Two contacts in one deal
hey guys, I use Bigin Premier and other Zoho products. Now I would like to host a charity auction for our members and I would like to use Bigin to process it. The problem is that the buyer and seller need to be saved and both should receive differentSincronizar eventos de Bigin en Zoho Calendar (Zoho Mail)
Hola Me gustaría poder sincronizar mi Calendario de Zoho (Mail) con los eventos de Bigin. No veo la opción disponible.Changing SuperAdmin
Hello, I'd like to change the superadmin from myself to another user, is that possible? If not, can I clone a whole Bigin Organization with its deals, contacts and module edits to another organization created by the required new Superadmin?Organizar módulos en Bigin
Buenas tardes, Me gustaría poder organizar el orden de visualización de los módulos disponibles en Bigin. Por ejemplo, en la web quisiera ver los contactos primero y luego los tratos. Adicional, me gustaría saber si se pueden inactivar modulos que noReceiving email from a contact is not appearing in the contact record. Only the sent email
I want to see both sent mail and received mail from a contact. What do I have to configure to ensure I receive emails as well?Rich Text or Markdown Formatting for Notes
It would be awesome if we could format the text and content in the Notes section on Deals, Contacts, etc. It is helpful to be able to make some things bold or underlined. And being able to use bullets and other formatting actions is helpful in severalFeature Req - See imap emails in Timeline tab of a deal
In many other CRMs such as pipedrive and hubspot, when you are looking at the timeline of a deal you can also see snippets of emails that have been sent or received and then click to view the full message. This gives users a fast way to catch up on EVERYTHINGUsers can now select the template while signing up for Bigin from within the mobile app
Hello All, In the latest version of the Bigin Android mobile app (v1.4.8) and Bigin iOS mobile app (v.1.4.9), we have brought in support for Template selection and basic information filling feature from within the app. Choose Template: Now users canSorting Contacts
So the Bigin app lists all contacts in alphabetical order which is pretty useless if I’m on the road and trying to figure who my latest inquiries are from. I would like tosort them by a custom field - Inquiry Date. Is there any way of doing that?Reordering tab in Bigin Mobile
HI, I'm trying to use Bigin Mobile.I'm trying to figure out how can I customize the order the tab in Deals and also Contacts. It i possible to reorder Tabs on the Web application, there is an icon on the right of the tab bar. But where is it on the mobile'Sorting and Grouping' is now support in the latest version of the Bigin Mobile app.
Hello, In the latest version of the Bigin Android mobile app (v1.4.9) and Bigin iOS mobile app (v.1.5.0), we have brought in support for 'Sorting and Grouping'. Records now can be sorted in Ascending or Descending order. Records can be grouped basedIntroducing Bigin Premier: Multi-currency, Advanced Workflows and more!
Hello everyone, We are thrilled to announce an all-new edition of Bigin which packs several new features like Multi-currency, Advanced workflows, Custom lookup fields and more - Premier edition. Here is a comprehensive video on what you should know. Unable to send mails
I am unable to send the mails from my zoho bigin platform. All the time it is showing the same error.Associate Workdrive Folder with Deal / Contact / Company
It would be really handy if one could associate a Workdrive folder in the Files section of a Bigin deal, contact, or company so that any files put in that Workdrive folder would be quickly accessible through Bigin. The use case seems like it would beCompany matched products
Can products be combined with companies?Time Created shown on Card is incorrect
The time shown on the Card appears to be in a different time zone than the time shown on the timeline. Also, it Doesn't seem to be consistent - some cards show the proper time and some do not. For example, I have one that shows it was created tomorrow!Trigger a Task when sending an email
I like the email integration in Bigin but cannot use it effectively without a Task being triggered when sending an email. For example, I currently use a Gmail extension called "Mixmax" wherein I can send an email and have it notify me at a designatedSaving Filtered Views
Is it possible to save filtered views? If not, is this something that is planned? Seems like a need most users would have.Send email from companies profile and from task
I discovered that is not possible send email from companies profiles or from task and it's really crazy that I have to go to the person to send an email Will be very opefull that will be make aviable send emails from company profiles and from task or,Senior Management View
I would like to provide our CEO access to all data in my account but only Read Only. Is this possbile and if not, do you have any alternative suggestions on enabling management to see the data but not be able to change it? ThanksDashboard
Can the various dashboard views be filtered by owners of deals? How can a manager isolate the data shown, for example, on the Overview by Salesman?Deals vs. Companies
I am a newbie and trying to figure out best practices when entering a deal. My deals are all based on a company, so what do you recommend in terms of the Deal Name and will I effectively be entering a Deal and a Company for every lead, even though theyEmail - setting up a company email account
I currently use email with my company account microsoft 365. How do I setup to use Bigin with my company email? I tried the Office365 choice, and it would not work. It would say that my password was incorrect, when I know it is correct.Mailchimp integration
Hello, i have started using Bigin as my CRM. we would like to use it as; When an email campaign is sent from Mailchimp, to an email that is associated with a contact in Bigin, then it syncronises and writes this email as a note (or similiar solution)Option to add a Link as an attachment is now supported in Bigin iOS mobile app.
