Views for Contacts Module

The contacts module will have lot of records and viewing them all at once is ineffective. Bigin allows you to group records of the same kind in a particular view. There are various standard views available such as My contacts, New Last Week, New This Week, Recently Created Contacts, Recently Modified Contacts, etc. You can also create custom list views if required. See More

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• Manage List Views

  A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying specific data according to your business requirements. For example, you may be interested to review overdue tasks or you may want to ...

• Managing List Views

  A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the candidates ...

• Managing List Views

  A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...

• Creating Kanban Views

  Kanban view is a card-based view that displays the data in an organized manner for better comprehension. For example, you can segregate the leads based on their status or categorize the sales depending on different stages. This sort of information ...

• Creating Kanban Views

  Kanban view is a card-based view that displays the data in an organized manner for better comprehension. For example, you can segregate the leads based on their status or categorize the sales depending on different stages. This sort of information ...