Engage with BeeCastle features
Engage with BeeCastle features
17 articles
JWritten by Matt Campion, Hamish Rickerby and Jessica Turnbull


Sales Dashboard - How To Use Guide
Learn how to leverage this helpful sales tool
Written by Matt Campion. Updated over a week ago
Open Opportunities "Next Meeting" and "Stage" filter
Easily see at a glance the next meeting for an opportunity & 1-click pipeline by stage
Written by Matt Campion. Updated over a week ago
Customer Profitability - Company Level
How-to-use guide for profitability on company page
Written by Matt Campion. Updated over a week ago
Create Meetings from Open Opportunities
Quickly action meetings when you need to and save time
Written by Matt Campion. Updated over a week ago
Setting reminders
Set reminders against accounts or contacts to make sure nothing slips
Written by Hamish Rickerby. Updated over a week ago
Customer Tiering - Bulk & Single Company Updates
This video shows you how to update the tier for companies in bulk or individually
Written by Matt Campion. Updated over a week ago
Assigned Accounts: Setup & How To Use
How to guide for BeeCastle administrators and users on how to use Assigned Accounts
Written by Matt Campion. Updated over a week ago
Account Profitability - How To Use Guide
Track your organisation's aggregate profitability over time
Written by Matt Campion. Updated over a week ago
Open Opportunities - How To Use Guide
Leverage your data to focus on the right opportunities at the right time
Written by Matt Campion. Updated over a week ago
Customer Cumulative Profitability

Written by Matt Campion. Updated over a week ago
Create Opportunity from Open Opportunities
Create Opportunities in BeeCastle and Sync back to ConnectWise
Written by Matt Campion. Updated over a week ago
BeeCastle Email Notifications
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Written by Jessica Turnbull. Updated over a week ago
Review meetings directly from Outlook
Rate and review your meetings from within Outlook
Written by Hamish Rickerby. Updated over a week ago
Customer Profitability - How To Use Guide
Watch these step-by-step videos on how to best use Customer Profitability
Written by Matt Campion. Updated over a week ago
Customer Profitability - Set Up & Data
This guide shows you how to set up and sync your data for Customer Profitability
Written by Matt Campion. Updated over a week ago
Rate and review your interactions
Quickly rate & share notes post-meeting to ensure you capture context
Written by Hamish Rickerby. Updated over a week ago
How to log a call
Easy ways to log calls on BeeCastle
Written by Hamish Rickerby. Updated over a week ago