Setting up my Contacts & Companies

How to filter and save Segments on your Company and Contact List

At BeeCastle, we value structure .

Adding Custom Fields

Add custom fields to personalise how you structure and organise your contacts and companies

Bulk import contacts

Import multiple contacts at a time

Suggested contacts and manually adding contacts

Get started by start adding contacts without bulk upload

How to Edit your Companies and Contacts

Quick guide to editing your Contact and Company info

Primary Contacts in Companies

How BeeCastle identifies the primary contact in a company or customer organisation

Excluding internal domains from Suggested Contacts

How to exclude particular email address domains from your suggested contacts

Updating Contact Role Types

How to synchronise role types for contacts from your PSA

How to add and manage Portfolios

At BeeCastle, we value structure .