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How to contact support
Use this article when you need help with how to contact support in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer bef...
Common mistakes new users make
Use this article when you need help with common mistakes new users make in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple an...
First 30-minute setup checklist
Use this article when you need help with first 30-minute setup checklist in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple a...
Difference between customer, lead, order, invoice and ticket
Use this article when you need help with difference between customer, lead, order, invoice and ticket in BigHelpers CRM, the client portal, or a BigHelpers service. Use...
How to use BigHelpers CRM from mobile
Use this article when you need help with how to use bighelpers crm from mobile in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a si...
How to invite your team members
Use this article when you need help with how to invite your team members in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple a...
How to add UPI payment details
Check the invoice link, UPI reference, payment status, and transaction ID before raising a ticket. Use this when payment failed, money was deducted, a link is not openin...
How to send your first WhatsApp reminder
WhatsApp messages depend on the connected number, approved templates, customer consent, and delivery status from the provider. Use this when a payment reminder, invoice...
How to create your first invoice
You can create an invoice from the customer or billing section, add items, save it, and share it by WhatsApp, email, or payment link. Use this after a sale is confirmed...
How to add your first lead
Use this article when you need help with how to add your first lead in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
How to add your first customer
Use this article when you need help with how to add your first customer in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple an...
How to set up your business profile
Use this article when you need help with how to set up your business profile in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simp...
How to create your first account
Use this article when you need help with how to create your first account in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple...
Who should use BigHelpers CRM?
Use this article when you need help with who should use bighelpers crm? in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple an...
What is BigHelpers CRM?
Use this article when you need help with what is bighelpers crm? in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer be...