the links have expired. Is there a way to send a new link without deleting them and re-adding them>

        • Custom view for Milestones

          Hi, Just an idea for the future... would it be possible to create custom views for the Milestones view under Work Overview ? I usually need to look at this view filtered by project group but the filter doesn't remain when navigating away. A custom view

        • Zoho expense linked with Campaign instead of customers

          Hi, Is there a development planned for linked an expense or a report to a zoho campaign? Indeed, suppose I created a campain in which I add different clients (for example a trip to a foreign country where I meet 3 different clients), I would like this campaign to be linked to the expenses I have. Say I have a plane ticket, taxis and 1 hotel night, I would like those expenses to be linked to the 3 clients. With Zoho expense, it is not possible at the time (or maybe it is but I do not know how!). thanks

        • 🎄 Jingle, Mingle, and Automate: Spread Christmas Cheer with Zoho Desk Auto-Replies! 🎄

          Hello Everyone! Welcome to this week's episode of the Community Learning Series. Christmas is in the air, and I’m sure we can all feel the jingle and the mingle of the season! The folks at Zylker Techfix are no exception—they’re busy with holiday plans

        • How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

          Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of

        • Making Calls Using ZDialer on Zoho Creator Widgets

          The Zdialer Browser Extension does not seem to recognize phone numbers on custom widgets. What is the best way to work around this?

        • Adjusting Physical Inventory

          Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be

        • Print PO receipt

          Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have

        • Create a purchase order in vendor's currency

          I am having a problem working this out and would appreciate some suggestions. We have Books and Inventory working in tandem. We are in Australia, our product is sold in Australia in $A and obviously all our invoices, accounts and reports need to be in

        • Time Field

          Good Day, I have a question, when I save a draft and reload it. Why does the time field format keeps goes from hh:mm to hh:mm:ss? Is there a way I can force it to load to hh:mm only? I have tried example = totime(input.TimeField, "hh:mm") in the -created

        • Work Orders / Bundle Requests

          Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

        • Getting error during inserting a record in form of zoho people using zoho api

          import requests import json # Set your access token and Zoho People API base URL access_token = '1000.XXXXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXX' api_base_url = 'https://people.zoho.in/people/api/' # Set the form name and data to be inserted form_link_name

        • Display your zoho contact name when they call your mobile number

          As per the title If a contact calls the office number, the contacts name shows on mobile as long as I have their contact details registered in my crm. Is there a way that if the contact calls my mobile, their name can be displayed? Currently just their number shows when they call.

        • Change script to add fields

          Hi, I have a custom function (writen by a different implementation company in the beginning) which I would like to edit to add a different field as well. Can't get it to work on my own though. - The script now adds the address fields to a new quote (needs

        • 1 API to all channel

          hi zoho team: I am the product manager of anywheel, we are planning to integrate zoho, we want to integrate multiple channels through 1 API, please can you send me the integration document and guideline?

        • Custom Profile Agents Unable to Update Mandatory Phone Number in tickets under Zoho Desk

          Hi, While working in the Ticket module in Zoho Desk, agents with a custom profile are unable to update the Phone Number field (which is mandatory) under Account Information. The agents need to enter values such as "NA" or "Nil" in the field to close the

        • Revamped Print in Zoho Sheet—customized for paper

          The latest enhancements to Zoho Sheet's Print settings allows you to print a worksheet or a selected range, with customizations that make the data comprehensible, even on paper.   Customize header and footer Make your spreadsheets meaningful with a relevant header and footer. You can now choose to display the file name, sheet name, current page number, total pages, date, and time as the header and footer in your print view. Besides the predefined elements, you can also give a custom text for header/footer.

        • Adding Bluesky channel

          Hello, Is Bluesky (AT protocol) soon added on Social ? Bluesky is being developped and is now open to anyone (no more invitation) Thank you

        • How Can i put a form in Zobot

          Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !

        • Query table pull last 12 months

          I am tying to pull the following criteria and the date is always what causes me the issue. I want to pull people (pco_id) who have entries of "event_id" being these 2 events and whos "kind" is Regular or Guest and where the event_starts_at (date column)

        • Unified customer portal login

          As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

        • Response Violation - Zoho Desk

          Hi Team, I just need an information regarding the zoho desk - Response Violation and how can we avoid the tickets from getting the tickets response violated.

        • message on click of button

          Hi, i added insert task on 'Quick view' below  'Action'  of report just below 'Delete' button,  so i am trying to add a message on click of button that, "This item is now added into Pending Request" like this .... So, how can i achieve this ; because

        • Is it possible to disable Chat Waiting Time, or to make it indefinite?

          We have used many online chat services over the years. However, Zoho's SalesIQ appears to be the only one we've tried that has a mandatory time limit where we must respond to new customer queries. We are a small business so we have no dedicated staff

        • Access CRM Variables from Formula field

          Is it possible to use a CRM variable (defined in Developer Space -> CRM Variables) in a formula field for calculations ?

        • Client Script: $Client.refresh({ triggerOnLoad: true }); not triggering onLoad Client Scripts

          Hey friends! I'm trying to store a temporary var, refresh the page for the user, then check that temporary var and do some actions. Theoretically using the title's code: $Client.refresh({ triggerOnLoad: true }); should refresh the page and trigger on

        • Super Admin login to delete certain folders and passwords and clearing the trash folder, they are still appearing on my dashboard

          Hi Zoho Team, I need help with an issue I've encountered. Despite using the Super Admin login to delete certain folders and passwords and clearing the trash folder, they are still appearing on my dashboard. I would like to understand why this is happening

        • Pulling Specific Products from Sales Orders in Books to a CRM Record

          We currently process orders directly through our website (woocommerce) as well as through manual sales orders in zoho books. When an order comes through the website, all of the individual products from that order show up in the CRM record of that customer.

        • Automatically add a retainer to every estimate

          Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a way to do this? Thanks,

        • Clear String field based on the value of other field

          Hello everyone, We would like to be able to clear a string field (delete whatever has been written and make it empty) when another field (picklist) is changed to a specific value. While I can empty other types of fields, I noticed that I can't do this

        • Custom Deal Name in Lead Conversion Mapping

          I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be

        • Within the Basic KPI component in Analytics, it is impossible to set "next" day range as a filter

          Hi there, I am currently setting up a deal dashboard for the Sales team. While it is possible to filter deal records to show records that were created LAST X days only, it looks like a NEXT X days Closing date filter is not available. Would it be possible

        • Invoice status on write-off is "Paid" - how do I change this to "Written off"

          HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

        • Next Page