I am an insurance advisor and I use Bigin to manage my client's data. I receive numerous emails from the insurance company regarding different clients. I can identify which client each email belongs to, and I want the flexibility to manually attach these emails to the correct client contact in Bigin. Currently, the emails from the insurance company seem to automatically attach to the company's contact instead of allowing me to assign them to the appropriate client. I want to manage this process manually so that I can correctly attach each email to the respective client's contact record. Is there a way to customize this in Bigin? Please advise on how I can manually manage and attach emails to different client contacts. Thank you!
Hey there! Thanks for reaching out to us. Unfortunately, associating your mail with contact isn't doable within Bigin. You'll be able to view contact mails from IMAP in contact Email RL. Also, do confirm if you're referring to linking and unlinking of mail feature, because this is available only in the Pipeline module. We'd love to get a clearer understanding on your query to help you. Kindly write to us at support@bigin.com and our team will assist you with a solution or workaround!
Hey there! We apologize for the inconvenience you're facing with the telephony integration. While Airtel integration isn't supported just yet, we're always working on expanding our options for our customers. In the meantime, we’d love to find you an alternative solution that works for you. Please drop us an email, and we'll make sure to help you out! 📧 support@bigin.com
Hey there! You can easily transfer all your data from Zoho CRM to Bigin in just a few simple steps-the migration process is smooth and straightforward. For a detailed step-by-step guide on how to do it, check out our help document here: help.zoho.com/portal/en/kb/bigin/data-administration/articles/migrate-from-zoho-crm If you have questions for us along the way-we're here to help! Drop us a mail at support@bigin.com
Hey there! We're really sorry to hear about your experience and appreciate you bringing this to our attention. We'd really like to straighten this out for you. Please drop us an email with more details, and we’ll make sure to address this right away. We're here to help! 📧 support@bigin.com
I am an insurance advisor and I use Bigin to manage my client's data. I receive numerous emails from the insurance company regarding different clients. I can identify which client each email belongs to, and I want the flexibility to manually attach these emails to the correct client contact in Bigin.
Currently, the emails from the insurance company seem to automatically attach to the company's contact instead of allowing me to assign them to the appropriate client. I want to manage this process manually so that I can correctly attach each email to the respective client's contact record.
Is there a way to customize this in Bigin? Please advise on how I can manually manage and attach emails to different client contacts.
Thank you!
Hey there!
Thanks for reaching out to us. Unfortunately, associating your mail with contact isn't doable within Bigin. You'll be able to view contact mails from IMAP in contact Email RL.
Also, do confirm if you're referring to linking and unlinking of mail feature, because this is available only in the Pipeline module.
We'd love to get a clearer understanding on your query to help you. Kindly write to us at support@bigin.com and our team will assist you with a solution or workaround!
Bigin team troubling me for telephone integration, they don’t have solution to integrate Airtel telephone
Hey there! We apologize for the inconvenience you're facing with the telephony integration.
While Airtel integration isn't supported just yet, we're always working on expanding our options for our customers.
In the meantime, we’d love to find you an alternative solution that works for you. Please drop us an email, and we'll make sure to help you out!
📧 support@bigin.com
How can to integrate leads from zoho crm to bigin
Hey there!
You can easily transfer all your data from Zoho CRM to Bigin in just a few simple steps-the migration process is smooth and straightforward.
For a detailed step-by-step guide on how to do it, check out our help document here: help.zoho.com/portal/en/kb/bigin/data-administration/articles/migrate-from-zoho-crm
If you have questions for us along the way-we're here to help!
Drop us a mail at support@bigin.com
@biginbyzohocrm Hey, I'm asking for the leads
@@biginbyzohocrm no response yet
I'm waiting for the answer ??
I don’t recommend Bigin, service very bad
Hey there! We're really sorry to hear about your experience and appreciate you bringing this to our attention.
We'd really like to straighten this out for you. Please drop us an email with more details, and we’ll make sure to address this right away. We're here to help!
📧 support@bigin.com