Add contacts manually or from suggestions

Add contacts manually, or review people found in Microsoft activity for your companies. Create a contact, check a suggestion, then choose whether to add or dismiss it.

Create a contact manually

To create a contact, open New in the app header and choose New contact. You can also open a company, go to its Contacts tab, and choose Add contact, then Create new contact.

Enter an email address and choose a company. Both are required. Add the person's first name, last name, and job title if you know them. Choose Create contact to save.

If the email already belongs to a contact, BeeCastle says, “That email already exists.” Attach the existing contact instead of creating a duplicate.

Review suggested contacts

Open Contacts, then choose Suggested. These are people found in Microsoft activity for your companies. Suggestions are matched to existing companies by their registered domains. Check each person's name, email, company, source, first-seen date, last contact, and recent activity. A contact can have more than one saved email address.

Add a suggested contact

1. Choose Add contact beside a person. The drawer is titled Review [name] before adding.
2. Check the primary email and matched company. Search for another existing company if the match is wrong.
3. Complete any missing contact details, then choose Add contact.

BeeCastle makes the suggested contact active. It does not create another record. Choose Cancel to leave the suggestion unchanged. To add several at once, select the rows and choose Accept.

Dismiss a suggestion

Choose Dismiss beside a person you do not want BeeCastle to track. Confirm by choosing Dismiss again. BeeCastle excludes the person's saved email addresses from future contact discovery and attribution. Existing history stays in BeeCastle.

Restore a dismissed contact

1. Return to Contacts. Open Manage contacts and choose Dismissed.
2. Choose Restore beside the person.

The contact returns to Suggested. BeeCastle can match activity to their saved email addresses again.