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Overview

Navigation

Default Settings

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Overview

To enable adoption of features such as updating Opportunities, BeeCastle has introduced email reminders.

The following table shows this detail.

Email

Frequency

Purpose

Outdated Pipeline Weekly Summary

Weekly Friday morning

Provides a list of all opportunities which have outdated close dates which need updating.

Pipeline Risk Weekly Summary

Weekly Monday morning

Provides a summary of opportunities and which ones require action.

Navigation

Settings > Personal Settings > Communication Preferences

  1. Go to setting on the left-hand navigation

Default Settings

By default, all reminders are enabled.

Unsubscribe

To "unsubscribe" from any automatic email reminders deselect the blue checkbox and this will unsubscribe you.

If you have any questions please feel free to contact help@beecastle.com

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