#BiginnersTips | Elevate your CRM workflow with Bigin's checklist feature

#BiginnersTips | Elevate your CRM workflow with Bigin's checklist feature

Sometimes, a process is as good as the people following it. Whenever you work on any deal or onboarding task, you are mandated to complete a set of activities before you move the record to the next stage in the pipeline. For example, when you move a deal from booking in progress to booking done, you might need to input details such as a ticket copy, visa copy, insurance etc for your own internal reference. Sometimes, you might forget to do this when you are dealing with a large number of bookings (holiday season!) or as an admin, you cannot enforce this rule to everyone every time. With Bigin's checklist feature, your teams can ensure important information does not fall through the cracks.

Think of checklist as a step-by-step guide that keeps your team on track. You can create custom checklists for different deal stages, ensuring everyone follows the same process and nothing gets missed. 

Here is how it can help different verticals:

Real Estate:

In the real estate market, companies manage a large portfolio of properties. Sales team of the company can use the checklist feature to mandate collection of necessary details in stages like inspection date, site visit timeframe, paperwork, and negotiations details. Only when the checklist items are ticked off in every stage will the deal progress forward in the pipeline. This keeps things organized and helps them sell properties smoothly.
 
Education:

Assuming a prestigious university receives thousands of applications each semester, the admissions department is bound to be overwhelmed with paperwork. With Bigin's checklist feature, the admissions process can be streamlined. Stages like document verification, interview scheduling, the selection/rejection process, fee collection, and onboarding of students can have a checklist to ensure that essential details are covered before the application moves to the next step in the admission process. This feature helps teams easily track progress making the process effective and error-free.
 
Software:

For a software company, Bigin's checklist feature can be a game-changer. The sales funnel, with stages like requirements gathering, budget discussions, scheduling live demos, sales orders, and payment processing, can be transformed into a smooth operation. Each stage has its own specific tasks, and the team can only move a deal forward when everything on the list is checked off and confirmed.
 
Legal:

In the legal world, companies handle different types of cases from agreements to legal disputes. They can use the checklist feature to stay organized. For every case in the legal world, there are stages like client consultations, document preparation, attorney review, and court proceedings. The checklist feature ensures that the team does not miss crucial documents and adheres to the timeline involved in the case.
 

Bigin's checklist isn't just about ticking things off a list. It helps teams, and especially Admins. By implementing checklists at each stage of a process, admins can ensure that crucial tasks are completed systematically and without oversight. This not only helps in maintaining organization and clarity but also enhances productivity by providing a clear roadmap for progression. With the ability to track progress and ensure that all necessary steps are completed before transitioning to the next stage, admins can streamline workflows, minimize errors, and improve overall efficiency in managing projects, tasks, or processes.

Now, if you're eager to implement this feature in your own account, I've got you covered with a quick guide.

  1. Login to your Bigin Account:
    Start by logging into your Bigin account using your credentials.

  1. Navigate to Settings:
    Head to the "Settings" section usually, you can find this in the top-right corner.

  1. Access Stages:
    Within Settings, locate and click on the "Stages" option from the left corner.

  1. Go to stage transition rules:
    Look for the "Stage Transition Rules" option, usually found in the same menu. Click on it to access the rules configuration.

  1. Select team pipeline & sub-pipeline:
    Choose the specific Team Pipeline and Sub-Pipeline for which you want to set up the checklist. This ensures that the checklist aligns with your team's workflow.

  1. Create a new rule:
    Click on  "new rule" and initiate the process.


  1. Specify "From stage" and "To stage"
    Define the transition you want to apply the checklist to by specifying the "From Stage" and "To Stage."


  1. Name your checklist items
    You have the flexibility to name your checklist items based on your specific requirements. These could be steps or details that are crucial for the particular stage transition.


  1. Mandate checklist items:
    One or all of the variables such as Notes, Fields & File can be mandated. This ensures that all necessary checks are completed before moving to the next stage. 


      10. Save your rule:
Once you've set up the checklist items and made them mandatory, click "Save" to apply the rule.

 
Refer to the Bigin documentation or reach out to our support team at support@bigin.com. Happy organizing!  
 
 


    • Recent Topics

    • Visitors sending message via Whatsapp are not saving on contacts

      Visitors who sends me messages from Whatsapp when i finish the chat do not populate on contacts, how can I add them as contacts?

