Bigin
Add Custom Fields
At times, the default fields available in the companies module might not suite your requirement. In that case, you can create custom fields of your choice. By default there are two sections in the companies module: Company information, Address ...
Use filters to find companies
When there are lot of records in the companies 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, deal stage, ...
Manage List Views
The Companies 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 Companies, New Last Week, New ...
Manage Companies
The organization with which you hold a business relationship, can be added as companies in your Bigin account. Normally, a single company can have one or more contacts associated with it. Adding all necessary informations such as name, address, ...
Bulk Actions in List View
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 ...
Add Custom Fields
At times, the default fields available in the contacts module might not suite your requirement. In that case, you can create custom fields of your choice. By default there are two sections in the contacts module: Contact information, Address ...
User filters to find Contacts
When there are lot of records in the contacts 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, deal stage, ...
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 ...
Manage Contacts
Contacts are individuals who represent a company with which you have a business relationship. Often contacts are related to a company, but certain organizations may serve individual customers as well. In that case, the contact will not be part of a ...
Manage Recycle Bin
Every record you delete in Bigin account lands in the recycle bin. You can also choose to restore the deleted file back to the original module or delete the record permanently from Bigin. Restore Records You can restore a deleted record back to the ...
Storage
This displays the total storage space utilized by your organization and individual users. You can choose to purchase additional storage if needed from the subscriptions page.
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 Go to Setup > Data Administration > Audit ...
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 Setup > Data Administration > Export ...
Import History
Data administration in Bigin allows you to manage all the data that you add in your account. In Bigin data can be managed in the following ways: Import History This displays the complete record of all the data that is imported by the user in ...
Import Records
Import records When you have a huge list of records in a spreadsheet and you would like to add them as contacts/accounts/deals in your Bigin account, you can import the file and they will be added accordingly. Importing records involves the ...
Data Backup
This option allows you to 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 Express edition of Bigin will have two free backups per ...
Migrate from Zoho ContactManager
Zoho ContactManager has information about the Contacts, Companies, Deals, Tasks which are helpful in managing your business. When you decide to move to Bigin, instead of exporting the information individually you can simply choose to Migrate the ...
Workflows
Workflow in Bigin helps you automate the repetitive tasks that you perform in your business process. When you are pitching a sale, your major task is to cater the needs of your customers. But at times, you might be caught up in repetitive ...
Web forms
Generate contacts by capturing the website sign-up information of your potential customers, directly into Bigin without single line of code. Let's say you have a fully furnished website with a 'Subscribe' form. A potential customer checks out your ...
Pipelines in Bigin
For any business, deals generate the revenue needed for the organization. In order to close the deal with your customer on a winning note, you need to have a suitable sales process. Bigin allows you to replicate the sales process as pipelines. ...
Modules and Fields
Modules in Bigin lets you categorize and keep track of various aspects of your business such as Contacts, Companies, and Deals. The data that's present in these modules are classified as records and the information of a particular record is known ...
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 ...
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 ...
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 ...
Organization Details
Organization Details Before you get started, it is necessary that you add your organizational details within your Bigin account. Company details include setting up currency, time zone, company logo, business hours, fiscal year, etc. These details ...
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 ...
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 ...
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 ...
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. ...
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 ...
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 ...
All you need to know about Bigin
What is Bigin? Bigin is an Pipeline-centric CRM built and priced for small businesses, which is designed to make your sales process more effective. It offers out of the box solution for all your business needs and eliminates the use of spreadsheets ...