Zoho Bigin Create and Manage Pipeline Records

Zoho Bigin Create and Manage Pipeline Records

Bigin has multi-dimensional pipelines to unify your customer-centric operations into one tool: Team Pipelines. With Team Pipelines. you can have dedicated pipelines for different business processes and customize them with pipeline-specific fields, record types, stages, and profile permissions. 
Furthermore, you can create Sub-pipelines within Team Pipelines if there are different set of stages in a specific business process. 
These Team Pipelines and Sub-Pipelines are present in the Pipelines module. And, depending on your Team Pipeline, you can have different kinds of pipeline record. For example, Zylker Cars has Team Pipelines like Sales, Service, Testimonials, Refunds, Test Rides, and more, all in a single Bigin account. Each Team Pipeline will store pipeline-specific records like Deals, Job cards, Testimonials, Refund, and Test Rides. 
Each pipeline record will hold necessary informations such as contact name, company name, phone number, email, stage related to the business operation.  
The record details page displays everything that you need to know about a pipeline record under relevant related list tabs like activities, notes, email interactions, social interactions, files and attachments. The record details page also displays the history of everything that is done to a record in the Pipelines Module under the Timeline tab.

Create Pipeline Record 

Bigin allows you to create pipeline records in the following ways:
  1. Create Pipeline Record individually
  2. Import Pipeline Records 

Create Pipeline Records Individually

To create pipeline records individually
  1. Go to the Pipelines module and click +PipelineRecord.
  2. Enter the details in the Create PipelineRecord page.
  3. Click Save.

Import Pipeline Records

When you have a huge list of pipeline records in a spreadsheet and you would like to add them in your Bigin account, you can import the file and they will be added as Pipeline records to the desired Team Pipeline. See More.

View Pipeline Records

Bigin allows you to view the Pipeline Records that you have created in two ways:
  1. List View
  2. Pipeline View

List View

The list view displays the pipelines records one after the other in rows and columns. The list view is helpful when you wish to see the maximum details of your pipeline records at one glance.

Pipeline View

The pipeline view is helpful when you specifically want to view pipeline records categorized by their stages. A single glance at the pipeline view will tell you which pipeline records are in the Closed stage, how many records are in Negotiation/Review stage and so on and so forth. This view is also applicable when you customize the Pipeline Stages.

Edit Pipeline Records

You can choose to edit the pipeline records that you have created.

To edit Pipeline Records
  1. Go to the Pipelines module.
  2. Select either List View or Pipeline View
  3. Hover over the record which you would like to edit and click the edit button.

    Alternatively, you can open the record you want to edit and click the edit button.

  4. Make the necessary changes and click Save.

Delete Pipeline Records

Pipeline records once added can be deleted if no longer necessary.

To delete Pipeline Records
  1. Go to the Pipelines Module.
  2. Open the record which you would like to delete and click More > Delete.

  3. Give your confirmation in the popup and the record will be deleted.

Moving a pipeline record through stages

There are two ways in which you can move a pipeline record to the next stage in your pipeline. 

From Pipeline View
You can simply click and drag the pipeline record to the pipeline stage of your choice. When you start moving a pipeline record, a toolbar appears at the bottom with the options such as: Delete, Pipeline Record Lost and Pipeline Record Won. Drag and drop them into the respective boxes if you wish to do any of these three actions.

From Pipeline Record Details Page

You can also move the pipeline record through stages from the pipeline record details page. In the Pipeline Record Details page, the pipeline stages are displayed as a timeline. Simply click on the stage where you want your pipeline record to be moved to, or click the drop down and choose the stage.


Using filters to find records

When there are lot of records in the Pipelines module, using filters will help find the required set of records easily. There are various set of advanced filters available such as: Time based filters, based on activities carried out,  pipeline stage, email status, etc. You can simply choose the appropriate filter, enter the criteria and apply. All the records which maces the specified criteria will be listed. You can apply upto five filters at a time. See More.

Bulk actions in Pipelines module

There might be situations in your organization where you have to perform the same action for a set of records. Bulk actions in Bigin allows you to perform the action for the selected records from list view. For example, you might want to send the same welcome email to a set of fifteen pipeline records. In that case, you can simply select the records and send email, which will be sent to all the selected pipeline records individually. See More.


Add activities to a pipeline record

Activities are the actions carried out by you to successfully carry out the business process. It can be a phone call or a casual meeting. You can schedule that with a pipeline record in your Bigin account. You can add Activities to a pipeline record from the Pipeline View or the Pipeline Record details page.

Add Activities from Stage View

  1. Hover over the pipeline record to which you would like to add an activity.
  2. Click the '+' icon > Log a call/Create a Task/Create an Event.


Add activities from Pipeline Record Details page

To add activities
  1. Open the pipeline record to which you would like to add an activity.
  2. Click the Activities tab.
  3. Click +Task/+Event/+Call and create the activity of your choice.

  4. Click Save.

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