Hello Everyone! In the latest version of the Bigin iOS app v1.4.7, we have brought in the option to add a Link as an attachment. Users can now easily add link as an attachment to records in all modules. URL will be verified by the server and the nameOAuth and Modern Authentication
We are trialing Bigin and our team likes the feature set. However the Email integration requires IMAP or POP, which is currently disabled in our environment for security reasons. Is there a roadmap where OAuth will be enabled for Bigin? We don't wantTelephony Integration with 8x8 and Zoom
BIGIN does not support integration with worlds too telephony provider 8x8 and Zoom it seems I am not talking if using Zoom meetings I am referring to Zoom Telephony and Unufued communications. is there a plan to bring this in soon? if yes then when pleaseExpand your outreach with the all new Constant Contact Integration!
As a small business owner, you will often find yourself in situations where you want the contacts in your marketing tool added to your sales pipeline and vice versa. To make this synchronization a lot smoother and hassle-free, we are introducing the Bigin-ConstantColour coded tags, Custom lookup field and Secondary contact are now supported in Bigin iOS mobile app.
Hello All, In Bigin iOS mobile app (v1.4.4), we have brought in support for Colour Coded Tags, Custom Lookup Field and Secondary Contact [Premier Features]. Also, In the latest version of the Bigin iOS mobile app (v.1.4.5), we have brought in PremierUsers can now subscribe to the Premier plan of Bigin right from the app.
Hello All, In Bigin Android mobile app (v1.4.3), we have brought in support for In-App Purchase for Premier feature. Users can now subscribe to the Premier plan of Bigin right from the app. Plans: - Bigin Premier Monthly [Up to 5 Users] - Bigin PremierImporting Notes with specific creation date
Hi, I am wanting to import Notes for Contacts from my Excel spreadsheet and I would like to set a date for the Note in Bigin, instead of the import date into Bigin. Is that possible?about multicurrency
I am facing a problem in updating conversion rates for USD and EUR it is automatically stating as 1 INR = 0.01 USD and 1 INR = 0.01 EUR how can we change it, because this is wrongNotifications settings
Hello, we would like to have in system the notifications in such way that Supervisor (Super Admin status) could see my actions through Notifications (bell sign). Now Supervisor could see only small part of actions, not for all deals. Second user hasWorkflow Email Send Delay
I'm building a workflow that sends an email on opportunity creation. The email shows as sent from within the opportunity, but hasn't actually be sent and doesn't show in my mail 'sent' folder. Do workflow emails get batched and sent later? Or do I haveYou can't schedule further export without downloading your previously exported data.
Bigin does not allow contact or company downloads by use of tags - why is this ERROR coming up? Where is the "previously exported data??" why is there a bloody restriction? You can't schedule further export without downloading your previously exportedNon riusciamo più ad aprire le email in arrivo su IMAP
Da questa mattina non riusciamo più ad aprire le email IMAP. fino alle 9.00 di oggi abbiamo operato senza problemi e non è stata apportata alcuna modifica alle impostazioni. come possiamo fare ad avere assistenza?Customize and configure Notification preview, action, sound, grouping, and lock screen preview
Hello All, In the latest version of the Bigin iOS app users can customize notifications based on their requirement. Please find the different customizations below: Notification preview: Users can customize and configure notification preview. For e.g.Product Quantity Report in Dashboard
I wanted to extract products and its quantity report from deals (with specific stage). Can anyone help me on this?Adding modules in bigin
Hello can we add more modules in zoho bigin?Google Calendar confusing integration
Hi, Please see attached screenshot. Let me know please how to avoid that there is a separate google calendar in our account. I need the Bigin events just to write on the normal calendar without creating another one on my google calendar. This not onlyNext Page
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Make collecting payments from your customers in Bigin easier with payment links
Greetings, Efficient payment collection is crucial for business success. Bigin already helps your businesses manage and sell products effectively, but we can further enhance this by making payment collection easier. This integrated payment feature letsSplitting the Activities module in Dashboards into Tasks, Events, and Calls
Greetings, As you may know, Bigin is built on Zoho CRM's infrastructure. Last year, Zoho CRM separated the Activities module into three distinct modules: Tasks, Events, and Calls. This change was implemented to address technical backend challenges associatedIntroducing Bigin 360: Our new pricing edition with increased feature limits and pre-installed toppings
Dear Biginners Club, Today, we're pleased to launch a brand-new pricing edition called Bigin 360, our highest pricing edition that will sit on top of Express and Premier editions. It's been over four years since our launch, and we're receiving some greatBigin-Zoho Projects Integration
We're pleased to announce the Bigin-Zoho Projects integration, which enables you to manage client relationships and project tasks simultaneously in one system. With this integration, once you close a deal in Bigin, you can create a project in Zoho ProjectsIntroducing LeadChain in Bigin to sync leads from Social Ads easily
We're excited to introduce a new topping in Bigin called LeadChain by Zoho Social. LeadChain instantly syncs lead information from social media lead ads to Bigin, making it easier to turn them into customers. It also helps you send conversion data back
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Introducing Bigin 360: Our new pricing edition with increased feature limits and pre-installed toppings
Dear Biginners Club, Today, we're pleased to launch a brand-new pricing edition called Bigin 360, our highest pricing edition that will sit on top of Express and Premier editions. It's been over four years since our launch, and we're receiving some greatAnnouncing #BiginnersClub meetups in US, Middle East, India & UK (Free Event)
Exciting news, Bigin enthusiasts! #BiginnersClub meetups are back, and we're hitting some major cities this time, starting from October. Here's what you can expect: Meet our experts face-to-face Deep dive into Bigin and its advanced features Personalised[New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!
Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge TemplatesIntroducing 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 versionAnnouncing #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
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