Bigin Handbook - A basic "what does what" guide

    Learn how Bigin works. Von der Einrichtung bis zum Verkauf in weniger als 30 Minuten.

    To assist you with getting started, here's a handbook to walk you through Bigin and its features. This online handbook for Bigin contains three parts: A basic overview of Bigin, followed by a Modules section that looks into each module individually and finally a "How-To's" section that covers everything from creating or editing records in all of Bigin's modules, to learning your way through settings, customization and integrations. Scroll to get started!

    Here is an overview of a typical Bigin account

    The Navigation panel lists all the modules in Bigin. Click on any module to view its contents.

    1 7

    Use the search bar to find anything in Bigin. Search with any keyword and Bigin will list every contact, deal, company, and activity associated with your search term.

    2 7

    Notifications: Get notified whenever your team members mention you in a note or update any records that you own or follow.

    3 7

    Signals alert you of interactions with your contacts on Email, Twitter or other communication channels.

    4 7

    Tap on the + icon to quickly create a new record in any module.

    5 7

    Click on the Settings icon to manage users, fields, pipelines, integrations, and more.

    6 7

    Click on your profile picture to view your subscription info, links for help documentation, Bigin Community and to sign out from your Bigin account.

    7 7
    1Use the search bar to find anything in Bigin. Search with any keyword and Bigin will list every contact, deal, company, and activity associated with your search term.
    2The Navigation panel lists all the modules in Bigin. Click on any module to view its contents.
    3Notifications: Get notified whenever your team members mention you in a note or update any records that you own or follow.
    4Signals alert you of interactions with your campaigns on email and social media.
    5Tap on the + icon to quickly create a new record in any module.
    6Click on the Settings icon to manage users, fields, pipelines, integrations, and more.
    7Click on your profile picture to get an overview of your account, which also contains help documents, support email, and community links.
    Übersicht
    • Deals
    • Kontakte
    • Unternehmen
    • Produkte
    • Aktivitäten
    • Dashboards
    • Einstellungen
    How-To's

    Modules in Bigin

    Deals

    • Filter deals
      Find deals faster by filtering them by their stage and other factors.
    • Displayed pipeline
      Click here to change to a different pipeline.
    • Deals
      View deals by category.
    • Add Deal
      Add a new deal or click on the dropdown for more options to add deals.
    • Pipeline
      This is your pipeline with your deals displayed based on the stages they are in. Simply drag and drop a deal to another stage to move it along the pipeline. You can also create your own stage or customize existing ones in settings. Click on any deal to open it.
    • Anzeigen
      Choose your view, List or Pipeline.
    • Offene Abschlüsse
      Click on any deal to open it.
    • Timeline
      History of all the changes made to a deal, updated chronologically.
    • Notizen
      View or add notes relevant to the deal.
    • E-Mails
      View emails sent and received.
    • Stufe
      View the stages the deal has passed through in chronological order.
    • Dateien
      View or add files associated with the deal.
    • Aktivitäten
      View or add activities associated with the deal.
    • Produkte
      View products associated with the deal.

    Kontakte

    • Filter contacts
      Find contacts faster by filtering them by their stage and other factors.
    • Neuer Kontakt
      Add a new contact or choose an option from the dropdown list.
    • Kontakt
      Click on any contact to open it in full.
    • Timeline
      History of all the changes made to a contact, updated chronologically.
    • Notizen
      View or add notes relevant to the contact.
    • Campaigns
      View campaigns associated with the contact if integrated with Zoho Campaigns.
    • Aktivitäten
      View or add activities associated with the contact.
    • E-Mails
      View emails sent and received.
    • Social
      View or add a twitter account to the contact.
    • Deals
      View deals associated with the contact.
    • Dateien
      View or add files associated with the contact.
    • Meeting icon
      Start or schedule a meeting with the contact.
    • E-Mail senden
      Send a quick email to the contact.
    • Bearbeiten
      Kontaktdetails bearbeiten
    • Optionen
      Clone, edit, duplicate, or merge.
    • Neu anordnen
      Rearrange the tabs however you want them.

