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Setting up my Contacts & Companies
Setting up my Contacts & Companies
Adding and organising your contacts & companies in BeeCastle
7 articles in this collection
Written by
Hamish Rickerby
Excluding internal domains from Suggested Contacts
How to exclude particular email address domains from your suggested contacts
Written by
Hamish Rickerby
Updated over a week ago
How to Edit your Companies and Contacts
Quick guide to editing your Contact and Company info
Written by
Hamish Rickerby
Updated over a week ago
Bulk import contacts
Import multiple contacts at a time
Written by
Hamish Rickerby
Updated over a week ago
Suggested contacts and manually adding contacts
Get started by start adding contacts without bulk upload
Written by
Hamish Rickerby
Updated over a week ago
How to filter and save Segments on your Company and Contact List
Written by
Hamish Rickerby
Updated over a week ago
How to add and manage Portfolios
Written by
Hamish Rickerby
Updated over a week ago
Adding Custom Fields
Add custom fields to personalise how you structure and organise your contacts and companies
Written by
Hamish Rickerby
Updated over a week ago