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zoho/Bigin

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Showing 4 of 4 collected skills.

occupation
unclassified
description

Send email from Bigin to a contact, company, or deal record — composed for the user, optionally scheduled — using a configured Bigin from-address so it is logged on the record. Use when the user asks to email, follow up with, or send a recap or quote to…

updated
occupation
unclassified
description

Answer questions about how Bigin works — features, setup steps, how-to, workflows, team pipelines, terminology, limitations, prerequisites, and general troubleshooting — from official Bigin documentation, without touching live CRM data. Use for "how do I…",…

updated
occupation
unclassified
description

Find, list, count, summarize, and analyze Bigin CRM data — contacts, companies, deals in any team pipeline (including custom labels like inquiries or tickets), products, tasks, events, calls, notes, related records, tags, and deleted records. Read-only. Use…

updated
occupation
unclassified
description

Create, update, bulk-update, or upsert Bigin records (contacts, companies, deals in any team pipeline, products, tasks, events, calls), add or edit notes, create or apply tags, and turn call or meeting notes into a note, call record, deal update, and…

updated
Showing 4 of 4 collected skills.