    Unternehmen

    • Fliter companies
      Find companies faster by filtering them by their stage or other factors.
    • Unternehmen
      Neuen Zeitplan hinzufügen
    • Anzeigen
      Click on any company to view in full.
    • Timeline
      View all updates on changes made to the company.
    • Notizen
      View or add notes for the company.
    • Aktivitäten
      View or create an activity like a call, task, or event.
    • E-Mails
      View emails sent and received.
    • Social
      Link the company's twitter handle to your Bigin account.
    • Deals
      View or create deals associated with the company.
    • Kontakte
      View or add contacts from the company to Bigin.
    • Dateien
      View or add files associated with the company.
    • Bearbeiten
      Unternehmensdaten bearbeiten
    • Neu anordnen
      Rearrange the tabs however you want them.

    Produkte

    • Ansichten
      Choose a default view or one of your custom views to view your products.
    • Neues Produkt
      Add a new product or select options to add from the dropdown box.
    • Liste
      Click on any product to view it in full.
    • Deals
      View or create deals.
    • Dateien
      View or add files associated with the product.
    • Schaltfläche bearbeiten
      Edit product.

    Aktivitäten

    • Ansichten
      Choose a public view or one of your custom views to view your activities.
    • Create activity
      Create a new activity quickly.
    • Registerkarten
      Click on an activity to view it in full: tasks, events, or calls.
    • Liste
      Click on any activity from the list on the left to view its details.
    • Notizen
      Hinweise zu einem Chat hinzufügen
    • Bearbeiten
      Edit activity.
    • Hochladen
      Upload files associated with the activity.

    Dashboards

    • ---Ansicht auswählen---
      Choose from a list of built in dashboards or create your own dashboard from scratch.
    • Bearbeiten
      Click here to edit components on the dashboard.
    • Komponente
      Add a new KPI or chart component to the dashboard.

    Einstellungen

    • BENUTZER UND STEUERUNG
      Invite new users to your Bigin account, assign them roles, and set restrictions on the actions they can perform.
    • Registerkarten
      Click on the tabs to view current users, profiles, and roles or add new ones.
    • Felder
      Create custom fields for every module in Bigin and choose to show or hide the existing fields.
    • Pipelines und Phasen
      Create or edit pipelines and their stages. You can create a maximum of five pipelines and as many stages as you want inside each pipeline.
    • Webformulare
      Create webforms easily with no coding. Simply drag and drop the fields you need and you're good to go.
    • Workflows
      Easily create and automate workflows with Bigin. Set a trigger, condition, and action and you're done.
    • Integrationen
      Integrate your Bigin account with apps from both Zoho and other vendors. More to come!
    • E-Mail
      Set up an email account by clicking on Email under Channels in Settings. Select email templates, enable email sharing, update organizational emails between departments, and more.
    • Social
      Link your twitter account with Bigin. View your feed, tweet, and reply to tweets, DMs, and retweets from your Bigin account.
    • Telefon
      Set up a PBX center for your Bigin account by clicking on Phone under Channels. Get started with Zoho's built-in PBX system or choose a PBX application from Zoho Marketplace.
    • Signale
      Signals notify you of calls, emails, email insights, Twitter actions, and Zoho Desk notifications. You can select what to be notified of and disable notifications for the rest.

    Modules in Bigin

    Deals

    • Filter deals
      Find deals faster by filtering them by their stage and other factors.
    • Displayed pipeline
      Click here to change to a different pipeline.
    • Deals
      View deals by category.
    • Add Deal
      Add a new deal or click on the dropdown for more options to add deals.
    • Pipeline
      This is your pipeline with your deals displayed based on the stages they are in. Simply drag and drop a deal to another stage to move it along the pipeline. You can also create your own stage or customize existing ones in settings. Click on any deal to open it.
    • Anzeigen
      Choose your view, List or Pipeline.
    • Offene Abschlüsse
      Click on any deal to open it.
    • Timeline
      History of all the changes made to a contact, updated chronologically.
    • Notizen
      View or add notes relevant to the deal.
    • Stufe
      View the stages the deal has passed through in chronological order.
    • Dateien
      View or add files associated with the deal.
    • Aktivitäten
      View or add activities associated with the deal.
    • Produkte
      View products associated with the deal.
    • E-Mails
      View emails sent and received.

