Setting up my Contacts & Companies

Filter and save segments

Filter your company list, save a personal or shared segment, and email its results. Reuse the same controls across BeeCastle.

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

Add contacts manually or from suggestions

Create a contact, review Microsoft activity suggestions, and add, dismiss, or restore a contact.

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 .