Setup and Admin Console- Bigin
Zoho Bigin Import from Zoho CRM
Zoho CRM is great for larger teams looking for extensive customizations and enterprise-class business processes. However, small teams may be looking for a simpler alternative like Bigin. When you decide to switch to Bigin from Zoho CRM, you can ...
Zoho Bigin Duplicate cleanup
A landscaping company uses Bigin to keep track of their customers and prospects. They add details of the people who have expressed interest in their services to their contacts module, whether through inquiries on their website, referrals from ...
Zoho Bigin Data Backup
Using Data Backup, you can back up all the data in your Bigin account, instantly. Once the backup is ready for download, you will receive a pop-up notification and an email. Users with the paid edition of Bigin will have two free backups per month. ...
Zoho Bigin View Audit Log
All the actions performed in your Bigin account will be listed chronologically in a single window. You can also choose to export a copy of the audit log for your reference. View Audit Log To view audit log The Audit Log page displays all the actions ...
Zoho Bigin Exporting Data
You can export the data that is present in the modules of your Bigin account. Simply choose the module of your choice and a .CSV file of all the data present in the module will be exported. To Export data Go to Settings ( ) > Data Administration > ...
Zoho Bigin Find and merge duplicate records
Duplicate records pose a significant problem when you work with large volumes of data. It is important to keep your database free from duplicates to ensure your business runs efficiently. A database containing duplicate records doesn't offer easy ...
Zoho Bigin Import History
Import History This displays the complete record of all the data that is imported by the user in Bigin. You can also undo any import action carried out by the user. Files imported within the span of 60 days will be listed under Import History. View ...
Zoho Bigin Import Notes
Permissions: Users with the following permissions enabled in their profile can import notes in their Bigin account. 1. 'Create' permission for Notes under Basic Permissions. 2. Import permissions should be enabled under Advanced Features. For ...
Zoho Bigin Import Records
Importing records is an essential data administration task. In Bigin, this important action can be performed without much hassle and complexity. Currently, you can import records to the Companies, Contacts, Pipelines, and Products modules. You can ...
Zoho Bigin Upgrade to Zoho CRM
Bigin is a minimal CRM with features designed to help small businesses manage their customer relationships efficiently. But as your organization grows, so will your CRM requirements. If you feel you are outgrowing Bigin, you can upgrade your Bigin ...
Zoho Bigin Record Storage Settings
Record Storage Settings shows the total number of records used by both the organization and individual users. All modules, pipelines, and sub-pipelines' records will be taken into account. In the Data Administration settings, the Record Storage tab ...
Zoho Bigin API credits dashboard
The purpose of this dashboard is to calculate the number of application programming interface (API) calls you make in a 24-hour window and to provide an overview of the total credits available in the organization's account. It reports on both used ...
Bigin Stage Transition Rules
Team Pipelines play an integral role in your business by helping you visualize business operations stage by stage. For example, sales reps gather data at different stages of the sales pipeline, some of which is key to closing the deal. It's not ideal ...
Bigin Workflows
Workflows in Bigin help you streamline your business process by automating repetitive actions when a specific criteria is matched. You can automatically assign tasks, send emails, update fields, and add tags to records when records meet a particular ...
Bigin Forms
Overview Forms are an effective business tool that help small businesses gather a wide variety of details from customers. By using the form builder in Bigin, small businesses can create customized forms for lead generation, customer support, ...
Zoho Bigin Advanced filters
Apart from the various views available, you can filter records based on their field values. For example, you want to filter out the pipeline records whose closing date is due in 2 days, and is tagged as a Priority, you can apply those filters and ...
Zoho Bigin Manage List View
List view allows you to group records present in your Bigin account based on a specific criteria. Viewing all the records without any order will be hard for you to pull the required record immediately. For example, you may want to view the contacts ...
Zoho Bigin Default fields in a module
The following table gives a list of supported fields in the appropriate modules along with their description. Contacts Field Name Description Data Type Maximum Limit Contact Info First Name First name of the contact. Text Box Alphanumeric (40) Last ...
Zoho Bigin Modules and Fields
Modules Modules in Bigin let you categorize and keep track of various aspects of your business such as Contacts, Companies, and Pipelines. The data in these modules is stored as records and the information in each record is stored in fields. The ...
Zoho Bigin Managing Sheet View
The ability to view and update Bigin's data in a spreadsheet-like format is referred to as "Sheet View" in Bigin. This view provides a tabular view of records so that you can work with the data in a more comfortable and effective way. In Bigin's ...
