Setting up my Contacts & Companies

Adding and organising your contacts & companies in BeeCastle

6 articles in this collection
Written by Tom Hilton, Michelle Huang, and Ellie Thornton

How to Edit your Companies and Contacts

Quick guide to editing your Contact and Company info

Written by Ellie Thornton
Updated over a week ago

Bulk import contacts

Import multiple contacts at a time

Written by Tom Hilton
Updated over a week ago

Suggested contacts and manually adding contacts

Get started by start adding contacts without bulk upload

Written by Michelle Huang
Updated over a week ago

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

Written by Michelle Huang
Updated over a week ago

How to add and manage Portfolios

Written by Michelle Huang
Updated over a week ago

Adding Custom Fields

Add custom fields to personalise how you structure and organise your contacts and companies

Written by Michelle Huang
Updated over a week ago