Work through My actions

My actions is everything you need to do for your clients, in one list: the actions BeeCastle finds in your data, and the reminders you set yourself.

Read an action

Each action is one line: what to do, the company and why, the money involved, and when it is due. Overdue actions come first, then this week, then later.

Open an action

Choose the title to open it. You see the company's health, its key contacts, any open deals and the next meeting, without leaving your list.

Mark it done

When it is done, tick the circle. Undo puts it back if you ticked the wrong one.

Snooze it or set a reminder

Not yet? Open the menu on the row. Snooze moves it to tomorrow, next Monday, next week, or a date you pick. Remind me lets you choose how long before it is due you are reminded.

Mark a contract as not renewing

When a client has told you a contract will not renew, open the menu on its renewal and choose Not renewing. Pick the reason. It comes out of renewal counts, Whitespace and My actions, and the contract stays on the company page with your reason.

Work on several at once

To work on several at once, choose Bulk actions and tick the actions. A bar appears, so you can tick them all done, snooze them, or reassign them to a colleague. Choose Done when you have finished.

Add your own reminder

Anything else to remember? Choose New reminder, say what it is, pick the day and the company, and it joins your list.

BeeCastle suggests

At the bottom, BeeCastle suggests more you could do, such as Whitespace gaps and overdue deals. None of it is in your list until you add it. Act on BeeCastle suggests explains how.