Android
Configure options under settings
My Organization Switch between the organizations that you are a part of from your Bigin mobile app. To switch between organizations, Go to Settings > Tap My organization. Choose the desired organization from the list. Privacy & Security Go ...
Manage emails
Email is a popular method of communication for most businesses. Thanks to the new Related Email tab in the record details page, sales reps no longer have to switch between Bigin and their email app to check emails from their customers. They can send ...
Associate tasks, events and more with records
For each record in your Bigin native app, you can create tasks, call, events, deals, and also associate notes and files. The items that you can associate depends on the module selected. For example, in the Products module, you can associate only ...
View deals in pipeline
The pipeline view categorizes the records by deal stage. It is only available in the Deals module To switch to the pipeline view: In the Deals module, tap the pipeline icon. Tap the arrows to view the records in each stage.
Create and Manage Tags
Tags are labels that let you categorize records in a module based on certain characteristics. For example, if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', ...
Sort your records
You can sort your records based on how you want to see your data. For example, if you’re working in Contacts, you can find sorting criteria relating to that module like First Name, Contact Owner, or Last Name. Similarly, you can sort the records in ...
Delete a record
The deleted records will be moved to the recycle bin. To permanently delete a record from the recycle bin, the user must be an Administrator in Bigin. Go to the desired module. Tap the record that you want to delete. Tap the Delete icon. ...
Make calls from the app and log them
Call your contacts from the app and log call details like call duration, agenda, and call type. in the record. You can find these call logs under the Related tab in the contact details page. Go to the desired record. Tap the call icon in the record ...
Change list view
Views are groups of records of the same type. For example, the USA Customers view is a list of customers in the USA, and their records are grouped under a single list. You can switch between various standard and custom views that are available for ...
Manage records
Create and edit a record Go to the desired module. Tap the Add Record icon. Specify the record's details. Tap the OK icon. To edit a record, tap the Edit icon in the record details page. Modify the details, then tap the OK icon. View record details ...
Understanding the basics of Bigin
Before you start exploring the app, 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 ...