What belongs on your first Bigin board?
Make one pipeline, a board whose columns show the progress of each inquiry. Give an inquiry its own card and add a task or call to that card. A single company can have more than one inquiry, so give each card a name that identifies what the company is asking for.
How fast can you use up 500 records?
Free has one user, one pipeline and 500 records. Bigin counts entries such as contacts, pipeline cards, tasks and notes toward that allowance. Paid Express and Premier charge per user license.
One inquiry may take several records. Count the contact, the inquiry card and its first task as three entries before adding a note.
How do you keep the inquiry and its notes together?
Bigin can export records from a section or view as CSV files in a ZIP archive. To export notes attached to inquiry cards, select Notes and choose Pipelines as the parent section. Check whether the new tool can match each note to its original card.
How would you track your first three inquiries?
Draw this on paper with fictional details. Leave accounts and inboxes disconnected, and send no messages.
- Draw three columnsUse New inquiry, Trial agreed and Decided. Add a card for a fictional shop asking whether two people can use the trial.
- Give the card a next stepWrite when you will check the trial setup. Move the card only when the shop agrees to a trial.
- Make an export listList which fields you need from the pipeline card and which notes you need to export separately.