BeeCastle

Welcome to BeeCastle! We are thrilled you've chosen to transform your approach to relationship management with us.

This is your step by step guide to getting your team from zero to success on BeeCastle time. Investing time and energy initially to set up BeeCastle pays off, as our integrations mean there is little ongoing work for the user to get value from mapping, scoring &amp; coaching relationships.

To get your team to that point, we recommend the following steps:

<a href="https://help.beecastle.com/en/articles/3837597-how-to-integrate-office-365">1. Integrate Microsoft 365</a>

<a href="https://help.beecastle.com/en/articles/3498090-bulk-import-contacts">2. Add contacts and companies</a>

<a href="https://help.beecastle.com/en/articles/3820947-adding-custom-fields">3. Setup your custom company &amp; contact fields</a>

<a href="https://help.beecastle.com/en/articles/3820963-inviting-users">4. Invite other users</a>

5. Download the <a href="https://help.beecastle.com/en/articles/3820969-downloading-the-beecastle-app">iOS app</a>, add BeeCastle to <a href="https://help.beecastle.com/en/articles/3949812-how-to-add-beecastle-to-teams">Microsoft Teams</a> and <a href="https://help.beecastle.com/en/articles/4233265-review-meetings-directly-from-outlook">Microsoft Outlook</a>

<b><a href="https://help.beecastle.com/en/articles/4236557-relationship-scoring">6. Configure your relationship score</a></b>

<a href="https://help.beecastle.com/en/collections/2449320-engage-with-beecastle-features">7. Engage with BeeCastle with the following features</a>

A guide to how to get the most out of BeeCastle

Getting started with BeeCastle

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

1. Integrate Microsoft 365

2. Add contacts and companies

3. Setup your custom company & contact fields

4. Invite other users

5. Download the iOS app, add BeeCastle to Microsoft Teams and Microsoft Outlook

7. Engage with BeeCastle with the following features