Getting Started with Bigin

Are you looking at getting started with Bigin by Zoho CRM? In this tutorial, Tyler will walk you through a general overview, basic customization, and some workflow setups in Zoho’s lightweight CRM application.

🎬 TIME STAMPS 🎬

  • 0:00 Intro
  • 0:53 Tutorial Overview
  • 2:19 Product Overview
  • 6:04 Creating a Deal
  • 9:17 Settings
  • 10:35 Adding Custom Fields
  • 12:15 Customizing Pipelines & Stages
  • 15:19 Building Web Forms
  • 16:27 Workflows
  • 20:09 Data Administration
  • 20:57 Integrations
  • 23:14 Channels Overview

Billy

Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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