Zoho Bigin — Admin
A practical 2-day admin training program designed for professionals responsible for managing and maintaining Bigin. Learn to control user access, manage data, automate processes, monitor performance, and manage Bigin’s connected applications and account-level settings.
What you'll be able to do
- Manage users, roles, profiles and access control
- Import data from files and other CRMs, and capture leads with webforms
- Automate processes with workflow rules and stage transition rules
- Build dashboards, KPIs and charts to monitor business performance
- Maintain data with exports, backups, the recycle bin, audit log and storage
- Manage integrations, Toppings, subscriptions and add-ons
About this program
A practical 2-day admin training program designed for professionals responsible for managing and maintaining Bigin. Learn to control user access, manage data, automate processes, monitor performance, and manage Bigin’s connected applications and account-level settings.
This training is designed for the person/team responsible for managing and maintaining Bigin for the organization. The focus will not be on regular user activities. Instead, the admin will learn how to control access, manage data, automate processes, maintain the system and manage Bigin's additional features.
Who should attend
- Bigin administrators
- CRM/system administrators
- Operations teams
- CRM managers
- Professionals responsible for configuring and maintaining Bigin
Prerequisites
- Basic understanding of Bigin or CRM processes is recommended, along with access to a Bigin account with appropriate administrative permissions.
What you'll need
- A laptop or desktop
- Stable internet connection
- An active Bigin account with admin access
- Sample business data for hands-on exercises
Curriculum
2 live days · 25 topics
Frequently asked questions
₹5,999
No open batch yet