Setting up my Contacts & Companies
Adding and organising your contacts & companies in BeeCastle
By Hamish1 author9 articles
- Excluding internal domains from Suggested Contacts
- How to Edit your Companies and Contacts
- Bulk import contacts
- Suggested contacts and manually adding contacts
- How to filter and save Segments on your Company and Contact List
- How to add and manage Portfolios
- Adding Custom Fields
- Updating Contact Role Types
- Primary Contacts in Companies