    • ChatGPT only summarize in English

      Hello i' v enabled chatgpt in salesIQ, it works great inside conversation (revise, Rephrase etc) add tags works well with another language than English. But when I want to summarize it render only in English, despite sales IQ is set to another language.

    • Brand with multiple facebooks pages

      HI, We are a small publisher that has different FaceBook pages for each of our product lines. All are within the same FB account.   Is it possible to add all of these pages to our one brand in zoho social so I orchestrate the posts between the different products?    Cheers, Joe

    • How do I connect Sales IQ to Shopify

      How do I connect Sales IQ to Shopify.    

    • DORA compliance

      For DORA (Digital Operational Resilience Act) compliance, I’ll want to check if Zoho provides specific features or policies aligned with DORA requirements, particularly for managing ICT risk, incident reporting, and ensuring operational resilience in

    • Create Ticket from Chat with Rest API

      Hi to everyone, is possible to create a ticket from Chat with Rest API? In user interface is possible by clicking on the button "Convert chat as a ticket". Anyone know how to do that? Thanks

    • How to send binary data in invokeurl task?

      Hello, I am using Adobe's Protect PDF API. Source: https://developer.adobe.com/document-services/docs/overview/pdf-services-api/ Everything works fine in Postman. But for some reason after encrypting the file, it is empty after password protecting the

    • How Can I Customize Sales Reports in Zoho CRM to Better Track Our Sales Team's Performance?

      Hello everyone, I'm new to using Zoho CRM and need some help with customizing our sales reports. We want to track our sales team's performance more effectively and visualize trends that can inform our strategy. What specific customizations or features

    • Items should display under specific warehouse

      I have configured the multi warehouse but it show all the items under all warehouse which is not correct according to our business logic, so i want that items should only display under that specific warehouse not under all the warehouses not even with zero quantity. Some items should be common but not all so is there any option for that purpose so i can specific the items to its warehouse. Regards

    • Package Dimensions

      Packages need to have dimensions that are sent to carriers in addition to just the weight. Without the package dimensions being transmitted to carriers, the correct dimensional weight is not calculated for the label price, which results in corrections

    • Theft Prevention Sensor Integration in Zoho Inventory

      Is there a way to integrate a theft prevention sensor with Zoho Inventory, so items cannot leave the store unless they've been scanned at checkout? Any insights or existing solutions would be greatly appreciated.

    • Zoho Workplace gets yet another security boost: The addition of Zoho Vault

      Hello Community, Passwords are often the first line of defense, yet they're also one of the most common weak points. We're thrilled to announce that Zoho Vault is now integrated with Zoho Workplace! Zoho Vault Standard is now included at no extra cost

    • "notes"-field in a task to full width?

      Hi, Is there someone that can tell me how to adjust the "notes"-field in a task, to full width? I already played around with 1 or 2 columns, but this has nu effect on the standard width. Thx in advance for your help. Cheers, Ralph.

    • How to download Job Sheets in Zoho FSM?

      Hello, I'd like to download copies of completed job sheets as PDF's for upload to a workdrive to keep an audit record of completed Job checkout sheets. I do not see download of this file type as an option - any help is appreciated!

    • [Webinar] Zoho Writer for law firms and legal professionals

      Are manual processes slowing down your legal practice? Are you ready to simplify document management and free up more time for your team to focus on what truly matters? Join us on January 16, 2025, for an exclusive Zoho Writer webinar designed specifically

    • Introducing Bin Locations In Zoho Inventory

      Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature

    • How to send mail with js SDK

      Hell o I'm using https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js, for my widget in CRM (built with sigma) Is it possible to send email from js file, I try ti use that ZOHO.CRM.API.sendMail({ "Entity": "Accounts", "RecordID": sharedVariableEntityId,

    • Cannot add Zoho Forms link to LinkedIn

      Hello, We have encountered a problem where we are unable to share a Zoho Forms link on LinkedIn. This is what we got from LinkedIN, but we have not heard back from Zoho Support as yet, and we are meanwhile stuck... "It seems the URL does not scrape the

    • Feature request - pin or flag note

      Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important

    • i keep see there is a connetion issue connecting 3rd party api on zoho when using zia

      hi there , i have set up open ai api to zoho zia (copied and pasted to zoho zia) but I keep getting notificaiton "there is a connetion issue connecting 3rd party api on zoho" when using zia on top when click zia and try to type in word there

    • SendMail in CRM Deluge function rejects a validated email address

      In a CRM Deluge function, the email address is considered invalid. Is there another method by which it can be validated? It's unacceptable in my current situation to use either the zoho.loginuserid or adminuserid as the From address.

