Very good CRM I use it everyday only problem is modules not being interconnected especially products module. The main problem of products module are separated from contacts and company modules and only being connected to the Deals module. This way there's no way to known something so simple like what are all the products that a contact or company have in certain stage of pipeline deal for example closed stage - win or lost pipeline or all deals.
Something so basic with is an excellent CRM and it's not possible to get this information within Bigin because the modules are separated from each other instead of working together as one module so that Bigin CRM can provide data information that's needed.
When you negotiate and you have all the information at your fingertips this will help you surely work better and faster and quickly close that deal or make new deals.
For example as a freelancer in sales and you are standing in front of client or in a call with a client and need have the information what was the products with quantities and their prices in deals that's was done in the past and closed as pipeline line WON or LOST there's no way to have this information.
At moment make a new sale or make a new deal l only details or information that you have from the client is all the deals in past and if you want see which are the products, quantities and prices that you made for those deals in the past at moment you have to go deal by deal to find that information that doesn't make any sense and is time consuming if you need quickly close sale or make new deal
There's no way to get this information according to the pipeline position for example all the pipeline deals that was "WON" get the information of products in globally or by the date of product was created by each deal.
I think this will be is game changer for Bigin CRM if implemented in which is going help us to quickly create new deals or make new sales.
The deals option view at moment is important but in my perspective view it's only good if you need to know I the past deals and present deals already created ad for future new deals we need something that will quickly help to create new deals that's why I say the products deal got make part of clients and company module.
There's no future sales if you can not quickly create new deals from the past.
Recent Topics
Introducing 'Queries' In Zoho CRM
Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.
How to map a global picklist from one module to another
Hi there, i currently have a new field that is called sales office which we use for permission settings between our different offices located in different countries. It is a global set picklist with three different options: MY, SG and VN. I want to be
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?
Inventory Valuation Method Feature
Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumed
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
Organization Variables - Restrict Access
Currently, there is no way to restrict the access to organization variables. This leads to a problem when storing API related values that should be kept secret as anyone with access to create and edit email templates, workflow rules, or inventory templates
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 :)
[Important announcement] Zoho Writer will mandate DKIM configuration for automation users
Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM
Create workflow rules based on notes
Last modified on 17/04/2023: Creating Workflow rules based on notes is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of April 13, 2023, it is rolled out for al Zoho CRM accounts.
Workflow sync between zoho books and zoho inventory
Hello, While the custom fields, validation rules and even custom buttons are sync'd between zoho books and zoho inventory, the workflow rules do not. Not sure if this is an intentional purpose of zoho team for some good reason or if it's in the development
HOW TO USE ZOHO
IDK
Item sales account via api
Hey everyone, I’m making an invoice using the create invoice endpoint on the api. Is it possible to set a sales account in the line_items attributes?
Zoho Please change your ways
I started using Your new Zoho bookings in earnest 3 days ago. What a mistake. Once again, everything is backwards and upside down. I had to spend 5 hours testing how the thing works in order for me to understand how to acutally use it. When i started using google calendar years ago. it took seconds to figure out how it works. Why is that. bc they put everything in places where it makes sense. Today, I needed to add an appointment as well as a time off. Stupid me i added the time off first,
Make a ticket visible in the Community
Hi there, It is possible to have a conversation with a customer via a ticket and eventually the proposed solution isn't possible yet. Therefore you want to add it as an idea in the Community, available and open to everyone that is in the community, so
How to Enforce Mandatory Fields (Category/Sub-category) Before Closing a Ticket?
Hi, I'm currently using Zoho Desk and encountering an issue where agents are able to close tickets without filling out mandatory fields, specifically Category and Sub-category. I’ve already set them both as a mandatory field, but it can still be bypassed
Zoho email folders gone
Hi, All my email folders are gone, i cant found any email, except sent. Also before folder rulesas was changed and i didnt fixed them, could you please check it?
Pause/Resume Subscrtiption API
I don't see the option to Pause/Resume a subscription using the API, is it in the pipeline?
Update Department on Ticket (with applied Blueprint)
Hello, Is it possible to update the Department of a ticket which is dictated by a blueprint, e.g. I would like to change departments at different states in the Blueprint. I do not see this is an option in workflow rules or blueprint transition actions,
ERROR_CODE :554, ERROR_CODE :rejected due to spam
Please verify bounce message: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. xxx@thalesesec.com Error, ERROR_CODE :554, ERROR_CODE
Can't verify domain with AWS Route53
I have a domain successfully transferred to AWS Route53 from NameCheap. When I try to CNAME or TXT Records as suggested, they are added in AWS console however zohomail does not verify them. For the TXT record zohomail says the value is wrong, whereas
Sent emails not going and showing "Processing"
Hello Team, Could you please assist with sent emails showing "processing" and not actually going through? Many thanks and regards, Cycology
LinkedIn verification link and otp not receiving
For the last 2 to 3 weeks I'm trying to verify my LinkedIn account to access my company's LinkedIn page, Linkedin is sending verification links and codes to this email address but I have not received any codes or links. Please help me here. Looking forward
Admin Control for Default Email Templates in Zoho Desk
Hi Zoho Desk Team, We would like to request a feature enhancement related to default email templates. Currently, agents can select and set their own default email templates when replying to tickets. However, we believe this setting should be managed centrally
Zoho desk desktop application
does zoho desk has a destop applicaion?
send file to ftp or another external service
i'v created a zoho creator application for take a picture and rename it by phone. Now i need to send Each renamed pictures to my ftp or to specific folder on google drive...then, delete it from creator. (every picture recived it will processed by another program and stored on my Erp) HOW CAN I DO ??
Next Page