BeeCastle

Learn how to leverage this helpful sales tool

Sales Dashboard - How To Use Guide

Now you can see all of your contracts in BeeCastle and stay ahead of the game!

Easily see at a glance the next meeting for an opportunity & 1-click pipeline by stage

How-to-use guide for profitability on company page

Quickly action meetings when you need to and save time

Set reminders against accounts or contacts to make sure nothing slips

This video shows you how to update the tier for companies in bulk or individually

How to guide for BeeCastle administrators and users on how to use Assigned Accounts

Track your organisation's aggregate profitability over time

Leverage your data to focus on the right opportunities at the right time

Create Opportunities in BeeCastle and Sync back to ConnectWise

Rate and review your meetings from within Outlook

Watch these step-by-step videos on how to best use Customer Profitability

This guide shows you how to set up and sync your data for Customer Profitability

Quickly rate & share notes post-meeting to ensure you capture context

Find answers and get help from Intercom Support and Community Experts

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