All Collections
Engage with BeeCastle features


Sales Dashboard - How To Use Guide
Track Your Contracts in BeeCastle
Open Opportunities "Next Meeting" and "Stage" filter
Customer Profitability - Company Level
Create Meetings from Open Opportunities
Setting reminders
Customer Tiering - Bulk & Single Company Updates
Assigned Accounts: Setup & How To Use
Account Profitability - How To Use Guide
Open Opportunities - How To Use Guide
Customer Cumulative Profitability
Create Opportunity from Open Opportunities
BeeCastle Email Notifications
Review meetings directly from Outlook
Customer Profitability - How To Use Guide
Customer Profitability - Set Up & Data
Rate and review your interactions
How to log a call