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Engage with BeeCastle features

Engage with BeeCastle features

17 articles
Matt Campion avatarHamish Rickerby avatarJ
Written by Matt Campion, Hamish Rickerby and Jessica Turnbull

Sales Dashboard - How To Use Guide

Learn how to leverage this helpful sales tool
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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
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Written by Matt Campion. Updated over a week ago

Customer Profitability - Company Level

How-to-use guide for profitability on company page
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Written by Matt Campion. Updated over a week ago

Create Meetings from Open Opportunities

Quickly action meetings when you need to and save time
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Written by Matt Campion. Updated over a week ago

Setting reminders

Set reminders against accounts or contacts to make sure nothing slips
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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
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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
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Written by Matt Campion. Updated over a week ago

Account Profitability - How To Use Guide

Track your organisation's aggregate profitability over time
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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
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Written by Matt Campion. Updated over a week ago

Customer Cumulative Profitability

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Written by Matt Campion. Updated over a week ago

Create Opportunity from Open Opportunities

Create Opportunities in BeeCastle and Sync back to ConnectWise
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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
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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
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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
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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
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Written by Hamish Rickerby. Updated over a week ago

How to log a call

Easy ways to log calls on BeeCastle
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Written by Hamish Rickerby. Updated over a week ago