    • how do i remove a specific Zoho Service from my account

      I no longer need Zoho CRM, ZRM Assist nor ZRM BugTracker. How do I remove them from the list of apps for my account?

    • Build custom AI solutions with Catalyst’s QuickML capabilities in CRM

      Hello everyone, We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM. As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers

    • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

      Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's

    • Pay Contractor Timesheets

      I have contractors that fill out a timesheet. Each hour must be assigned to a current client. I need the easiest way to get the contracts paid. They are paid on an hourly bases. How can this be done?

    • Set up slack alert based on a field changing from one option to any other

      Hi, I'm trying to set-up a workflow to send a slack alert if a field changes from one option to any other. I've set-up a workflow to trigger on Edit and when a specific field gets modified but the only option I have 'is modified to' when really it should

    • Better UI more user friendly

      Hello everyone, I think all finance apps, especially Zoho Books, would benefit from the following suggestions/ notes: 1. Grouping Fields in Zoho Books: Unlike Zoho CRM, Zoho Books does not seem to have an option to create sections or group fields. This

    • Chronicles of 2024: The Year in Retrospect

      As we close out 2024, let’s take a moment to highlight the new features and updates that have enhanced Zoho Invoice in 2024. Among the exciting enhancements, we have launched a new AI-powered chatbot designed to assist you in understanding the app's features

    • Power of Automation :: Automatically archive your inactive Projects

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • 554 5.1.8 Email Outgoing Blocked

      HELP!!!!! My e-mail marymariya@zoho.com is blocked. Error: 554 5.1.8 Email Outgoing Blocked The third day I am writing to the forum, but zohosupport is not responding. Why? What is the problem? I ask to help solve the problem, because I can not communicate with my customer base.

    • Zoho Inventory: Rewinding 2024

    • Custom Modules Now available for Standard and Professional Editions with Expanded Limits across all editions

      #CRM25Q1 Hello Everyone, We are here with an exciting update to Custom Modules in Zoho CRM. Custom modules will now be available to Standard and Professional Edition users, with expanded support across all editions. The standard modules offered in Zoho

    • Assistance with Custom Attendance Report in Zoho People

      Hi, I created a custom report in Zoho People 5.0 to track employee attendance according to our specific needs, as the existing reports do not include all the required details. However, I’ve noticed that the report doesn’t update continuously or on a daily

    • Zoho analyticsでのタブを跨いだ集計

      Zoho analyticsまたはCRMレポートなどを用いて、 見込み客タブと商談タブで共通するユニークキー(リード管理番号)を軸に、「共通選択リスト」で設定した項目別の集計を行うことは可能でしょうか？ ・要望 ①リード管理番号をキーに、見込み客テーブルと商談テーブルを結合したRAWデータを作成したい ②具体的には下記表のように「共通選択リスト」項目(サービス)別のマーケ数値を一表にしたい 　※リード＝見込み客タブ　商談・成約＝商談タブ 　　　　　リード数　商談数　成約数 サービスA　　　10　　　5　　　2

    • Key Highlights of 2024: Recalling a Year of Progress and Advancements!

      As we step into 2025, we’re excited to share the progress and developments we’ve made to simplify and streamline your travel and expense management in the past year. Let’s take a look back at some of the key updates and enhancements that have helped us

    • How to refresh the page by widget in related list?

      Hello, ZOHO.CRM.UI.Popup.closeReload method does the thing I need. But in my case, I'm not using popup. I have a widget in related list and I want to refresh the page when I'm done with it. I searched for it but I wasn't able to find it. Is there an any

    • your phone line in the uk doesnt work i need help now

      i need to speak with customer service urgently

    • Top Menu Disappeared from Blog Page

      Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.

    • Missing phone numbers

      yesterday I have noticed that most contacts' phone numbers are missing. At first I thought it is a synchronisation problem with my Android phone but as I have found later, numbers are missing on Zoho. I have tried to reimport contacts from a backup but

    • Customise 404 page in Zoho Sites 2.0

      Is it possible to customise the 404 page in Zoho Sites 2? You use to create a new 404 page and that became the default 404 page, but this does not seem to work anymore? Any pointers/suggestions/support appreciated :)

    • Next Page