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 Contacts, Companies, Deals, Products, Activities, and Dashboards, which are collectively known as Modules. For example, the Contacts module contains the data about all your customers, Activities module has all the events, tasks, and calls you had or have scheduled with them.
Records
The entries in any module are known as records. For example, each contact in the Contacts module is a record.
Fields
A single piece of information in a record is referred to as a field. For example, Name, Company, Email, and Website are fields in a contact record.
Contacts
Contacts are the people your organization does business with. They in turn represent their companies as a point of contact.
Companies
The organizations your contacts belong to are called companies.
Deals
The sales opportunities with your customers are collectively displayed as deals. You can visualize how your deals are performing in your sales pipeline and develop strategies for successfully closing a deal.
Pipeline
A specific set of steps/stages followed by your business process in converting a prospect to a customer.
Activities
Any action that you perform in your business is an activity. All the tasks, events, and calls with your customers are grouped as activities.
Dashboards
Dashboards give you a visual overview of all the key stats that you need to analyze your team's performance. Bigin also lets you create your own dashboards. You can put together Key Performance Indicators (KPIs) and Charts and create a new dashboard.
Users
Employees in your organization who are given access to your Bigin account are called users.
Roles
The organizational hierarchy followed in your organization can be replicated in Roles. It lets you control data visibility across your team's hierarchy. Users in lower levels of the hierarchy cannot access data which belongs to users in the higher levels of the hierarchy.
Profiles
Profiles define the access permissions for the data in your Bigin account. You can create new profiles based on the needs of your organization and associate users to the appropriate profiles.