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Popular: Integrating BeeCastle with HaloPSA Relationship scoring Set up Microsoft Teams How to Edit your Companies and Contacts

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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

  • Set up Microsoft Teams
  • 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

25 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

Integrating BeeCastle with HaloPSA

Step by step instructions to sync your HaloPSA with BeeCastle

 4 min

Relationship scoring

What does your BeeCastle relationship score mean?

 2 min

Set up Microsoft Teams

Connect Teams call records, attendance reports and transcripts to BeeCastle.

 5 min

How to Edit your Companies and Contacts

Quick guide to editing your Contact and Company info

 2 min

Assigned Accounts: Setup & How To Use

How to guide for BeeCastle administrators and users on how to use Assigned Accounts

 3 min

I tried to integrate 365 & it said I needed 'Admin Approval'. What do I/my IT team need to do?

When Microsoft asks for admin approval before you can connect your mailbox

 2 min

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