Setting up my Contacts & Companies
Adding and organising your contacts & companies in BeeCastle
9 articles
How to filter and save Segments on your Company and Contact List
At BeeCastle, we value structure .
Adding Custom Fields
Add custom fields to personalise how you structure and organise your contacts and companies
Bulk import contacts
Import multiple contacts at a time
Suggested contacts and manually adding contacts
Get started by start adding contacts without bulk upload
How to Edit your Companies and Contacts
Quick guide to editing your Contact and Company info
Primary Contacts in Companies
How BeeCastle identifies the primary contact in a company or customer organisation
Excluding internal domains from Suggested Contacts
How to exclude particular email address domains from your suggested contacts
Updating Contact Role Types
How to synchronise role types for contacts from your PSA
How to add and manage Portfolios
At BeeCastle, we value structure .