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Many of these documents, while being somewhat relevant, describe our legacy V1 of Beecastle. We are moving through updating them, so if anything is confusing, please reach out on the chat support.

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Popular: Syncing Recurring Meetings from Microsoft 365 How to integrate Office 365 How to log a call Relationship scoring

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13 collections

Getting started

5 articles

  • What are portfolio and importance?
  • Relationship scoring
  • Getting started with BeeCastle

Integrating Microsoft 365

5 articles

  • How to integrate Teams Calling
  • How to integrate Office 365
  • Why does BeeCastle need access to 365 calen...

Setting up my Contacts & Companies

9 articles

  • How to filter and save Segments on your Com...
  • Adding Custom Fields
  • Bulk import contacts

Inviting users

2 articles

  • Inviting users
  • How to join your company's BeeCastle account

Engage with BeeCastle features

21 articles

  • Open Opportunities "Next Meeting" and "Stag...
  • Customer Profitability - Set Up & Data
  • Create Meetings from Open Opportunities

BeeCastle App

2 articles

  • Downloading the BeeCastle App
  • Does BeeCastle have an android app?

Adding BeeCastle to Teams

1 article

  • How to add BeeCastle to Teams

Integrating without Microsoft 365

5 articles

  • Setting up account level email forwarding w...
  • Setting up account level email integration ...
  • If required, log your outbound emails by BC...

BeeCastle Outlook Add-in

1 article

  • BeeCastle Outlook Add-in

ConnectWise Integration

5 articles

  • Integrating BeeCastle with ConnectWise Cloud
  • Integrating BeeCastle with ConnectWise On-P...
  • Embed BeeCastle in ConnectWise

Privacy, Security and Data

2 articles

  • Roles and Permissions in BeeCastle
  • How BeeCastle handles possible security inc...

BeeCastle for Halo

1 article

  • Integrating BeeCastle with HaloPSA

BeeCastle for Autotask

1 article

  • Integrating BeeCastle with AutoTask

Popular questions

Syncing Recurring Meetings from Microsoft 365

How to sync recurring meetings for your account and how recurring meetings work

 2 min

How to integrate Office 365

The BeeCastle platform revolves around automation .

 2 min

How to log a call

Easy ways to log calls on BeeCastle

 1 min

Relationship scoring

What does your BeeCastle relationship score mean?

 2 min

How to join your company's BeeCastle account

If you accidentally created a separate BeeCastle account to your team

 1 min

Integrating BeeCastle with HaloPSA

Step by step instructions to sync your HaloPSA with BeeCastle

 4 min

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