Setting up my Contacts & Companies
Setting up my Contacts & Companies
Adding and organising your contacts & companies in BeeCastle
7 articles
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