Troubleshooting-Bigin
Zoho Bigin Integrating with Zoho Desk
What is Zoho Desk? Zoho Desk is a help desk management software for your business that helps you provide solutions to problems faced by your customers. You can manage the support tickets across various channels such as email, phone, web forms, or ...
Zoho Bigin Integrating with Zoho Books
The Zoho Books/Invoice integration for Bigin lets you sync contacts, companies, and products between Zoho Books or Zoho Invoice and Bigin. Zoho Books and Zoho Invoice users can also create and view invoices, estimates, and sales orders related to ...
Zoho Bigin Integrating with Mailchimp
Integrating your Mailchimp account with Bigin enables you to use the advanced marketing tools in Mailchimp to send campaigns to your contacts in Bigin. This integration lets you synchronize the audience list in Mailchimp with the contacts in your ...
Zoho Bigin Integrating with Zoho CRM
Bigin is an easy-to-use, pipeline-centric CRM that helps you manage your business pipelines easily, whereas Zoho CRM is a complete customer relationship solution that helps you take care of your sales process end-to-end. You can use Zoho CRM to store ...
Zoho Bigin Integrating with Zoho Sites
Adding a form to a website involves a series of steps like embedding the form code in the site, aligning the website theme with the form etc., These steps must be followed correctly so that information filled out by the visitor is captured in the ...
Zoho Bigin Integrating with Zoho Meeting
When it comes to sales, it involves multiple meetings with the contacts say for a demo, negotiation or a discussion. It involves identifying a suitable time, the location, and booking a conference room. This is not always easy and a lot of time is ...
Zoho Bigin Integrating with Microsoft Teams
Microsoft Teams is a messaging app that enables the different teams in your organization to collaborate and communicate. By integrating Microsoft Teams with Bigin, users can access and manage their pipeline within the Teams workspace. Availability ...
Zoho Bigin Integrating with WhatsApp
In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all within ...
Zoho Bigin Search and sort records
Search records A typical day in the life of a sales rep involves checking and replying to emails, making calls, following up with leads, and helping customers find what they want. They must also keep a record of all relevant information about each ...
Zoho Bigin Bulk actions in a module
You can perform the following bulk actions on the records in a module: Send Email Add Tags Remove Tags Update Field Change Owner Delete Export Send Email You can send bulk emails to the contacts in your Bigin account. The recipient of the bulk email ...
Zoho Bigin Create and manage tags
Tags are labels that let you categorize records in a module based on certain characteristics. For ex: if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', etc. ...
Zoho Bigin Working with Dashboards
Dashboards are used to monitor business performance and the reports are shown to provide a quick and easy overview of how your business is performing with the help of charts, KPIs. You can create a dashboard and share it with all the users or few ...