Bigin Handbook - A basic "what does what" guide

Create/edit companies

• 1. Click on the Companies module.
• 2. Click the + Company button to open the form.
• 3. Fill in the name and details of the company and click Save.
• 4. To edit company details, hover over the company and click on the pencil icon to reopen the form.
Click here for more detailed steps

Create products

• 1. Click on the Products module.
• 2. Click the + Product button to open the form.
• 3. Fill in the name and details of the product and click Save.
• 4. To edit a product, hover over the product and click the edit icon to reopen the form.
Click here for more detailed steps

Create Activities

• To schedule a call, event or a task with a contact:
• 1. Click on the Activities module.
• 2. Click + Task  + Event or + Call   to open the form.
• 3. Fill in the details of the activity and click Save. In the "Related to" text field, enter the name of the contact, company, or deal associated with the activity.
• 4. To edit an activity, click on the relevant activity tab (Tasks, Events, or Calls), hover over the particular activity, and click the edit icon to open the form.
Click here for more detailed steps

Admin features

All the features available in your Settings screen can be used to manage your business from an administrative standpoint. You can use these features to customize Bigin to your liking, add users to your Bigin account, create workflows, manage integrations and edit pipelines.

Add users, profiles and roles

Add users

• 1. Click Settings and then Users and Controls.
• 2. Click the + User button to open a form to send an email invite to the new user.

Add Profile

• 1. Go to Settings and then Users and Controls and click the Profiles tab.
• 2. Click the + Profile to create a new profile specific to your business.

Add Roles

• 1. Go to Settings and then Users and Controls and click the Profiles tab.
• 2. Click the + Role button and enter the name of the role which this new role reports to and click Save.
Click here for more detailed steps

Customize Fields

You can create custom fields for every module in Bigin. You can also choose to show or hide existing fields.

• 1. Click Fields in the settings and choose the module that requires a custom field.
• 2. Click + Custom Field button.
• 3. Enter the name of the new field, select its type, and click save.
Click here for more detailed steps

Create a new pipeline or stage

Bigin lets you create a maximum of five pipelines and as many stages as you want in each pipeline.

• 1. Click Pipeline and Stages under Settings.
• 2. To create a stage inside an existing pipeline, click + Stage displayed at the bottom of that particular pipeline, give it a name and click Save.
• 3. To create a new pipeline, simply click on the + New pipeline button on the blank pipeline on the right. Click "Save".
Click here for more detailed steps

Create a Form

Bigin lets you to create Forms easily with no coding. Simply drag and drop the fields you need and you're good to go.

• 1. Go to Forms under Settings and click + New Forms
• 2. Drag and drop the fields from the left onto the form.
• 3. Click the gear icon on the field to edit, if needed.
Click here for more detailed steps

Create a workflow

Create and automate workflows easily with Bigin.

• 1. Click Workflows under Settings and click + Workflows
• 2. Select a trigger, condition, and action from the options provided. You can also lock the workflow to prevent other users from editing the workflow.
• 3. Click Save.
Click here for more detailed steps

Add integrations

Bigin's growing list of integrations is comprised of apps from Zoho as well as from other vendors. Here's how to integrate your Bigin account with other apps:

• 1. Click Integrations under Settings.
• 2. Choose an app to integrate with your Bigin account.
Click here for more detailed steps

Outreach channels

Configure how you communicate with your contacts with Bigin.

Email

You can set up an email account by clicking Email under Channels in Settings. This allows you to activate IMAP/POP configuration, select email templates, enable email sharing, update organizational emails between departments, and more.

Social

Social allows you to link your twitter account with Bigin. As an administrator, you can view your feed, tweet, and reply to tweets, DMs, and retweets. You can also restrict other users from viewing Twitter reports based on their roles.

Phone

Set up a PBX center for your Bigin account by clicking Phone under Channels. Click Set up Now to get started with Zoho's built-in PBX system or choose a PBX application from Zoho Marketplace.