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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