Zoho Bigin – Training for Agenda

Getting started

• Introduction to Bigin
• Basic app terminologies

Data organization and process management

• Team Pipelines
• Contacts
• Companies
• Products
• Activities

Users and control

• Roles and profiles
• Add users

Import

• Import from a file
• Import from other CRMs

Email integration

• Email configuration
• Org emails
• Email insights and Signals
• Email-In topping

Advanced features

• Webforms
• Email templates
• Mass emails
• Workflow rules
• Stage transition rules

Other channels

• Telephony
• Twitter

Data analysis

• Managing dashboards
• Adding KPIs and charts

Data administration

• Export
• Data backup
• Recycle bin
• Audit log
• Storage

Toppings and Marketplace

• Zoho applications
• Third-party apps
• Toppings

Subscription management

• Pricing plans explained (if prospects are present)
• Upgrading to a paid plan (if prospects are present)
• Increase feature limits through add-ons (for existing customers)