Engage, Bigin Pipelines & Daily Deal Discipline

• Bigin Pipelines is the starting point for a customer deal.
• Tasks & Snapshot is the day list; Tasks inside a deal are that customer’s open actions.
• Comms Centre holds recorded conversations. My Proposals holds quote delivery.
• Request, Social, Brochure, Emma and Prospecting support the sale but do not own deal stage.

Practice: Open Bigin Pipelines from the simulated Engage row.

• Read columns left to right and check the count in each heading.
• Gold attention means explicit interest; returning-customer alerts need prompt follow-up.
• Open the deal drawer before moving anything. Read the customer, property, owner and last activity.
• Use Flow or the board move control. The canonical forward path ends at Closed Won.
• Closed Lost, Closed Revisit and Closed Not a Lead are outcomes, not forward progress.

Practice: Move the synthetic deal from Active discussion to Quote Request only after completing its data checklist.

• Customer contact: salutation, first name, last name, role, email, phone, mobile and mailing address.
• Deal & property: deal name, full site address, amount, closing date, lead source and structured property fields.
• Use normal capitalisation. Do not put the property address into the customer name.
• Include street number, street, city, state/province, postal/ZIP and country.
• Each deal field saves independently; contact edits use Save to Bigin. Read the saved state before leaving.

Practice: Correct “margret whitfeld” and replace the incomplete site address with the supplied full address.

• Open Write a note…, add a specific title, then record facts, decisions, objections and commitments.
• Write what the customer said, what you said, and the agreed next step. Avoid “called customer” with no context.
• Notes save to the Bigin deal, never the contact.
• Use @mentions only when a named colleague must act. A typed @ is not a substitute for assigning a task.
• After saving, confirm the note appears newest-first in the conversation.

Practice: Add a “Discovery follow-up” note recording water source, timing and the agreed callback.

• Use Schedule to create a task with subject, due date, priority and useful notes.
• A task is a commitment. Every live deal should have a clear next action.
• Use Log a touch for a completed call, voicemail or text; use Schedule for future work.
• Edit or reschedule when the commitment changes. Mark complete only after the action happened.
• A completed task moves into Past activities. Schedule the next follow-up when one still exists.
• Delete only duplicates or mistakes; completion is evidence that work occurred.

Practice: Create “Confirm water supply details”, then mark it complete and schedule the next customer callback.

• Choose Property assessment, Photo, Proposal or Other before uploading.
• Use Upload files. Photos are compressed and iPhone HEIC images are converted to JPEG.
• Add a plain description so another person knows what the file shows.
• The Files tab writes portal-only LeadFile records. Nothing from this tab is sent to Bigin.
• Documents is the working list; Gallery is the visual view of the combined evidence.
• Deleting here removes the portal file only. Read the confirmation before proceeding.

Practice: Attach a synthetic “north-elevation.jpg”, classify it as Photo and describe what it shows.

• Review Flow: notes summary first, next action second, open activity third.
• Review History to confirm stage moves, calls, completed tasks and customer activity.
• Use Email and Comms Centre for recorded communications, not an untracked personal draft.
• Use My Proposals when the quote returns. Send the live link by default; the PDF is a snapshot.
• Accepted means verbal agreement. Contract, signature, deposit and Closed Won remain separate gates.

Practice: Complete the simulator checklist and explain why the deal is ready for Quote Request.