    Kontakte

    • Filter contacts
      Find contacts faster by filtering them by their stage and other factors.
    • Neuer Kontakt
      Add a new contact or choose an option from the dropdown list.
    • Kontakt
      Click on any contact to open it in full.
    • Timeline
      History of all the changes made to a contact, updated chronologically.
    • Notizen
      View or add notes relevant to the contact.
    • Campaigns
      View campaigns associated with the contact if integrated with Zoho Campaigns.
    • Aktivitäten
      View or add activities associated with the contact.
    • E-Mails
      View emails sent and received.
    • Social
      View or add a twitter account to the contact.
    • Deals
      View deals associated with the contact.
    • Dateien
      View or add files associated with the contact.
    • Meeting icon
      Start or schedule a meeting with the contact.
    • E-Mail senden
      Send a quick email to the contact.
    • Bearbeiten
      Kontaktdetails bearbeiten
    • Optionen
      Clone, edit, duplicate, or merge.
    • Neu anordnen
      Rearrange the tabs however you want them.

    Unternehmen

    • Fliter companies
      Find companies faster by filtering them by their stage or other factors. .
    • Unternehmen
      Fügen Sie eine neue Aufgabe hinzu.
    • Anzeigen
      Click on any company to view in full.
    • Timeline
      View all updates on changes made to the company.
    • Notizen
      View or add notes for the company.
    • Aktivitäten
      View or create an activity like a call, task, or event.
    • Social
      Link the company's twitter handle to your Bigin account.
    • Deals
      View or create deals associated with the company.
    • Kontakte
      View or add contacts from the company to Bigin.
    • Dateien
      View or add files associated with the company.
    • Bearbeiten
      Unternehmensdaten bearbeiten
    • Neu anordnen
      Rearrange the tabs however you want them.

    Produkte

    • Ansichten
      Choose a default view or one of your custom views to view your products.
    • Neues Produkt
      Add a new product or select options to add from the dropdown box.
    • Liste
      Click on any product to view it in full.
    • Deals
      View or create deals.
    • Dateien
      View or add files associated with the product.
    • Schaltfläche bearbeiten
      Edit product.

    Aktivitäten

    • Ansichten
      Choose a public view or one of your custom views to view your activities.
    • Create activity
      Create a new activity quickly.
    • Registerkarten
      Click on an activity to view it in full: tasks, events, or calls.
    • Liste
      Click on any activity from the list on the left to view its details.
    • Notizen
      Hinweise zu einem Chat hinzufügen
    • Bearbeiten
      Edit activity.
    • Hochladen
      Upload files associated with the activity.

    Dashboards

    • ---Ansicht auswählen---
      Choose from a list of built in dashboards or create your own dashboard from scratch.
    • Bearbeiten
      Click here to edit components on the dashboard.
    • Komponente
      Add a new KPI or chart component to the dashboard.

