Prefix per pipeline
Please look at a ticket number prefix option per pipeline - why does the prefix have to be same in all pipelines eg - sales pipeline could be S 12345 - job pipeline could start with J 45678 etc etc
Can i integrate bigin with google voice?
I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sad
Is there a simple way to convert a contact to pipeline based on email receipt? Email-in doesn't look like the answer.
First, let me say, I think I made a mistake choosing Bigin over CRM and now I'm trying to do something in Bigin I don't think it was designed to do, which is manage leads. It's either contacts or Pipelines, no lead nurturing in between. So now I'm looking
Products module integrated with Contacts and Company
Hi, any news for when is the products module going to be integrated with Contacts and Company? There's no way to gather simple information for example; 1. Products by client. 2. Products by company 2. Company all the done deals either all deals or certain
Is there lead tracking in Bigin? There should be.
Is there a way to track leads before they are ready to be added to Pipelines? I'm afraid we're going to lose opportunities. Example: We're sending out small batches of 25 emails to those we collected at tradeshows. They are all qualified leads. Out of
The incoming reply email notifications from customers are not appearing in my Bigin Premier
I have tried using the email notification workflow in Bigin, but it did not work. As a solution, I always check my Gmail for see customer reply emails notification. This is not effective. Is there a solution to display my customer contact email notifications
Facebook Lead ADS integration
Hi Bigin Team. I would like to propose 01 integration that can greatly improve Bigin without changing its basic characteristics. It would be the integration with the Facebook and Linkedin Forms. It is common for marketing teams to capture leads in form
Unable to connect with emails from pipelines
Hi, I'm encountering issues when trying to connect emails with pipelines. Although I can see my emails via IMAP, the newest emails, which I need, are not visible (I can see these emails in signals but not in the emails tab of the pipeline). Additionally,
[New] Manage your Shopify orders directly from Bigin with the all new Shopify topping!
We’re happy to announce a new Shopify integration for Bigin. This feature allows you to connect your Shopify account with Bigin and manage your customers and track orders directly in the app. Shopify is a top e-commerce platform that helps you create
Announcing #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
Enhancements to Stage Transition Rules
Greetings, I hope all of you are doing well. We're pleased to announce recent enhancements we've made to Bigin's Stage Transition Rules, each of which we'll go over in more detail. Checklist support in Stage Transition Rules Previously in Bigin, you were
Can you associate an existing contact to multiple companies?
We are a HOA. People own multiple properties. I want to associate Homeowner A with two different addresses as Related Company 1 and Related Company 2. I cannot for the life of me figure this out. CB
Schedule workflows to run on business days only (not weekends)
Is there any way in Bigin to set workflow automation emails to run only on business days (Monday-Friday) and not weekends? It will be strange for my customer to receive an email from us on a Sunday for example, if my workflow is set to send an email in
Use Custom Fields in email template with merge fields
Hello, I'm hopeful that someone here has an answer or possibly even a fix for my issue. My company has customized Bigin a decent bit with custom fields tracking different things. We are trying to create an email template on a pipeline that auto fills
How is the Field Expected Revenue calculated?
In my pipeline deals, I see a Value field but also a field "Expected Revenue", which has a value but is greyed out Where does this value come from an what is the calculation? How can I use this?
Initiate conversations anytime with WhatsApp's Templates
Previously, in Bigin's Messages module, you could only reply to customer-initiated messages, but with this enhancement, you can now initiate conversations using WhatsApp templates. A WhatsApp template is a pre-designed message template designed to start
Save Draft in email bigin for desktop and mobile
Hi any news to when we going to have the save draft for email in bigin desktop and mobile?
Draft Mode
Is it possible to save an email in draft mode so that you can come back to it at a later date? I.e. I am writing an email and some content is not available and or I have to exit the contacts email I am creating to look up other content on my cell phone.
Searchable email tab in Bigin
Hi team, Could I please request a feature update, to be able to search emails within the email tab of Bigin. We have large correspondence with some agents and it would be very helpful if we are able to search from this section:
Report for user
Hi Team, I need to create report on Dashboard for each user. I am attaching sample of report. Please have a look and let me know how I can able to create Dashboard for particular user. Please help me. Thank you for your time. Regards, Dvipa
Merge Field for Email templates - First name Only?
How can we use the Merge Field to use the first name of a contact only, not first and last name? {Trials.Customer Name.} is the tag that shows up now.
