Engage with BeeCastle features

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5 articles in this collection
Written by Hamish Rickerby and Matt Campion

Setting reminders

Set reminders against accounts or contacts to make sure nothing slips

Written by Hamish Rickerby
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

Review meetings directly from Outlook

Rate and review your meetings from within Outlook

Written by Hamish Rickerby
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