    Einstellungen

    • BENUTZER UND STEUERUNG
      Invite new users to your Bigin account, assign them roles, and set restrictions on the actions they can perform.
    • Registerkarten
      Click on the tabs to view current users, profiles, and roles or add new ones.
    • Felder
      Create custom fields for every module in Bigin and choose to show or hide the existing fields.
    • Pipelines und Phasen
      Create or edit pipelines and their stages. You can create a maximum of five pipelines and as many stages as you want inside each pipeline.
    • Webformulare
      Create webforms easily with no coding. Simply drag and drop the fields you need and you're good to go.
    • Workflows
      Easily create and automate workflows with Bigin. Set a trigger, condition, and action and you're done.
    • Integrationen
      Integrate your Bigin account with apps from both Zoho and other vendors. More to come!
    • E-Mail
      Set up an email account by clicking on Email under Channels in Settings. Select email templates, enable email sharing, update organizational emails between departments, and more.
    • Social
      Link your twitter account with Bigin. View your feed, tweet, and reply to tweets, DMs, and retweets from your Bigin account.
    • Telefon
      Set up a PBX center for your Bigin account by clicking on Phone under Channels. Get started with Zoho's built-in PBX system or choose a PBX application from Zoho Marketplace.
    • Signale
      Signals notify you of calls, emails, email insights, Twitter actions, and Zoho Desk notifications. You can select what to be notified of and disable notifications for the rest.
    Zurück zu Modulen
    Primary features
    • Kontakt hinzufügen
    • Create/edit companies
    • Produkt erstellen
    • Create activities
    Admin features
    • Verwalten Sie Benutzer, Profile und Rollen.
    • Benutzerdefinierte Felder
    • Eine neue Umfrage erstellen
    • Create a webform
    • Create a workflow
    • Integrationen hinzufügen
    Outreach channels
    • E-Mail
    • Social
    • Telefon
    • Signale
    Menüschatten
    Nach oben

    How-To's

    The How-To's section contains all that you need to know about using Bigin's features from scratch. For better understanding, we have listed the features you use to manage customer records in Bigin under Primary features, and the features that help you manage your organization, set workflows and customize your account are classified under Administrative.

    Primary features

    Primary features are what you use to create or edit records in your Bigin account. Like adding a new contact, updating deals, or creating a new event. Gehen Sie dazu wie folgt vor:

    Kontakt hinzufügen

    • Klicken Sie auf das Modul Contacts.
    • 2. Click the + Contact button to open the form.
    • Geben Sie die notwendigen Details ein, und klicken Sie auf Save (Speichern).
    • 4. To edit a contact, hover over it and click the edit icon to open the form.
      • Klicken Sie hier, um die genaue Vorgehensweise anzuzeigen.

    Create/edit companies

    • Klicken Sie auf das gewünschte Modul.
    • 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.
      • Klicken Sie hier, um die genaue Vorgehensweise anzuzeigen.

    Produkt erstellen

    • Klicken Sie auf das gewünschte Modul.
    • 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.
      • Klicken Sie hier, um die genaue Vorgehensweise anzuzeigen.

    Create Activities

    • To schedule a call, event or a task with a contact:
    • Klicken Sie auf das Modul Activities.
    • 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.
      • Klicken Sie hier, um die genaue Vorgehensweise anzuzeigen.

    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.

    Verwalten Sie Benutzer, Profile und Rollen.

    Benutzer hinzufügen

    • 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.

    Profil hinzufügen

    • 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.

    Rolle hinzufügen

    Benutzerdefinierte Felder

    You can create custom fields for every module in Bigin. Sie können auch auswählen, ob die Felder ein- oder ausgeblendet sein sollen.

    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. Klicken Sie auf Speichern.
      • Klicken Sie hier, um die genaue Vorgehensweise anzuzeigen.

    Webformulare erstellen

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

    Create a workflow

    Create and automate workflows easily with Bigin.

    Integrationen hinzufügen

    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:

    Outreach channels

    Configure how you communicate with your contacts with Bigin.

    E-Mail

    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.

    Click here for more detailed stepsLearn how to manage and send emails, troubleshoot integration, manage email deliverability, create custom templates, obtain email insights, 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.

    Click here for more detailed stepsLearn to configure your social profile and how to perform actions.

    Telefon

    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.

    Click here for more detailed stepsLearn telephony in Bigin, how to record calls, and how to configure incoming and outgoing calls.

    Signale

    Signals notify you of calls, emails, email insights, Twitter actions, and Zoho Desk notifications. You can select what to be notified by simply selecting or deselecting the check boxes. To set up signals, go to Signals under Channels in Settings.

    Click here for more detailed stepsLearn how to configure signals.

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