iPhone
Configure options under settings
Appearance Customize the app theme using the following options: Auto Dark Light The app icon can be customized as well: Default White Black Use Device Timezone This option is visible to users only when the organization time zone and the device time ...
Set the Preferred Language
Bigin Native app supports 28 languages. Here is the list of the supported languages: Arabic Bulgarian Chinese (Simplified) Chinese (Traditional) Croatian Czech Danish Dutch English (United Kingdom) English (United States) French German Hebrew Hindi ...
Photo Moderation
Photo moderation feature, on your Bigin Native app for iPhone, allows you to moderate and choose appropriate photos to upload to the records in Bigin. The feature operates strictly on the user’s device without any need for a network connection, thus ...
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 ...
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 the user must be an Administrator in Bigin. To delete a record Go to the desired module. Tap the record that you want to delete. Tap the More icon. ...
Make calls from the app and log them
Call your contacts from the app and log call details like call duration, agenda, call type etc. in the record. You can find these call logs under the Related Tab in the contact details page. To log an outgoing call Go to the desired record. Tap ...
View deals in pipeline
The pipeline view categorizes the records by deal stage. It is available only in the Deals module To view deals in pipeline In the Deals module, tap the pipeline icon. Tap the arrows to view the records in each stage.
Change list view
Views are groups of records of the same kind. For example, 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 the ...
Import/Export contacts from your device
Import contacts from your device You can import contacts from your device with the tap of a finger. Go to the Contacts module. Tap the Add record icon > Tap Import from Contacts. Alternatively, you can also go to Settings > Tap the Import ...
Manage records
Create and edit records Go to the desired module. Tap the Add Record icon. Specify the details. Tap Save. To edit a record, tap the Edit icon in the record details page. Modify the details, then tap Save. View record details Go to the desired ...
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 ...