Topics
Background
BeeCastle sets a company's tier (platinum, gold, silver, bronze) as part of the onboarding process. It is based on the revenue levels of the company. Please see this help article for more information.
It is not systematically updated after onboarding, due to the fact that many MSPs want to set this tier and have the company in that tier until such time their revenues significantly increase.
How to Change the Company Tier - Bulk Update Approach
There may be scenarios where you want to change many companies from one tier (gold) and to another tier (platinum). This could be for a variety of account management reasons:
They are now a strategic customer
Profitability has increased
Many more..
This video shows you how to update many accounts Tier:
Click Path to Follow > Companies > Table > Tier
How to Change 1 Company
This video shows you the two ways you can change the tier for one company at a time.