Zoho Bigin Access multiple Bigin accounts using one set of login credentials
Bigin enables users to access multiple Bigin organization accounts with one set of login credentials. For example, let's say an organization operates on a multi-franchise model and each franchise has its own Bigin account. Having each member of the ...
Zoho Bigin Delete your Bigin account
You can delete your Bigin account if you want to discontinue Bigin service. Deleting your Zoho Bigin account does not lock you out of all other Zoho services. After closing the Zoho Bigin account, you can still continue to access other Zoho services ...
Zoho Bigin HIPAA Compliance with Bigin
The Health Insurance Portability and Accountability Act (including the Privacy Rule, Security Rule, Breach notification Rule, and Health Information Technology for Economic and Clinical Health Act) ("HIPAA"), requires Covered Entities and Business ...
Zoho Bigin Stay GDPR compliant with Bigin
What is GDPR? General Data Protection and Regulation defines new set of rules on how to collect and handle personal information of EU citizens. Who does this law apply to? A company, established in EU, that processes personal data of individuals (eg. ...
Zoho Bigin Manage Compliance
Under compliance settings, you need to first switch on GDPR compliance settings if it applies to your business. Enable GDPR Compliance To enable GDPR compliance Click Setup > Users and Control > Compliance. In the Compliance page, toggle the button ...
Zoho Bigin Managing Users
Employees in your organization can be added as Users in Bigin, assign them the role that they perform in your organization and choose the appropriate profile which gives permission to access the functions they require. Users with User Management ...
Zoho Bigin Multicurrency
Multi-currency eliminates the manual work of converting your home currency into the respective local currency value. Let's assume your company has a global presence handling business transactions in multiple countries. It gets challenging to ...
Zoho Bigin Organization Details
Organization Details Before you get started, it is necessary that you add your organization's details in your Bigin account. These details include setting up currency, time zone, company logo, access URL etc. These details will reflect in your ...
Zoho Bigin Managing Profiles
Profile helps you define permission to access data for the users who belong to your Bigin account. The data that the users require will be different based on the role they are entitled to. This further boosts security as profiles determine the ...
Zoho Bigin Managing Roles
Roles Every organization follows a typical hierarchical arrangement of the line of authority where employees are categorized based on their roles. Normally, every organization hierarchy consists of CEO, Vice President, COO, Manager, Sales rep and ...
Zoho Bigin Account Setup - Overview
Once you create an account in Bigin, you can add the details about your organization, add roles that your organization follows like CEO, COO, Manager, etc. and create profiles allowing users to access the functions that are assigned to them. Go ...
Zoho Bigin Manage your Data
All businesses rely on data, so your administrators need to be able to control how data is managed in Bigin. Import History This section displays a consolidated list of all the data that has been imported to any module in your Bigin account. Import ...
Zoho Bigin Explore Settings
Bigin has various functions which can be configured by administrators from the Settings menu. Access the Settings menu The Settings menu can be accessed by clicking the gear icon in the top right of your window. All the features and Configurations in ...
Zoho Bigin Basic Terminology
Before you start exploring the product, it will be helpful to familiarize yourself with the following terminology to get you up to speed. Modules All the data in your Bigin account is categorized into groups such as Pipelines, Contacts, Companies, ...
All you need to know about Bigin
What is Bigin? Bigin is a pipeline-centric CRM built and priced for small businesses, which is designed to make your customer-centric operations more effective. Small businesses have limited resources, juggling a variety of business activities. ...
Zoho Bigin Creating Tasks
Bigin allows you to carry out actions such as events, tasks or calls with your customers. Ideally, a salesperson has to manually keep tabs on the pending follow-ups or product demos that he has with his customers. With no actual means to remind him ...
Zoho Bigin Creating Events
Events are carried out at the given place and given time for your customers. You can repeat the event that you have created and also set up a reminder. There are two ways of creating an Event. From the activities module. From the record details page ...
Zoho Bigin Logging Calls
The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who ...
Zoho Bigin Calendar view for Activities module in Bigin
Bigin's calendar view shows all your tasks, events, and calls in an intuitive and visually appealing interface. The calendar view will be set as the default landing page in the Activities module, ensuring you have immediate access to all your ...
Zoho Bigin Ways to manage activities within a record
Recorded activities are presented in a conventional list view, which can be customized and sorted. Additionally, you will be able to view each activity type under separate sub-tabs such as Tasks, Events, and Calls. This layout provides a cleaner ...
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