Getting started

What are portfolio and importance?

BeeCastle believes in splitting contacts by Portfolio and Importance as key to organising your team’s business relationships, as well as helping prioritise rela

Relationship scoring

What does your BeeCastle relationship score mean?

Getting started with BeeCastle

A guide to how to get the most out of BeeCastle

Managing visibility of email and calendar subject lines

If you have sensitive data in your email or calendar subject lines use this setting to reduce visibility to non-admin users