How to Customize Your BIGContacts Account

Your CRM should work the way you do. BIGContacts lets you customize everything from contact fields and task lists to sales pipelines and emails so you can focus on what matters most.

Why Customize Your BIGContacts Account?

• Capture the Right Contact Details – Add custom fields, tags, and dropdowns to store information specific to your business.
• Streamline Your Workflow – Customize task lists, sales pipelines, and workflows to match your business process.
• Improve Organization & Reporting – Adjust views, require key fields, and personalize reports for better insights.

You’re in control—here’s how to make BIGContacts fit your needs.

What Can You Customize?

✔ Contact Records – Add custom fields, tags, and required fields.

✔ Regional Settings – Set your timezone, currency, and date format.

✔ Calendar & Task Lists – Adjust how tasks, meetings, and reminders show up.

✔ Sales Pipelines – Define the stages of your sales and automate follow-ups.

✔ Email & Letter Templates – Save time with pre-written emails and letters.

✔ Web Forms – Capture leads directly into BIGContacts.

For detailed steps, use the linked guides in each section.

To customize BIGContacts for Your Business

Step 1: Open the Customization Settings

Click Admin on the left side of your screen. Under Manage My Account, select Customize Account to see all the settings you can tweak.

Step 2: Personalize Contact Records

Make sure you’re collecting the right details about your contacts.

• Custom Fields – Add text boxes, dropdowns, or date fields for specific info.
• Tags & Contact Types – Categorize contacts for better sorting.
• Required & Hidden Fields – Control which fields show up and which must be filled in.

How to customize contact records

Step 3: Adjust Your Account Settings

Set up BIGContacts to match your region and preferences.

• Timezone & Date Format – Keep everything in your local time.
• Currency Format – Display amounts in the format that makes sense for your business.

Step 4: Customize Your Calendar & Tasks

Organize your workday your way.

• Calendar Settings – Show birthdays, meeting locations, and notes.
• Task List Customization – Prioritize tasks and organize them based on urgency.
• Workflows (Multi-Step Tasks) – Automate follow-ups and repetitive tasks.

How to customize your calendar
How to create custom workflows

Step 5: Customize Your Sales Pipeline

Set up your own sales process so deals move smoothly.

• Custom Sales Stages – Match your pipeline to the way you sell.
• Automated Tasks & Emails – Trigger reminders and follow-ups automatically.

How to customize the sales pipeline

Step 6: Save Time with Custom Email & Letter Templates

There is no need to type the same email over and over.

• Custom Email Templates – Create messages for follow-ups, outreach, and reminders.
• Letter Templates – Standardize letters for proposals, thank-yous, and more.

How to create email templates

Step 7: Capture Leads with Web Forms

Get new contacts added automatically when someone fills out a form on your website.

• Connect Forms – Link your forms to BIGContacts so leads go straight into your CRM.
• Automate Follow-Ups – Assign tasks or send emails when a form is submitted.

How to connect & capture leads with web forms

What’s Next?

Now that BIGContacts is set up your way, you can explore advanced tools like automated reports, email campaigns, and sales tracking.

Need help? Visit the BIGContacts Help Center or contact our support team via live chat or phone.