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Setting up my Contacts & Companies

Setting up my Contacts & Companies

Adding and organising your contacts & companies in BeeCastle

7 articles
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Written by Hamish Rickerby

Excluding internal domains from Suggested Contacts

How to exclude particular email address domains from your suggested contacts
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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
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Written by Hamish Rickerby. Updated over a week ago

Bulk import contacts

Import multiple contacts at a time
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Written by Hamish Rickerby. Updated over a week ago

Suggested contacts and manually adding contacts

Get started by start adding contacts without bulk upload
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Written by Hamish Rickerby. Updated over a week ago

How to filter and save Segments on your Company and Contact List

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Written by Hamish Rickerby. Updated over a week ago

How to add and manage Portfolios

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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
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Written by Hamish Rickerby. Updated over a week ago