Bigin mass email
I am trying to figure out how to email just one stage of deals in the pipeline. Is it possible to select all Deals in a single stage of the pipeline and just email those Deals? Or. in Contacts, is there a way to use Specific Criteria to select a Deal
Dynamic Display Remote Settings & Contacts and Companies Modules Split - Bigin - iOS and macOS
Hello Everyone! In the most recent iOS (v1.8.10) and macOS (v1.6.9) updates of the Bigin app, we have included support for a list of functionalities. Here are those: Dynamic Display Remote Settings: Your Dynamic Display customisations now effortlessly
Bigin chrome extension for Whatsapp web
Hi, several CRM's now are including a native conection with Whatsapp web for managing contacs directly in whatsapp web version. It would be extreamly helpfull not to be changing pages for adding info into the CRM. I'm sending a example of that that looks
Automation
Hi All, Please help about this requirement. Requirement: 1. When a ticket moves in "Make PI Pending" then the same ticket automatically will be opened in " ICD2C" [Note: ICD2C-is a "Sub-Pipeline"] and also that ticket automatically assigned to the responsible
Problem with social media profile integration in Bigin
I am facing lots of problem in mapping the social media handle of my clients and companies in Bigin Profile. The problem encounters is "Internal Server Error". I contacted the chat support on 29th March 2024, but they were unable to resolve the issue.
Introducing Stage Automation - an easier way to automate actions on stage transitions.
Greetings, Previously, if you wanted to trigger any automated actions for stage transitions, you had to use Bigin's workflows. With this new feature, you can now create automations for stage transitions in just a few easy steps. If you want to trigger
Sync multiple email accounts?
Is there any way to connect more than one email account to BigIn to sync emails in? Seems like a pretty common use case for people who run multiple businesses or have two separate email accounts used for work e.g. on different variations of the domain
Stage Transition Rules prevent moving deals to other pipelines
I have rules in place when moving deals to lost or win to ensure some particular fields are updated to ensure accuracy. However these rules are preventing me from moving deals to other pipelines. I'm having to delete the rules, move deals, then set rules
telephone error'The agent cannot init a call now'' have zadarma connect
hi can anybody help me with this issue please? just setup bigin and zadarma telephone and get this error when try to make call error'The agent cannot init a call now'' have zadarma connect thanks
Contacts - Company see the TAB for products
Hi Is there way to see the products tab in the contacts - company. I would like to see all the products that I have for a company or contact and I see it is missing that option in the app bigin for example in the company information I would like to have
Purchase orders in Bigin?
Hi there Is it possible to generate purchase orders in Bigin? We have a simple pipeline to model for a small wholesale company but we can't seem to find a way to generate an automatic purchase order number. Ideally this is something that's done with it
Answering a Bigin Call on my Mobile Phone
I am sure this is going to be easy to solve, but I am truly baffled!! When a call is received and the caller selects a response on the IVR the call will ring on our computers, however, we can't figure out how to answer it on our Mobile Phones as they
Sending data to Zoho Flow through a webhook url
Hey there, I am currently writing the function for a custom button in Bigin. When a user presses the button, information from the contact page from which it was clicked will push from Bigin to the Zoho Flow integration through the webhook. When testing
Why are Products not part of Contact and Company
Hi In a previous post I mentioned something similar in which I see there's no answer. Still don't understand why we have product option in the bigin crm if you don't have it connected to the contact and company. I say this because if I am in a contact
Email-In and Email Deliverability Enhancements
Greetings, We're excited to announce a new feature that enhances the email experience in Bigin: Custom "From" addresses for Email-In replies. Now, both confirmed organization email addresses and the email addresses you use to sign in to Bigin can serve
Better email thread handling
Currently in Bigin, each email sent to or from a contact is listed separately, instead of being grouped in a thread. Email clients like gmail etc display emails in a thread as a full conversation for ease of reading. BigIn should show emails in the Email
PATHETIC SERVICE BY CHEATS AT BIGIN
I had a subscription for five BIGIN licenses when I was repeatedly prompted to upgrade to ZOHO ONE with a free trial offer. Despite my reluctance, I opted for the free trial, which I did not find satisfactory and allowed to expire. Subsequently, without
#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
Notes: is there a field to signify if present or not per deal?
In pipeline or list view, can we have a field which shows if any notes are present within the deal? Perhaps a simple visual cue, such as a checkbox - ticked for note/s present or unticked if not.
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